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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $16 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $16 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 9 | $70 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $172 | 0.00% | +1+4.8% | Added |
| Ellevest, Inc. | 46 | $359 | 0.00% | −310−87.1% | Reduced |
| Quadrant Capital Group LLC | 53 | $414 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 59 | $460 | 0.00% | +59 | New |
| Advisor Group Holdings, Inc. | 110 | $857 | 0.00% | −2,028−94.9% | Reduced |
| Walleye Capital LLC | 167 | $1.30K | 0.00% | −592,165−100.0% | Reduced |
| Group One Trading, L.P. | 326 | $2.54K | 0.00% | +326 | New |
| MCF Advisors LLC | 654 | $5.10K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 722 | $5.63K | 0.00% | +135+23.0% | Added |
| Citigroup Inc | 1,365 | $10.6K | 0.00% | −2,273−62.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,708 | $29.0K | 0.00% | −5,741−60.8% | Reduced |
| Simplex Trading, LLC | 4,655 | $36.0K | 0.00% | +4,655 | New |
| Lazard Asset Management LLC | 5,866 | $45.0K | 0.00% | −358−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 6,250 | $49.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,675 | $52.1K | 0.00% | +6,675 | New |
| Quarry LP | 7,450 | $58.1K | 0.03% | +7,450 | New |
| Metropolitan Life Insurance Co | 8,230 | $64.2K | 0.00% | −922−10.1% | Reduced |
| Signaturefd, LLC | 8,300 | $64.7K | 0.00% | +300+3.8% | Added |
| Royal Bank of Canada | 8,952 | $70.0K | 0.00% | −16,988−65.5% | Reduced |
| Bullseye Asset Management LLC | 9,052 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,995 | $85.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,075 | $86.0K | 0.00% | +191+1.8% | Added |
| MQS Management LLC | 11,999 | $93.6K | 0.06% | +11,999 | New |
| Bridgefront Capital, LLC | 12,874 | $100.4K | 0.06% | +12,874 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,312 | $103.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,786 | $107.7K | 0.00% | −14,038−50.5% | Reduced |
| Victory Capital Management Inc | 14,249 | $111.1K | 0.00% | −140−1.0% | Reduced |
| Arizona State Retirement System | 14,393 | $112.3K | 0.00% | +419+3.0% | Added |
| Delphia (USA) Inc. | 15,712 | $122.6K | 0.15% | +4,869+44.9% | Added |
| Two Sigma Advisers, LP | 15,900 | $124.0K | 0.00% | +15,900 | New |
| Principal Financial Group Inc | 15,962 | $124.5K | 0.00% | −908−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,070 | $125.3K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 16,186 | $126.3K | 0.02% | +16,186 | New |
| ProShare Advisors LLC | 17,255 | $134.6K | 0.00% | −1,609−8.5% | Reduced |
| Corton Capital Inc. | 19,386 | $151.2K | 0.10% | +7,580+64.2% | Added |
| Dark Forest Capital Management LP | 20,189 | $157.5K | 0.04% | +20,189 | New |
| Amalgamated Bank | 20,211 | $158.0K | 0.00% | −2,784−12.1% | Reduced |
| Cresset Asset Management, LLC | 20,400 | $159.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,403 | $159.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,709 | $169.0K | 0.00% | +21,709 | New |
| SG Americas Securities, LLC | 22,430 | $175.0K | 0.00% | +22,430 | New |
| Prelude Capital Management, LLC | 26,020 | $203.0K | 0.01% | +26,020 | New |
| Quantbot Technologies LP | 27,410 | $213.8K | 0.02% | +6,858+33.4% | Added |
| Price T Rowe Associates Inc | 28,318 | $221.0K | 0.00% | −4,692−14.2% | Reduced |
| Voloridge Investment Management, LLC | 28,716 | $224.0K | 0.00% | +28,716 | New |
| Virtu Financial LLC | 30,217 | $236.0K | 0.03% | +30,217 | New |
| Captrust Financial Advisors | 30,836 | $240.5K | 0.00% | −15,287−33.1% | Reduced |
| Legal & General Group Plc | 32,031 | $249.8K | 0.00% | +896+2.9% | Added |
| FJ Capital Management LLC | 34,218 | $266.9K | 0.03% | −11,366−24.9% | Reduced |
