We are live on ! Find out more
AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M -$3.61M -316,554 -2%
BlackRock
2
BlackRock
New York
$157M +$18.4M +1,607,310 +14%
SM
3
Senvest Management
New York
$131M +$16.7M +1,463,182 +16%
BCVI
4
Bain Capital Venture Investors
Massachusetts
$110M
GF
5
Greenhouse Funds
Maryland
$78.3M +$23.1M +2,025,345 +45%
NRCM
6
North Reef Capital Management
California
$76M +$9.13M +800,000 +15%
LPC
7
Lone Pine Capital
Connecticut
$61.2M -$26.2K -2,291 -0%
JP Morgan Chase
8
JP Morgan Chase
New York
$55.4M +$580K +50,779 +1%
American Century Companies
9
American Century Companies
Missouri
$54.5M +$18.1M +1,586,510 +54%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$52.1M +$2.63M +230,777 +6%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$49.4M -$11.2M -979,686 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49M +$4.33M +379,278 +10%
State Street
13
State Street
Massachusetts
$44.7M +$4.48M +392,083 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$44.5M +$33.4M +2,924,641 +384%
Capital Research Global Investors
15
Capital Research Global Investors
California
$42.5M +$2.43M +213,240 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$40.5M -$7.29M -638,363 -16%
BFO
17
Biltmore Family Office
North Carolina
$38.2M -$1.21M -106,242 -3%
FGN
18
Foundry Group Next
Colorado
$36.2M
Morgan Stanley
19
Morgan Stanley
New York
$35.6M -$7.38M -646,425 -18%
SV
20
Sapphire Ventures
Texas
$34.9M
IECM
21
Intrinsic Edge Capital Management
Illinois
$33.6M +$2.84M +248,886 +10%
Millennium Management
22
Millennium Management
New York
$33.4M +$2.81M +246,462 +10%
ACL
23
Azora Capital LP
Florida
$32.5M +$20.8M +1,823,718 +210%
PCM
24
PAR Capital Management
Massachusetts
$31.4M +$571K +50,000 +2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$29.5M +$90.4K +7,918 +0.3%

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.