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AVDX

AvidXchange

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
51
Herald Investment Management
United Kingdom
$4.89M
HF
52
HRT Financial
New York
$4.8M +$3.05M +338,262 +222%
Luther King Capital Management (LKCM)
53
Luther King Capital Management (LKCM)
Texas
$4.42M -$2.48M -275,080 -38%
Verition Fund Management
54
Verition Fund Management
Connecticut
$3.91M +$2.88M +319,570 +399%
UBS Group
55
UBS Group
Switzerland
$3.81M -$5.21M -577,744 -60%
TC
56
TwinBeech Capital
New York
$3.5M +$3.22M +357,025 New
Citadel Advisors
57
Citadel Advisors
Florida
$3.49M -$210K -23,249 -6%
NYLIM
58
New York Life Investment Management
New York
$3.35M +$3.08M +342,156 New
Barclays
59
Barclays
United Kingdom
$3.27M +$978K +108,531 +48%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.25M -$60.4K -6,700 -2%
PP
61
PDT Partners
New York
$3.15M +$106K +11,800 +4%
SC
62
Sagefield Capital
Texas
$3.04M +$2.8M +310,900 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$2.72M -$172M -19,081,065 -99%
CG
64
Circumference Group
Arkansas
$2.69M -$856K -95,000 -26%
VI
65
Vestcor Inc
New Brunswick, Canada
$2.6M +$2.4M +266,032 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$2.51M +$117K +12,924 +5%
CC
67
Centiva Capital
New York
$2.45M +$2.25M +250,000 New
OAM
68
Oxford Asset Management
United Kingdom
$2.38M +$2.19M +243,202 New
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.34M +$2.16M +239,330 New
BHCM
70
Brevan Howard Capital Management
Jersey
$2.3M +$1.41M +156,082 +197%
AQR Capital Management
71
AQR Capital Management
Connecticut
$2.22M -$164K -18,199 -7%
GLF
72
Groupe la Francaise
France
$2.2M +$2.03M +225,000 New
American Century Companies
73
American Century Companies
Missouri
$2.19M +$1.02M +112,774 +101%
Jane Street
74
Jane Street
New York
$2.12M +$1.49M +165,003 +323%
CG
75
Carmignac Gestion
France
$2.1M +$1.94M +214,818 New

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.