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, Q2 2023
Institutional positions in AvidXchange Holdings, Inc. as of Jun 30, 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
- 159
- +5 vs. Q1 2023
- Shares held
- 142.1M
- +8.00M (+6.0%) vs. Q1 2023
- Total value
- $1.47B
- +$426.1M (+40.8%) vs. Q1 2023
- New holders
- 34
- 68 more added
- Sold out
- 29
- 40 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | −1−5.0% | Reduced |
| Disciplined Investments, LLC | 3 | $31 | 0.00% | +1+50.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $73 | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 26 | $270 | 0.00% | +4+18.2% | Added |
| Parallel Advisors, LLC | 186 | $1.93K | 0.00% | +177+1,966.7% | Added |
| Allianz Asset Management GmbH | 282,154 | $2.93K | 0.00% | +282,154 | New |
| Anchor Investment Management, LLC | 300 | $3.11K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 353 | $3.66K | 0.00% | +353 | New |
| Quadrant Capital Group LLC | 936 | $9.72K | 0.00% | +883+1,666.0% | Added |
| MCF Advisors LLC | 953 | $9.89K | 0.00% | +299+45.7% | Added |
| Advisor Group Holdings, Inc. | 1,282 | $13.3K | 0.00% | +1,172+1,065.5% | Added |
| Quarry LP | 1,336 | $13.9K | 0.01% | −6,114−82.1% | Reduced |
| Nisa Investment Advisors, LLC | 5,810 | $60.3K | 0.00% | −440−7.0% | Reduced |
| Russell Investments Group, Ltd. | 6,269 | $65.3K | 0.00% | +6,269 | New |
| Signaturefd, LLC | 6,300 | $65.4K | 0.00% | −2,000−24.1% | Reduced |
| Metropolitan Life Insurance Co | 8,230 | $85.4K | 0.00% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 9,052 | $94.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,881 | $102.6K | 0.00% | +6,173+166.5% | Added |
| Kingfisher Capital LLC | 10,256 | $106.0K | 0.03% | +10,256 | New |
| Wealth Management Associates, Inc. | 10,300 | $106.9K | 0.06% | +10,300 | New |
| Teacher Retirement System of Texas | 10,557 | $110.0K | 0.00% | +10,557 | New |
| Handelsbanken Fonder AB | 11,100 | $115.0K | 0.00% | +11,100 | New |
| Counterpoint Mutual Funds LLC | 12,133 | $125.9K | 0.12% | +12,133 | New |
| Ameritas Investment Partners, Inc. | 12,342 | $128.1K | 0.00% | +1,347+12.3% | Added |
| Seven Eight Capital, LP | 13,392 | $139.0K | 0.02% | +13,392 | New |
| Two Sigma Investments, LP | 13,800 | $143.2K | 0.00% | +13,800 | New |
| MQS Management LLC | 14,678 | $152.4K | 0.10% | +2,679+22.3% | Added |
| Delphia (USA) Inc. | 15,013 | $155.8K | 0.25% | −699−4.4% | Reduced |
| Jane Street Group, LLC | 15,540 | $161.3K | 0.00% | −240,222−93.9% | Reduced |
| Victory Capital Management Inc | 15,646 | $162.4K | 0.00% | +1,397+9.8% | Added |
| Prudential Financial Inc | 15,835 | $164.4K | 0.00% | +15,835 | New |
| Tudor Investment Corp Et Al | 15,907 | $165.1K | 0.00% | −73,290−82.2% | Reduced |
| Man Group plc | 16,340 | $169.6K | 0.00% | +16,340 | New |
| Amundi | 17,853 | $182.3K | 0.00% | +17,853 | New |
| Cetera Advisor Networks LLC | 18,863 | $195.8K | 0.00% | +18,863 | New |
| Royal Bank of Canada | 19,048 | $198.0K | 0.00% | +10,096+112.8% | Added |
| Pictet Asset Management SA | 19,206 | $199.4K | 0.00% | +19,206 | New |
| ProShare Advisors LLC | 19,439 | $201.8K | 0.00% | +2,184+12.7% | Added |
| Brown Brothers Harriman & Co | 20,403 | $211.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 21,923 | $227.6K | 0.01% | −42,246−65.8% | Reduced |
| Amalgamated Bank | 21,940 | $228.0K | 0.00% | +1,729+8.6% | Added |
| Occudo Quantitative Strategies LP | 22,254 | $231.0K | 0.02% | +22,254 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,140 | $240.2K | 0.00% | +9,828+73.8% | Added |
| Aigen Investment Management, LP | 23,431 | $243.2K | 0.04% | +23,431 | New |
| Cresset Asset Management, LLC | 24,258 | $251.8K | 0.00% | +3,858+18.9% | Added |
| Captrust Financial Advisors | 26,127 | $271.2K | 0.00% | −4,709−15.3% | Reduced |
| Quadrature Capital Ltd | 27,648 | $287.3K | 0.01% | +27,648 | New |
| Corton Capital Inc. | 29,115 | $302.2K | 0.14% | +9,729+50.2% | Added |
| Jefferies Financial Group Inc. | 29,421 | $305.4K | 0.01% | +29,421 | New |
