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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, Q3 2022

Institutional positions in AvidXchange Holdings, Inc. as of Sep 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
123
+9 vs. Q2 2022
Shares held
140.8M
+3.40M (+2.5%) vs. Q2 2022
Total value
$1.19B
+$342.1M (+40.5%) vs. Q2 2022
New holders
23
45 more added
Sold out
14
26 more reduced

Compare with Q2 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 holdersQ3 2022: 123 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 heldQ3 2022: $1.19B
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, Q3 2022

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2022.

Institutions holding AVDX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Venture Investors, LLC18,929,292$159.4M20.17%00.0%Unchanged
Vanguard Group Inc13,231,439$111.4M0.00%+2,160,242+19.5%Added
BlackRock Inc.11,613,485$97.8M0.00%+1,402,183+13.7%Added
Caisse de Depot Et Placement du Quebec11,578,968$97.5M0.29%00.0%Unchanged
Biltmore Family Office, LLC8,418,858$70.9M16.24%+4,670,226+124.6%Added
Capital Research Global Investors7,001,882$59.0M0.02%−3,681,397−34.5%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$42.8M0.40%00.0%Unchanged
Foundry Group, LLC5,032,964$42.4M20.28%00.0%Unchanged
Millennium Management LLC4,810,035$40.5M0.05%+1,655,752+52.5%Added
HarbourVest Partners LLC3,387,792$28.5M9.33%00.0%Unchanged
Lord, Abbett & Co. LLC3,287,202$27.7M0.10%+1,906,388+138.1%Added
Sapphire Ventures, L.L.C.2,897,248$24.4M7.83%00.0%Unchanged
State Street Corp2,850,849$24.0M0.00%+531,619+22.9%Added
Morgan Stanley2,780,448$23.4M0.00%−25,356−0.9%Reduced
Nuveen Asset Management, LLC2,753,115$23.2M0.01%+1,678,743+156.3%Added
Tikvah Management LLC2,752,798$23.2M10.72%00.0%Unchanged
Bank of New York Mellon Corp2,621,372$22.1M0.01%+1,240,937+89.9%Added
Geode Capital Management, LLC2,502,581$21.1M0.00%+956,155+61.8%Added
Deutsche Bank AG2,449,355$20.6M0.01%+1,052,219+75.3%Added
Scge Management, L.P.2,040,316$17.2M0.58%00.0%Unchanged
Par Capital Management Inc2,000,000$16.8M0.62%00.0%Unchanged
Citadel Advisors LLC1,972,340$16.6M0.02%−3,699,844−65.2%Reduced
Sixth Street Partners Management Company, L.P.1,863,371$15.7M1.59%00.0%Unchanged
Janus Henderson Group PLC1,714,903$14.4M0.01%−3900.0%Reduced
Intrinsic Edge Capital Management LLC1,522,588$12.8M1.43%+1,522,588New
Phase 2 Partners, LLC1,298,642$10.9M5.19%+1,298,642New
Northern Trust Corp1,227,357$10.3M0.00%+157,974+14.8%Added
North Reef Capital Management LP1,068,842$9.00M2.25%+1,068,842New
Ancora Advisors, LLC1,068,666$9.00M0.28%00.0%Unchanged
Common Fund for Nonprofit Organizations1,059,256$8.92M1.45%00.0%Unchanged
Charles Schwab Investment Management Inc997,255$8.40M0.00%+549,946+122.9%Added
Brown Advisory Inc805,055$6.78M0.01%+13,262+1.7%Added
Alpha Square Group S, LLC689,676$5.81M3.17%00.0%Unchanged
D. E. Shaw & Co., Inc.656,603$5.53M0.01%+352,048+115.6%Added
Neuberger Berman Group LLC617,066$5.20M0.01%−7,194−1.2%Reduced
Renaissance Technologies LLC404,100$3.40M0.00%+404,100New
Keybank National Association395,288$3.33M0.02%00.0%Unchanged
Goldman Sachs Group Inc394,774$3.32M0.00%+248,332+169.6%Added
BlueMar Capital Management, LLC312,458$2.63M1.94%+89,400+40.1%Added
Engle Capital Management, L.P.274,294$2.31M0.68%+274,294New
Azora Capital LP260,287$2.19M0.33%+260,287New
Hapanowicz & Associates Financial Services, Inc206,912$1.74M1.61%00.0%Unchanged
Holocene Advisors, LP189,287$1.59M0.01%+38,225+25.3%Added
