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AvidXchange
AVDX

Overview Fund Activity

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 29 closing their positions.

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
37
Increased
66
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$164M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$28.8M
3
GF
3
Greenhouse Funds
Maryland
$90.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$13.6M
5
Jennison Associates
5
Jennison Associates
New York
$26.9M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.94M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
NIP
5
Norwood Investment Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$164M 19,358,759 +4,469,477 +30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M 18,236,837 +126,786 +0.7%
BlackRock
3
BlackRock
New York
$112M 13,164,751 -336,903 -2%
GF
4
Greenhouse Funds
Maryland
$90.5M 10,675,410 +2,177,088 +26%
NRCM
5
North Reef Capital Management
California
$73.6M 8,675,000 +681,000 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$36.9M 4,355,937 +110,010 +3%
SM
7
Senvest Management
New York
$34.3M 4,048,665 -837,990 -17%
State Street
8
State Street
Massachusetts
$33.5M 3,954,374 -76,911 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.2M 3,801,588 -81,198 -2%
BCVI
10
Bain Capital Venture Investors
Massachusetts
$29.4M 3,469,949 – –
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$28.8M 3,397,113 +2,706,013 +392%
TCG
12
Tremblant Capital Group
Florida
$28.8M 3,396,880 +165,731 +5%
PCM
13
PAR Capital Management
Massachusetts
$28M 3,300,000 +300,000 +10%
Jennison Associates
14
Jennison Associates
New York
$26.9M 3,171,634 +995,109 +46%
BFO
15
Biltmore Family Office
North Carolina
$25.3M 2,984,149 – –
SV
16
Sapphire Ventures
Texas
$24.6M 2,897,248 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.3M 2,868,823 -179,563 -6%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$22.7M 2,706,664 +506,831 +23%
FGN
19
Foundry Group Next
Colorado
$21.1M 2,486,791 – –
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$19.5M 2,296,244 -1,101,414 -32%
UE
21
Unisphere Establishment
Liechtenstein
$17.3M 2,040,316 – –
Northern Trust
22
Northern Trust
Illinois
$13.7M 1,613,829 -39,344 -2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$13.6M 1,609,370 +1,609,370 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$13.5M 1,587,107 -86,751 -5%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$13.2M 1,554,952 -35,134 -2%
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