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AVDX

AvidXchange

Delisted

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

170 hedge funds and large institutions have $1.44B invested in AvidXchange in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $568K

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

7% more funds holding

Funds holding: 159170 (+11)

4.35% more ownership

Funds ownership: 70.6%74.94% (+4.3%)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$35.6M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
67
Reduced
45
Closed
20
Calls
$1.73M
Puts
$568K
Net Calls
+$1.16M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$175M +$9.5M +907,305 +5%
BCVI
2
Bain Capital Venture Investors
Massachusetts
$134M
SM
3
Senvest Management
New York
$117M +$26.9M +2,563,886 +26%
BlackRock
4
BlackRock
New York
$101M +$6.55M +625,383 +6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.2M +$12.8M +1,222,044 +29%
LPC
6
Lone Pine Capital
Connecticut
$48.2M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.8M +$11.9M +1,134,729 +33%
NRCM
8
North Reef Capital Management
California
$42.8M +$18.5M +1,768,120 +64%
Millennium Management
9
Millennium Management
New York
$41.3M -$42.5M -4,058,174 -48%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.9M +$4.67M +445,538 +15%
BFO
11
Biltmore Family Office
North Carolina
$31.6M
Capital Research Global Investors
12
Capital Research Global Investors
California
$31.4M +$3.93M +375,000 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$31.1M +$11.5M +1,100,389 +51%
State Street
14
State Street
Massachusetts
$28.9M +$1.44M +137,657 +5%
FGN
15
Foundry Group Next
Colorado
$28.4M -$10.5M -1,000,000 -25%
SV
16
Sapphire Ventures
Texas
$27.5M
PCM
17
PAR Capital Management
Massachusetts
$23.7M
SCA
18
Southpoint Capital Advisors
New York
$23.7M +$26.2M +2,500,000 New
TM
19
Tikvah Management
North Carolina
$21.7M -$4.87M -465,000 -17%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$20.2M -$57.7K -5,507 -0.3%
TCM
21
TimesSquare Capital Management
New York
$19M +$10.6M +1,015,325 +103%
Morgan Stanley
22
Morgan Stanley
New York
$18M -$5.66M -540,787 -22%
AI
23
Aperture Investors
New York
$15.1M +$16.7M +1,595,659 New
IECM
24
Intrinsic Edge Capital Management
Illinois
$14.7M -$12.2M -1,167,604 -43%
TCG
25
Tremblant Capital Group
Florida
$14.3M +$7.26M +693,014 +85%

AVDX Hedge Fund Activity: Q3 2023 in Review

170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2023, worth a combined $1.44B — down 2.4% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVDX positions and 20 closed out — a net gain of 12 holders — while 67 added to existing stakes and 45 trimmed.

The largest buyer was Senvest Management, adding an estimated $26.9M. The largest seller was Millennium Management, cutting an estimated $42.5M.

  • 170 institutional investors held AvidXchange (AVDX) as of Q3 2023, up from 159 in Q2 2023.
  • Funds reported $1.44B of AvidXchange stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 32 funds opened new AvidXchange positions in Q3 2023 and 20 closed out, a net change of +12 holders.
  • The largest AvidXchange buyer in Q3 2023 was Senvest Management, an estimated $26.9M added.
  • The largest AvidXchange seller in Q3 2023 was Millennium Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2023.