Cubist Systematic Strategies, LLC188,122$1.58M0.01%+87,055+86.1%Added
Rhumbline Advisers185,353$1.56M0.00%+15,059+8.8%Added
JPMorgan Chase & Co180,429$1.52M0.00%−195,815−52.0%Reduced
King Luther Capital Management Corp180,000$1.52M0.01%+40,000+28.6%Added
Carolinas Wealth Consulting LLC162,162$1.36M0.35%00.0%Unchanged
Personal Capital Advisors Corp154,491$1.30M0.01%+154,491New
Alliancebernstein L.P.148,200$1.25M0.00%+5,900+4.1%Added
Algert Global LLC120,129$1.01M0.06%+120,129New
Swiss National Bank116,000$977.0K0.00%00.0%Unchanged
FJ Capital Management LLC110,000$929.0K0.11%−43,000−28.1%Reduced
Bank of America Corp108,561$914.0K0.00%+31,015+40.0%Added
Wellington Management Group LLP103,502$871.0K0.00%+10,558+11.4%Added
New York State Common Retirement Fund103,115$868.0K0.00%+1,131+1.1%Added
California State Teachers Retirement System100,447$846.0K0.00%−4,025−3.9%Reduced
Captrust Financial Advisors96,816$815.0K0.00%+94,397+3,902.3%Added
Invesco Ltd.87,748$739.0K0.00%+55,582+172.8%Added
FMR LLC82,589$695.0K0.00%−33,082−28.6%Reduced
PDT Partners, LLC82,044$691.0K0.10%−70,803−46.3%Reduced
Welch Group, LLC80,237$676.0K0.04%+80,237New
Optimus Prime Fund Management Co., Ltd.80,000$674.0K0.09%00.0%Unchanged
Trexquant Investment LP79,468$669.0K0.02%+79,468New
MetLife Investment Management78,855$664.0K0.01%00.0%Unchanged
American International Group, Inc.69,601$586.0K0.00%+983+1.4%Added
Verition Fund Management LLC66,492$560.0K0.01%−22,000−24.9%Reduced
ExodusPoint Capital Management, LP61,347$517.0K0.01%+61,347New
Mirae Asset Global Investments Co., Ltd.60,636$511.0K0.00%+18,700+44.6%Added
Manufacturers Life Insurance Company, The58,274$490.7K0.00%−905−1.5%Reduced
Gsa Capital Partners LLP57,606$485.0K0.06%+34,083+144.9%Added
BNP Paribas Arbitrage, SA57,349$482.9K0.00%+57,349New
Voya Investment Management LLC56,845$478.6K0.00%+1,672+3.0%Added
Accretive Wealth Partners, LLC55,116$464.0K0.35%00.0%Unchanged
Los Angeles Capital Management LLC52,235$440.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP44,354$373.0K0.00%+31,928+256.9%Added
IFP Advisors, Inc12,681$316.0K0.01%+1,956+18.2%Added
UBS Asset Management Americas Inc35,200$296.4K0.00%−15,500−30.6%Reduced
Quadrature Capital Ltd33,779$284.0K0.01%+33,779New
Franklin Resources Inc32,884$277.0K0.00%+32,884New
Credit Suisse AG32,760$275.0K0.00%+759+2.4%Added
Legal & General Group Plc30,450$256.0K0.00%+2,698+9.7%Added
HSBC Holdings PLC27,824$234.0K0.00%−6,641−19.3%Reduced
Price T Rowe Associates Inc23,713$200.0K0.00%+9,724+69.5%Added
Amalgamated Bank22,995$194.0K0.00%+334+1.5%Added
Private Advisor Group, LLC21,710$183.0K0.00%−4,212−16.2%Reduced
Principal Financial Group Inc20,694$174.0K0.00%−490−2.3%Reduced
Brown Brothers Harriman & Co20,403$172.0K0.00%00.0%Unchanged
ProShare Advisors LLC16,161$136.0K0.00%−310−1.9%Reduced
Barclays PLC15,946$134.0K0.00%−1,142−6.7%Reduced
Tower Research Capital LLC (TRC)14,681$124.0K0.00%+9,558+186.6%Added
Victory Capital Management Inc14,394$121.0K0.00%−4,778−24.9%Reduced
Arizona State Retirement System13,437$113.0K0.00%+101+0.8%Added
Jane Street Group, LLC13,028$110.0K0.00%−25,318−66.0%Reduced
Envestnet Asset Management Inc12,957$109.0K0.00%+39+0.3%Added
Group One Trading, L.P.11,898$100.0K0.00%+11,898New
Boothbay Fund Management, LLC11,155$94.0K0.00%+11,155New
Ameritas Investment Partners, Inc.10,995$92.0K0.00%00.0%Unchanged
Bullseye Asset Management LLC10,387$87.0K0.05%−111−1.1%Reduced
Jefferies Group LLC10,029$84.4K0.00%−5,906−37.1%Reduced