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AVDX

AvidXchange

Delisted

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

159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more call options, than puts

Call options by funds: $6.59M | Put options by funds: $742K

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

41% more capital invested

Capital invested by funds: $1.05B → $1.47B (+$425M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

3.36% more ownership

Funds ownership: 67.24%70.6% (+3.4%)

3% more funds holding

Funds holding: 155159 (+4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
34
Increased
68
Reduced
40
Closed
29
Calls
$6.59M
Puts
$742K
Net Calls
+$5.84M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$1.18M -$3.69M -410,343 -78%
LCG
77
Lisanti Capital Growth
New York
$1.16M +$1M +111,560 New
HCM
78
Horrell Capital Management
Arkansas
$1.09M
SEI Investments
79
SEI Investments
Pennsylvania
$1.06M +$919K +102,211 New
Citigroup
80
Citigroup
New York
$1M +$858K +95,426 +6,991%
GCP
81
GSA Capital Partners
United Kingdom
$900K +$780K +86,715 New
Wells Fargo
82
Wells Fargo
California
$879K +$305K +33,869 +67%
HV
83
HST Ventures
Utah
$871K
PCA
84
Providence Capital Advisors
North Carolina
$841K
MIM
85
MetLife Investment Management
New Jersey
$819K
SO
86
STRS Ohio
Ohio
$798K +$45.9K +5,100 +7%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$797K
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$763K +$207K +22,992 +46%
AIG
89
American International Group
New York
$747K +$10.6K +1,183 +2%
Principal Financial Group
90
Principal Financial Group
Iowa
$684K +$450K +49,982 +313%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640K +$11.2K +1,242 +2%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$627K -$10.9K -1,213 -2%
AWP
93
Accretive Wealth Partners
New Jersey
$572K
Barclays
94
Barclays
United Kingdom
$570K -$305K -33,874 -38%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$555K +$40.9K +4,548 +9%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$534K -$237K -26,392 -34%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$530K +$459K +51,040 New
UBS AM
98
UBS AM
Illinois
$509K
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$502K +$180K +19,992 +71%
Walleye Trading
100
Walleye Trading
New York
$496K +$430K +47,794 New

AVDX Hedge Fund Activity: Q2 2023 in Review

159 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2023, worth a combined $1.47B — up 41% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 29 closed out — a net gain of 5 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was Senvest Management, adding an estimated $35.5M. The largest seller was Bain Capital Venture Investors, cutting an estimated $34.5M.

  • 159 institutional investors held AvidXchange (AVDX) as of Q2 2023, up from 155 in Q1 2023.
  • Funds reported $1.47B of AvidXchange stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q2 2023 and 29 closed out, a net change of +5 holders.
  • The largest AvidXchange buyer in Q2 2023 was Senvest Management, an estimated $35.5M added.
  • The largest AvidXchange seller in Q2 2023 was Bain Capital Venture Investors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2023.