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AVDX

AvidXchange

Delisted

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

123 hedge funds and large institutions have $1.2B invested in AvidXchange in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $704K

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

42% more capital invested

Capital invested by funds: $844M → $1.2B (+$356M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

9% more funds holding

Funds holding: 113123 (+10)

2.47% more ownership

Funds ownership: 69.49%71.96% (+2.5%)

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
23
Increased
46
Reduced
25
Closed
13
Calls
$2.64M
Puts
$704K
Net Calls
+$1.93M
Net Calls Change
+$941K
Name Holding Trade Value Shares
Change
Change in
Stake
BCVI
1
Bain Capital Venture Investors
Massachusetts
$159M
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$16.7M +2,160,242 +20%
BlackRock
3
BlackRock
New York
$97.8M +$10.9M +1,402,183 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$97.5M
BFO
5
Biltmore Family Office
North Carolina
$70.9M +$36.2M +4,670,226 +125%
Capital Research Global Investors
6
Capital Research Global Investors
California
$59M -$28.5M -3,681,397 -34%
LPC
7
Lone Pine Capital
Connecticut
$42.8M
FG
8
Foundry Group
Colorado
$42.4M
Millennium Management
9
Millennium Management
New York
$40.5M +$12.8M +1,655,752 +52%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$28.9M +$13.3M +1,714,513 +100%
HP
11
Harbourvest Partners
Massachusetts
$28.5M
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$27.7M +$14.8M +1,906,388 +138%
SV
13
Sapphire Ventures
Texas
$24.4M
State Street
14
State Street
Massachusetts
$24M +$4.12M +531,619 +23%
Morgan Stanley
15
Morgan Stanley
New York
$23.4M -$196K -25,356 -0.9%
N
16
Nuveen
North Carolina
$23.2M +$13M +1,678,743 +156%
TM
17
Tikvah Management
North Carolina
$23.2M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.1M +$9.61M +1,240,937 +90%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$21.1M +$7.41M +956,155 +62%
Deutsche Bank
20
Deutsche Bank
Germany
$20.6M +$8.15M +1,052,219 +75%
SM
21
SCGE Management
California
$17.2M
PCM
22
PAR Capital Management
Massachusetts
$16.8M
Citadel Advisors
23
Citadel Advisors
Florida
$16.6M -$28.7M -3,699,844 -65%
SSP
24
Sixth Street Partners
Texas
$15.7M
IECM
25
Intrinsic Edge Capital Management
Illinois
$12.8M +$11.8M +1,522,588 New

AVDX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2022, worth a combined $1.2B — up 42% from $844M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AVDX positions and 13 closed out — a net gain of 10 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was Biltmore Family Office, adding an estimated $36.2M. The largest seller was Temasek Holdings, exiting entirely with an estimated $64.6M sold.

  • 123 institutional investors held AvidXchange (AVDX) as of Q3 2022, up from 113 in Q2 2022.
  • Funds reported $1.2B of AvidXchange stock for Q3 2022, up 42% quarter-over-quarter.
  • 23 funds opened new AvidXchange positions in Q3 2022 and 13 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q3 2022 was Biltmore Family Office, an estimated $36.2M added.
  • The largest AvidXchange seller in Q3 2022 was Temasek Holdings, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2022.