| Balyasny Asset Management LLC | 34,314 | $267.6K | 0.00% | +34,314 | New |
| Credit Suisse AG | 40,106 | $312.8K | 0.00% | +5,918+17.3% | Added |
| Aquatic Capital Management LLC | 42,900 | $335.0K | 0.02% | +42,900 | New |
| Engineers Gate Manager LP | 45,060 | $351.5K | 0.01% | +45,060 | New |
| Los Angeles Capital Management LLC | 48,943 | $381.8K | 0.00% | −2,072−4.1% | Reduced |
| Kula Investments, LLC | 50,120 | $390.9K | 0.10% | +50,120 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 50,488 | $393.8K | 0.00% | +50,488 | New |
| Wells Fargo & Company | 50,793 | $396.2K | 0.00% | +30,032+144.7% | Added |
| UBS Group AG | 52,172 | $406.9K | 0.00% | +11,919+29.6% | Added |
| Accretive Wealth Partners, LLC | 55,116 | $429.9K | 0.28% | 00.0% | Unchanged |
| Wellington Management Group LLP | 58,870 | $459.2K | 0.00% | +6,871+13.2% | Added |
| Verition Fund Management LLC | 60,144 | $469.1K | 0.01% | +30,048+99.8% | Added |
| Manufacturers Life Insurance Company, The | 60,395 | $471.1K | 0.00% | +479+0.8% | Added |
| Voya Investment Management LLC | 61,658 | $480.9K | 0.00% | +4,813+8.5% | Added |
| Jump Financial, LLC | 64,169 | $500.5K | 0.02% | +64,169 | New |
| UBS Asset Management Americas Inc | 65,260 | $509.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 69,900 | $545.2K | 0.07% | +34,700+98.6% | Added |
| American International Group, Inc. | 70,757 | $551.9K | 0.00% | +1,408+2.0% | Added |
| STRS Ohio | 71,800 | $560.0K | 0.00% | +32,000+80.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76,750 | $598.6K | 0.00% | +16,114+26.6% | Added |
| New York State Common Retirement Fund | 77,858 | $607.3K | 0.00% | −25,169−24.4% | Reduced |
| Boothbay Fund Management, LLC | 78,519 | $612.4K | 0.02% | +78,519 | New |
| MetLife Investment Management | 78,855 | $615.1K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 80,237 | $625.8K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 81,037 | $632.1K | 0.17% | 00.0% | Unchanged |
| HST Ventures, LLC | 83,896 | $654.4K | 0.33% | −34,482−29.1% | Reduced |
| Barclays PLC | 88,785 | $692.5K | 0.00% | +34,625+63.9% | Added |
| Tudor Investment Corp Et Al | 89,197 | $696.0K | 0.01% | −157,005−63.8% | Reduced |
| B. Riley Asset Management, LLC | 89,900 | $701.2K | 0.29% | +89,900 | New |
| Schonfeld Strategic Advisors LLC | 93,075 | $726.0K | 0.01% | −608,601−86.7% | Reduced |
| California State Teachers Retirement System | 98,147 | $765.5K | 0.00% | −3,406−3.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 102,069 | $796.0K | 0.07% | +102,069 | New |
| Horrell Capital Management, Inc. | 105,000 | $819.0K | 0.26% | +105,000 | New |
| Swiss National Bank | 107,200 | $836.2K | 0.00% | −12,300−10.3% | Reduced |
| Algert Global LLC | 109,087 | $850.9K | 0.04% | −38,062−25.9% | Reduced |
| HRT Financial LP | 133,031 | $1.04M | 0.01% | +76,210+134.1% | Added |
| Invesco Ltd. | 147,942 | $1.15M | 0.00% | +65,630+79.7% | Added |
| Alliancebernstein L.P. | 151,453 | $1.18M | 0.00% | −2,582−1.7% | Reduced |
| Carolinas Wealth Consulting LLC | 162,162 | $1.26M | 0.27% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 167,477 | $1.31M | 0.05% | −2,214−1.3% | Reduced |
| PDT Partners, LLC | 171,048 | $1.33M | 0.18% | −105−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 175,717 | $1.37M | 0.02% | +175,717 | New |
| Arrowstreet Capital, Limited Partnership | 185,057 | $1.44M | 0.00% | +185,057 | New |
| Rhumbline Advisers | 195,755 | $1.53M | 0.00% | +7,331+3.9% | Added |
| Susquehanna Fundamental Investments, LLC | 202,561 | $1.58M | 0.04% | −10,121−4.8% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 206,912 | $1.61M | 1.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 209,721 | $1.64M | 0.01% | +180,771+624.4% | Added |