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AvidXchange Holdings, Inc.

AVDXDelisted Oct 15, 2025
Industry
Services-Prepackaged Software
SEC CIK
0001858257

AvidXchange Holdings, Inc. was delisted on Oct 15, 2025; its insiders filed their last Form 4 on Oct 15, 2025; 200 institutions reported holding it in 13F filings for Q3 2025, worth $1.64B in total; no superinvestor held it.

13F holders, Q1 2022

Institutional positions in AvidXchange Holdings, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
100
+7 vs. Q4 2021
Shares held
122.0M
+6.55M (+5.7%) vs. Q4 2021
Total value
$981.5M
−$741.5M (−43.0%) vs. Q4 2021
New holders
29
39 more added
Sold out
22
20 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AVDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 100 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 93 institutionsQ1 2022: 100 institutionsQ2 2022: 114 institutionsQ3 2022: 123 institutionsQ4 2022: 132 institutionsQ1 2023: 155 institutionsQ2 2023: 159 institutionsQ3 2023: 170 institutionsQ4 2023: 186 institutionsQ1 2024: 193 institutionsQ2 2024: 185 institutionsQ3 2024: 191 institutionsQ4 2024: 202 institutionsQ1 2025: 209 institutionsQ2 2025: 220 institutionsQ3 2025: 200 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2022: $981.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.72BQ1 2022: $981.5MQ2 2022: $843.9MQ3 2022: $1.19BQ4 2022: $1.36BQ1 2023: $1.05BQ2 2023: $1.47BQ3 2023: $1.44BQ4 2023: $1.97BQ1 2024: $2.15BQ2 2024: $2.07BQ3 2024: $1.32BQ4 2024: $1.62BQ1 2025: $1.35BQ2 2025: $1.56BQ3 2025: $1.64BQ4 2025: $370Q1 2026: $0Q2 2026: $0
Institutions holding AVDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$370
Q3 2025200$1.64B
Q2 2025220$1.56B
Q1 2025209$1.35B
Q4 2024202$1.62B
Q3 2024191$1.32B
Q2 2024185$2.07B
Q1 2024193$2.15B
Q4 2023186$1.97B
Q3 2023170$1.44B
Q2 2023159$1.47B
Q1 2023155$1.05B
Q4 2022132$1.36B
Q3 2022123$1.19B
Q2 2022114$843.9M
Q1 2022100$981.5M
Q4 202193$1.72B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2021.

