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AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
176
Valley National Advisers
Pennsylvania
$1K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1K +$902 +79 +608%
RIL
178
Rothschild Investment LLC
Illinois
$724 +$457 +40 +200%
EWA
179
EverSource Wealth Advisors
Alabama
$581 +$742 +65 New
US Bancorp
180
US Bancorp
Minnesota
$567 -$3.84K -336 -88%
JWA
181
JFS Wealth Advisors
Pennsylvania
$411
CAM
182
Creekmur Asset Management
Illinois
$157 +$148 +13 New
SIC
183
SJS Investment Consulting
Ohio
$145 -$23 -2 -14%
DPW
184
DiNuzzo Private Wealth
Pennsylvania
$97
CFM
185
Coronation Fund Managers
South Africa
-$9.84M -748,459 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
-$5.78M -439,405 Closed
TI
187
Trexquant Investment
Connecticut
-$2.8M -213,239 Closed
Marshall Wace
188
Marshall Wace
United Kingdom
-$2.45M -186,686 Closed
LCG
189
Lisanti Capital Growth
New York
-$2.21M -167,715 Closed
SFI
190
Susquehanna Fundamental Investments
Pennsylvania
-$1.85M -140,527 Closed
DADC
191
D.A. Davidson & Co
Montana
-$1.11M -84,233 Closed
NRD
192
Nebula Research & Development
New York
-$1.04M -79,227 Closed
GCP
193
GSA Capital Partners
United Kingdom
-$1.03M -78,672 Closed
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
-$1.01M -76,777 Closed
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
-$588K -76,750 Closed
AIG
196
American International Group
New York
-$979K -74,431 Closed
CG
197
Circumference Group
Arkansas
-$592K -45,000 Closed
HCM
198
Horrell Capital Management
Arkansas
-$592K -45,000 Closed
Verition Fund Management
199
Verition Fund Management
Connecticut
-$568K -43,226 Closed
YIH
200
Y-Intercept (HK)
Hong Kong
-$381K -28,977 Closed

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.