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AvidXchange
AVDX

Overview Fund Activity

159 hedge funds and large institutions have $1.47B invested in AvidXchange in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
34
Increased
68
Reduced
40
Closed
29
Calls
$6.59M
Puts
$742K
Net Calls
+$5.85M
Net Calls Change
+$4.55M

Top Buyers

1
SM
1
Senvest Management
New York
$101M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M
3
ACL
3
Azora Capital LP
Florida
$24.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$15.7M

Top Sellers

1
BCVI
1
Bain Capital Venture Investors
Massachusetts
$147M
2
NRCM
2
North Reef Capital Management
California
$28.5M
3
PEP
3
Providence Equity Partners
Rhode Island
$0
4
FGN
4
Foundry Group Next
Colorado
$41.5M
5
BFO
5
Biltmore Family Office
North Carolina
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$182M 17,574,706 +2,945,015 +20%
BCVI
2
Bain Capital Venture Investors
Massachusetts
$147M 14,139,898 -3,839,394 -21%
BlackRock
3
BlackRock
New York
$104M 10,045,907 -74,680 -0.7%
SM
4
Senvest Management
New York
$101M 9,734,340 +3,947,982 +68%
Millennium Management
5
Millennium Management
New York
$87.4M 8,417,922 +329,355 +4%
LPC
6
Lone Pine Capital
Connecticut
$52.7M 5,080,632 – –
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$43.4M 4,180,740 +861,396 +26%
FGN
8
Foundry Group Next
Colorado
$41.5M 4,000,000 -1,032,964 -21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$36.2M 3,487,077 +12,597 +0.4%
BFO
10
Biltmore Family Office
North Carolina
$34.6M 3,331,317 -600,566 -15%
Capital Research Global Investors
11
Capital Research Global Investors
California
$30.5M 2,935,635 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.3M 2,922,313 +245,379 +9%
State Street
13
State Street
Massachusetts
$30.2M 2,911,914 +170,018 +6%
SV
14
Sapphire Ventures
Texas
$30.1M 2,897,248 – –
TM
15
Tikvah Management
North Carolina
$28.6M 2,752,798 – –
NRCM
16
North Reef Capital Management
California
$28.5M 2,741,880 -1,573,120 -36%
IECM
17
Intrinsic Edge Capital Management
Illinois
$28.2M 2,715,541 +999,449 +58%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$27.7M 2,667,558 -163,624 -6%
PCM
19
PAR Capital Management
Massachusetts
$26M 2,500,000 – –
Morgan Stanley
20
Morgan Stanley
New York
$25.3M 2,435,030 +1,430,404 +142%
ACL
21
Azora Capital LP
Florida
$24.4M 2,346,429 +1,691,722 +258%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$22.6M 2,176,644 +508,405 +30%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$22.2M 2,138,868 +44,158 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$15.8M 1,526,004 -212,110 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$15.7M 1,508,590 +1,216,316 +416%
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