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AVDX

AvidXchange

Delisted

AVDX was delisted on the 14th of October, 2025.

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$7.84M +$568K +47,309 +9%
Lazard Asset Management
52
Lazard Asset Management
New York
$7.62M +$6.96M +579,600 New
ASGS
53
Alpha Square Group S
New York
$6.93M
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$6.21M +$4.98M +414,438 +715%
N
55
Nuveen
North Carolina
$5.91M -$75.6K -6,292 -1%
CSS
56
Cubist Systematic Strategies
Connecticut
$5.78M +$5.28M +439,405 New
Ameriprise
57
Ameriprise
Minnesota
$5.76M -$9.45M -786,618 -64%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.07M -$45.4K -3,779 -1%
Brown Advisory
59
Brown Advisory
Maryland
$4.91M +$273K +22,744 +6%
HIM
60
Herald Investment Management
United Kingdom
$4.6M +$1.44M +120,000 +52%
Swiss National Bank
61
Swiss National Bank
Switzerland
$4.22M +$265K +22,100 +7%
Allianz Asset Management
62
Allianz Asset Management
Germany
$4.13M +$54.3K +4,521 +1%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.96M +$1.66M +138,327 +85%
CS
64
Credit Suisse
Switzerland
$3.51M +$320K +26,609 +11%
First Trust Advisors
65
First Trust Advisors
Illinois
$3.36M +$622K +51,812 +25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.16M -$1.59M -132,595 -36%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$3.01M +$2.75M +228,721 New
RA
68
Royce & Associates
New York
$2.93M +$1.32M +110,000 +97%
TI
69
Trexquant Investment
Connecticut
$2.8M -$678K -56,430 -21%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.77M +$60.1K +5,002 +2%
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$2.59M
UBS AM
72
UBS AM
Illinois
$2.59M -$4.71K -392 -0.2%
ECM
73
ExodusPoint Capital Management
New York
$2.49M +$2.28M +189,450 New
Marshall Wace
74
Marshall Wace
United Kingdom
$2.45M +$1.68M +140,186 +301%
SSA
75
Schonfeld Strategic Advisors
New York
$2.37M +$1.32M +109,548 +156%

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.