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AVDX

AvidXchange

Delisted

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

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
Legato Capital Management
California
$315K +$125K +10,400 +77%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$313K
FRM
128
Fox Run Management
Connecticut
$294K +$268K +22,346 New
HSBC Holdings
129
HSBC Holdings
United Kingdom
$278K +$254K +21,150 New
Victory Capital Management
130
Victory Capital Management
Texas
$272K +$312 +26 +0.1%
BBHC
131
Brown Brothers Harriman & Co
New York
$268K
IEFM
132
IQ EQ Fund Management
Ireland
$267K -$16.3K -1,357 -6%
Principal Financial Group
133
Principal Financial Group
Iowa
$264K +$30.7K +2,556 +15%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$264K +$46.8K +3,901 +24%
SO
135
STRS Ohio
Ohio
$252K +$191K +15,900 +482%
AIA
136
Arbor Investment Advisors
North Carolina
$251K +$230K +19,112 New
Neuberger Berman Group
137
Neuberger Berman Group
New York
$251K -$3.53M -293,889 -94%
CC
138
Cipher Capital
New York
$247K -$193K -16,033 -46%
Amundi
139
Amundi
France
$241K -$18K -1,499 -7%
SPS
140
Susquehanna Portfolio Strategies
Pennsylvania
$238K -$1.06M -88,649 -83%
ACM
141
Aquatic Capital Management
Illinois
$233K +$213K +17,700 New
XT
142
XTX Topco
Cayman Islands
$230K +$66.3K +5,517 +46%
Mariner
143
Mariner
Kansas
$221K +$202K +16,830 New
VA
144
Vident Advisory
Georgia
$220K +$201K +16,716 New
EP
145
Edgestream Partners
New Jersey
$218K -$228K -19,015 -53%
SPA
146
Sherbrooke Park Advisers
New York
$218K +$199K +16,589 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$209K -$379K -31,518 -66%
N
148
Natixis
France
$203K +$184K +15,324 New
AIP
149
Ameritas Investment Partners
Nebraska
$195K
CCMINC
150
Cardinal Capital Management Inc (North Carolina)
North Carolina
$190K +$173K +14,441 New

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.