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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 34,314 | $267.6K | 0.00% | +34,314 | New |
| FJ Capital Management LLC | 34,218 | $266.9K | 0.03% | −11,366−24.9% | Reduced |
| Legal & General Group Plc | 32,031 | $249.8K | 0.00% | +896+2.9% | Added |
| Captrust Financial Advisors | 30,836 | $240.5K | 0.00% | −15,287−33.1% | Reduced |
| Virtu Financial LLC | 30,217 | $236.0K | 0.03% | +30,217 | New |
| Voloridge Investment Management, LLC | 28,716 | $224.0K | 0.00% | +28,716 | New |
| Price T Rowe Associates Inc | 28,318 | $221.0K | 0.00% | −4,692−14.2% | Reduced |
| Quantbot Technologies LP | 27,410 | $213.8K | 0.02% | +6,858+33.4% | Added |
| Prelude Capital Management, LLC | 26,020 | $203.0K | 0.01% | +26,020 | New |
| SG Americas Securities, LLC | 22,430 | $175.0K | 0.00% | +22,430 | New |
| Acadian Asset Management LLC | 21,709 | $169.0K | 0.00% | +21,709 | New |
| Brown Brothers Harriman & Co | 20,403 | $159.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,400 | $159.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,211 | $158.0K | 0.00% | −2,784−12.1% | Reduced |
| Dark Forest Capital Management LP | 20,189 | $157.5K | 0.04% | +20,189 | New |
| Corton Capital Inc. | 19,386 | $151.2K | 0.10% | +7,580+64.2% | Added |
| ProShare Advisors LLC | 17,255 | $134.6K | 0.00% | −1,609−8.5% | Reduced |
| Petrus Trust Company, LTA | 16,186 | $126.3K | 0.02% | +16,186 | New |
| State Board of Administration of Florida Retirement System | 16,070 | $125.3K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 15,962 | $124.5K | 0.00% | −908−5.4% | Reduced |
| Two Sigma Advisers, LP | 15,900 | $124.0K | 0.00% | +15,900 | New |
| Delphia (USA) Inc. | 15,712 | $122.6K | 0.15% | +4,869+44.9% | Added |
| Arizona State Retirement System | 14,393 | $112.3K | 0.00% | +419+3.0% | Added |
| Victory Capital Management Inc | 14,249 | $111.1K | 0.00% | −140−1.0% | Reduced |
| HSBC Holdings PLC | 13,786 | $107.7K | 0.00% | −14,038−50.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,312 | $103.8K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,874 | $100.4K | 0.06% | +12,874 | New |
| MQS Management LLC | 11,999 | $93.6K | 0.06% | +11,999 | New |
| Mariner, LLC | 11,075 | $86.0K | 0.00% | +191+1.8% | Added |
| Ameritas Investment Partners, Inc. | 10,995 | $85.8K | 0.00% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 9,052 | $71.0K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,952 | $70.0K | 0.00% | −16,988−65.5% | Reduced |
| Signaturefd, LLC | 8,300 | $64.7K | 0.00% | +300+3.8% | Added |
| Metropolitan Life Insurance Co | 8,230 | $64.2K | 0.00% | −922−10.1% | Reduced |
| Quarry LP | 7,450 | $58.1K | 0.03% | +7,450 | New |
| Point72 Middle East FZE | 6,675 | $52.1K | 0.00% | +6,675 | New |
| Nisa Investment Advisors, LLC | 6,250 | $49.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,866 | $45.0K | 0.00% | −358−5.8% | Reduced |
| Simplex Trading, LLC | 4,655 | $36.0K | 0.00% | +4,655 | New |
| Tower Research Capital LLC (TRC) | 3,708 | $29.0K | 0.00% | −5,741−60.8% | Reduced |
| Citigroup Inc | 1,365 | $10.6K | 0.00% | −2,273−62.5% | Reduced |
| TCI Wealth Advisors, Inc. | 722 | $5.63K | 0.00% | +135+23.0% | Added |
| MCF Advisors LLC | 654 | $5.10K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 326 | $2.54K | 0.00% | +326 | New |
| Walleye Capital LLC | 167 | $1.30K | 0.00% | −592,165−100.0% | Reduced |
| Advisor Group Holdings, Inc. | 110 | $857 | 0.00% | −2,028−94.9% | Reduced |
| US Bancorp | 59 | $460 | 0.00% | +59 | New |
| Quadrant Capital Group LLC | 53 | $414 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $359 | 0.00% | −310−87.1% | Reduced |
| SJS Investment Consulting Inc. | 22 | $172 | 0.00% | +1+4.8% | Added |
| Parallel Advisors, LLC | 9 | $70 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $16 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $16 | 0.00% | +2 | New |
| Covestor Ltd | 20 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,554 | – | – | −1,787−13.4% | Reduced |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −3,387,792−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −1,858,599−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,087,866−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −39,868−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,644−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −31,422−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −31,213−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,326−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,469−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |