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AVDX

AvidXchange
AVDX

Delisted

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

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186 hedge funds and large institutions have $2.05B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $2.24M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

43% more capital invested

Capital invested by funds: $1.44B → $2.05B (+$610M)

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

9% more funds holding

Funds holding: 170 → 186 (+16)

6.36% more ownership

Funds ownership: 74.94% → 81.3% (+6.4%)

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
43
Increased
64
Reduced
48
Closed
25
Calls
$9.83M
Puts
$2.24M
Net Calls
+$7.59M
Net Calls Change
+$6.43M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$100M
2
JP Morgan Chase
JP Morgan Chase
New York
+$40.9M
3
GF
Greenhouse Funds
Maryland
+$26.4M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$12.4M
5
BlackRock
BlackRock
New York
+$9.94M

Top Sellers

Rank Fund Capital Flow
1
SM
Senvest Management
New York
-$26.2M
2
BCVI
Bain Capital Venture Investors
Massachusetts
-$25M
3
SCA
Southpoint Capital Advisors
New York
-$23.7M
4
Millennium Management
Millennium Management
New York
-$18.4M
5
TM
Tikvah Management
North Carolina
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
151
Legato Capital Management
California
$168K +$135K +13,540 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$156K +$124K +12,385 New
XT
153
XTX Topco
Cayman Islands
$149K +$120K +11,990 New
HCMT
154
Highland Capital Management (Tennessee)
Tennessee
$145K +$117K +11,665 New
Prudential Financial
155
Prudential Financial
New Jersey
$132K +$2.6K +260 +2%
KC
156
Kingfisher Capital
North Carolina
$127K – – –
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$124K +$100 +10 +0.1%
Walleye Trading
158
Walleye Trading
New York
$123K +$99.6K +9,965 New
BAM
159
Bullseye Asset Management
Colorado
$112K – – –
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$107K – – –
S
161
SignatureFD
Georgia
$74.3K – – –
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$72K – – –
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$54.5K +$45.1K +4,511 New
CP
164
Castleview Partners
Texas
$47K +$37.9K +3,793 New
SO
165
STRS Ohio
Ohio
$40K -$167K -16,700 -84%
AAM
166
Advisors Asset Management
Colorado
$27.2K +$1.93K +193 +10%
QCG
167
Quadrant Capital Group
Ohio
$8.95K +$6.51K +652 +931%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$7.08K +$6.11K +611 New
LC
169
Lindbrook Capital
California
$5.43K +$849 +85 +24%
AIM
170
Anchor Investment Management
South Carolina
$3.72K – – –
PS
171
Principal Securities
Iowa
$3.72K +$3K +300 New
PA
172
Parallel Advisors
California
$3.44K +$370 +37 +15%
FFA
173
Farther Finance Advisors
California
$1.72K +$1.39K +139 New
VNA
174
Valley National Advisers
Pennsylvania
$1K – – –
CAS
175
Coppell Advisory Solutions
Texas
$991 +$799 +80 New
5 6
7
8 9

AVDX Hedge Fund Activity: Q4 2023 in Review

186 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2023, worth a combined $2.05B — up 43% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 25 closed out — a net gain of 18 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $100M. The largest seller was Senvest Management, cutting an estimated $26.2M.

  • 186 institutional investors held AvidXchange (AVDX) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $2.05B of AvidXchange stock for Q4 2023, up 43% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2023 and 25 closed out, a net change of +18 holders.
  • The largest AvidXchange buyer in Q4 2023 was Morgan Stanley, an estimated $100M added.
  • The largest AvidXchange seller in Q4 2023 was Senvest Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2023.