AVDX

AvidXchange
AVDX

Delisted

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

218 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

0.61% less ownership

Funds ownership: 77.66%77.05% (-0.61%)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$1.87K
PFBT
202
Parkside Financial Bank & Trust
Missouri
$1.69K
VCP
203
Varenne Capital Partners
France
$1.67K
Osaic Holdings
204
Osaic Holdings
Arizona
$1.55K
FFA
205
Farther Finance Advisors
California
$1.34K
IA
206
IFP Advisors
Florida
$1.22K
FIA
207
FNY Investment Advisers
New York
$1K
AAP
208
Arax Advisory Partners
Colorado
$891
LFG
209
Larson Financial Group
Missouri
$636
PWA
210
Physician Wealth Advisors
Utah
$519
AF
211
Allworth Financial
California
$431
US Bancorp
212
US Bancorp
Minnesota
$294
SS
213
SBI Securities
Japan
$78
SIC
214
SJS Investment Consulting
Ohio
$40
JWA
215
JFS Wealth Advisors
Pennsylvania
$20
TPWA
216
Twin Peaks Wealth Advisors
California
$10
RWM
217
Rialto Wealth Management
New York
$10
BHWM
218
Bay Harbor Wealth Management
Maryland
$9
GF
219
Greenhouse Funds
Maryland
NRCM
220
North Reef Capital Management
California
SM
221
Senvest Management
New York
BCVI
222
Bain Capital Venture Investors
Massachusetts
FGN
223
Foundry Group Next
Colorado
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota