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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, Q2 2022

Institutional positions in AvidXchange Holdings, Inc. as of Jun 30, 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
114
+17 vs. Q1 2022
Shares held
137.4M
+15.5M (+12.7%) vs. Q1 2022
Total value
$843.9M
−$137.3M (−14.0%) vs. Q1 2022
New holders
37
36 more added
Sold out
20
26 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 114 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 heldQ2 2022: $843.9M
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, Q2 2022

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2022.

Institutions holding AVDX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Venture Investors, LLC18,929,292$116.2M16.55%00.0%Unchanged
Caisse de Depot Et Placement du Quebec11,578,968$71.1M0.20%00.0%Unchanged
Vanguard Group Inc11,071,197$68.0M0.00%+8,550,267+339.2%Added
Capital Research Global Investors10,683,279$65.6M0.02%−3,155,588−22.8%Reduced
Temasek Holdings (Private) Ltd10,528,954$64.6M0.35%−934,218−8.1%Reduced
BlackRock Inc.10,211,302$62.7M0.00%+6,241,878+157.2%Added
Citadel Advisors LLC5,672,184$34.8M0.05%+2,346,372+70.6%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$31.2M0.29%00.0%Unchanged
Foundry Group, LLC5,032,964$30.9M14.00%00.0%Unchanged
Biltmore Family Office, LLC3,748,632$23.0M5.75%+3,748,632New
HarbourVest Partners LLC3,387,792$20.8M6.83%+10.0%Added
Millennium Management LLC3,154,283$19.4M0.03%+2,741,582+664.3%Added
Sapphire Ventures, L.L.C.2,897,248$17.8M4.30%00.0%Unchanged
Morgan Stanley2,805,804$17.2M0.00%+2,449,743+688.0%Added
Tikvah Management LLC2,752,798$16.9M7.28%−65,000−2.3%Reduced
State Street Corp2,319,230$14.2M0.00%+1,870,942+417.4%Added
Scge Management, L.P.2,040,316$12.5M0.36%00.0%Unchanged
Par Capital Management Inc2,000,000$12.3M0.41%+550,000+37.9%Added
Sixth Street Partners Management Company, L.P.1,863,371$11.4M1.04%00.0%Unchanged
Janus Henderson Group PLC1,715,293$10.5M0.01%+722,120+72.7%Added
Geode Capital Management, LLC1,546,426$9.49M0.00%+969,062+167.8%Added
Deutsche Bank AG1,397,136$8.58M0.00%+1,382,593+9,506.9%Added
Canada Pension Plan Investment Board1,393,821$8.56M0.01%−3,492,687−71.5%Reduced
Lord, Abbett & Co. LLC1,380,814$8.48M0.03%+575,360+71.4%Added
Bank of New York Mellon Corp1,380,435$8.48M0.00%+276,723+25.1%Added
Nuveen Asset Management, LLC1,074,372$6.60M0.00%+1,017,017+1,773.2%Added
Northern Trust Corp1,069,383$6.57M0.00%+846,752+380.3%Added
Ancora Advisors, LLC1,068,666$6.56M0.19%+618,666+137.5%Added
Common Fund for Nonprofit Organizations1,059,256$6.50M0.94%00.0%Unchanged
Brown Advisory Inc791,793$4.86M0.01%−52,299−6.2%Reduced
Alpha Square Group S, LLC689,676$4.24M1.79%00.0%Unchanged
Neuberger Berman Group LLC624,260$3.83M0.00%−3,699,973−85.6%Reduced
Citigroup Inc495,540$3.04M0.00%+494,301+39,895.2%Added
Federated Hermes, Inc.471,577$2.90M0.01%−2,028,423−81.1%Reduced
Charles Schwab Investment Management Inc447,309$2.75M0.00%+262,588+142.2%Added
Keybank National Association395,288$2.43M0.01%−395,288−50.0%Reduced
JPMorgan Chase & Co376,244$2.31M0.00%+352,056+1,455.5%Added
D. E. Shaw & Co., Inc.304,555$1.87M0.00%−173,178−36.2%Reduced
BlueMar Capital Management, LLC223,058$1.37M0.92%−11,343−4.8%Reduced
Hapanowicz & Associates Financial Services, Inc206,912$1.27M0.99%+206,912New
Ghisallo Capital Management LLC187,500$1.15M0.14%−187,500−50.0%Reduced
Rhumbline Advisers170,294$1.05M0.00%+144,914+571.0%Added
