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AvidXchange
AVDX

Overview Fund Activity

170 hedge funds and large institutions have $1.44B invested in AvidXchange in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.71%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
67
Reduced
45
Closed
20
Calls
$1.73M
Puts
$568K
Net Calls
+$1.16M
Net Calls Change
-$4.69M

Top Buyers

1
SM
1
Senvest Management
New York
$117M
2
SCA
2
Southpoint Capital Advisors
New York
$23.7M
3
NRCM
3
North Reef Capital Management
California
$42.8M
4
AI
4
Aperture Investors
New York
$15.1M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$41.3M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$4.5M
3
ACL
3
Azora Capital LP
Florida
$5.19M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.46M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$175M 18,482,011 +907,305 +5%
BCVI
2
Bain Capital Venture Investors
Massachusetts
$134M 14,139,898 – –
SM
3
Senvest Management
New York
$117M 12,298,226 +2,563,886 +26%
BlackRock
4
BlackRock
New York
$101M 10,671,290 +625,383 +6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.2M 5,402,784 +1,222,044 +29%
LPC
6
Lone Pine Capital
Connecticut
$48.2M 5,080,632 – –
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.8M 4,621,806 +1,134,729 +33%
NRCM
8
North Reef Capital Management
California
$42.8M 4,510,000 +1,768,120 +64%
Millennium Management
9
Millennium Management
New York
$41.3M 4,359,748 -4,058,174 -48%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.9M 3,367,851 +445,538 +15%
BFO
11
Biltmore Family Office
North Carolina
$31.6M 3,331,317 – –
Capital Research Global Investors
12
Capital Research Global Investors
California
$31.4M 3,310,635 +375,000 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$31.1M 3,277,033 +1,100,389 +51%
State Street
14
State Street
Massachusetts
$28.9M 3,049,571 +137,657 +5%
FGN
15
Foundry Group Next
Colorado
$28.4M 3,000,000 -1,000,000 -25%
SV
16
Sapphire Ventures
Texas
$27.5M 2,897,248 – –
PCM
17
PAR Capital Management
Massachusetts
$23.7M 2,500,000 – –
SCA
18
Southpoint Capital Advisors
New York
$23.7M 2,500,000 +2,500,000 New
TM
19
Tikvah Management
North Carolina
$21.7M 2,287,798 -465,000 -17%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$20.2M 2,133,361 -5,507 -0.3%
TCM
21
TimesSquare Capital Management
New York
$19M 2,002,000 +1,015,325 +103%
Morgan Stanley
22
Morgan Stanley
New York
$18M 1,894,243 -540,787 -22%
AI
23
Aperture Investors
New York
$15.1M 1,595,659 +1,595,659 New
IECM
24
Intrinsic Edge Capital Management
Illinois
$14.7M 1,547,937 -1,167,604 -43%
TCG
25
Tremblant Capital Group
Florida
$14.3M 1,505,774 +693,014 +85%
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