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AVDX

AvidXchange

Delisted

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

159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more call options, than puts

Call options by funds: $6.59M | Put options by funds: $742K

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

41% more capital invested

Capital invested by funds: $1.05B → $1.47B (+$425M)

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

3.36% more ownership

Funds ownership: 67.24%70.6% (+3.4%)

3% more funds holding

Funds holding: 155159 (+4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
34
Increased
68
Reduced
40
Closed
29
Calls
$6.59M
Puts
$742K
Net Calls
+$5.84M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$182M +$26.5M +2,945,015 +20%
BCVI
2
Bain Capital Venture Investors
Massachusetts
$147M -$34.5M -3,839,394 -21%
BlackRock
3
BlackRock
New York
$104M -$672K -74,680 -0.7%
SM
4
Senvest Management
New York
$101M +$35.5M +3,947,982 +68%
Millennium Management
5
Millennium Management
New York
$87.4M +$2.96M +329,355 +4%
LPC
6
Lone Pine Capital
Connecticut
$52.7M
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$43.4M +$7.75M +861,396 +26%
FGN
8
Foundry Group Next
Colorado
$41.5M -$9.29M -1,032,964 -21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$36.2M +$113K +12,597 +0.4%
BFO
10
Biltmore Family Office
North Carolina
$34.6M -$5.4M -600,566 -15%
Capital Research Global Investors
11
Capital Research Global Investors
California
$30.5M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.3M +$2.21M +245,379 +9%
State Street
13
State Street
Massachusetts
$30.2M +$1.53M +170,018 +6%
SV
14
Sapphire Ventures
Texas
$30.1M
TM
15
Tikvah Management
North Carolina
$28.6M
NRCM
16
North Reef Capital Management
California
$28.5M -$14.2M -1,573,120 -36%
IECM
17
Intrinsic Edge Capital Management
Illinois
$28.2M +$8.99M +999,449 +58%
N
18
Nuveen
North Carolina
$27.7M -$1.47M -163,624 -6%
PCM
19
PAR Capital Management
Massachusetts
$25.9M
Morgan Stanley
20
Morgan Stanley
New York
$25.3M +$12.9M +1,430,404 +142%
ACL
21
Azora Capital LP
Florida
$24.4M +$15.2M +1,691,722 +258%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$22.6M +$4.57M +508,405 +30%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$22.2M +$397K +44,158 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$15.8M -$1.91M -212,110 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$15.7M +$10.9M +1,216,316 +416%

AVDX Hedge Fund Activity: Q2 2023 in Review

159 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2023, worth a combined $1.47B — up 41% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 29 closed out — a net gain of 5 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was Senvest Management, adding an estimated $35.5M. The largest seller was Bain Capital Venture Investors, cutting an estimated $34.5M.

  • 159 institutional investors held AvidXchange (AVDX) as of Q2 2023, up from 155 in Q1 2023.
  • Funds reported $1.47B of AvidXchange stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q2 2023 and 29 closed out, a net change of +5 holders.
  • The largest AvidXchange buyer in Q2 2023 was Senvest Management, an estimated $35.5M added.
  • The largest AvidXchange seller in Q2 2023 was Bain Capital Venture Investors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2023.