AVDX

AvidXchange
AVDX

Delisted

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

218 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

0.61% less ownership

Funds ownership: 77.66%77.05% (-0.61%)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$213K
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$213K
HSBC Holdings
153
HSBC Holdings
United Kingdom
$207K
Brown Advisory
154
Brown Advisory
Maryland
$207K
CWM
155
CIBC World Markets
New York
$206K
TSS
156
Two Sigma Securities
New York
$201K
BBHC
157
Brown Brothers Harriman & Co
New York
$200K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$195K
Victory Capital Management
159
Victory Capital Management
Texas
$190K
JFG
160
Jefferies Financial Group
New York
$187K
QCM
161
Quantinno Capital Management
New York
$185K
AIP
162
Ameritas Investment Partners
Nebraska
$178K
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$173K
KeyBank National Association
164
KeyBank National Association
Ohio
$164K
PCM
165
Polymer Capital Management
New York
$163K
CAM
166
Cresset Asset Management
Illinois
$155K
Russell Investments Group
167
Russell Investments Group
United Kingdom
$150K
SG Americas Securities
168
SG Americas Securities
New York
$146K
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$135K
X
170
Xponance
Pennsylvania
$129K
DFCM
171
Dark Forest Capital Management
Puerto Rico
$121K
Principal Financial Group
172
Principal Financial Group
Iowa
$119K
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$110K
EIA
174
Eastover Investment Advisors
North Carolina
$104K
LIM
175
Longfellow Investment Management
Massachusetts
$74.5K