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AvidXchange
AVDX

Overview Fund Activity

186 hedge funds and large institutions have $2.05B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
43
Increased
64
Reduced
48
Closed
25
Calls
$9.83M
Puts
$2.24M
Net Calls
+$7.59M
Net Calls Change
+$6.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$54.3M
3
GF
3
Greenhouse Funds
Maryland
$32.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$34.5M
5
BlackRock
5
BlackRock
New York
$145M

Top Sellers

1
SM
1
Senvest Management
New York
$120M
2
BCVI
2
Bain Capital Venture Investors
Massachusetts
$144M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
Millennium Management
4
Millennium Management
New York
$31.2M
5
TM
5
Tikvah Management
North Carolina
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$222M 17,890,929 -591,082 -3%
Morgan Stanley
2
Morgan Stanley
New York
$148M 11,945,506 +10,051,263 +531%
BlackRock
3
BlackRock
New York
$145M 11,665,960 +994,670 +9%
BCVI
4
Bain Capital Venture Investors
Massachusetts
$144M 11,639,898 -2,500,000 -18%
SM
5
Senvest Management
New York
$120M 9,675,695 -2,622,531 -21%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$69.4M 5,600,949 +198,165 +4%
LPC
7
Lone Pine Capital
Connecticut
$62.9M 5,080,632 – –
NRCM
8
North Reef Capital Management
California
$55.7M 4,497,800 -12,200 -0.3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$54.3M 4,380,820 +4,093,790 +1,426%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$53.4M 4,309,531 -312,275 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$47.9M 3,864,725 +587,692 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$44M 3,550,877 +183,026 +5%
BFO
13
Biltmore Family Office
North Carolina
$41.3M 3,331,297 -20 -0%
Capital Research Global Investors
14
Capital Research Global Investors
California
$41M 3,310,635 – –
State Street
15
State Street
Massachusetts
$40.2M 3,242,962 +193,391 +6%
FGN
16
Foundry Group Next
Colorado
$37.2M 3,000,000 – –
SV
17
Sapphire Ventures
Texas
$35.9M 2,897,248 – –
IECM
18
Intrinsic Edge Capital Management
Illinois
$34.5M 2,785,445 +1,237,508 +80%
PCM
19
PAR Capital Management
Massachusetts
$34.1M 2,750,000 +250,000 +10%
GF
20
Greenhouse Funds
Maryland
$32.7M 2,639,877 +2,639,877 New
Millennium Management
21
Millennium Management
New York
$31.2M 2,521,226 -1,838,522 -42%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$30.5M 2,463,633 +330,272 +15%
UE
23
Unisphere Establishment
Liechtenstein
$25.3M 2,040,316 +2,040,316 New
TCG
24
Tremblant Capital Group
Florida
$23.4M 1,887,034 +381,260 +25%
NAMA
25
Nikko Asset Management Americas
New York
$23.3M 1,877,536 +372,291 +25%
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