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AVDX

AvidXchange
AVDX

Delisted

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

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1 hedge funds and large institutions have $370 invested in AvidXchange in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

79.48% less ownership

Funds ownership: 79.48% → 0% (-79%)

100% less funds holding

Funds holding: 200 → 1 (-199)

100% less funds holding in top 10

Funds holding in top 10: 10 → 0 (-10)

100% less capital invested

Capital invested by funds: $1.64B → $370 (-$1.64B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 196

Holders
1
Holders Change
-199
Holders Change %
-99.5%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
196
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
2
BlackRock
BlackRock
New York
-$128M
3
UBS Group
UBS Group
Switzerland
-$90.4M
4
NAM
Nexpoint Asset Management
Texas
-$88.2M
5
GCL
Glazer Capital LLC
New York
-$85.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
176
Covestor
United Kingdom
– -$2K -188 Closed
FFA
177
Farther Finance Advisors
California
– -$1.79K -180 Closed
FIA
178
FNY Investment Advisers
New York
– -$1K -180 Closed
PFBT
179
Parkside Financial Bank & Trust
Missouri
– -$1.72K -173 Closed
PA
180
Parallel Advisors
California
– -$1.4K -141 Closed
QL
181
Quarry LP
New York
– -$886 -89 Closed
JWM
182
JPL Wealth Management
Colorado
– -$747 -75 Closed
SS
183
Sunbelt Securities
Texas
– -$677 -68 Closed
LFG
184
Larson Financial Group
Missouri
– -$647 -65 Closed
PS
185
Principal Securities
Iowa
– -$567 -57 Closed
TPBG
186
Turning Point Benefit Group
Maryland
– -$548 -55 Closed
PWA
187
Physician Wealth Advisors
Utah
– -$528 -53 Closed
AF
188
Allworth Financial
California
– -$438 -44 Closed
RFP
189
Root Financial Partners
California
– -$338 -34 Closed
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
– -$229 -23 Closed
SS
191
SBI Securities
Japan
– -$80 -8 Closed
ASN
192
Advisory Services Network
Georgia
– -$70 -7 Closed
SIC
193
SJS Investment Consulting
Ohio
– -$40 -4 Closed
JWA
194
JFS Wealth Advisors
Pennsylvania
– -$20 -2 Closed
BHWM
195
Bay Harbor Wealth Management
Maryland
– -$9 -1 Closed
RWM
196
Rialto Wealth Management
New York
– -$10 -1 Closed
WANY
197
Wealthspire Advisors (New York)
New York
– -$10 -1 Closed
4 5 6 7
8

AVDX Hedge Fund Activity: Q4 2025 in Review

1 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2025, worth a combined $370 — down 100% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 196 funds closed out of AVDX and 0 opened new positions — a net loss of 196 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Vanguard Group, exiting entirely with an estimated $168M sold.

  • 1 institutional investor held AvidXchange (AVDX) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $370 of AvidXchange stock for Q4 2025, down 100% quarter-over-quarter.
  • 0 funds opened new AvidXchange positions in Q4 2025 and 196 closed out, a net change of -196 holders.
  • The largest AvidXchange seller in Q4 2025 was Vanguard Group, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2025.