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AvidXchange
AVDX

Overview Fund Activity

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
37
Increased
66
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.8M
3
GF
Greenhouse Funds
Maryland
$90.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.6M
5
Jennison Associates
Jennison Associates
New York
$26.9M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.5M
5
NIP
Norwood Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$13.2M -$298K -35,134 -2%
Charles Schwab
27
Charles Schwab
California
$12.8M -$210K -24,761 -2%
TI
28
Trexquant Investment
Connecticut
$9.97M +$3.77M +444,093 +61%
Deutsche Bank
29
Deutsche Bank
Germany
$9.24M -$122K -14,332 -1%
Morgan Stanley
30
Morgan Stanley
New York
$9.12M -$3.74M -440,783 -29%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$8.54M +$94.2K +11,108 +1%
TM
32
Tikvah Management
North Carolina
$8.33M – – –
Ameriprise
33
Ameriprise
Minnesota
$8.29M +$6.46M +761,203 +352%
UBS Group
34
UBS Group
Switzerland
$8.2M -$157K -18,569 -2%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$8.11M +$3.38M +398,489 +71%
AIM
36
ARK Investment Management
Florida
$8M -$860K -101,413 -10%
AACP
37
Advantage Alpha Capital Partners
California
$7.26M +$15.2K +1,789 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$6.88M -$1.21M -143,021 -15%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$6.16M +$4.37K +515 +0.1%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$6.13M +$4.62M +544,424 +305%
AllianceBernstein
41
AllianceBernstein
Tennessee
$5.64M +$944K +111,320 +20%
SAM
42
Silvercrest Asset Management
New York
$5.36M +$1.43M +169,200 +37%
NL
43
Nuveen LLC
North Carolina
$5.35M +$5.35M +630,814 New
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.24M -$1.15M -135,439 -18%
Bank of America
45
Bank of America
North Carolina
$4.79M -$1.61M -189,397 -25%
PCA
46
Providence Capital Advisors
North Carolina
$4.36M -$475K -56,000 -10%
MCP
47
Meridiem Capital Partners
Texas
$4.31M +$4.31M +507,762 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.28M -$1.5M -177,217 -26%
HIM
49
Herald Investment Management
United Kingdom
$4.24M +$424K +50,000 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.2M +$253K +29,781 +6%
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