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AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$1.7M +$54.7K +4,791 +4%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$1.69M -$8.2M -718,574 -84%
CWC
78
Carolinas Wealth Consulting
North Carolina
$1.44M
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.32M +$142K +12,434 +13%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.26M +$12.8K +1,124 +1%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M +$151K +13,229 +15%
MIM
82
MetLife Investment Management
New Jersey
$1.22M +$251K +21,946 +28%
GC
83
Gillson Capital
Illinois
$1.2M +$1.14M +99,500 New
CF
84
Corebridge Financial
Texas
$1.13M +$1.07M +93,503 New
EP
85
Edgestream Partners
New Jersey
$1.12M +$867K +75,921 +458%
Barclays
86
Barclays
United Kingdom
$1.01M -$617K -54,017 -39%
SOW
87
State of Wyoming
Wyoming
$978K +$122K +10,727 +15%
PCA
88
Providence Capital Advisors
North Carolina
$968K
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$922K +$873K +76,469 New
Wells Fargo
90
Wells Fargo
California
$916K +$23.4K +2,047 +3%
SEI Investments
91
SEI Investments
Pennsylvania
$870K +$55.6K +4,866 +7%
SPA
92
Sherbrooke Park Advisers
New York
$800K +$568K +49,723 +300%
B
93
Bailard
California
$799K -$45.7K -4,000 -6%
BA
94
Bridgewater Associates
Connecticut
$788K +$746K +65,310 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$693K +$93.9K +8,223 +17%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$690K -$203K -17,748 -24%
AWP
97
Accretive Wealth Partners
New Jersey
$665K
GAM
98
Gotham Asset Management
New York
$595K -$334K -29,284 -37%
SA
99
Sanctuary Advisors
Indiana
$575K +$549K +48,076 New
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$557K +$527K +46,202 New

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.