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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 %
UBS AM
51
UBS AM
Illinois
$3.98M +$28.4K +3,347 +0.7%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.68M +$2.83M +333,863 +336%
Citadel Advisors
53
Citadel Advisors
Florida
$3.22M -$4.11M -484,340 -56%
CG
54
Circumference Group
Arkansas
$3.14M +$806K +95,000 +35%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$2.94M -$15.3M -1,809,826 -84%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.87M +$100K +11,800 +4%
PP
57
PDT Partners
New York
$2.63M – – –
Marshall Wace
58
Marshall Wace
United Kingdom
$2.47M +$1.31M +154,399 +113%
EP
59
Edgestream Partners
New Jersey
$2.13M +$1.33M +157,084 +167%
AQR Capital Management
60
AQR Capital Management
Connecticut
$2.08M -$3M -353,879 -59%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.06M +$72.3K +8,523 +4%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$1.96M -$5.32M -627,414 -73%
Barclays
63
Barclays
United Kingdom
$1.91M -$721K -85,048 -27%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$1.8M +$126K +14,828 +8%
HAFS
65
Hapanowicz & Associates Financial Services
Pennsylvania
$1.67M – – –
Legal & General Group
66
Legal & General Group
United Kingdom
$1.65M +$36K +4,246 +2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.61M +$282K +33,223 +21%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.53M +$1.53M +180,027 New
Millennium Management
69
Millennium Management
New York
$1.51M -$2M -235,688 -57%
Invesco
70
Invesco
Georgia
$1.44M +$113K +13,329 +9%
Capital Research Global Investors
71
Capital Research Global Investors
California
$1.4M – – –
HF
72
HRT Financial
New York
$1.29M -$5.03K -593 -0.4%
DFCM
73
Dark Forest Capital Management
Puerto Rico
$1.29M +$888K +104,711 +220%
Citigroup
74
Citigroup
New York
$1.2M -$308K -36,267 -20%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$1.18M +$138K +16,275 +13%
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