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AVDX

AvidXchange

Delisted

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

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $366K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3% more funds holding

Funds holding: 185191 (+6)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

4.8% less ownership

Funds ownership: 83.1%78.3% (-4.8%)

36% less capital invested

Capital invested by funds: $2.07B → $1.32B (-$751M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$3.61M +$1.26M +133,685 +43%
UBS AM
52
UBS AM
Illinois
$3.43M +$195K +20,665 +5%
ECM
53
ExodusPoint Capital Management
New York
$3.41M +$3.59M +381,192 +970%
TI
54
Trexquant Investment
Connecticut
$3.15M +$3.65M +388,091 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.62M +$16K +1,700 +0.5%
Allianz Asset Management
56
Allianz Asset Management
Germany
$2.56M
Barclays
57
Barclays
United Kingdom
$2.32M +$1.9M +201,679 +240%
CG
58
Circumference Group
Arkansas
$2.23M +$2.59M +275,000 New
HCM
59
Horrell Capital Management
Arkansas
$2.23M +$2.59M +275,000 New
American Century Companies
60
American Century Companies
Missouri
$2.09M -$40.1M -4,257,583 -94%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$659K +69,971 +39%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.88M -$95.9K -10,186 -4%
PP
63
PDT Partners
New York
$1.84M +$2.13M +226,373 New
Renaissance Technologies
64
Renaissance Technologies
New York
$1.78M -$5.11M -543,000 -71%
HAFS
65
Hapanowicz & Associates Financial Services
Pennsylvania
$1.6M
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.5M
Ameriprise
67
Ameriprise
Minnesota
$1.5M -$907K -96,353 -34%
Legal & General Group
68
Legal & General Group
United Kingdom
$1.5M +$35.2K +3,735 +2%
GCP
69
GSA Capital Partners
United Kingdom
$1.39M +$1.62M +171,791 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$1.32M +$1.47M +155,643 +2,137%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.29M -$1.24M -131,338 -45%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$29.9K -3,174 -2%
Invesco
73
Invesco
Georgia
$1.22M +$85.2K +9,050 +6%
BCM
74
BlueMar Capital Management
Florida
$1.17M -$27.3K -2,900 -2%
Citigroup
75
Citigroup
New York
$1.02M +$824K +87,514 +230%

AVDX Hedge Fund Activity: Q3 2024 in Review

191 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2024, worth a combined $1.32B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDX positions and 38 closed out — a net gain of 6 holders — while 62 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.6M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $61.2M sold.

  • 191 institutional investors held AvidXchange (AVDX) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $1.32B of AvidXchange stock for Q3 2024, down 36% quarter-over-quarter.
  • 44 funds opened new AvidXchange positions in Q3 2024 and 38 closed out, a net change of +6 holders.
  • The largest AvidXchange buyer in Q3 2024 was Fidelity Investments, an estimated $94.6M added.
  • The largest AvidXchange seller in Q3 2024 was Lone Pine Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2024.