AvidXchange
AVDX
AVDX was delisted on the 14th of October, 2025.
159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.
788% more call options, than puts
Call options by funds: $6.59M | Put options by funds: $742K
70% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 40
41% more capital invested
Capital invested by funds: $1.05B → $1.47B (+$425M)
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
3.36% more ownership
Funds ownership: 67.24% → 70.6% (+3.4%)
3% more funds holding
Funds holding: 155 → 159 (+4)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$35.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.5M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$15.2M |
| 4 |
Morgan Stanley
New York
|
+$12.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
-$34.5M |
| 2 |
PEP
Providence Equity Partners
Providence,
Rhode Island
|
-$14.4M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$14.2M |
| 4 |
FGN
Foundry Group Next
Boulder,
Colorado
|
-$9.29M |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$5.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFCM
176
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$157K | -20,189 | Closed |
|
177
Two Sigma Advisers
New York
| – | -$124K | -15,900 | Closed |
|
178
HSBC Holdings
London,
United Kingdom
| – | -$108K | -13,786 | Closed |
|
|
BC
179
Bridgefront Capital
Austin,
Texas
| – | -$100K | -12,874 | Closed |
|
180
Mariner
Overland Park,
Kansas
| – | -$86K | -11,075 | Closed |
|
|
PMEF
181
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$52.1K | -6,675 | Closed |
|
182
Lazard Asset Management
New York
| – | -$45K | -5,866 | Closed |
|
183
Simplex Trading
Chicago,
Illinois
| – | -$41.9K | -4,655 | Closed |
|
|
TWA
184
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5.63K | -722 | Closed |
|
185
Group One Trading
Chicago,
Illinois
| – | -$2.93K | -326 | Closed |
|
186
US Bancorp
Minneapolis,
Minnesota
| – | -$460 | -59 | Closed |
|
|
EI
187
Ellevest Inc
New York
| – | -$359 | -46 | Closed |
|
|
C
188
Covestor
London,
United Kingdom
| – | -$9 | -1 | -5% |
|
AVDX Hedge Fund Activity: Q2 2023 in Review
159 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2023, worth a combined $1.47B — up 41% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AVDX positions and 29 closed out — a net gain of 5 holders — while 68 added to existing stakes and 40 trimmed.
The largest buyer was Senvest Management, adding an estimated $35.5M. The largest seller was Bain Capital Venture Investors, cutting an estimated $34.5M.
- 159 institutional investors held AvidXchange (AVDX) as of Q2 2023, up from 155 in Q1 2023.
- Funds reported $1.47B of AvidXchange stock for Q2 2023, up 41% quarter-over-quarter.
- 34 funds opened new AvidXchange positions in Q2 2023 and 29 closed out, a net change of +5 holders.
- The largest AvidXchange buyer in Q2 2023 was Senvest Management, an estimated $35.5M added.
- The largest AvidXchange seller in Q2 2023 was Bain Capital Venture Investors, an estimated $34.5M sold.
Based on aggregated 13F filings for Q2 2023.