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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 1 | $370 |
| Q3 2025 | 200 | $1.64B |
| Q2 2025 | 220 | $1.56B |
| Q1 2025 | 209 | $1.35B |
| Q4 2024 | 202 | $1.62B |
| Q3 2024 | 191 | $1.32B |
| Q2 2024 | 185 | $2.07B |
| Q1 2024 | 193 | $2.15B |
| Q4 2023 | 186 | $1.97B |
| Q3 2023 | 170 | $1.44B |
| Q2 2023 | 159 | $1.47B |
| Q1 2023 | 155 | $1.05B |
| Q4 2022 | 132 | $1.36B |
| Q3 2022 | 123 | $1.19B |
| Q2 2022 | 114 | $843.9M |
| Q1 2022 | 100 | $981.5M |
| Q4 2021 | 93 | $1.72B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 32 | $0 | 0.00% | +32 | New |
| First Horizon Advisors, Inc. | 169 | $1.00K | 0.00% | +169 | New |
| Crewe Advisors LLC | 106 | $1.00K | 0.00% | +106 | New |
| Evoke Wealth, LLC | 295 | $2.00K | 0.00% | +295 | New |
| State of Wyoming | 500 | $3.00K | 0.00% | −29−5.5% | Reduced |
| Dark Forest Capital Management LP | 648 | $4.00K | 0.00% | −31,936−98.0% | Reduced |
| TCI Wealth Advisors, Inc. | 587 | $4.00K | 0.00% | +587 | New |
| Royal Bank of Canada | 826 | $5.00K | 0.00% | −730−46.9% | Reduced |
| Providence Capital Advisors, LLC | 800 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,381 | $8.00K | 0.00% | +1,170+554.5% | Added |
| Simplex Trading, LLC | 2,327 | $14.0K | 0.00% | +1,412+154.3% | Added |
| Captrust Financial Advisors | 2,419 | $15.0K | 0.00% | +2,419 | New |
| Wells Fargo & Company | 3,140 | $19.0K | 0.00% | −2,567−45.0% | Reduced |
| Lazard Asset Management LLC | 3,133 | $19.0K | 0.00% | +2,617+507.2% | Added |
| UBS Group AG | 3,583 | $22.0K | 0.00% | −498,895−99.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,123 | $31.0K | 0.00% | −1,922−27.3% | Reduced |
| Nisa Investment Advisors, LLC | 6,140 | $38.0K | 0.00% | +6,140 | New |
| Signaturefd, LLC | 8,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,152 | $56.2K | 0.00% | +9,152 | New |
| Buckingham Strategic Wealth, LLC | 10,000 | $61.0K | 0.00% | +10,000 | New |
| Bullseye Asset Management LLC | 10,498 | $65.0K | 0.04% | +10,498 | New |
| Ameritas Investment Partners, Inc. | 10,995 | $67.0K | 0.00% | +9,039+462.1% | Added |
| State of Wisconsin Investment Board | 11,871 | $73.0K | 0.00% | +11,871 | New |
| Susquehanna International Group, LLP | 12,426 | $76.0K | 0.00% | −53,226−81.1% | Reduced |
| Envestnet Asset Management Inc | 12,918 | $79.0K | 0.00% | −6,460−33.3% | Reduced |
| Arizona State Retirement System | 13,336 | $82.0K | 0.00% | +13,336 | New |
| Price T Rowe Associates Inc | 13,989 | $86.0K | 0.00% | +13,989 | New |
| Landscape Capital Management, L.L.C. | 15,845 | $97.0K | 0.01% | +15,845 | New |
| Jefferies Group LLC | 15,935 | $97.8K | 0.00% | +15,935 | New |
| ProShare Advisors LLC | 16,471 | $101.0K | 0.00% | +16,471 | New |
| Barclays PLC | 17,088 | $105.0K | 0.00% | −123,366−87.8% | Reduced |
| Victory Capital Management Inc | 19,172 | $118.0K | 0.00% | +856+4.7% | Added |
| DuPont Capital Management Corp | 19,625 | $120.0K | 0.01% | +19,625 | New |
| Man Group plc | – | $122.0K | 0.00% | – | – |
| Brown Brothers Harriman & Co | 20,403 | $125.0K | 0.00% | +20,403 | New |
| Principal Financial Group Inc | 21,184 | $130.0K | 0.00% | −616,163−96.7% | Reduced |
| Amalgamated Bank | 22,661 | $139.0K | 0.00% | +18,697+471.7% | Added |
| Gsa Capital Partners LLP | 23,523 | $144.0K | 0.02% | +23,523 | New |
| Private Advisor Group, LLC | 25,922 | $159.0K | 0.00% | +25,922 | New |
| Legal & General Group Plc | 27,752 | $170.0K | 0.00% | +25,150+966.6% | Added |
| Credit Suisse AG | 32,001 | $196.0K | 0.00% | +32,001 | New |
| Invesco Ltd. | 32,166 | $198.0K | 0.00% | +32,166 | New |
| HSBC Holdings PLC | 34,465 | $210.0K | 0.00% | +34,465 | New |
| Jane Street Group, LLC | 38,346 | $235.0K | 0.00% | +18,542+93.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,936 | $257.0K | 0.00% | +41,936 | New |
| UBS Asset Management Americas Inc | 50,700 | $311.3K | 0.00% | +50,700 | New |
| Los Angeles Capital Management LLC | 52,235 | $321.0K | 0.00% | +35,015+203.3% | Added |
| Accretive Wealth Partners, LLC | 55,116 | $338.0K | 0.25% | 00.0% | Unchanged |
| Voya Investment Management LLC | 55,173 | $339.0K | 0.00% | +55,173 | New |
