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, Q3 2023
Institutional positions in AvidXchange Holdings, Inc. as of Sep 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
- 170
- +12 vs. Q2 2023
- Shares held
- 151.5M
- +9.44M (+6.6%) vs. Q2 2023
- Total value
- $1.44B
- −$35.6M (−2.4%) vs. Q2 2023
- New holders
- 32
- 67 more added
- Sold out
- 20
- 45 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 37 | $0 | 0.00% | +37 | New |
| Allworth Financial LP | 13 | $124 | 0.00% | +13 | New |
| IFP Advisors, Inc | 21 | $199 | 0.00% | −12,536−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $275 | 0.00% | +22+314.3% | Added |
| SJS Investment Consulting Inc. | 30 | $286 | 0.00% | +4+15.4% | Added |
| Bell Investment Advisors, Inc | 50 | $474 | 0.00% | +50 | New |
| Quadrant Capital Group LLC | 70 | $664 | 0.00% | −866−92.5% | Reduced |
| Valley National Advisers Inc | 95 | $1.00K | 0.00% | +95 | New |
| Advisor Group Holdings, Inc. | 116 | $1.10K | 0.00% | −1,166−91.0% | Reduced |
| Parallel Advisors, LLC | 241 | $2.29K | 0.00% | +55+29.6% | Added |
| MCF Advisors LLC | 256 | $2.43K | 0.00% | −697−73.1% | Reduced |
| Anchor Investment Management, LLC | 300 | $2.84K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 353 | $3.35K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,002 | $19.0K | 0.00% | +2,002 | New |
| Tower Research Capital LLC (TRC) | 2,420 | $22.9K | 0.00% | −7,461−75.5% | Reduced |
| Quarry LP | 2,423 | $23.0K | 0.01% | +1,087+81.4% | Added |
| Citigroup Inc | 4,632 | $43.9K | 0.00% | −92,159−95.2% | Reduced |
| Nisa Investment Advisors, LLC | 5,810 | $55.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,000 | $56.9K | 0.00% | −300−4.8% | Reduced |
| Russell Investments Group, Ltd. | 6,307 | $59.5K | 0.00% | +38+0.6% | Added |
| Metropolitan Life Insurance Co | 8,673 | $82.2K | 0.00% | +443+5.4% | Added |
| Bullseye Asset Management LLC | 9,052 | $86.0K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,006 | $94.9K | 0.00% | +10,006 | New |
| Kingfisher Capital LLC | 10,256 | $97.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,425 | $98.8K | 0.00% | −5,410−34.2% | Reduced |
| AQR Capital Management LLC | 10,880 | $103.1K | 0.00% | +10,880 | New |
| Handelsbanken Fonder AB | 11,100 | $105.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,660 | $111.0K | 0.00% | +1,103+10.4% | Added |
| Wealth Management Associates, Inc. | 11,850 | $112.3K | 0.07% | +1,550+15.0% | Added |
| Point72 Asset Management, L.P. | 13,900 | $131.8K | 0.00% | +13,900 | New |
| Balyasny Asset Management LLC | 14,009 | $132.8K | 0.00% | +14,009 | New |
| Virginia Retirement Systems Et Al | 14,100 | $133.7K | 0.00% | +14,100 | New |
| Woodline Partners LP | 14,214 | $134.7K | 0.00% | +14,214 | New |
| Ameritas Investment Partners, Inc. | 14,850 | $140.8K | 0.01% | +2,508+20.3% | Added |
| Principal Financial Group Inc | 16,058 | $152.2K | 0.00% | −49,886−75.6% | Reduced |
| Pictet Asset Management Holding SA | 16,151 | $153.1K | 0.00% | +16,151 | New |
| Victory Capital Management Inc | 16,439 | $155.8K | 0.00% | +793+5.1% | Added |
| SG Americas Securities, LLC | 16,800 | $159.0K | 0.00% | +16,800 | New |
| Amundi | 17,853 | $160.7K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 18,004 | $170.7K | 0.06% | +18,004 | New |
| Cipher Capital LP | 18,038 | $171.0K | 0.12% | +18,038 | New |
| ProShare Advisors LLC | 19,416 | $184.1K | 0.00% | −23−0.1% | Reduced |
| Royal Bank of Canada | 19,757 | $188.0K | 0.00% | +709+3.7% | Added |
| MQS Management LLC | 19,836 | $188.0K | 0.11% | +5,158+35.1% | Added |
| STRS Ohio | 20,000 | $189.0K | 0.00% | −56,900−74.0% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $193.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,684 | $205.3K | 0.00% | −5,964−21.6% | Reduced |
| Amalgamated Bank | 21,940 | $208.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 22,621 | $214.4K | 0.00% | +8,821+63.9% | Added |
