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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, 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.

Institutional holdersQ4 2022: 132 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 heldQ4 2022: $1.36B
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, Q4 2022

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2022.

Institutions holding AVDX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Fox Run Management, L.L.C.17,326$172.2K0.07%+17,326New
Principal Financial Group Inc16,870$167.7K0.00%−3,824−18.5%Reduced
State Board of Administration of Florida Retirement System16,070$159.7K0.00%+16,070New
Jane Street Group, LLC15,222$151.3K0.00%+2,194+16.8%Added
Envestnet Asset Management Inc14,469$143.8K0.00%+1,512+11.7%Added
Victory Capital Management Inc14,389$143.0K0.00%−50.0%Reduced
Arizona State Retirement System13,974$138.9K0.00%+537+4.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)13,312$132.3K0.00%+9,124+217.9%Added
Ameritas Investment Partners, Inc.10,995$120.6K0.00%00.0%Unchanged
Corton Capital Inc.11,806$117.4K0.10%+11,806New
Mariner, LLC10,884$108.0K0.00%+10,884New
Delphia (USA) Inc.10,843$107.8K0.12%+10,843New
Tower Research Capital LLC (TRC)9,449$94.0K0.00%−5,232−35.6%Reduced
Metropolitan Life Insurance Co9,152$91.0K0.00%00.0%Unchanged
Bullseye Asset Management LLC9,052$90.0K0.05%−1,335−12.9%Reduced
Signaturefd, LLC8,000$79.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC6,250$62.0K0.00%00.0%Unchanged
Lazard Asset Management LLC6,224$61.0K0.00%−2,718−30.4%Reduced
Federated Hermes, Inc.3,705$36.8K0.00%−2,059−35.7%Reduced
Citigroup Inc3,638$36.2K0.00%+116+3.3%Added
Advisor Group Holdings, Inc.2,138$21.0K0.00%+13+0.6%Added
Householder Group Estate & Retirement Specialist, LLC1,000$9.00K0.01%00.0%Unchanged
Gyon Technologies Capital Management, LP758$7.54K0.00%+758New
MCF Advisors LLC654$6.50K0.00%+654New
Lindbrook Capital, LLC619$6.15K0.00%+345+125.9%Added
TCI Wealth Advisors, Inc.587$5.83K0.00%00.0%Unchanged
Ellevest, Inc.356$3.54K0.00%+356New
Quadrant Capital Group LLC53$5270.00%+53New
SJS Investment Consulting Inc.21$2090.00%00.0%Unchanged
Parallel Advisors, LLC9$890.00%+9New
Northwestern Mutual Wealth Management Co1$100.00%+1New
Covestor Ltd20$00.00%−7−25.9%Reduced
Caisse de Depot Et Placement du Quebec0$00.00%−11,578,968−100.0%Sold out
Scge Management, L.P.0$00.00%−2,040,316−100.0%Sold out
Engle Capital Management, L.P.0$00.00%−274,294−100.0%Sold out
Azora Capital LP0$00.00%−260,287−100.0%Sold out
Holocene Advisors, LP0$00.00%−189,287−100.0%Sold out
Personal Capital Advisors Corp0$00.00%−154,491−100.0%Sold out
Optimus Prime Fund Management Co., Ltd.0$00.00%−80,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−61,347−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−57,349−100.0%Sold out
Quadrature Capital Ltd0$00.00%−33,779−100.0%Sold out
Private Advisor Group, LLC0$00.00%−21,710−100.0%Sold out
Group One Trading, L.P.0$00.00%−11,898−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−11,155−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−9,290−100.0%Sold out
Simplex Trading, LLC0$00.00%−5,162−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−660−100.0%Sold out
Evoke Wealth, LLC0$00.00%−295−100.0%Sold out
Crewe Advisors LLC0$00.00%−106−100.0%Sold out
Foundry Group, LLC––––Not filed
Jefferies Group LLC––––Not filed