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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 27 | $0 | 0.00% | −5−15.6% | Reduced |
| SJS Investment Consulting Inc. | 21 | $0 | 0.00% | +21 | New |
| UBS Group AG | 150 | $1.00K | 0.00% | −3,433−95.8% | Reduced |
| Crewe Advisors LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 295 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 274 | $2.00K | 0.00% | +274 | New |
| TCI Wealth Advisors, Inc. | 587 | $5.00K | 0.00% | 00.0% | Unchanged |
| HST Ventures, LLC | 574 | $5.00K | 0.00% | +574 | New |
| Parallax Volatility Advisers, L.P. | 660 | $6.00K | 0.00% | +660 | New |
| Providence Capital Advisors, LLC | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Royal Bank of Canada | 1,785 | $15.0K | 0.00% | +959+116.1% | Added |
| Advisor Group Holdings, Inc. | 2,125 | $18.0K | 0.00% | +744+53.9% | Added |
| Citigroup Inc | 3,522 | $30.0K | 0.00% | −492,018−99.3% | Reduced |
| Wells Fargo & Company | 3,591 | $31.0K | 0.00% | +451+14.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,188 | $35.0K | 0.00% | +4,188 | New |
| Simplex Trading, LLC | 5,162 | $43.0K | 0.00% | +2,835+121.8% | Added |
| Federated Hermes, Inc. | 5,764 | $49.0K | 0.00% | −465,813−98.8% | Reduced |
| Nisa Investment Advisors, LLC | 6,250 | $57.0K | 0.00% | +110+1.8% | Added |
| Signaturefd, LLC | 8,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,942 | $75.0K | 0.00% | +5,809+185.4% | Added |
| Metropolitan Life Insurance Co | 9,152 | $77.1K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,290 | $78.0K | 0.00% | +9,290 | New |
| Jefferies Group LLC | 10,029 | $84.4K | 0.00% | −5,906−37.1% | Reduced |
| Bullseye Asset Management LLC | 10,387 | $87.0K | 0.05% | −111−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 10,995 | $92.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,155 | $94.0K | 0.00% | +11,155 | New |
| Group One Trading, L.P. | 11,898 | $100.0K | 0.00% | +11,898 | New |
| Envestnet Asset Management Inc | 12,957 | $109.0K | 0.00% | +39+0.3% | Added |
| Jane Street Group, LLC | 13,028 | $110.0K | 0.00% | −25,318−66.0% | Reduced |
| Arizona State Retirement System | 13,437 | $113.0K | 0.00% | +101+0.8% | Added |
| Victory Capital Management Inc | 14,394 | $121.0K | 0.00% | −4,778−24.9% | Reduced |
| Tower Research Capital LLC (TRC) | 14,681 | $124.0K | 0.00% | +9,558+186.6% | Added |
| Barclays PLC | 15,946 | $134.0K | 0.00% | −1,142−6.7% | Reduced |
| ProShare Advisors LLC | 16,161 | $136.0K | 0.00% | −310−1.9% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $172.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,694 | $174.0K | 0.00% | −490−2.3% | Reduced |
| Private Advisor Group, LLC | 21,710 | $183.0K | 0.00% | −4,212−16.2% | Reduced |
| Amalgamated Bank | 22,995 | $194.0K | 0.00% | +334+1.5% | Added |
| Price T Rowe Associates Inc | 23,713 | $200.0K | 0.00% | +9,724+69.5% | Added |
| HSBC Holdings PLC | 27,824 | $234.0K | 0.00% | −6,641−19.3% | Reduced |
| Legal & General Group Plc | 30,450 | $256.0K | 0.00% | +2,698+9.7% | Added |
| Credit Suisse AG | 32,760 | $275.0K | 0.00% | +759+2.4% | Added |
| Franklin Resources Inc | 32,884 | $277.0K | 0.00% | +32,884 | New |
| Quadrature Capital Ltd | 33,779 | $284.0K | 0.01% | +33,779 | New |
| UBS Asset Management Americas Inc | 35,200 | $296.4K | 0.00% | −15,500−30.6% | Reduced |
| IFP Advisors, Inc | 12,681 | $316.0K | 0.01% | +1,956+18.2% | Added |
| Susquehanna International Group, LLP | 44,354 | $373.0K | 0.00% | +31,928+256.9% | Added |
| Los Angeles Capital Management LLC | 52,235 | $440.0K | 0.00% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 55,116 | $464.0K | 0.35% | 00.0% | Unchanged |
| Voya Investment Management LLC | 56,845 | $478.6K | 0.00% | +1,672+3.0% | Added |
| BNP Paribas Arbitrage, SA | 57,349 | $482.9K | 0.00% | +57,349 | New |
