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AVDX

AvidXchange

Delisted

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

113 hedge funds and large institutions have $844M invested in AvidXchange in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $548K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

13% more funds holding

Funds holding: 100113 (+13)

7.53% more ownership

Funds ownership: 61.96%69.49% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

14% less capital invested

Capital invested by funds: $982M → $844M (-$138M)

Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
1.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
36
Reduced
25
Closed
21
Calls
$1.54M
Puts
$548K
Net Calls
+$992K
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$19K -$20.4K -2,567 -45%
Lazard Asset Management
102
Lazard Asset Management
New York
$19K +$20.8K +2,617 +507%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$15K +$19.2K +2,419 New
Simplex Trading
104
Simplex Trading
Illinois
$14K +$11.2K +1,412 +154%
Osaic Holdings
105
Osaic Holdings
Arizona
$8K +$9.29K +1,170 +555%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$5K -$5.8K -730 -47%
PCA
107
Providence Capital Advisors
North Carolina
$5K
DFCM
108
Dark Forest Capital Management
Puerto Rico
$4K -$254K -31,936 -98%
TWA
109
TCI Wealth Advisors
Arizona
$4K +$4.66K +587 New
SOW
110
State of Wyoming
Wyoming
$3K -$230 -29 -5%
EW
111
Evoke Wealth
California
$2K +$2.34K +295 New
CA
112
Crewe Advisors
Utah
$1K +$842 +106 New
FHA
113
First Horizon Advisors
Tennessee
$1K +$1.34K +169 New
Franklin Resources
114
Franklin Resources
California
-$8.17M -1,015,200 Closed
NRCM
115
North Reef Capital Management
California
-$5.5M -683,256 Closed
SSA
116
Schonfeld Strategic Advisors
New York
-$4.93M -611,844 Closed
Renaissance Technologies
117
Renaissance Technologies
New York
-$4.25M -528,000 Closed
LCM
118
LH Capital Markets
New York
-$4.03M -500,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.57M -318,800 Closed
Tiger Global Management
120
Tiger Global Management
New York
-$2.25M -279,061 Closed
HV
121
HST Ventures
Utah
-$2.12M -262,878 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$1.16M -144,595 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
-$1.09M -135,150 Closed
IM
124
Islet Management
New York
-$403K -50,002 Closed
JF
125
Jump Financial
Illinois
-$399K -49,459 Closed

AVDX Hedge Fund Activity: Q2 2022 in Review

113 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2022, worth a combined $844M — down 14% from $982M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AVDX positions and 21 closed out — a net gain of 16 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Vanguard Group, adding an estimated $67.9M. The largest seller was Neuberger Berman Group, cutting an estimated $29.4M.

  • 113 institutional investors held AvidXchange (AVDX) as of Q2 2022, up from 100 in Q1 2022.
  • Funds reported $844M of AvidXchange stock for Q2 2022, down 14% quarter-over-quarter.
  • 37 funds opened new AvidXchange positions in Q2 2022 and 21 closed out, a net change of +16 holders.
  • The largest AvidXchange buyer in Q2 2022 was Vanguard Group, an estimated $67.9M added.
  • The largest AvidXchange seller in Q2 2022 was Neuberger Berman Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2022.