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AVDX

AvidXchange

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$167M -$10.3M -1,146,095 -6%
BlackRock
2
BlackRock
New York
$127M -$1.97M -218,231 -2%
MF
3
Magnetar Financial
Illinois
$82.7M +$76.2M +8,447,908 New
Fidelity International
4
Fidelity International
Bermuda
$80.8M +$74.4M +8,257,839 New
GCL
5
Glazer Capital LLC
New York
$50.2M +$46.2M +5,125,000 New
NAM
6
Nexpoint Asset Management
Texas
$49.8M +$45.8M +5,084,553 New
AA
7
AQR Arbitrage
Connecticut
$44.2M +$40.7M +4,510,390 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$42.1M -$469K -51,991 -1%
TAL
9
TIG Advisors LLC
New York
$41.3M +$38M +4,214,928 New
State Street
10
State Street
Massachusetts
$39.1M +$396K +43,945 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$37.5M +$271K +30,039 +0.8%
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$36.8M +$33.9M +3,756,608 New
FTCM
13
First Trust Capital Management
Illinois
$35.7M +$32.9M +3,643,918 New
AllianceBernstein
14
AllianceBernstein
Tennessee
$32.4M +$23.8M +2,644,719 +398%
PCM
15
PAR Capital Management
Massachusetts
$32.3M
BFO
16
Biltmore Family Office
North Carolina
$29.2M
BCM
17
Beryl Capital Management
California
$28.7M +$26.4M +2,933,734 New
TCG
18
Tremblant Capital Group
Florida
$26.8M -$5.92M -656,421 -19%
JP Morgan Chase
19
JP Morgan Chase
New York
$26.2M +$21M +2,327,268 +671%
Millennium Management
20
Millennium Management
New York
$22.5M +$19.1M +2,120,074 +1,194%
Jennison Associates
21
Jennison Associates
New York
$22.1M -$8.21M -911,193 -29%
AAM
22
Alpine Associates Management
Florida
$22.1M +$20.3M +2,255,100 New
SFM
23
Soros Fund Management
New York
$20.4M +$18.7M +2,079,567 New
UE
24
Unisphere Establishment
Liechtenstein
$20M
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$19.9M +$9.21M +1,022,029 +102%

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.