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, Q4 2022
Institutional positions in AvidXchange Holdings, Inc. as of Dec 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
- 132
- +11 vs. Q3 2022
- Shares held
- 137.2M
- +1.41M (+1.0%) vs. Q3 2022
- Total value
- $1.36B
- +$220.4M (+19.3%) vs. Q3 2022
- New holders
- 29
- 51 more added
- Sold out
- 18
- 27 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | −7−25.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1 | $10 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 9 | $89 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 21 | $209 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 53 | $527 | 0.00% | +53 | New |
| Ellevest, Inc. | 356 | $3.54K | 0.00% | +356 | New |
| TCI Wealth Advisors, Inc. | 587 | $5.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 619 | $6.15K | 0.00% | +345+125.9% | Added |
| MCF Advisors LLC | 654 | $6.50K | 0.00% | +654 | New |
| Gyon Technologies Capital Management, LP | 758 | $7.54K | 0.00% | +758 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,000 | $9.00K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,138 | $21.0K | 0.00% | +13+0.6% | Added |
| Citigroup Inc | 3,638 | $36.2K | 0.00% | +116+3.3% | Added |
| Federated Hermes, Inc. | 3,705 | $36.8K | 0.00% | −2,059−35.7% | Reduced |
| Lazard Asset Management LLC | 6,224 | $61.0K | 0.00% | −2,718−30.4% | Reduced |
| Nisa Investment Advisors, LLC | 6,250 | $62.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,000 | $79.5K | 0.00% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 9,052 | $90.0K | 0.05% | −1,335−12.9% | Reduced |
| Metropolitan Life Insurance Co | 9,152 | $91.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,449 | $94.0K | 0.00% | −5,232−35.6% | Reduced |
| Delphia (USA) Inc. | 10,843 | $107.8K | 0.12% | +10,843 | New |
| Mariner, LLC | 10,884 | $108.0K | 0.00% | +10,884 | New |
| Corton Capital Inc. | 11,806 | $117.4K | 0.10% | +11,806 | New |
| Ameritas Investment Partners, Inc. | 10,995 | $120.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,312 | $132.3K | 0.00% | +9,124+217.9% | Added |
| Arizona State Retirement System | 13,974 | $138.9K | 0.00% | +537+4.0% | Added |
| Victory Capital Management Inc | 14,389 | $143.0K | 0.00% | −50.0% | Reduced |
| Envestnet Asset Management Inc | 14,469 | $143.8K | 0.00% | +1,512+11.7% | Added |
| Jane Street Group, LLC | 15,222 | $151.3K | 0.00% | +2,194+16.8% | Added |
| State Board of Administration of Florida Retirement System | 16,070 | $159.7K | 0.00% | +16,070 | New |
| Principal Financial Group Inc | 16,870 | $167.7K | 0.00% | −3,824−18.5% | Reduced |
| Fox Run Management, L.L.C. | 17,326 | $172.2K | 0.07% | +17,326 | New |
| ProShare Advisors LLC | 18,864 | $187.5K | 0.00% | +2,703+16.7% | Added |
| Cresset Asset Management, LLC | 20,400 | $202.8K | 0.00% | +20,400 | New |
| Brown Brothers Harriman & Co | 20,403 | $202.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,552 | $204.3K | 0.01% | +20,552 | New |
| Wells Fargo & Company | 20,761 | $206.4K | 0.00% | +17,170+478.1% | Added |
| Amalgamated Bank | 22,995 | $229.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,940 | $258.0K | 0.00% | +24,155+1,353.2% | Added |
| HSBC Holdings PLC | 27,824 | $271.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 28,950 | $287.8K | 0.00% | +28,950 | New |
| Verition Fund Management LLC | 30,096 | $299.2K | 0.01% | −36,396−54.7% | Reduced |
| Legal & General Group Plc | 31,135 | $309.5K | 0.00% | +685+2.2% | Added |
| Diametric Capital, LP | 31,213 | $310.3K | 0.15% | +31,213 | New |
| Franklin Resources Inc | 31,422 | $312.3K | 0.00% | −1,462−4.4% | Reduced |
| Price T Rowe Associates Inc | 33,010 | $328.0K | 0.00% | +9,297+39.2% | Added |
| IFP Advisors, Inc | 13,341 | $333.0K | 0.01% | +660+5.2% | Added |
| Credit Suisse AG | 34,188 | $339.8K | 0.00% | +1,428+4.4% | Added |
| Versor Investments LP | 35,200 | $349.9K | 0.03% | +35,200 | New |
