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AvidXchange
AVDX

Overview Fund Activity

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.56M
Net Calls Change
-$19.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.5M
2
GF
2
Greenhouse Funds
Maryland
$78.3M
3
ACL
3
Azora Capital LP
Florida
$32.5M
4
BlackRock
4
BlackRock
New York
$157M
5
American Century Companies
5
American Century Companies
Missouri
$54.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$49.4M
2
CFM
2
Coronation Fund Managers
South Africa
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.69M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$4.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M 16,965,783 -316,554 -2%
BlackRock
2
BlackRock
New York
$157M 12,990,540 +1,607,310 +14%
SM
3
Senvest Management
New York
$131M 10,876,420 +1,463,182 +16%
BCVI
4
Bain Capital Venture Investors
Massachusetts
$110M 9,139,898 – –
GF
5
Greenhouse Funds
Maryland
$78.3M 6,493,299 +2,025,345 +45%
NRCM
6
North Reef Capital Management
California
$76M 6,300,000 +800,000 +15%
LPC
7
Lone Pine Capital
Connecticut
$61.2M 5,078,341 -2,291 -0%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$55.4M 4,597,844 +50,779 +1%
American Century Companies
9
American Century Companies
Missouri
$54.5M 4,515,719 +1,586,510 +54%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$52.1M 4,317,134 +230,777 +6%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$49.4M 4,093,610 -979,686 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49M 4,064,418 +379,278 +10%
State Street
13
State Street
Massachusetts
$44.7M 3,709,291 +392,083 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$44.5M 3,686,876 +2,924,641 +384%
Capital Research Global Investors
15
Capital Research Global Investors
California
$42.5M 3,523,875 +213,240 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$40.5M 3,355,409 -638,363 -16%
BFO
17
Biltmore Family Office
North Carolina
$38.2M 3,169,147 -106,242 -3%
FGN
18
Foundry Group Next
Colorado
$36.2M 3,000,000 – –
Morgan Stanley
19
Morgan Stanley
New York
$35.6M 2,950,034 -646,425 -18%
SV
20
Sapphire Ventures
Texas
$34.9M 2,897,248 – –
IECM
21
Intrinsic Edge Capital Management
Illinois
$33.6M 2,782,265 +248,886 +10%
Millennium Management
22
Millennium Management
New York
$33.4M 2,770,662 +246,462 +10%
ACL
23
Azora Capital LP
Florida
$32.5M 2,692,696 +1,823,718 +210%
PCM
24
PAR Capital Management
Massachusetts
$31.4M 2,600,000 +50,000 +2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$29.5M 2,443,711 +7,918 +0.3%
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