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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
EGM
126
Engineers Gate Manager
New York
$227K +$248K +26,795 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$227K
Squarepoint
128
Squarepoint
New York
$223K -$3.51M -379,814 -94%
LIP
129
Lighthouse Investment Partners
Florida
$216K -$174K -18,832 -43%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$215K +$234K +25,308 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$208K -$355K -38,417 -61%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$184K +$201K +21,713 New
BBHC
133
Brown Brothers Harriman & Co
New York
$173K
SO
134
STRS Ohio
Ohio
$172K
OR
135
Olympiad Research
Connecticut
$169K -$119K -12,906 -39%
Victory Capital Management
136
Victory Capital Management
Texas
$164K -$8.34K -902 -4%
CAM
137
Cresset Asset Management
Illinois
$163K -$89K -9,635 -33%
IC
138
IEQ Capital
California
$154K +$168K +18,207 New
AIP
139
Ameritas Investment Partners
Nebraska
$154K
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$153K -$3.51K -380 -2%
BA
141
Bridgewater Associates
Connecticut
$153K +$167K +18,032 New
FRM
142
Fox Run Management
Connecticut
$146K -$205K -22,135 -56%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$143K +$1.93K +209 +1%
FC
144
Farringdon Capital
United Kingdom
$142K +$44K +4,763 +40%
QCM
145
Quantinno Capital Management
New York
$141K +$153K +16,583 New
PCM
146
Prelude Capital Management
New York
$135K -$95.4K -10,325 -39%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$133K +$145K +15,693 New
AAP
148
Ardsley Advisory Partners
Connecticut
$127K +$139K +15,000 New
SSA
149
Schonfeld Strategic Advisors
New York
$125K +$136K +14,767 New
Principal Financial Group
150
Principal Financial Group
Iowa
$118K -$10.3K -1,119 -7%

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.