Skip to main content

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, Q1 2023

Institutional positions in AvidXchange Holdings, Inc. as of Mar 31, 2023. 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
155
+23 vs. Q4 2022
Shares held
134.1M
−3.07M (−2.2%) vs. Q4 2022
Total value
$1.05B
−$317.9M (−23.3%) vs. Q4 2022
New holders
36
49 more added
Sold out
13
44 more reduced

Compare with Q4 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 holdersQ1 2023: 155 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 heldQ1 2023: $1.05B
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, Q1 2023

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2022.

Institutions holding AVDX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Venture Investors, LLC17,979,292$140.2M27.75%−950,000−5.0%Reduced
Vanguard Group Inc14,629,691$114.1M0.00%+1,378,836+10.4%Added
BlackRock Inc.10,120,587$78.9M0.00%−2,494,253−19.8%Reduced
Millennium Management LLC8,088,567$63.1M0.07%+229,815+2.9%Added
Senvest Management, LLC5,786,358$45.1M1.64%+5,786,358New
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$39.6M0.37%00.0%Unchanged
Foundry Group Next, LLC5,032,964$39.3M23.17%00.0%Unchanged
North Reef Capital Management LP4,315,000$33.7M3.77%+612,117+16.5%Added
Biltmore Family Office, LLC3,931,883$30.7M6.46%−4,261,972−52.0%Reduced
Bank of New York Mellon Corp3,474,480$27.1M0.01%+935,107+36.8%Added
Lord, Abbett & Co. LLC3,319,344$25.9M0.09%−1,609,551−32.7%Reduced
Capital Research Global Investors2,935,635$22.9M0.01%−4,064,020−58.1%Reduced
Sapphire Ventures, L.L.C.2,897,248$22.6M9.45%00.0%Unchanged
Nuveen Asset Management, LLC2,831,182$22.1M0.01%+83,098+3.0%Added
Tikvah Management LLC2,752,798$21.5M8.82%00.0%Unchanged
State Street Corp2,741,896$21.4M0.00%−133,289−4.6%Reduced
Geode Capital Management, LLC2,676,934$20.9M0.00%+104,777+4.1%Added
Par Capital Management Inc2,500,000$19.5M0.72%00.0%Unchanged
Janus Henderson Group PLC2,094,710$16.3M0.01%−2,489−0.1%Reduced
Sixth Street Partners Management Company, L.P.1,863,371$14.5M1.56%00.0%Unchanged
Providence Equity Partners L.L.C.1,841,665$14.4M0.61%+1,841,665New
Citadel Advisors LLC1,738,114$13.6M0.01%−1,344,694−43.6%Reduced
Intrinsic Edge Capital Management LLC1,716,092$13.4M1.36%−549,082−24.2%Reduced
Dimensional Fund Advisors LP1,668,239$13.0M0.00%+1,479,251+782.7%Added
D. E. Shaw & Co., Inc.1,262,773$9.85M0.02%+510,740+67.9%Added
Northern Trust Corp1,259,528$9.82M0.00%−9,400−0.7%Reduced
Common Fund for Nonprofit Organizations1,059,256$8.26M1.45%00.0%Unchanged
Charles Schwab Investment Management Inc1,020,103$7.96M0.00%+2,888+0.3%Added
Morgan Stanley1,004,626$7.84M0.00%+509,367+102.8%Added
Federated Hermes, Inc.826,722$6.45M0.02%+823,017+22,213.7%Added
Goldman Sachs Group Inc791,243$6.17M0.00%+61,594+8.4%Added
Bank of America Corp779,717$6.08M0.00%+506,593+185.5%Added
Azora Capital LP654,707$5.11M0.78%+654,707New
Alpha Square Group S, LLC566,639$4.42M3.64%−30,000−5.0%Reduced
FMR LLC565,520$4.41M0.00%+464,584+460.3%Added
King Luther Capital Management Corp546,873$4.27M0.02%+42,896+8.5%Added
Cubist Systematic Strategies, LLC523,594$4.08M0.04%+303,815+138.2%Added
Next Century Growth Investors LLC520,481$4.06M0.45%+2,452+0.5%Added
Norges Bank495,300$3.86M0.00%+232,600+88.5%Added
Renaissance Technologies LLC468,500$3.65M0.00%+376,400+408.7%Added
Hillsdale Investment Management Inc.430,500$3.36M0.29%+430,500New
Keybank National Association395,288$3.08M0.01%00.0%Unchanged
Qube Research & Technologies Ltd391,594$3.05M0.02%+391,594New
