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AVDX

AvidXchange

Delisted

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

202 hedge funds and large institutions have $1.62B invested in AvidXchange in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,805% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $168K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $1.32B → $1.62B (+$299M)

6% more funds holding

Funds holding: 191202 (+11)

2.22% less ownership

Funds ownership: 78.3%76.08% (-2.2%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
79
Reduced
51
Closed
29
Calls
$6.56M
Puts
$168K
Net Calls
+$6.39M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$4.6K +$957 +98 +28%
VCM
177
Versant Capital Management
Arizona
$4.44K +$4.19K +429 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$3.88K +$957 +98 +35%
TWD
179
True Wealth Design
Ohio
$3.54K +$361 +37 +12%
SAM
180
Smartleaf Asset Management
Massachusetts
$3.5K +$800 +82 +32%
AAP
181
Arax Advisory Partners
Colorado
$3.34K +$713 +73 +29%
AIM
182
Anchor Investment Management
South Carolina
$3.1K
SS
183
SBI Securities
Japan
$3.03K +$2.86K +293 New
Lazard Asset Management
184
Lazard Asset Management
New York
$3K +$2.98K +305 New
HNB
185
Huntington National Bank
Ohio
$2.9K
RIL
186
Rothschild Investment LLC
Illinois
$2.58K +$1.27K +130 +108%
PS
187
Principal Securities
Iowa
$1.94K -$1.09K -112 -37%
PWMG
188
Private Wealth Management Group
New Jersey
$1.93K
SCM
189
Sterling Capital Management
North Carolina
$1.83K
FFA
190
Farther Finance Advisors
California
$1.69K -$20 -2 -1%
PA
191
Parallel Advisors
California
$1.18K -$1.2K -123 -52%
EWA
192
EverSource Wealth Advisors
Alabama
$1.14K +$439 +45 +69%
Bessemer Group
193
Bessemer Group
New Jersey
$1K -$8.1K -830 -88%
AF
194
Allworth Financial
California
$592 +$273 +28 +97%
IA
195
IFP Advisors
Florida
$269 +$254 +26 New
LFG
196
Larson Financial Group
Missouri
$165 +$156 +16 New
JWA
197
JFS Wealth Advisors
Pennsylvania
$104
SIC
198
SJS Investment Consulting
Ohio
$63
DPW
199
DiNuzzo Private Wealth
Pennsylvania
$21 -$20 -2 -50%
GFPC
200
Global Financial Private Client
Florida
$21 +$20 +2 New

AVDX Hedge Fund Activity: Q4 2024 in Review

202 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2024, worth a combined $1.62B — up 23% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 29 closed out — a net gain of 14 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $42.5M. The largest seller was Capital Research Global Investors, cutting an estimated $56.5M.

  • 202 institutional investors held AvidXchange (AVDX) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.62B of AvidXchange stock for Q4 2024, up 23% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2024 and 29 closed out, a net change of +14 holders.
  • The largest AvidXchange buyer in Q4 2024 was Azora Capital LP, an estimated $42.5M added.
  • The largest AvidXchange seller in Q4 2024 was Capital Research Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2024.