Institutions holding AVDX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Venture Investors, LLC18,929,292$152.4M13.93%−4,453,948−19.0%Reduced
Capital Research Global Investors13,838,867$111.4M0.03%−854,651−5.8%Reduced
Caisse de Depot Et Placement du Quebec11,578,968$93.2M0.22%00.0%Unchanged
Temasek Holdings (Private) Ltd11,463,172$92.3M0.39%00.0%Unchanged
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$40.9M0.24%00.0%Unchanged
Foundry Group, LLC5,032,964$40.5M14.32%00.0%Unchanged
Canada Pension Plan Investment Board4,886,508$39.3M0.05%+322,000+7.1%Added
Neuberger Berman Group LLC4,324,233$34.6M0.03%+1,039,536+31.6%Added
BlackRock Inc.3,969,424$32.0M0.00%−1,262,577−24.1%Reduced
HarbourVest Partners LLC3,387,791$27.3M5.57%+3,387,791New
Citadel Advisors LLC3,325,812$26.8M0.03%+2,314,479+228.9%Added
Sapphire Ventures, L.L.C.2,897,248$23.3M4.36%00.0%Unchanged
Tikvah Management LLC2,817,798$22.7M7.25%+561,280+24.9%Added
Vanguard Group Inc2,520,930$20.3M0.00%−59,630−2.3%Reduced
Federated Hermes, Inc.2,500,000$20.1M0.05%+1,000,000+66.7%Added
Scge Management, L.P.2,040,316$16.4M0.25%00.0%Unchanged
Sixth Street Partners Management Company, L.P.1,863,371$15.0M1.20%00.0%Unchanged
Par Capital Management Inc1,450,000$11.7M0.28%+1,450,000New
FMR LLC1,233,462$9.93M0.00%−1,445,845−54.0%Reduced
Goldman Sachs Group Inc1,196,063$9.63M0.00%+1,182,253+8,560.8%Added
Bank of New York Mellon Corp1,103,712$8.88M0.00%+192,843+21.2%Added
Common Fund for Nonprofit Organizations1,059,256$8.53M0.97%+1,059,256New
Franklin Resources Inc1,015,200$8.17M0.00%+6,862+0.7%Added
Janus Henderson Group PLC993,173$8.00M0.00%+279,807+39.2%Added
Brown Advisory Inc844,092$6.79M0.01%+353,225+72.0%Added
Lord, Abbett & Co. LLC805,454$6.48M0.02%+805,454New
Keybank National Association790,576$6.36M0.03%−790,576−50.0%Reduced
Alpha Square Group S, LLC689,676$5.55M0.75%00.0%Unchanged
North Reef Capital Management LP683,256$5.50M2.25%+503,256+279.6%Added
Principal Financial Group Inc637,347$5.13M0.00%+78,006+13.9%Added
Schonfeld Strategic Advisors LLC611,844$4.93M0.05%+611,844New
Geode Capital Management, LLC577,364$4.65M0.00%+22,118+4.0%Added
Renaissance Technologies LLC528,000$4.25M0.00%+377,569+251.0%Added
UBS Group AG502,478$4.04M0.00%+491,849+4,627.4%Added
LH Capital Markets, LLC500,000$4.03M10.05%−495,000−49.7%Reduced
D. E. Shaw & Co., Inc.477,733$3.85M0.01%+460,355+2,649.1%Added
Ancora Advisors, LLC450,000$3.62M0.09%+450,000New
State Street Corp448,288$3.61M0.00%+130,492+41.1%Added
Millennium Management LLC412,701$3.32M0.00%+207,943+101.6%Added
Verition Fund Management LLC408,259$3.29M0.06%+106,259+35.2%Added
Ghisallo Capital Management LLC375,000$3.02M0.33%00.0%Unchanged
Morgan Stanley356,061$2.87M0.00%−420,331−54.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund318,800$2.57M0.01%+318,800New
Tiger Global Management LLCSuperinvestorTiger Global Management279,061$2.25M0.01%−720,939−72.1%Reduced
HST Ventures, LLC262,878$2.12M1.72%+262,878New
BlueMar Capital Management, LLC234,401$1.89M0.80%+114,542+95.6%Added
Northern Trust Corp222,631$1.79M0.00%−9,217−4.0%Reduced
Cubist Systematic Strategies, LLC202,468$1.63M0.01%+155,857+334.4%Added
Charles Schwab Investment Management Inc184,721$1.49M0.00%+5,805+3.2%Added
Carolinas Wealth Consulting LLC162,162$1.30M0.29%+162,162New
Balyasny Asset Management LLC144,595$1.16M0.01%+32,132+28.6%Added
Barclays PLC140,454$1.13M0.00%+140,454New
Tudor Investment Corp Et Al135,150$1.09M0.03%+80,894+149.1%Added
Optimus Prime Fund Management Co., Ltd.80,000$644.0K0.06%+40,000+100.0%Added
Susquehanna International Group, LLP65,652$528.0K0.00%+18,731+39.9%Added
Man Group plc62,806$506.0K0.00%+42,106+203.4%Added
Nuveen Asset Management, LLC57,355$462.0K0.00%+18,580+47.9%Added
Accretive Wealth Partners, LLC55,116$444.0K0.28%+55,116New
Islet Management, LP50,002$403.0K0.05%+50,002New
FJ Capital Management LLC49,623$399.0K0.03%+49,623New
Jump Financial, LLC49,459$399.0K0.02%+49,459New
Woodline Partners LP49,247$396.0K0.01%+49,247New
Wellington Management Group LLP47,531$383.0K0.00%+47,531New
Bank of America Corp43,145$347.0K0.00%−229,731−84.2%Reduced
Quantbot Technologies LP42,373$341.0K0.03%+41,840+7,849.9%Added
Graham Capital Management, L.P.38,870$312.0K0.01%+26,701+219.4%Added
Parametric Portfolio Associates LLC35,527$286.0K0.00%+35,527New
Dark Forest Capital Management LP32,584$262.0K0.06%+32,584New
Paloma Partners Management Co28,972$233.0K0.02%+28,972New
Rhumbline Advisers25,380$204.0K0.00%+7,516+42.1%Added
JPMorgan Chase & Co24,188$195.0K0.00%+2,979+14.0%Added
Squarepoint Ops LLC22,254$179.0K0.00%+9,082+68.9%Added
Jane Street Group, LLC19,804$160.0K0.00%−11,311−36.4%Reduced
Envestnet Asset Management Inc19,378$156.0K0.00%+8,624+80.2%Added
Victory Capital Management Inc18,316$150.0K0.00%+18,316New
New York State Common Retirement Fund18,007$145.0K0.00%+9,107+102.3%Added
Los Angeles Capital Management LLC17,220$139.0K0.00%+17,220New
Deutsche Bank AG14,543$117.0K0.00%−1,589−9.8%Reduced
American International Group, Inc.12,567$101.0K0.00%−884−6.6%Reduced
Manufacturers Life Insurance Company, The12,447$100.2K0.00%+12,447New
California State Teachers Retirement System10,841$87.0K0.00%−2,919−21.2%Reduced
HRT Financial LP10,085$81.0K0.00%+10,085New
Signaturefd, LLC8,000$64.0K0.00%+2,000+33.3%Added
Tower Research Capital LLC (TRC)7,045$57.0K0.00%+4,889+226.8%Added
Wells Fargo & Company5,707$46.0K0.00%−9,025−61.3%Reduced
Amalgamated Bank3,964$32.0K0.00%+3,964New
Amalgamated Financial Corp.3,964$32.0K0.00%+3,964New
Legal & General Group Plc2,602$21.0K0.00%+92+3.7%Added
Ameritas Investment Partners, Inc.1,956$16.0K0.00%00.0%Unchanged
Royal Bank of Canada1,556$13.0K0.00%−3,589−69.8%Reduced
Citigroup Inc1,239$10.0K0.00%−5,254−80.9%Reduced
Simplex Trading, LLC915$7.00K0.00%+915New
Providence Capital Advisors, LLC800$6.00K0.00%00.0%Unchanged
Lazard Asset Management LLC516$4.00K0.00%−2,504−82.9%Reduced
State of Wyoming529$4.00K0.00%+529New
Advisor Group Holdings, Inc.211$2.00K0.00%−395−65.2%Reduced
Assetmark, Inc255$2.00K0.00%+255New
Cutler Group LP339$2.00K0.00%+339New
SJS Investment Consulting Inc.21$00.00%00.0%Unchanged
IFP Advisors, Inc12,064––+10,881+919.8%Added