| IFP Advisors, Inc | 12,557 | $313.2K | 0.02% | +1,003+8.7% | Added |
| Keybank National Association | 35,288 | $366.3K | 0.00% | −360,000−91.1% | Reduced |
| MV Capital Management, Inc. | 38,225 | $396.8K | 0.05% | +38,225 | New |
| Aquatic Capital Management LLC | 38,300 | $398.0K | 0.02% | −4,600−10.7% | Reduced |
| First Trust Advisors LP | 39,111 | $406.0K | 0.00% | −230,963−85.5% | Reduced |
| Arizona State Retirement System | 39,218 | $407.1K | 0.00% | +24,825+172.5% | Added |
| State of Wyoming | 39,635 | $411.4K | 0.12% | +39,635 | New |
| Welch Group, LLC | 40,119 | $416.4K | 0.02% | −40,118−50.0% | Reduced |
| Petrus Trust Company, LTA | 41,167 | $427.3K | 0.05% | +24,981+154.3% | Added |
| State Board of Administration of Florida Retirement System | 42,430 | $440.4K | 0.00% | +26,360+164.0% | Added |
| Walleye Trading LLC | 47,794 | $496.1K | 0.03% | +47,794 | New |
| Price T Rowe Associates Inc | 48,310 | $502.0K | 0.00% | +19,992+70.6% | Added |
| UBS Asset Management Americas Inc | 65,260 | $509.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 51,040 | $529.8K | 0.00% | +51,040 | New |
| New York State Common Retirement Fund | 51,466 | $534.2K | 0.00% | −26,392−33.9% | Reduced |
| Los Angeles Capital Management LLC | 53,491 | $555.2K | 0.00% | +4,548+9.3% | Added |
| Barclays PLC | 54,911 | $570.0K | 0.00% | −33,874−38.2% | Reduced |
| Accretive Wealth Partners, LLC | 55,116 | $572.1K | 0.34% | 00.0% | Unchanged |
| Voya Investment Management LLC | 60,445 | $627.4K | 0.00% | −1,213−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 61,637 | $639.8K | 0.00% | +1,242+2.1% | Added |
| Principal Financial Group Inc | 65,944 | $684.5K | 0.00% | +49,982+313.1% | Added |
| American International Group, Inc. | 71,940 | $746.7K | 0.00% | +1,183+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 73,480 | $762.7K | 0.00% | +22,992+45.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76,750 | $796.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 76,900 | $798.0K | 0.00% | +5,100+7.1% | Added |
| MetLife Investment Management | 78,855 | $818.5K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 81,037 | $841.2K | 0.21% | 00.0% | Unchanged |
| HST Ventures, LLC | 83,896 | $870.8K | 0.43% | 00.0% | Unchanged |
| Wells Fargo & Company | 84,662 | $878.8K | 0.00% | +33,869+66.7% | Added |
| Gsa Capital Partners LLP | 86,715 | $900.0K | 0.09% | +86,715 | New |
| Citigroup Inc | 96,791 | $1.00M | 0.00% | +95,426+6,990.9% | Added |
| SEI Investments Co | 102,211 | $1.06M | 0.00% | +102,211 | New |
| Horrell Capital Management, Inc. | 105,000 | $1.09M | 0.34% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 111,560 | $1.16M | 0.16% | +111,560 | New |
| Cubist Systematic Strategies, LLC | 113,251 | $1.18M | 0.01% | −410,343−78.4% | Reduced |
| UBS Group AG | 117,518 | $1.22M | 0.00% | +65,346+125.3% | Added |
| Legal & General Group Plc | 117,611 | $1.22M | 0.00% | +85,580+267.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 118,700 | $1.23M | 0.01% | +118,700 | New |
| Quantbot Technologies LP | 122,614 | $1.27M | 0.08% | +95,204+347.3% | Added |
| Algert Global LLC | 129,767 | $1.35M | 0.06% | +20,680+19.0% | Added |
| Alliancebernstein L.P. | 148,200 | $1.54M | 0.00% | −3,253−2.1% | Reduced |
| Invesco Ltd. | 152,320 | $1.58M | 0.00% | +4,378+3.0% | Added |
| PDT Partners, LLC | 159,614 | $1.66M | 0.23% | −11,434−6.7% | Reduced |
| ExodusPoint Capital Management, LP | 160,208 | $1.66M | 0.02% | −15,509−8.8% | Reduced |
| California State Teachers Retirement System | 172,581 | $1.79M | 0.00% | +74,434+75.8% | Added |
| Engineers Gate Manager LP | 180,369 | $1.87M | 0.07% | +135,309+300.3% | Added |
| Carolinas Wealth Consulting LLC | 185,274 | $1.92M | 0.38% | +23,112+14.3% | Added |
| Susquehanna Fundamental Investments, LLC | 193,815 | $2.01M | 0.07% | −8,746−4.3% | Reduced |
| Rhumbline Advisers | 202,563 | $2.10M | 0.00% | +6,808+3.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 206,912 | $2.15M | 1.44% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 207,094 | $2.15M | 0.05% | +207,094 | New |