Carolinas Wealth Consulting LLC162,162$996.0K0.25%00.0%Unchanged
FJ Capital Management LLC153,000$941.0K0.09%+103,377+208.3%Added
PDT Partners, LLC152,847$938.0K0.08%+152,847New
Holocene Advisors, LP151,062$928.0K0.01%+151,062New
Goldman Sachs Group Inc146,442$900.0K0.00%−1,049,621−87.8%Reduced
Alliancebernstein L.P.142,300$874.0K0.00%+142,300New
King Luther Capital Management Corp140,000$860.0K0.00%+140,000New
Marshall Wace, LLP126,928$778.0K0.00%+126,928New
Swiss National Bank116,000$712.0K0.00%+116,000New
FMR LLC115,671$710.0K0.00%−1,117,791−90.6%Reduced
California State Teachers Retirement System104,472$641.0K0.00%+93,631+863.7%Added
New York State Common Retirement Fund101,984$626.0K0.00%+83,977+466.4%Added
Cubist Systematic Strategies, LLC101,067$621.0K0.00%−101,401−50.1%Reduced
Wellington Management Group LLP92,944$571.0K0.00%+45,413+95.5%Added
Verition Fund Management LLC88,492$543.0K0.01%−319,767−78.3%Reduced
Prudential Financial Inc86,760$532.0K0.00%+86,760New
Optimus Prime Fund Management Co., Ltd.80,000$491.0K0.05%00.0%Unchanged
MetLife Investment Management78,855$484.2K0.00%+78,855New
Bank of America Corp77,546$477.0K0.00%+34,401+79.7%Added
American International Group, Inc.68,618$421.0K0.00%+56,051+446.0%Added
Dynamic Technology Lab Private Ltd66,635$409.0K0.05%+66,635New
Manufacturers Life Insurance Company, The59,179$363.4K0.00%+46,732+375.4%Added
Voya Investment Management LLC55,173$339.0K0.00%+55,173New
Accretive Wealth Partners, LLC55,116$338.0K0.25%00.0%Unchanged
Los Angeles Capital Management LLC52,235$321.0K0.00%+35,015+203.3%Added
UBS Asset Management Americas Inc50,700$311.3K0.00%+50,700New
Mirae Asset Global Investments Co., Ltd.41,936$257.0K0.00%+41,936New
Jane Street Group, LLC38,346$235.0K0.00%+18,542+93.6%Added
HSBC Holdings PLC34,465$210.0K0.00%+34,465New
Invesco Ltd.32,166$198.0K0.00%+32,166New
Credit Suisse AG32,001$196.0K0.00%+32,001New
Legal & General Group Plc27,752$170.0K0.00%+25,150+966.6%Added
Private Advisor Group, LLC25,922$159.0K0.00%+25,922New
Gsa Capital Partners LLP23,523$144.0K0.02%+23,523New
Amalgamated Bank22,661$139.0K0.00%+18,697+471.7%Added
Principal Financial Group Inc21,184$130.0K0.00%−616,163−96.7%Reduced
Brown Brothers Harriman & Co20,403$125.0K0.00%+20,403New
Man Group plc–$122.0K0.00%––
DuPont Capital Management Corp19,625$120.0K0.01%+19,625New
Victory Capital Management Inc19,172$118.0K0.00%+856+4.7%Added
Barclays PLC17,088$105.0K0.00%−123,366−87.8%Reduced
ProShare Advisors LLC16,471$101.0K0.00%+16,471New
Jefferies Group LLC15,935$97.8K0.00%+15,935New
Landscape Capital Management, L.L.C.15,845$97.0K0.01%+15,845New
Price T Rowe Associates Inc13,989$86.0K0.00%+13,989New
Arizona State Retirement System13,336$82.0K0.00%+13,336New
Envestnet Asset Management Inc12,918$79.0K0.00%−6,460−33.3%Reduced
Susquehanna International Group, LLP12,426$76.0K0.00%−53,226−81.1%Reduced
State of Wisconsin Investment Board11,871$73.0K0.00%+11,871New
Ameritas Investment Partners, Inc.10,995$67.0K0.00%+9,039+462.1%Added
Bullseye Asset Management LLC10,498$65.0K0.04%+10,498New
Buckingham Strategic Wealth, LLC10,000$61.0K0.00%+10,000New
Metropolitan Life Insurance Co9,152$56.2K0.00%+9,152New
Signaturefd, LLC8,000$49.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC6,140$38.0K0.00%+6,140New
Tower Research Capital LLC (TRC)5,123$31.0K0.00%−1,922−27.3%Reduced
UBS Group AG3,583$22.0K0.00%−498,895−99.3%Reduced
Wells Fargo & Company3,140$19.0K0.00%−2,567−45.0%Reduced