| Manufacturers Life Insurance Company, The | 59,179 | $363.4K | 0.00% | +46,732+375.4% | Added |
| Dynamic Technology Lab Private Ltd | 66,635 | $409.0K | 0.05% | +66,635 | New |
| American International Group, Inc. | 68,618 | $421.0K | 0.00% | +56,051+446.0% | Added |
| Bank of America Corp | 77,546 | $477.0K | 0.00% | +34,401+79.7% | Added |
| MetLife Investment Management | 78,855 | $484.2K | 0.00% | +78,855 | New |
| Optimus Prime Fund Management Co., Ltd. | 80,000 | $491.0K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 86,760 | $532.0K | 0.00% | +86,760 | New |
| Verition Fund Management LLC | 88,492 | $543.0K | 0.01% | −319,767−78.3% | Reduced |
| Wellington Management Group LLP | 92,944 | $571.0K | 0.00% | +45,413+95.5% | Added |
| Cubist Systematic Strategies, LLC | 101,067 | $621.0K | 0.00% | −101,401−50.1% | Reduced |
| New York State Common Retirement Fund | 101,984 | $626.0K | 0.00% | +83,977+466.4% | Added |
| California State Teachers Retirement System | 104,472 | $641.0K | 0.00% | +93,631+863.7% | Added |
| FMR LLC | 115,671 | $710.0K | 0.00% | −1,117,791−90.6% | Reduced |
| Swiss National Bank | 116,000 | $712.0K | 0.00% | +116,000 | New |
| Marshall Wace, LLP | 126,928 | $778.0K | 0.00% | +126,928 | New |
| King Luther Capital Management Corp | 140,000 | $860.0K | 0.00% | +140,000 | New |
| Alliancebernstein L.P. | 142,300 | $874.0K | 0.00% | +142,300 | New |
| Goldman Sachs Group Inc | 146,442 | $900.0K | 0.00% | −1,049,621−87.8% | Reduced |
| Holocene Advisors, LP | 151,062 | $928.0K | 0.01% | +151,062 | New |
| PDT Partners, LLC | 152,847 | $938.0K | 0.08% | +152,847 | New |
| FJ Capital Management LLC | 153,000 | $941.0K | 0.09% | +103,377+208.3% | Added |
| Carolinas Wealth Consulting LLC | 162,162 | $996.0K | 0.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 170,294 | $1.05M | 0.00% | +144,914+571.0% | Added |
| Ghisallo Capital Management LLC | 187,500 | $1.15M | 0.14% | −187,500−50.0% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 206,912 | $1.27M | 0.99% | +206,912 | New |
| BlueMar Capital Management, LLC | 223,058 | $1.37M | 0.92% | −11,343−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 304,555 | $1.87M | 0.00% | −173,178−36.2% | Reduced |
| JPMorgan Chase & Co | 376,244 | $2.31M | 0.00% | +352,056+1,455.5% | Added |
| Keybank National Association | 395,288 | $2.43M | 0.01% | −395,288−50.0% | Reduced |
| Charles Schwab Investment Management Inc | 447,309 | $2.75M | 0.00% | +262,588+142.2% | Added |
| Federated Hermes, Inc. | 471,577 | $2.90M | 0.01% | −2,028,423−81.1% | Reduced |
| Citigroup Inc | 495,540 | $3.04M | 0.00% | +494,301+39,895.2% | Added |
| Neuberger Berman Group LLC | 624,260 | $3.83M | 0.00% | −3,699,973−85.6% | Reduced |
| Alpha Square Group S, LLC | 689,676 | $4.24M | 1.79% | 00.0% | Unchanged |
| Brown Advisory Inc | 791,793 | $4.86M | 0.01% | −52,299−6.2% | Reduced |
| Common Fund for Nonprofit Organizations | 1,059,256 | $6.50M | 0.94% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,068,666 | $6.56M | 0.19% | +618,666+137.5% | Added |
| Northern Trust Corp | 1,069,383 | $6.57M | 0.00% | +846,752+380.3% | Added |
| Nuveen Asset Management, LLC | 1,074,372 | $6.60M | 0.00% | +1,017,017+1,773.2% | Added |
| Bank of New York Mellon Corp | 1,380,435 | $8.48M | 0.00% | +276,723+25.1% | Added |
| Lord, Abbett & Co. LLC | 1,380,814 | $8.48M | 0.03% | +575,360+71.4% | Added |
| Canada Pension Plan Investment Board | 1,393,821 | $8.56M | 0.01% | −3,492,687−71.5% | Reduced |
| Deutsche Bank AG | 1,397,136 | $8.58M | 0.00% | +1,382,593+9,506.9% | Added |
| Geode Capital Management, LLC | 1,546,426 | $9.49M | 0.00% | +969,062+167.8% | Added |
| Janus Henderson Group PLC | 1,715,293 | $10.5M | 0.01% | +722,120+72.7% | Added |
| Sixth Street Partners Management Company, L.P. | 1,863,371 | $11.4M | 1.04% | 00.0% | Unchanged |
| Par Capital Management Inc | 2,000,000 | $12.3M | 0.41% | +550,000+37.9% | Added |
| Scge Management, L.P. | 2,040,316 | $12.5M | 0.36% | 00.0% | Unchanged |
| State Street Corp | 2,319,230 | $14.2M | 0.00% | +1,870,942+417.4% | Added |
| Tikvah Management LLC | 2,752,798 | $16.9M | 7.28% | −65,000−2.3% | Reduced |
| Morgan Stanley | 2,805,804 | $17.2M | 0.00% | +2,449,743+688.0% | Added |