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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$433K -$33.5K -3,626 -7%
ASRS
102
Arizona State Retirement System
Arizona
$425K +$17.3K +1,869 +4%
AWP
103
Accretive Wealth Partners
New Jersey
$418K +$472K +51,024 New
DIM
104
DC Investments Management
Virginia
$409K +$445K +48,202 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$401K -$46.4K -5,021 -10%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$397K -$573 -62 -0.1%
B
107
Bailard
California
$395K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$395K +$430K +46,581 New
SOW
109
State of Wyoming
Wyoming
$386K -$130K -14,016 -24%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$362K
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$358K
Two Sigma Advisers
112
Two Sigma Advisers
New York
$330K +$59.1K +6,400 +20%
CWM
113
CIBC World Markets
New York
$327K +$206K +22,300 +137%
MCM
114
MV Capital Management
Maryland
$324K
ProShare Advisors
115
ProShare Advisors
Maryland
$319K -$105K -11,322 -23%
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$315K
KK
117
KLP Kapitalforvaltning
Norway
$305K
SG Americas Securities
118
SG Americas Securities
New York
$305K +$225K +24,309 +209%
A
119
AlphaQuest
New York
$296K -$334K -36,154 -51%
EC
120
EntryPoint Capital
New York
$274K +$299K +32,351 New
CI
121
Ceera Investments
Texas
$260K +$284K +30,700 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$256K +$46.3K +5,006 +20%
KeyBank National Association
123
KeyBank National Association
Ohio
$250K +$79.3K +8,577 +41%
BC
124
Bridgefront Capital
Texas
$239K +$69.9K +7,559 +37%
LCM
125
Landscape Capital Management
New Jersey
$237K

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.