AvidXchange
AVDX
AVDX was delisted on the 14th of October, 2025.
155 hedge funds and large institutions have $1.05B invested in AvidXchange in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 13 closing their positions.
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
144% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $904K
17% more funds holding
Funds holding: 132 → 155 (+23)
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
1.8% less ownership
Funds ownership: 69.04% → 67.24% (-1.8%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
23% less capital invested
Capital invested by funds: $1.36B → $1.05B (-$316M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$55.7M |
| 2 |
PEP
Providence Equity Partners
Providence,
Rhode Island
|
+$17.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3M |
| 5 |
Bank of New York Mellon
New York
|
+$9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$41M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$39.1M |
| 3 |
HP
Harbourvest Partners
Boston,
Massachusetts
|
-$33.7M |
| 4 |
BlackRock
New York
|
-$24M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$18.5M |
AVDX Hedge Fund Activity: Q1 2023 in Review
155 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2023, worth a combined $1.05B — down 23% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AVDX positions and 13 closed out — a net gain of 23 holders — while 49 added to existing stakes and 44 trimmed.
The largest buyer was Senvest Management, opening a new position worth an estimated $55.7M. The largest seller was Biltmore Family Office, cutting an estimated $41M.
- 155 institutional investors held AvidXchange (AVDX) as of Q1 2023, up from 132 in Q4 2022.
- Funds reported $1.05B of AvidXchange stock for Q1 2023, down 23% quarter-over-quarter.
- 36 funds opened new AvidXchange positions in Q1 2023 and 13 closed out, a net change of +23 holders.
- The largest AvidXchange buyer in Q1 2023 was Senvest Management, an estimated $55.7M added.
- The largest AvidXchange seller in Q1 2023 was Biltmore Family Office, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2023.