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AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DM
201
Deerfield Management
New York
-$346K -26,297 Closed
N
202
Numerai
California
-$342K -26,014 Closed
WG
203
Watchman Group
Texas
-$318K -24,197 Closed
LCM
204
Legato Capital Management
California
-$315K -23,940 Closed
FRM
205
Fox Run Management
Connecticut
-$294K -22,346 Closed
AIA
206
Arbor Investment Advisors
North Carolina
-$251K -19,112 Closed
Neuberger Berman Group
207
Neuberger Berman Group
New York
-$251K -19,107 Closed
SPS
208
Susquehanna Portfolio Strategies
Pennsylvania
-$238K -18,098 Closed
ACM
209
Aquatic Capital Management
Illinois
-$233K -17,700 Closed
XT
210
XTX Topco
Cayman Islands
-$230K -17,507 Closed
Two Sigma Investments
211
Two Sigma Investments
New York
-$179K -13,619 Closed
MW
212
MBL Wealth
North Carolina
-$163K -12,422 Closed
PAS
213
Point72 Asia (Singapore)
Singapore
-$145K -11,045 Closed
BAM
214
Bullseye Asset Management
Colorado
-$119K -9,052 Closed
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
-$105K -7,984 Closed
Citadel Advisors
216
Citadel Advisors
Florida
-$48.3K -4,230 Closed
QL
217
Quarry LP
New York
-$18.6K -1,416 Closed
AWM
218
Avior Wealth Management
Nebraska
-$381 -29 Closed

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.