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AVDX

AvidXchange

Delisted

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

186 hedge funds and large institutions have $1.98B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $2.24M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

38% more capital invested

Capital invested by funds: $1.44B → $1.98B (+$540M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 170186 (+16)

3.57% more ownership

Funds ownership: 74.94%78.51% (+3.6%)

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
43
Increased
65
Reduced
47
Closed
25
Calls
$9.83M
Puts
$2.24M
Net Calls
+$7.59M
Net Calls Change
+$6.43M

AVDX Hedge Fund Activity: Q4 2023 in Review

186 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2023, worth a combined $1.98B — up 38% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 25 closed out — a net gain of 18 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $40.9M. The largest seller was Senvest Management, cutting an estimated $26.2M.

  • 186 institutional investors held AvidXchange (AVDX) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $1.98B of AvidXchange stock for Q4 2023, up 38% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2023 and 25 closed out, a net change of +18 holders.
  • The largest AvidXchange buyer in Q4 2023 was JP Morgan Chase, an estimated $40.9M added.
  • The largest AvidXchange seller in Q4 2023 was Senvest Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2023.