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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.98M +$30.9K +3,347 +0.7%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.68M +$3.09M +333,863 +336%
Citadel Advisors
53
Citadel Advisors
Florida
$3.22M -$4.48M -484,340 -56%
CG
54
Circumference Group
Arkansas
$3.14M +$878K +95,000 +35%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.94M -$16.7M -1,809,826 -84%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.87M +$109K +11,800 +4%
PP
57
PDT Partners
New York
$2.63M
Marshall Wace
58
Marshall Wace
United Kingdom
$2.47M +$1.43M +154,399 +113%
EP
59
Edgestream Partners
New Jersey
$2.13M +$1.45M +157,084 +167%
AQR Capital Management
60
AQR Capital Management
Connecticut
$2.08M -$3.27M -353,879 -59%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.06M +$78.8K +8,523 +4%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$1.96M -$5.8M -627,414 -73%
Barclays
63
Barclays
United Kingdom
$1.91M -$786K -85,048 -27%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$1.8M +$137K +14,828 +8%
HAFS
65
Hapanowicz & Associates Financial Services
Pennsylvania
$1.67M
Legal & General Group
66
Legal & General Group
United Kingdom
$1.65M +$39.2K +4,246 +2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.61M +$307K +33,223 +21%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.53M +$1.66M +180,027 New
Millennium Management
69
Millennium Management
New York
$1.51M -$2.18M -235,688 -57%
Invesco
70
Invesco
Georgia
$1.44M +$123K +13,329 +9%
Capital Research Global Investors
71
Capital Research Global Investors
California
$1.4M
HF
72
HRT Financial
New York
$1.29M -$5.48K -593 -0.4%
DFCM
73
Dark Forest Capital Management
Puerto Rico
$1.29M +$968K +104,711 +220%
Citigroup
74
Citigroup
New York
$1.2M -$335K -36,267 -20%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$1.18M +$150K +16,275 +13%

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.