| Captrust Financial Advisors | 25,548 | $242.2K | 0.00% | −579−2.2% | Reduced |
| NinePointTwo Capital | 28,774 | $272.0K | 0.11% | +28,774 | New |
| Corton Capital Inc. | 30,768 | $291.7K | 0.15% | +1,653+5.7% | Added |
| Capstone Investment Advisors, LLC | 30,861 | $292.6K | 0.01% | +30,861 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,578 | $299.4K | 0.00% | +8,438+36.5% | Added |
| MV Capital Management, Inc. | 38,225 | $362.4K | 0.05% | 00.0% | Unchanged |
| Welch Group, LLC | 40,119 | $380.3K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 40,738 | $386.2K | 0.08% | +40,738 | New |
| Petrus Trust Company, LTA | 41,167 | $390.3K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 42,650 | $404.3K | 0.00% | +220+0.5% | Added |
| Arizona State Retirement System | 42,976 | $407.4K | 0.00% | +3,758+9.6% | Added |
| Royce & Associates LP | 45,000 | $426.6K | 0.00% | +45,000 | New |
| State of Wisconsin Investment Board | 50,165 | $475.6K | 0.00% | −875−1.7% | Reduced |
| Jump Financial, LLC | 52,651 | $499.1K | 0.02% | +30,728+140.2% | Added |
| Wells Fargo & Company | 52,694 | $499.5K | 0.00% | −31,968−37.8% | Reduced |
| Barclays PLC | 53,663 | $508.7K | 0.00% | −1,248−2.3% | Reduced |
| Los Angeles Capital Management LLC | 54,407 | $515.8K | 0.00% | +916+1.7% | Added |
| Accretive Wealth Partners, LLC | 55,116 | $522.5K | 0.31% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 55,194 | $523.0K | 0.04% | −31,521−36.4% | Reduced |
| Price T Rowe Associates Inc | 55,356 | $525.0K | 0.00% | +7,046+14.6% | Added |
| Trexquant Investment LP | 59,841 | $567.3K | 0.01% | −212,852−78.1% | Reduced |
| Voya Investment Management LLC | 60,940 | $577.7K | 0.00% | +495+0.8% | Added |
| Aigen Investment Management, LP | 60,953 | $577.8K | 0.11% | +37,522+160.1% | Added |
| Algert Global LLC | 60,987 | $578.2K | 0.03% | −68,780−53.0% | Reduced |
| New York State Common Retirement Fund | 61,219 | $580.4K | 0.00% | +9,753+19.0% | Added |
| Gillson Capital LP | 63,827 | $605.0K | 0.04% | +63,827 | New |
| ExodusPoint Capital Management, LP | 67,601 | $641.0K | 0.01% | −92,607−57.8% | Reduced |
| State of Wyoming | 67,620 | $641.0K | 0.14% | +27,985+70.6% | Added |
| American International Group, Inc. | 74,592 | $707.1K | 0.00% | +2,652+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76,750 | $727.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 78,855 | $747.5K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 81,037 | $768.2K | 0.20% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 82,463 | $781.7K | 0.00% | +20,826+33.8% | Added |
| Quantbot Technologies LP | 84,695 | $802.9K | 0.05% | −37,919−30.9% | Reduced |
| D.A. Davidson & Co. | 90,900 | $861.7K | 0.01% | +90,900 | New |
| D. E. Shaw & Co., Inc. | 92,430 | $876.2K | 0.00% | −798,662−89.6% | Reduced |
| UBS Group AG | 102,005 | $967.0K | 0.00% | −15,513−13.2% | Reduced |
| SEI Investments Co | 102,707 | $973.6K | 0.00% | +496+0.5% | Added |
| Horrell Capital Management, Inc. | 105,000 | $995.0K | 0.33% | 00.0% | Unchanged |
| Legal & General Group Plc | 134,695 | $1.28M | 0.00% | +17,084+14.5% | Added |
| Numerai GP LLC | 136,632 | $1.30M | 0.43% | +136,632 | New |
| Carolinas Wealth Consulting LLC | 158,604 | $1.37M | 0.34% | −26,670−14.4% | Reduced |
| Alliancebernstein L.P. | 148,200 | $1.40M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 153,958 | $1.46M | 0.00% | −1,354,632−89.8% | Reduced |
| PDT Partners, LLC | 159,650 | $1.51M | 0.19% | +360.0% | Added |
| California State Teachers Retirement System | 166,347 | $1.58M | 0.00% | −6,234−3.6% | Reduced |
| Invesco Ltd. | 169,506 | $1.61M | 0.00% | +17,186+11.3% | Added |
| Qube Research & Technologies Ltd | 181,802 | $1.72M | 0.01% | −100,159−35.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 187,292 | $1.78M | 0.12% | −6,523−3.4% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 196,912 | $1.87M | 1.33% | −10,000−4.8% | Reduced |