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AvidXchange
AVDX

Overview Fund Activity

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M

Top Buyers

1
GF
Greenhouse Funds
Maryland
$58.8M
2
Jennison Associates
Jennison Associates
New York
$23.8M
3
KCM
Kodai Capital Management
Illinois
$20.8M
4
American Century Companies
American Century Companies
Missouri
$38.5M
5
NRCM
North Reef Capital Management
California
$72.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.3M
2
BCVI
Bain Capital Venture Investors
Massachusetts
$120M
3
Ameriprise
Ameriprise
Minnesota
$5.76M
4
Vanguard Group
Vanguard Group
Pennsylvania
$227M
5
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$227M -$8M -608,592 -3%
BlackRock
2
BlackRock
New York
$150M -$3.72M -282,730 -2%
SM
3
Senvest Management
New York
$124M -$3.45M -262,457 -3%
BCVI
4
Bain Capital Venture Investors
Massachusetts
$120M -$32.9M -2,500,000 -21%
NRCM
5
North Reef Capital Management
California
$72.3M +$13.2M +1,002,200 +22%
LPC
6
Lone Pine Capital
Connecticut
$66.8M – – –
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$66.7M -$6.94M -527,653 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$59.8M +$2.19M +166,245 +4%
GF
9
Greenhouse Funds
Maryland
$58.8M +$24M +1,828,077 +69%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$53.7M +$2.91M +221,632 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$52.5M -$4.15M -315,759 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.5M +$1.77M +134,263 +4%
Morgan Stanley
13
Morgan Stanley
New York
$47.3M -$110M -8,349,047 -70%
State Street
14
State Street
Massachusetts
$43.6M +$976K +74,246 +2%
Capital Research Global Investors
15
Capital Research Global Investors
California
$43.5M – – –
BFO
16
Biltmore Family Office
North Carolina
$43.1M -$735K -55,908 -2%
FGN
17
Foundry Group Next
Colorado
$39.5M – – –
American Century Companies
18
American Century Companies
Missouri
$38.5M +$16.9M +1,283,113 +78%
SV
19
Sapphire Ventures
Texas
$38.1M – – –
PCM
20
PAR Capital Management
Massachusetts
$33.5M -$2.63M -200,000 -7%
IECM
21
Intrinsic Edge Capital Management
Illinois
$33.3M -$3.31M -252,066 -9%
Millennium Management
22
Millennium Management
New York
$33.2M +$39.1K +2,974 +0.1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$32M -$366K -27,840 -1%
TCG
24
Tremblant Capital Group
Florida
$28.5M +$3.64M +277,109 +15%
UE
25
Unisphere Establishment
Liechtenstein
$26.8M – – –
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