| Gsa Capital Partners LLP | 57,606 | $485.0K | 0.06% | +34,083+144.9% | Added |
| Manufacturers Life Insurance Company, The | 58,274 | $490.7K | 0.00% | −905−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 60,636 | $511.0K | 0.00% | +18,700+44.6% | Added |
| ExodusPoint Capital Management, LP | 61,347 | $517.0K | 0.01% | +61,347 | New |
| Verition Fund Management LLC | 66,492 | $560.0K | 0.01% | −22,000−24.9% | Reduced |
| American International Group, Inc. | 69,601 | $586.0K | 0.00% | +983+1.4% | Added |
| MetLife Investment Management | 78,855 | $664.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 79,468 | $669.0K | 0.02% | +79,468 | New |
| Optimus Prime Fund Management Co., Ltd. | 80,000 | $674.0K | 0.09% | 00.0% | Unchanged |
| Welch Group, LLC | 80,237 | $676.0K | 0.04% | +80,237 | New |
| PDT Partners, LLC | 82,044 | $691.0K | 0.10% | −70,803−46.3% | Reduced |
| FMR LLC | 82,589 | $695.0K | 0.00% | −33,082−28.6% | Reduced |
| Invesco Ltd. | 87,748 | $739.0K | 0.00% | +55,582+172.8% | Added |
| Captrust Financial Advisors | 96,816 | $815.0K | 0.00% | +94,397+3,902.3% | Added |
| California State Teachers Retirement System | 100,447 | $846.0K | 0.00% | −4,025−3.9% | Reduced |
| New York State Common Retirement Fund | 103,115 | $868.0K | 0.00% | +1,131+1.1% | Added |
| Wellington Management Group LLP | 103,502 | $871.0K | 0.00% | +10,558+11.4% | Added |
| Bank of America Corp | 108,561 | $914.0K | 0.00% | +31,015+40.0% | Added |
| FJ Capital Management LLC | 110,000 | $929.0K | 0.11% | −43,000−28.1% | Reduced |
| Swiss National Bank | 116,000 | $977.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 120,129 | $1.01M | 0.06% | +120,129 | New |
| Alliancebernstein L.P. | 148,200 | $1.25M | 0.00% | +5,900+4.1% | Added |
| Personal Capital Advisors Corp | 154,491 | $1.30M | 0.01% | +154,491 | New |
| Carolinas Wealth Consulting LLC | 162,162 | $1.36M | 0.35% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 180,000 | $1.52M | 0.01% | +40,000+28.6% | Added |
| JPMorgan Chase & Co | 180,429 | $1.52M | 0.00% | −195,815−52.0% | Reduced |
| Rhumbline Advisers | 185,353 | $1.56M | 0.00% | +15,059+8.8% | Added |
| Cubist Systematic Strategies, LLC | 188,122 | $1.58M | 0.01% | +87,055+86.1% | Added |
| Holocene Advisors, LP | 189,287 | $1.59M | 0.01% | +38,225+25.3% | Added |
| Hapanowicz & Associates Financial Services, Inc | 206,912 | $1.74M | 1.61% | 00.0% | Unchanged |
| Azora Capital LP | 260,287 | $2.19M | 0.33% | +260,287 | New |
| Engle Capital Management, L.P. | 274,294 | $2.31M | 0.68% | +274,294 | New |
| BlueMar Capital Management, LLC | 312,458 | $2.63M | 1.94% | +89,400+40.1% | Added |
| Goldman Sachs Group Inc | 394,774 | $3.32M | 0.00% | +248,332+169.6% | Added |
| Keybank National Association | 395,288 | $3.33M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 404,100 | $3.40M | 0.00% | +404,100 | New |
| Neuberger Berman Group LLC | 617,066 | $5.20M | 0.01% | −7,194−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 656,603 | $5.53M | 0.01% | +352,048+115.6% | Added |
| Alpha Square Group S, LLC | 689,676 | $5.81M | 3.17% | 00.0% | Unchanged |
| Brown Advisory Inc | 805,055 | $6.78M | 0.01% | +13,262+1.7% | Added |
| Charles Schwab Investment Management Inc | 997,255 | $8.40M | 0.00% | +549,946+122.9% | Added |
| Common Fund for Nonprofit Organizations | 1,059,256 | $8.92M | 1.45% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,068,666 | $9.00M | 0.28% | 00.0% | Unchanged |
| North Reef Capital Management LP | 1,068,842 | $9.00M | 2.25% | +1,068,842 | New |
| Northern Trust Corp | 1,227,357 | $10.3M | 0.00% | +157,974+14.8% | Added |
| Phase 2 Partners, LLC | 1,298,642 | $10.9M | 5.19% | +1,298,642 | New |
| Intrinsic Edge Capital Management LLC | 1,522,588 | $12.8M | 1.43% | +1,522,588 | New |
| Janus Henderson Group PLC | 1,714,903 | $14.4M | 0.01% | −3900.0% | Reduced |