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AvidXchange
AVDX

Overview Fund Activity

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$111M
2
GF
2
Greenhouse Funds
Maryland
$86.6M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$25.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$48.2M
5
NRCM
5
North Reef Capital Management
California
$63.3M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
BCVI
3
Bain Capital Venture Investors
Massachusetts
$28.1M
4
American Century Companies
4
American Century Companies
Missouri
$2.09M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M 17,993,641 +1,027,858 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M 13,733,769 +10,046,893 +273%
BlackRock
3
BlackRock
New York
$108M 13,263,870 +273,330 +2%
GF
4
Greenhouse Funds
Maryland
$86.6M 10,675,134 +4,181,835 +64%
SM
5
Senvest Management
New York
$79.8M 9,843,010 -1,033,410 -10%
NRCM
6
North Reef Capital Management
California
$63.3M 7,800,000 +1,500,000 +24%
Capital Research Global Investors
7
Capital Research Global Investors
California
$48.2M 5,948,167 +2,424,292 +69%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.6M 4,266,265 +201,847 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.4M 3,990,763 -326,371 -8%
State Street
10
State Street
Massachusetts
$30.5M 3,763,694 +54,403 +1%
BCVI
11
Bain Capital Venture Investors
Massachusetts
$28.1M 3,469,949 -5,669,949 -62%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$27.9M 3,437,034 -1,160,810 -25%
PCM
13
PAR Capital Management
Massachusetts
$27.2M 3,350,000 +750,000 +29%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.7M 3,164,395 -191,014 -6%
TCG
15
Tremblant Capital Group
Florida
$25.6M 3,157,347 +987,233 +45%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$25.3M 3,124,464 +3,124,464 New
BFO
17
Biltmore Family Office
North Carolina
$25.3M 3,124,147 -45,000 -1%
SV
18
Sapphire Ventures
Texas
$23.5M 2,897,248 – –
FGN
19
Foundry Group Next
Colorado
$20.2M 2,486,791 -513,209 -17%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$19.8M 2,442,293 -1,418 -0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$18.8M 2,314,653 +538,956 +30%
UE
22
Unisphere Establishment
Liechtenstein
$16.5M 2,040,316 – –
TCM
23
TimesSquare Capital Management
New York
$16.2M 1,995,498 -323,400 -14%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$15.1M 1,862,225 +155,008 +9%
NAMA
25
Nikko Asset Management Americas
New York
$15.1M 1,862,225 +178,239 +11%
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