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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$164M +$41.3M +4,469,477 +30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$1.17M +126,786 +0.7%
BlackRock
3
BlackRock
New York
$112M -$3.11M -336,903 -2%
GF
4
Greenhouse Funds
Maryland
$90.5M +$20.1M +2,177,088 +26%
NRCM
5
North Reef Capital Management
California
$73.6M +$6.29M +681,000 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$36.9M +$1.02M +110,010 +3%
SM
7
Senvest Management
New York
$34.3M -$7.74M -837,990 -17%
State Street
8
State Street
Massachusetts
$33.5M -$711K -76,911 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.2M -$750K -81,198 -2%
BCVI
10
Bain Capital Venture Investors
Massachusetts
$29.4M
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$28.8M +$25M +2,706,013 +392%
TCG
12
Tremblant Capital Group
Florida
$28.8M +$1.53M +165,731 +5%
PCM
13
PAR Capital Management
Massachusetts
$28M +$2.77M +300,000 +10%
Jennison Associates
14
Jennison Associates
New York
$26.9M +$9.2M +995,109 +46%
BFO
15
Biltmore Family Office
North Carolina
$25.3M
SV
16
Sapphire Ventures
Texas
$24.6M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.3M -$1.66M -179,563 -6%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$22.7M +$4.68M +506,831 +23%
FGN
19
Foundry Group Next
Colorado
$21.1M
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$19.5M -$10.2M -1,101,414 -32%
UE
21
Unisphere Establishment
Liechtenstein
$17.3M
Northern Trust
22
Northern Trust
Illinois
$13.7M -$364K -39,344 -2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$13.6M +$14.9M +1,609,370 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$13.5M -$802K -86,751 -5%
NAMA
25
Nikko Asset Management Americas
New York
$13.2M -$325K -35,134 -2%

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.