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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, 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
JPMorgan Chase & Co216,496$1.69M0.00%−133,707−38.2%Reduced
Trexquant Investment LP231,185$1.80M0.05%+74,281+47.3%Added
Jane Street Group, LLC255,762$1.99M0.00%+240,540+1,580.2%Added
First Trust Advisors LP270,074$2.11M0.00%+270,074New
Deutsche Bank AG292,274$2.28M0.00%+152,612+109.3%Added
Hudson Bay Capital Management LP300,000$2.34M0.03%+300,000New
BlueMar Capital Management, LLC308,949$2.41M2.25%−35,096−10.2%Reduced
Neuberger Berman Group LLC341,619$2.66M0.00%−19,957−5.5%Reduced
Brown Advisory Inc349,079$2.72M0.00%−439,333−55.7%Reduced
Alyeska Investment Group, L.P.350,000$2.73M0.02%+185,000+112.1%Added
Susquehanna International Group, LLP361,728$2.82M0.00%+284,133+366.2%Added
Qube Research & Technologies Ltd391,594$3.05M0.02%+391,594New
Keybank National Association395,288$3.08M0.01%00.0%Unchanged
Hillsdale Investment Management Inc.430,500$3.36M0.29%+430,500New
Renaissance Technologies LLC468,500$3.65M0.00%+376,400+408.7%Added
Norges Bank495,300$3.86M0.00%+232,600+88.5%Added
Next Century Growth Investors LLC520,481$4.06M0.45%+2,452+0.5%Added
Cubist Systematic Strategies, LLC523,594$4.08M0.04%+303,815+138.2%Added
King Luther Capital Management Corp546,873$4.27M0.02%+42,896+8.5%Added
FMR LLC565,520$4.41M0.00%+464,584+460.3%Added
Alpha Square Group S, LLC566,639$4.42M3.64%−30,000−5.0%Reduced
Azora Capital LP654,707$5.11M0.78%+654,707New
Bank of America Corp779,717$6.08M0.00%+506,593+185.5%Added
Goldman Sachs Group Inc791,243$6.17M0.00%+61,594+8.4%Added
Federated Hermes, Inc.826,722$6.45M0.02%+823,017+22,213.7%Added
Morgan Stanley1,004,626$7.84M0.00%+509,367+102.8%Added
Charles Schwab Investment Management Inc1,020,103$7.96M0.00%+2,888+0.3%Added
Common Fund for Nonprofit Organizations1,059,256$8.26M1.45%00.0%Unchanged
Northern Trust Corp1,259,528$9.82M0.00%−9,400−0.7%Reduced
D. E. Shaw & Co., Inc.1,262,773$9.85M0.02%+510,740+67.9%Added
Dimensional Fund Advisors LP1,668,239$13.0M0.00%+1,479,251+782.7%Added
Intrinsic Edge Capital Management LLC1,716,092$13.4M1.36%−549,082−24.2%Reduced
Citadel Advisors LLC1,738,114$13.6M0.01%−1,344,694−43.6%Reduced
Providence Equity Partners L.L.C.1,841,665$14.4M0.61%+1,841,665New
Sixth Street Partners Management Company, L.P.1,863,371$14.5M1.56%00.0%Unchanged
Janus Henderson Group PLC2,094,710$16.3M0.01%−2,489−0.1%Reduced
Par Capital Management Inc2,500,000$19.5M0.72%00.0%Unchanged
Geode Capital Management, LLC2,676,934$20.9M0.00%+104,777+4.1%Added
State Street Corp2,741,896$21.4M0.00%−133,289−4.6%Reduced
Tikvah Management LLC2,752,798$21.5M8.82%00.0%Unchanged
Nuveen Asset Management, LLC2,831,182$22.1M0.01%+83,098+3.0%Added
Sapphire Ventures, L.L.C.2,897,248$22.6M9.45%00.0%Unchanged
Capital Research Global Investors2,935,635$22.9M0.01%−4,064,020−58.1%Reduced
Lord, Abbett & Co. LLC3,319,344$25.9M0.09%−1,609,551−32.7%Reduced
Bank of New York Mellon Corp3,474,480$27.1M0.01%+935,107+36.8%Added
Biltmore Family Office, LLC3,931,883$30.7M6.46%−4,261,972−52.0%Reduced
North Reef Capital Management LP4,315,000$33.7M3.77%+612,117+16.5%Added
Foundry Group Next, LLC5,032,964$39.3M23.17%00.0%Unchanged
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$39.6M0.37%00.0%Unchanged
Senvest Management, LLC5,786,358$45.1M1.64%+5,786,358New
Millennium Management LLC8,088,567$63.1M0.07%+229,815+2.9%Added
BlackRock Inc.10,120,587$78.9M0.00%−2,494,253−19.8%Reduced
Vanguard Group Inc14,629,691$114.1M0.00%+1,378,836+10.4%Added
Bain Capital Venture Investors, LLC17,979,292$140.2M27.75%−950,000−5.0%Reduced
IFP Advisors, Inc11,554––−1,787−13.4%Reduced
HarbourVest Partners LLC0$00.00%−3,387,792−100.0%Sold out
Phase 2 Partners, LLC0$00.00%−1,858,599−100.0%Sold out
Ancora Advisors, LLC0$00.00%−1,087,866−100.0%Sold out
Walleye Trading LLC0$00.00%−39,868−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−35,644−100.0%Sold out
Franklin Resources Inc0$00.00%−31,422−100.0%Sold out
Diametric Capital, LP0$00.00%−31,213−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−17,326−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−14,469−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−1,000−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−758−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−619−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1−100.0%Sold out