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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$440K +$237K +26,360 +164%
PTC
102
Petrus Trust Company
Texas
$427K +$225K +24,981 +154%
WG
103
Welch Group
Alabama
$416K -$361K -40,118 -50%
SOW
104
State of Wyoming
Wyoming
$411K +$357K +39,635 New
ASRS
105
Arizona State Retirement System
Arizona
$407K +$223K +24,825 +172%
First Trust Advisors
106
First Trust Advisors
Illinois
$406K -$2.08M -230,963 -86%
ACM
107
Aquatic Capital Management
Illinois
$398K -$41.4K -4,600 -11%
MCM
108
MV Capital Management
Maryland
$397K +$344K +38,225 New
KeyBank National Association
109
KeyBank National Association
Ohio
$366K -$3.24M -360,000 -91%
JFG
110
Jefferies Financial Group
New York
$305K +$265K +29,421 New
CC
111
Corton Capital
Ontario, Canada
$302K +$87.5K +9,729 +50%
QC
112
Quadrature Capital
United Kingdom
$287K +$249K +27,648 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$271K -$42.4K -4,709 -15%
CAM
114
Cresset Asset Management
Illinois
$252K +$34.7K +3,858 +19%
AIM
115
Aigen Investment Management
New York
$243K +$211K +23,431 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$240K +$88.4K +9,828 +74%
OQS
117
Occudo Quantitative Strategies
Florida
$231K +$200K +22,254 New
AB
118
Amalgamated Bank
New York
$228K +$15.6K +1,729 +9%
JF
119
Jump Financial
Illinois
$228K -$380K -42,246 -66%
BBHC
120
Brown Brothers Harriman & Co
New York
$212K
ProShare Advisors
121
ProShare Advisors
Maryland
$202K +$19.6K +2,184 +13%
PAMS
122
Pictet Asset Management (Switzerland)
Switzerland
$199K +$173K +19,206 New
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$198K +$90.8K +10,096 +113%
CAN
124
Cetera Advisor Networks
California
$196K +$170K +18,863 New
Amundi
125
Amundi
France
$182K +$161K +17,853 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.