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AVDX

AvidXchange

Delisted

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

200 hedge funds and large institutions have $1.64B invested in AvidXchange in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,014% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $282K

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

5% more capital invested

Capital invested by funds: $1.56B → $1.64B (+$83.1M)

2.32% more ownership

Funds ownership: 77.16%79.48% (+2.3%)

9% less funds holding

Funds holding: 219200 (-19)

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
200
Holders Change
-19
Holders Change %
-8.68%
% of All Funds
2.62%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
22
Increased
73
Reduced
55
Closed
40
Calls
$3.14M
Puts
$282K
Net Calls
+$2.86M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M -$1.66M -167,421 -1%
BlackRock
2
BlackRock
New York
$128M -$528K -53,359 -0.4%
UBS Group
3
UBS Group
Switzerland
$90.4M +$86.1M +8,697,707 +2,237%
NAM
4
Nexpoint Asset Management
Texas
$88.2M +$37.4M +3,784,507 +74%
GCL
5
Glazer Capital LLC
New York
$85.1M +$33.9M +3,423,774 +67%
MF
6
Magnetar Financial
Illinois
$84.2M +$189K +19,049 +0.2%
Fidelity International
7
Fidelity International
Bermuda
$82.7M +$496K +50,111 +0.6%
AA
8
AQR Arbitrage
Connecticut
$52.4M +$7.51M +758,512 +17%
AllianceBernstein
9
AllianceBernstein
Tennessee
$48M +$15M +1,518,237 +46%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$43.1M +$273K +27,591 +0.6%
PAMP
11
Polar Asset Management Partners
Ontario, Canada
$42.4M +$4.95M +500,000 +13%
State Street
12
State Street
Massachusetts
$39.6M -$217K -21,940 -0.5%
FTCM
13
First Trust Capital Management
Illinois
$33.3M -$2.97M -300,000 -8%
PCM
14
PAR Capital Management
Massachusetts
$32.8M -$7.01K -708 -0%
TAL
15
TIG Advisors LLC
New York
$32.8M -$9.11M -920,297 -22%
Millennium Management
16
Millennium Management
New York
$30.1M +$7.25M +732,168 +32%
BFO
17
Biltmore Family Office
North Carolina
$29.7M
WIC
18
Water Island Capital
New York
$28.7M +$9.12M +921,533 +47%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.2M +$17.7M +1,786,179 +170%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$25.3M -$12.8M -1,288,557 -34%
AAM
21
Alpine Associates Management
Florida
$22.4M
PMAM
22
Picton Mahoney Asset Management
Ontario, Canada
$20.9M +$8.41M +850,000 +68%
UE
23
Unisphere Establishment
Liechtenstein
$20.3M
SV
24
Sapphire Ventures
Texas
$18.6M
Goldman Sachs
25
Goldman Sachs
New York
$18M +$4.4M +444,362 +32%

AVDX Hedge Fund Activity: Q3 2025 in Review

200 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2025, worth a combined $1.64B — up 5.3% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AVDX and 22 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 73 added.

The largest buyer was UBS Group, adding an estimated $86.1M. The largest seller was Beryl Capital Management, exiting entirely with an estimated $28.7M sold.

  • 200 institutional investors held AvidXchange (AVDX) as of Q3 2025, down from 219 in Q2 2025.
  • Funds reported $1.64B of AvidXchange stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 22 funds opened new AvidXchange positions in Q3 2025 and 40 closed out, a net change of -18 holders.
  • The largest AvidXchange buyer in Q3 2025 was UBS Group, an estimated $86.1M added.
  • The largest AvidXchange seller in Q3 2025 was Beryl Capital Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2025.