AVDX

AvidXchange
AVDX

Delisted

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

198 hedge funds and large institutions have $1.64B invested in AvidXchange in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2.32% more ownership

Funds ownership: 77.17%79.49% (+2.3%)

10% less funds holding

Funds holding: 219198 (-21)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.14M
Puts
$282K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$224K
Prudential Financial
127
Prudential Financial
New Jersey
$221K
SEI Investments
128
SEI Investments
Pennsylvania
$221K
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$215K
Victory Capital Management
130
Victory Capital Management
Texas
$210K
Two Sigma Advisers
131
Two Sigma Advisers
New York
$208K
BBHC
132
Brown Brothers Harriman & Co
New York
$203K
NICM
133
Neo Ivy Capital Management
New York
$198K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$194K
Russell Investments Group
135
Russell Investments Group
United Kingdom
$185K
CBU
136
CIBC Bancorp USA
Illinois
$181K
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$180K
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$177K
CIBC World Market
139
CIBC World Market
Ontario, Canada
$158K
MFS
140
Mirabella Financial Services
United Kingdom
$156K
CAM
141
Cresset Asset Management
Illinois
$151K
AIP
142
Ameritas Investment Partners
Nebraska
$142K
X
143
Xponance
Pennsylvania
$132K
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$112K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$110K
Brown Advisory
146
Brown Advisory
Maryland
$109K
BFA
147
Bragg Financial Advisors
North Carolina
$108K
EIA
148
Eastover Investment Advisors
North Carolina
$106K
FFP
149
FourThought Financial Partners
Florida
$103K
Mariner
150
Mariner
Kansas
$103K