| Gsa Capital Partners LLP | 35,644 | $354.0K | 0.04% | −21,962−38.1% | Reduced |
| STRS Ohio | 39,800 | $395.0K | 0.00% | +39,800 | New |
| Walleye Trading LLC | 39,868 | $396.3K | 0.01% | +39,868 | New |
| UBS Group AG | 40,253 | $400.1K | 0.00% | +40,103+26,735.3% | Added |
| FJ Capital Management LLC | 45,584 | $453.1K | 0.05% | −64,416−58.6% | Reduced |
| Captrust Financial Advisors | 46,123 | $458.5K | 0.00% | −50,693−52.4% | Reduced |
| Los Angeles Capital Management LLC | 51,015 | $507.1K | 0.00% | −1,220−2.3% | Reduced |
| Wellington Management Group LLP | 51,999 | $516.9K | 0.00% | −51,503−49.8% | Reduced |
| Barclays PLC | 54,160 | $538.4K | 0.00% | +38,214+239.6% | Added |
| Accretive Wealth Partners, LLC | 55,116 | $547.9K | 0.38% | 00.0% | Unchanged |
| HRT Financial LP | 56,821 | $564.0K | 0.01% | +56,821 | New |
| Voya Investment Management LLC | 56,845 | $565.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 59,916 | $595.6K | 0.00% | +1,642+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 60,636 | $602.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 65,260 | $648.7K | 0.00% | +30,060+85.4% | Added |
| American International Group, Inc. | 69,349 | $689.3K | 0.00% | −252−0.4% | Reduced |
| Susquehanna International Group, LLP | 77,595 | $771.3K | 0.00% | +33,241+74.9% | Added |
| MetLife Investment Management | 78,855 | $783.8K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 80,237 | $797.6K | 0.05% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 81,037 | $805.5K | 0.22% | +80,237+10,029.6% | Added |
| Invesco Ltd. | 82,312 | $818.2K | 0.00% | −5,436−6.2% | Reduced |
| Renaissance Technologies LLC | 92,100 | $915.0K | 0.00% | −312,000−77.2% | Reduced |
| FMR LLC | 100,936 | $1.00M | 0.00% | +18,347+22.2% | Added |
| California State Teachers Retirement System | 101,553 | $1.01M | 0.00% | +1,106+1.1% | Added |
| New York State Common Retirement Fund | 103,027 | $1.02M | 0.00% | −88−0.1% | Reduced |
| HST Ventures, LLC | 118,378 | $1.18M | 0.83% | +117,804+20,523.3% | Added |
| Swiss National Bank | 119,500 | $1.19M | 0.00% | +3,500+3.0% | Added |
| Deutsche Bank AG | 139,662 | $1.39M | 0.00% | −2,309,693−94.3% | Reduced |
| Algert Global LLC | 147,149 | $1.46M | 0.08% | +27,020+22.5% | Added |
| Alliancebernstein L.P. | 154,035 | $1.53M | 0.00% | +5,835+3.9% | Added |
| Trexquant Investment LP | 156,904 | $1.56M | 0.04% | +77,436+97.4% | Added |
| Carolinas Wealth Consulting LLC | 162,162 | $1.61M | 0.36% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 165,000 | $1.64M | 0.02% | +165,000 | New |
| Graham Capital Management, L.P. | 169,691 | $1.69M | 0.06% | +169,691 | New |
| PDT Partners, LLC | 171,153 | $1.70M | 0.28% | +89,109+108.6% | Added |
| Rhumbline Advisers | 188,424 | $1.87M | 0.00% | +3,071+1.7% | Added |
| Dimensional Fund Advisors LP | 188,988 | $1.88M | 0.00% | +188,988 | New |
| Hapanowicz & Associates Financial Services, Inc | 206,912 | $2.06M | 1.49% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 212,682 | $2.11M | 0.04% | +212,682 | New |
| Cubist Systematic Strategies, LLC | 219,779 | $2.18M | 0.02% | +31,657+16.8% | Added |
| Tudor Investment Corp Et Al | 246,202 | $2.45M | 0.06% | +246,202 | New |
| Norges Bank | 262,700 | $2.61M | 0.00% | +262,700 | New |
| Bank of America Corp | 273,124 | $2.71M | 0.00% | +164,563+151.6% | Added |
| BlueMar Capital Management, LLC | 344,045 | $3.42M | 2.91% | +31,587+10.1% | Added |
| JPMorgan Chase & Co | 350,203 | $3.48M | 0.00% | +169,774+94.1% | Added |
| Neuberger Berman Group LLC | 361,576 | $3.59M | 0.00% | −255,490−41.4% | Reduced |
| Keybank National Association | 395,288 | $3.93M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 495,259 | $4.92M | 0.00% | −2,285,189−82.2% | Reduced |
| King Luther Capital Management Corp | 503,977 | $5.01M | 0.03% | +323,977+180.0% | Added |
| Next Century Growth Investors LLC | 518,029 | $5.15M | 0.62% | +518,029 | New |
| Walleye Capital LLC | 592,332 | $5.89M | 0.13% | +592,332 | New |