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AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$5.98M +$533K +46,714 +10%
Brown Advisory
52
Brown Advisory
Maryland
$4.9M +$379K +33,162 +9%
UBS AM
53
UBS AM
Illinois
$4.85M +$2.34M +205,283 +104%
UBS Group
54
UBS Group
Switzerland
$4.81M -$2.25M -197,280 -33%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$4.65M -$992K -86,906 -18%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$4.6M -$7.82M -684,796 -64%
HIM
57
Herald Investment Management
United Kingdom
$4.22M
AACP
58
Advantage Alpha Capital Partners
California
$4.19M +$3.97M +347,794 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.87M
Allianz Asset Management
60
Allianz Asset Management
Germany
$3.81M +$22.9K +2,009 +0.6%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$3.75M +$109K +9,585 +3%
Jane Street
62
Jane Street
New York
$3.69M +$2.42M +211,944 +226%
First Trust Advisors
63
First Trust Advisors
Illinois
$3.5M +$391K +34,252 +13%
Ameriprise
64
Ameriprise
Minnesota
$3.39M -$1.79M -156,667 -36%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.92M +$366K +32,085 +15%
Squarepoint
66
Squarepoint
New York
$2.42M +$2.29M +200,932 New
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$2.37M
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.23M +$419K +36,690 +25%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.18M +$77.2K +6,758 +4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.15M -$579K -50,745 -22%
RA
71
Royce & Associates
New York
$2.07M -$583K -51,026 -23%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.93M -$12.5K -1,098 -0.7%
IP
73
Interval Partners
New York
$1.83M +$1.74M +152,021 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.81M +$119K +10,442 +7%
BCM
75
BlueMar Capital Management
Florida
$1.78M -$270K -23,642 -14%

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.