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AVDX

AvidXchange

Delisted

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

202 hedge funds and large institutions have $1.62B invested in AvidXchange in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,805% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $168K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $1.32B → $1.62B (+$299M)

6% more funds holding

Funds holding: 191202 (+11)

2.22% less ownership

Funds ownership: 78.3%76.08% (-2.2%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
79
Reduced
51
Closed
29
Calls
$6.56M
Puts
$168K
Net Calls
+$6.39M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M +$1.14M +116,410 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$154M +$11.3M +1,155,513 +8%
BlackRock
3
BlackRock
New York
$140M +$2.32M +237,784 +2%
GF
4
Greenhouse Funds
Maryland
$87.9M -$21.2M -2,176,812 -20%
NRCM
5
North Reef Capital Management
California
$82.7M +$1.89M +194,000 +2%
SM
6
Senvest Management
New York
$50.5M -$48.4M -4,956,355 -50%
ACL
7
Azora Capital LP
Florida
$45.1M +$42.5M +4,358,498 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.9M -$199K -20,338 -0.5%
State Street
9
State Street
Massachusetts
$41.7M +$2.61M +267,591 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$40.1M -$1.05M -107,977 -3%
BCVI
11
Bain Capital Venture Investors
Massachusetts
$35.9M
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$35.1M +$2.67M +273,194 +9%
TCG
13
Tremblant Capital Group
Florida
$33.4M +$720K +73,802 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$31.5M -$1.13M -116,009 -4%
PCM
15
PAR Capital Management
Massachusetts
$31M -$3.42M -350,000 -10%
BFO
16
Biltmore Family Office
North Carolina
$30.9M -$1.37M -139,998 -4%
SV
17
Sapphire Ventures
Texas
$30M
FGN
18
Foundry Group Next
Colorado
$25.7M
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$22.7M -$2.37M -242,460 -10%
Jennison Associates
20
Jennison Associates
New York
$22.5M +$7.16M +733,860 +51%
JP Morgan Chase
21
JP Morgan Chase
New York
$22.3M -$12.5M -1,280,242 -37%
UE
22
Unisphere Establishment
Liechtenstein
$21.1M
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$17.6M +$7.06M +723,724 +74%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$17.3M -$6.26M -640,795 -28%
Northern Trust
25
Northern Trust
Illinois
$17.1M +$1.24M +127,396 +8%

AVDX Hedge Fund Activity: Q4 2024 in Review

202 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2024, worth a combined $1.62B — up 23% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 29 closed out — a net gain of 14 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $42.5M. The largest seller was Capital Research Global Investors, cutting an estimated $56.5M.

  • 202 institutional investors held AvidXchange (AVDX) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.62B of AvidXchange stock for Q4 2024, up 23% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2024 and 29 closed out, a net change of +14 holders.
  • The largest AvidXchange buyer in Q4 2024 was Azora Capital LP, an estimated $42.5M added.
  • The largest AvidXchange seller in Q4 2024 was Capital Research Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2024.