AvidXchange
AVDX
AVDX was delisted on the 14th of October, 2025.
193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.
1,658% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $1.65M
36% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 25
28% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 57
4% more funds holding
Funds holding: 186 → 193 (+7)
5% more capital invested
Capital invested by funds: $2.05B → $2.15B (+$98.9M)
1.43% less ownership
Funds ownership: 81.3% → 79.87% (-1.4%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$22M |
| 2 |
Jennison Associates
New York
|
+$21.7M |
| 3 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
+$17M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$15.4M |
| 5 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$100M |
| 2 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
-$30M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.45M |
| 4 |
CFFNO
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
-$7.87M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
-$7.68M |
AVDX Hedge Fund Activity: Q1 2024 in Review
193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.
The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.
- 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
- Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
- 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
- The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
- The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.
Based on aggregated 13F filings for Q1 2024.