Susquehanna International Group, LLP361,728$2.82M0.00%+284,133+366.2%Added
Alyeska Investment Group, L.P.350,000$2.73M0.02%+185,000+112.1%Added
Brown Advisory Inc349,079$2.72M0.00%−439,333−55.7%Reduced
Neuberger Berman Group LLC341,619$2.66M0.00%−19,957−5.5%Reduced
BlueMar Capital Management, LLC308,949$2.41M2.25%−35,096−10.2%Reduced
Hudson Bay Capital Management LP300,000$2.34M0.03%+300,000New
Deutsche Bank AG292,274$2.28M0.00%+152,612+109.3%Added
First Trust Advisors LP270,074$2.11M0.00%+270,074New
Jane Street Group, LLC255,762$1.99M0.00%+240,540+1,580.2%Added
Trexquant Investment LP231,185$1.80M0.05%+74,281+47.3%Added
JPMorgan Chase & Co216,496$1.69M0.00%−133,707−38.2%Reduced
Squarepoint Ops LLC209,721$1.64M0.01%+180,771+624.4%Added
Hapanowicz & Associates Financial Services, Inc206,912$1.61M1.11%00.0%Unchanged
Susquehanna Fundamental Investments, LLC202,561$1.58M0.04%−10,121−4.8%Reduced
Rhumbline Advisers195,755$1.53M0.00%+7,331+3.9%Added
Arrowstreet Capital, Limited Partnership185,057$1.44M0.00%+185,057New
ExodusPoint Capital Management, LP175,717$1.37M0.02%+175,717New
PDT Partners, LLC171,048$1.33M0.18%−105−0.1%Reduced
Graham Capital Management, L.P.167,477$1.31M0.05%−2,214−1.3%Reduced
Carolinas Wealth Consulting LLC162,162$1.26M0.27%00.0%Unchanged
Alliancebernstein L.P.151,453$1.18M0.00%−2,582−1.7%Reduced
Invesco Ltd.147,942$1.15M0.00%+65,630+79.7%Added
HRT Financial LP133,031$1.04M0.01%+76,210+134.1%Added
Algert Global LLC109,087$850.9K0.04%−38,062−25.9%Reduced
Swiss National Bank107,200$836.2K0.00%−12,300−10.3%Reduced
Horrell Capital Management, Inc.105,000$819.0K0.26%+105,000New
Dynamic Technology Lab Private Ltd102,069$796.0K0.07%+102,069New
California State Teachers Retirement System98,147$765.5K0.00%−3,406−3.4%Reduced
Schonfeld Strategic Advisors LLC93,075$726.0K0.01%−608,601−86.7%Reduced
B. Riley Asset Management, LLC89,900$701.2K0.29%+89,900New
Tudor Investment Corp Et Al89,197$696.0K0.01%−157,005−63.8%Reduced
Barclays PLC88,785$692.5K0.00%+34,625+63.9%Added
HST Ventures, LLC83,896$654.4K0.33%−34,482−29.1%Reduced
Providence Capital Advisors, LLC81,037$632.1K0.17%00.0%Unchanged
Welch Group, LLC80,237$625.8K0.04%00.0%Unchanged
MetLife Investment Management78,855$615.1K0.00%00.0%Unchanged
Boothbay Fund Management, LLC78,519$612.4K0.02%+78,519New
New York State Common Retirement Fund77,858$607.3K0.00%−25,169−24.4%Reduced
Mirae Asset Global Investments Co., Ltd.76,750$598.6K0.00%+16,114+26.6%Added
STRS Ohio71,800$560.0K0.00%+32,000+80.4%Added
American International Group, Inc.70,757$551.9K0.00%+1,408+2.0%Added
Versor Investments LP69,900$545.2K0.07%+34,700+98.6%Added
UBS Asset Management Americas Inc65,260$509.0K0.00%00.0%Unchanged
Jump Financial, LLC64,169$500.5K0.02%+64,169New
Voya Investment Management LLC61,658$480.9K0.00%+4,813+8.5%Added
Manufacturers Life Insurance Company, The60,395$471.1K0.00%+479+0.8%Added
Verition Fund Management LLC60,144$469.1K0.01%+30,048+99.8%Added
Wellington Management Group LLP58,870$459.2K0.00%+6,871+13.2%Added
Accretive Wealth Partners, LLC55,116$429.9K0.28%00.0%Unchanged
UBS Group AG52,172$406.9K0.00%+11,919+29.6%Added
Wells Fargo & Company50,793$396.2K0.00%+30,032+144.7%Added
Connor, Clark & Lunn Investment Management Ltd.50,488$393.8K0.00%+50,488New
Kula Investments, LLC50,120$390.9K0.10%+50,120New
Los Angeles Capital Management LLC48,943$381.8K0.00%−2,072−4.1%Reduced
Engineers Gate Manager LP45,060$351.5K0.01%+45,060New
Aquatic Capital Management LLC42,900$335.0K0.02%+42,900New
Credit Suisse AG40,106$312.8K0.00%+5,918+17.3%Added