AVDX

AvidXchange
AVDX

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.29M
Puts
$299K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SVB Wealth
Massachusetts
$26.3K
SSG
177
Summit Securities Group
New York
$20.4K
CAL
178
Capital Advisors Ltd
Ohio
$17K
Optiver Holding
179
Optiver Holding
Netherlands
$9.08K
Osaic Holdings
180
Osaic Holdings
Arizona
$7K
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$5.18K
GI
182
GAMMA Investing
California
$4.08K
US Bancorp
183
US Bancorp
Minnesota
$2.71K
AIM
184
Anchor Investment Management
South Carolina
$2.54K
RIL
185
Rothschild Investment LLC
Illinois
$2.37K
SAM
186
Smartleaf Asset Management
Massachusetts
$2.23K
EWA
187
EverSource Wealth Advisors
Alabama
$2.09K
PS
188
Principal Securities
Iowa
$1.94K
HNB
189
Huntington National Bank
Ohio
$1.94K
PWMG
190
Private Wealth Management Group
New Jersey
$1.59K
SCM
191
Sterling Capital Management
North Carolina
$1.5K
FFA
192
Farther Finance Advisors
California
$971
AAP
193
Arax Advisory Partners
Colorado
$772
SS
194
SBI Securities
Japan
$712
LFG
195
Larson Financial Group
Missouri
$483
AF
196
Allworth Financial
California
$473
PA
197
Parallel Advisors
California
$416
TWD
198
True Wealth Design
Ohio
$399
SC
199
Stephens Consulting
Michigan
$382
IA
200
IFP Advisors
Florida
$220