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AVDX

AvidXchange

Delisted

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

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$2.29M +$85.6K +7,129 +4%
BCM
77
BlueMar Capital Management
Florida
$2.25M -$61.6K -5,127 -3%
LCG
78
Lisanti Capital Growth
New York
$2.21M +$742K +61,795 +58%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.12M +$19.9K +1,656 +1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.95M
SFI
81
Susquehanna Fundamental Investments
Pennsylvania
$1.85M +$1.69M +140,527 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$1.84M +$279K +23,236 +20%
Barclays
83
Barclays
United Kingdom
$1.82M -$1.16M -96,543 -41%
Invesco
84
Invesco
Georgia
$1.79M -$233K -19,360 -12%
CWC
85
Carolinas Wealth Consulting
North Carolina
$1.57M -$471K -39,239 -25%
Osaic Holdings
86
Osaic Holdings
Arizona
$1.36M +$1.24M +103,621 +152,384%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.28M +$66.8K +5,563 +6%
Jane Street
88
Jane Street
New York
$1.23M -$309K -25,727 -22%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$102K +8,502 +10%
DADC
90
D.A. Davidson & Co
Montana
$1.11M -$22.5K -1,877 -2%
PCA
91
Providence Capital Advisors
North Carolina
$1.06M
NRD
92
Nebula Research & Development
New York
$1.04M +$951K +79,227 New
MIM
93
MetLife Investment Management
New Jersey
$1.04M
GCP
94
GSA Capital Partners
United Kingdom
$1.03M +$224K +18,612 +31%
GAM
95
Gotham Asset Management
New York
$1.03M +$477K +39,726 +102%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$1.01M -$215K -17,865 -19%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$986K -$1.25M -104,207 -58%
AIG
98
American International Group
New York
$979K +$1.68K +140 +0.2%
Wells Fargo
99
Wells Fargo
California
$972K +$152K +12,638 +21%
AQR Capital Management
100
AQR Capital Management
Connecticut
$952K +$435K +36,234 +100%

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.