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AVDX

AvidXchange

Delisted

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

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $366K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3% more funds holding

Funds holding: 185191 (+6)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

4.8% less ownership

Funds ownership: 83.1%78.3% (-4.8%)

36% less capital invested

Capital invested by funds: $2.07B → $1.32B (-$751M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$1.92K
PWMG
177
Private Wealth Management Group
New Jersey
$1.52K +$1.76K +187 New
SCM
178
Sterling Capital Management
North Carolina
$1.44K +$1.67K +177 New
FFA
179
Farther Finance Advisors
California
$1.34K -$508 -54 -25%
RIL
180
Rothschild Investment LLC
Illinois
$973 +$565 +60 +100%
FFO
181
Fortitude Family Office
Arizona
$714 +$829 +88 New
EWA
182
EverSource Wealth Advisors
Alabama
$527
LC
183
Lindbrook Capital
California
$470 -$3.97K -422 -88%
AF
184
Allworth Financial
California
$236 +$273 +29 New
Federated Hermes
185
Federated Hermes
Pennsylvania
$122 -$8.27M -878,758 -100%
CAM
186
Creekmur Asset Management
Illinois
$105
JWA
187
JFS Wealth Advisors
Pennsylvania
$82 -$226 -24 -71%
SIC
188
SJS Investment Consulting
Ohio
$49 -$56 -6 -50%
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$33 -$38 -4 -50%
LPC
190
Lone Pine Capital
Connecticut
-$61.2M -5,078,341 Closed
Lord, Abbett & Co
191
Lord, Abbett & Co
New Jersey
-$49.4M -4,093,610 Closed
IECM
192
Intrinsic Edge Capital Management
Illinois
-$33.6M -2,782,265 Closed
ACL
193
Azora Capital LP
Florida
-$32.5M -2,692,696 Closed
KCM
194
Kodai Capital Management
Illinois
-$26.5M -2,200,392 Closed
Massachusetts Financial Services
195
Massachusetts Financial Services
Massachusetts
-$22M -1,821,585 Closed
AI
196
Aperture Investors
New York
-$15.1M -1,248,067 Closed
GIP
197
Granite Investment Partners
California
-$10.8M -895,227 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$7.01M -581,300 Closed
Lazard Asset Management
199
Lazard Asset Management
New York
-$6.7M -555,824 Closed
Brown Advisory
200
Brown Advisory
Maryland
-$4.9M -406,175 Closed

AVDX Hedge Fund Activity: Q3 2024 in Review

191 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2024, worth a combined $1.32B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDX positions and 38 closed out — a net gain of 6 holders — while 62 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.6M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $61.2M sold.

  • 191 institutional investors held AvidXchange (AVDX) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $1.32B of AvidXchange stock for Q3 2024, down 36% quarter-over-quarter.
  • 44 funds opened new AvidXchange positions in Q3 2024 and 38 closed out, a net change of +6 holders.
  • The largest AvidXchange buyer in Q3 2024 was Fidelity Investments, an estimated $94.6M added.
  • The largest AvidXchange seller in Q3 2024 was Lone Pine Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2024.