AVDX

AvidXchange
AVDX

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

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

0.49% less ownership

Funds ownership: 77.66%77.17% (-0.49%)

Holders
219
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
C
201
Covestor
United Kingdom
$2K
PA
202
Parallel Advisors
California
$2K
SAM
203
Smartleaf Asset Management
Massachusetts
$1.87K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.69K
VCP
205
Varenne Capital Partners
France
$1.67K
FFA
206
Farther Finance Advisors
California
$1.34K
IA
207
IFP Advisors
Florida
$1.22K
FIA
208
FNY Investment Advisers
New York
$1K
AAP
209
Arax Advisory Partners
Colorado
$891
LFG
210
Larson Financial Group
Missouri
$636
PWA
211
Physician Wealth Advisors
Utah
$519
AF
212
Allworth Financial
California
$431
US Bancorp
213
US Bancorp
Minnesota
$294
SS
214
SBI Securities
Japan
$78
SIC
215
SJS Investment Consulting
Ohio
$40
JWA
216
JFS Wealth Advisors
Pennsylvania
$20
TPWA
217
Twin Peaks Wealth Advisors
California
$10
RWM
218
Rialto Wealth Management
New York
$10
BHWM
219
Bay Harbor Wealth Management
Maryland
$9
GF
220
Greenhouse Funds
Maryland
NRCM
221
North Reef Capital Management
California
SM
222
Senvest Management
New York
BCVI
223
Bain Capital Venture Investors
Massachusetts
FGN
224
Foundry Group Next
Colorado
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey