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AVDX

AvidXchange

Delisted

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

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $366K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3% more funds holding

Funds holding: 185191 (+6)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

4.8% less ownership

Funds ownership: 83.1%78.3% (-4.8%)

36% less capital invested

Capital invested by funds: $2.07B → $1.32B (-$751M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M +$9.68M +1,027,858 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M +$94.6M +10,046,893 +273%
BlackRock
3
BlackRock
New York
$108M +$2.57M +273,330 +2%
GF
4
Greenhouse Funds
Maryland
$86.6M +$39.4M +4,181,835 +64%
SM
5
Senvest Management
New York
$79.8M -$9.73M -1,033,410 -10%
NRCM
6
North Reef Capital Management
California
$63.3M +$14.1M +1,500,000 +24%
Capital Research Global Investors
7
Capital Research Global Investors
California
$48.2M +$22.8M +2,424,292 +69%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.6M +$1.9M +201,847 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.4M -$3.07M -326,371 -8%
State Street
10
State Street
Massachusetts
$30.5M +$512K +54,403 +1%
BCVI
11
Bain Capital Venture Investors
Massachusetts
$28.1M -$53.4M -5,669,949 -62%
JP Morgan Chase
12
JP Morgan Chase
New York
$27.9M -$10.9M -1,160,810 -25%
PCM
13
PAR Capital Management
Massachusetts
$27.2M +$7.06M +750,000 +29%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.7M -$1.8M -191,014 -6%
TCG
15
Tremblant Capital Group
Florida
$25.6M +$9.3M +987,233 +45%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$25.3M +$29.4M +3,124,464 New
BFO
17
Biltmore Family Office
North Carolina
$25.3M -$424K -45,000 -1%
SV
18
Sapphire Ventures
Texas
$23.5M
FGN
19
Foundry Group Next
Colorado
$20.2M -$4.83M -513,209 -17%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$19.8M -$13.4K -1,418 -0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$18.8M +$5.07M +538,956 +30%
UE
22
Unisphere Establishment
Liechtenstein
$16.5M
TCM
23
TimesSquare Capital Management
New York
$16.2M -$3.05M -323,400 -14%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$15.1M +$1.46M +155,008 +9%
NAMA
25
Nikko Asset Management Americas
New York
$15.1M +$1.68M +178,239 +11%

AVDX Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2024, worth a combined $1.32B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDX positions and 38 closed out — a net gain of 6 holders — while 62 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.6M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $61.2M sold.

  • 191 institutional investors held AvidXchange (AVDX) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $1.32B of AvidXchange stock for Q3 2024, down 36% quarter-over-quarter.
  • 44 funds opened new AvidXchange positions in Q3 2024 and 38 closed out, a net change of +6 holders.
  • The largest AvidXchange buyer in Q3 2024 was Fidelity Investments, an estimated $94.6M added.
  • The largest AvidXchange seller in Q3 2024 was Lone Pine Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2024.