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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, 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.

Institutional holdersQ2 2023: 159 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 heldQ2 2023: $1.47B
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, Q2 2023

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2023.

Institutions holding AVDX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State Board of Administration of Florida Retirement System42,430$440.4K0.00%+26,360+164.0%Added
Petrus Trust Company, LTA41,167$427.3K0.05%+24,981+154.3%Added
Welch Group, LLC40,119$416.4K0.02%−40,118−50.0%Reduced
State of Wyoming39,635$411.4K0.12%+39,635New
Arizona State Retirement System39,218$407.1K0.00%+24,825+172.5%Added
First Trust Advisors LP39,111$406.0K0.00%−230,963−85.5%Reduced
Aquatic Capital Management LLC38,300$398.0K0.02%−4,600−10.7%Reduced
MV Capital Management, Inc.38,225$396.8K0.05%+38,225New
Keybank National Association35,288$366.3K0.00%−360,000−91.1%Reduced
IFP Advisors, Inc12,557$313.2K0.02%+1,003+8.7%Added
Jefferies Financial Group Inc.29,421$305.4K0.01%+29,421New
Corton Capital Inc.29,115$302.2K0.14%+9,729+50.2%Added
Quadrature Capital Ltd27,648$287.3K0.01%+27,648New
Captrust Financial Advisors26,127$271.2K0.00%−4,709−15.3%Reduced
Cresset Asset Management, LLC24,258$251.8K0.00%+3,858+18.9%Added
Aigen Investment Management, LP23,431$243.2K0.04%+23,431New
Zurcher Kantonalbank (Zurich Cantonalbank)23,140$240.2K0.00%+9,828+73.8%Added
Occudo Quantitative Strategies LP22,254$231.0K0.02%+22,254New
Amalgamated Bank21,940$228.0K0.00%+1,729+8.6%Added
Jump Financial, LLC21,923$227.6K0.01%−42,246−65.8%Reduced
Brown Brothers Harriman & Co20,403$211.8K0.00%00.0%Unchanged
ProShare Advisors LLC19,439$201.8K0.00%+2,184+12.7%Added
Pictet Asset Management SA19,206$199.4K0.00%+19,206New
Royal Bank of Canada19,048$198.0K0.00%+10,096+112.8%Added
Cetera Advisor Networks LLC18,863$195.8K0.00%+18,863New
Amundi17,853$182.3K0.00%+17,853New
Man Group plc16,340$169.6K0.00%+16,340New
Tudor Investment Corp Et Al15,907$165.1K0.00%−73,290−82.2%Reduced
Prudential Financial Inc15,835$164.4K0.00%+15,835New
Victory Capital Management Inc15,646$162.4K0.00%+1,397+9.8%Added
Jane Street Group, LLC15,540$161.3K0.00%−240,222−93.9%Reduced
Delphia (USA) Inc.15,013$155.8K0.25%−699−4.4%Reduced
MQS Management LLC14,678$152.4K0.10%+2,679+22.3%Added
Two Sigma Investments, LP13,800$143.2K0.00%+13,800New
Seven Eight Capital, LP13,392$139.0K0.02%+13,392New
Ameritas Investment Partners, Inc.12,342$128.1K0.00%+1,347+12.3%Added
Counterpoint Mutual Funds LLC12,133$125.9K0.12%+12,133New
Handelsbanken Fonder AB11,100$115.0K0.00%+11,100New
Teacher Retirement System of Texas10,557$110.0K0.00%+10,557New
Wealth Management Associates, Inc.10,300$106.9K0.06%+10,300New
Kingfisher Capital LLC10,256$106.0K0.03%+10,256New
Tower Research Capital LLC (TRC)9,881$102.6K0.00%+6,173+166.5%Added
Bullseye Asset Management LLC9,052$94.0K0.05%00.0%Unchanged
Metropolitan Life Insurance Co8,230$85.4K0.00%00.0%Unchanged
Signaturefd, LLC6,300$65.4K0.00%−2,000−24.1%Reduced
Russell Investments Group, Ltd.6,269$65.3K0.00%+6,269New
Nisa Investment Advisors, LLC5,810$60.3K0.00%−440−7.0%Reduced
Quarry LP1,336$13.9K0.01%−6,114−82.1%Reduced
Advisor Group Holdings, Inc.1,282$13.3K0.00%+1,172+1,065.5%Added
MCF Advisors LLC953$9.89K0.00%+299+45.7%Added
Quadrant Capital Group LLC936$9.72K0.00%+883+1,666.0%Added
Lindbrook Capital, LLC353$3.66K0.00%+353New
Anchor Investment Management, LLC300$3.11K0.00%+300New
Allianz Asset Management GmbH282,154$2.93K0.00%+282,154New
Parallel Advisors, LLC186$1.93K0.00%+177+1,966.7%Added
SJS Investment Consulting Inc.26$2700.00%+4+18.2%Added
JFS Wealth Advisors, LLC7$730.00%+5+250.0%Added
Disciplined Investments, LLC3$310.00%+1+50.0%Added
Covestor Ltd19$00.00%−1−5.0%Reduced
Providence Equity Partners L.L.C.0$00.00%−1,841,665−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−350,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−300,000−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−167,477−100.0%Sold out
HRT Financial LP0$00.00%−133,031−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−102,069−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−93,075−100.0%Sold out
B. Riley Asset Management, LLC0$00.00%−89,900−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−78,519−100.0%Sold out
Versor Investments LP0$00.00%−69,900−100.0%Sold out
Wellington Management Group LLP0$00.00%−58,870−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−34,314−100.0%Sold out
FJ Capital Management LLC0$00.00%−34,218−100.0%Sold out
Virtu Financial LLC0$00.00%−30,217−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−26,020−100.0%Sold out
SG Americas Securities, LLC0$00.00%−22,430−100.0%Sold out
Acadian Asset Management LLC0$00.00%−21,709−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−20,189−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−15,900−100.0%Sold out
HSBC Holdings PLC0$00.00%−13,786−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−12,874−100.0%Sold out
Mariner, LLC0$00.00%−11,075−100.0%Sold out
Point72 Middle East FZE0$00.00%−6,675−100.0%Sold out
Lazard Asset Management LLC0$00.00%−5,866−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,655−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−722−100.0%Sold out
Group One Trading, L.P.0$00.00%−326−100.0%Sold out
US Bancorp0$00.00%−59−100.0%Sold out
Ellevest, Inc.0$00.00%−46−100.0%Sold out
Kula Investments, LLC––––Not filed