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AVDX

AvidXchange

Delisted

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

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $366K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3% more funds holding

Funds holding: 185191 (+6)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

4.8% less ownership

Funds ownership: 83.1%78.3% (-4.8%)

36% less capital invested

Capital invested by funds: $2.07B → $1.32B (-$751M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
76
Carolinas Wealth Consulting
North Carolina
$968K
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$902K +$16.1K +1,705 +2%
Osaic Holdings
78
Osaic Holdings
Arizona
$824K -$29.6K -3,142 -3%
MIM
79
MetLife Investment Management
New Jersey
$817K
RA
80
Royce & Associates
New York
$811K -$678K -72,000 -42%
Verition Fund Management
81
Verition Fund Management
Connecticut
$804K +$933K +99,096 New
Mirae Asset Global ETFs Holdings
82
Mirae Asset Global ETFs Holdings
Hong Kong
$771K +$176K +18,649 +24%
CF
83
Corebridge Financial
Texas
$754K -$5.39K -573 -0.6%
SG Americas Securities
84
SG Americas Securities
New York
$745K +$585K +62,078 +208%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$741K -$108K -11,444 -11%
Wells Fargo
86
Wells Fargo
California
$711K +$110K +11,715 +15%
Jane Street
87
Jane Street
New York
$708K -$2.06M -218,424 -71%
Millennium Management
88
Millennium Management
New York
$701K -$25.3M -2,684,184 -97%
QT
89
Quantbot Technologies
New York
$618K +$717K +76,150 New
SOW
90
State of Wyoming
Wyoming
$552K -$122K -12,962 -16%
PP
91
Paloma Partners
Connecticut
$495K +$575K +61,060 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$456K -$12K -1,275 -2%
ET
93
Entropy Technologies
New York
$447K +$519K +55,173 New
SA
94
Sanctuary Advisors
Indiana
$427K -$93.1K -9,886 -21%
PCG
95
Prosperity Consulting Group
Maryland
$425K +$493K +52,388 New
US Bancorp
96
US Bancorp
Minnesota
$424K +$492K +52,224 +111,115%
B
97
Bailard
California
$422K -$134K -14,200 -21%
IIM
98
INTECH Investment Management
Florida
$396K +$460K +48,818 New
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$389K +$208K +22,043 +85%
ASRS
100
Arizona State Retirement System
Arizona
$386K +$17.2K +1,832 +4%

AVDX Hedge Fund Activity: Q3 2024 in Review

191 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2024, worth a combined $1.32B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDX positions and 38 closed out — a net gain of 6 holders — while 62 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.6M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $61.2M sold.

  • 191 institutional investors held AvidXchange (AVDX) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $1.32B of AvidXchange stock for Q3 2024, down 36% quarter-over-quarter.
  • 44 funds opened new AvidXchange positions in Q3 2024 and 38 closed out, a net change of +6 holders.
  • The largest AvidXchange buyer in Q3 2024 was Fidelity Investments, an estimated $94.6M added.
  • The largest AvidXchange seller in Q3 2024 was Lone Pine Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2024.