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AvidXchange
AVDX

Overview Fund Activity

155 hedge funds and large institutions have $1.05B invested in AvidXchange in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
2.48%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
36
Increased
49
Reduced
44
Closed
13
Calls
$2.2M
Puts
$904K
Net Calls
+$1.3M
Net Calls Change
+$1.03M

Top Buyers

1
SM
1
Senvest Management
New York
$45.1M
2
PEP
2
Providence Equity Partners
Rhode Island
$14.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$27.1M

Top Sellers

1
HP
1
Harbourvest Partners
Massachusetts
$0
2
BFO
2
Biltmore Family Office
North Carolina
$30.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$22.9M
4
BlackRock
4
BlackRock
New York
$78.9M
5
P2P
5
Phase 2 Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCVI
1
Bain Capital Venture Investors
Massachusetts
$140M 17,979,292 -950,000 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M 14,629,691 +1,378,836 +10%
BlackRock
3
BlackRock
New York
$78.9M 10,120,587 -2,494,253 -20%
Millennium Management
4
Millennium Management
New York
$63.1M 8,088,567 +229,815 +3%
SM
5
Senvest Management
New York
$45.1M 5,786,358 +5,786,358 New
LPC
6
Lone Pine Capital
Connecticut
$39.6M 5,080,632 – –
FGN
7
Foundry Group Next
Colorado
$39.3M 5,032,964 – –
NRCM
8
North Reef Capital Management
California
$33.7M 4,315,000 +612,117 +17%
BFO
9
Biltmore Family Office
North Carolina
$30.7M 3,931,883 -4,261,972 -52%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.1M 3,474,480 +935,107 +37%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$25.9M 3,319,344 -1,609,551 -33%
Capital Research Global Investors
12
Capital Research Global Investors
California
$22.9M 2,935,635 -4,064,020 -58%
SV
13
Sapphire Ventures
Texas
$22.6M 2,897,248 – –
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$22.1M 2,831,182 +83,098 +3%
TM
15
Tikvah Management
North Carolina
$21.5M 2,752,798 – –
State Street
16
State Street
Massachusetts
$21.4M 2,741,896 -133,289 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$20.9M 2,676,934 +104,777 +4%
PCM
18
PAR Capital Management
Massachusetts
$19.5M 2,500,000 – –
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$16.3M 2,094,710 -2,489 -0.1%
SSP
20
Sixth Street Partners
Texas
$14.5M 1,863,371 – –
PEP
21
Providence Equity Partners
Rhode Island
$14.4M 1,841,665 +1,841,665 New
Citadel Advisors
22
Citadel Advisors
Florida
$13.6M 1,738,114 -1,344,694 -44%
IECM
23
Intrinsic Edge Capital Management
Illinois
$13.4M 1,716,092 -549,082 -24%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$13M 1,668,239 +1,479,251 +783%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$9.85M 1,262,773 +510,740 +68%
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