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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, 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.

Institutional holdersQ3 2023: 170 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 heldQ3 2023: $1.44B
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, Q3 2023

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2023.

Institutions holding AVDX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc55,356$525.0K0.00%+7,046+14.6%Added
Gsa Capital Partners LLP55,194$523.0K0.04%−31,521−36.4%Reduced
Accretive Wealth Partners, LLC55,116$522.5K0.31%00.0%Unchanged
Los Angeles Capital Management LLC54,407$515.8K0.00%+916+1.7%Added
Barclays PLC53,663$508.7K0.00%−1,248−2.3%Reduced
Wells Fargo & Company52,694$499.5K0.00%−31,968−37.8%Reduced
Jump Financial, LLC52,651$499.1K0.02%+30,728+140.2%Added
State of Wisconsin Investment Board50,165$475.6K0.00%−875−1.7%Reduced
Royce & Associates LP45,000$426.6K0.00%+45,000New
Arizona State Retirement System42,976$407.4K0.00%+3,758+9.6%Added
State Board of Administration of Florida Retirement System42,650$404.3K0.00%+220+0.5%Added
Petrus Trust Company, LTA41,167$390.3K0.04%00.0%Unchanged
Versor Investments LP40,738$386.2K0.08%+40,738New
Welch Group, LLC40,119$380.3K0.02%00.0%Unchanged
MV Capital Management, Inc.38,225$362.4K0.05%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)31,578$299.4K0.00%+8,438+36.5%Added
Capstone Investment Advisors, LLC30,861$292.6K0.01%+30,861New
Corton Capital Inc.30,768$291.7K0.15%+1,653+5.7%Added
NinePointTwo Capital28,774$272.0K0.11%+28,774New
Captrust Financial Advisors25,548$242.2K0.00%−579−2.2%Reduced
Two Sigma Investments, LP22,621$214.4K0.00%+8,821+63.9%Added
Amalgamated Bank21,940$208.0K0.00%00.0%Unchanged
Quadrature Capital Ltd21,684$205.3K0.00%−5,964−21.6%Reduced
Brown Brothers Harriman & Co20,403$193.4K0.00%00.0%Unchanged
STRS Ohio20,000$189.0K0.00%−56,900−74.0%Reduced
MQS Management LLC19,836$188.0K0.11%+5,158+35.1%Added
Royal Bank of Canada19,757$188.0K0.00%+709+3.7%Added
ProShare Advisors LLC19,416$184.1K0.00%−23−0.1%Reduced
Cipher Capital LP18,038$171.0K0.12%+18,038New
Axq Capital, LP18,004$170.7K0.06%+18,004New
Amundi17,853$160.7K0.00%00.0%Unchanged
SG Americas Securities, LLC16,800$159.0K0.00%+16,800New
Victory Capital Management Inc16,439$155.8K0.00%+793+5.1%Added
Pictet Asset Management Holding SA16,151$153.1K0.00%+16,151New
Principal Financial Group Inc16,058$152.2K0.00%−49,886−75.6%Reduced
Ameritas Investment Partners, Inc.14,850$140.8K0.01%+2,508+20.3%Added
Woodline Partners LP14,214$134.7K0.00%+14,214New
Virginia Retirement Systems Et Al14,100$133.7K0.00%+14,100New
Balyasny Asset Management LLC14,009$132.8K0.00%+14,009New
Point72 Asset Management, L.P.13,900$131.8K0.00%+13,900New
Wealth Management Associates, Inc.11,850$112.3K0.07%+1,550+15.0%Added
Teacher Retirement System of Texas11,660$111.0K0.00%+1,103+10.4%Added
Handelsbanken Fonder AB11,100$105.0K0.00%00.0%Unchanged
AQR Capital Management LLC10,880$103.1K0.00%+10,880New
Prudential Financial Inc10,425$98.8K0.00%−5,410−34.2%Reduced
Kingfisher Capital LLC10,256$97.0K0.03%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC10,006$94.9K0.00%+10,006New
Bullseye Asset Management LLC9,052$86.0K0.05%00.0%Unchanged
Metropolitan Life Insurance Co8,673$82.2K0.00%+443+5.4%Added
Russell Investments Group, Ltd.6,307$59.5K0.00%+38+0.6%Added
Signaturefd, LLC6,000$56.9K0.00%−300−4.8%Reduced
Nisa Investment Advisors, LLC5,810$55.1K0.00%00.0%Unchanged
Citigroup Inc4,632$43.9K0.00%−92,159−95.2%Reduced
Quarry LP2,423$23.0K0.01%+1,087+81.4%Added
Tower Research Capital LLC (TRC)2,420$22.9K0.00%−7,461−75.5%Reduced
Advisors Asset Management, Inc.2,002$19.0K0.00%+2,002New
Lindbrook Capital, LLC353$3.35K0.00%00.0%Unchanged
Anchor Investment Management, LLC300$2.84K0.00%00.0%Unchanged
MCF Advisors LLC256$2.43K0.00%−697−73.1%Reduced
Parallel Advisors, LLC241$2.29K0.00%+55+29.6%Added
Advisor Group Holdings, Inc.116$1.10K0.00%−1,166−91.0%Reduced
Valley National Advisers Inc95$1.00K0.00%+95New
Quadrant Capital Group LLC70$6640.00%−866−92.5%Reduced
Bell Investment Advisors, Inc50$4740.00%+50New
SJS Investment Consulting Inc.30$2860.00%+4+15.4%Added
JFS Wealth Advisors, LLC29$2750.00%+22+314.3%Added
IFP Advisors, Inc21$1990.00%−12,536−99.8%Reduced
Allworth Financial LP13$1240.00%+13New
Covestor Ltd19$00.00%00.0%Unchanged
Steward Financial Group LLC37$00.00%+37New
Walleye Capital LLC0$00.00%−429,406−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−330,726−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−247,247−100.0%Sold out
Squarepoint Ops LLC0$00.00%−214,535−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−113,251−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−111,560−100.0%Sold out
Walleye Trading LLC0$00.00%−47,794−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−38,300−100.0%Sold out
Keybank National Association0$00.00%−35,288−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−29,421−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−24,258−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−22,254−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−18,863−100.0%Sold out
Man Group plc0$00.00%−16,340−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,907−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,540−100.0%Sold out
Delphia (USA) Inc.0$00.00%−15,013−100.0%Sold out
Seven Eight Capital, LP0$00.00%−13,392−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−12,133−100.0%Sold out
Disciplined Investments, LLC0$00.00%−3−100.0%Sold out
Pictet Asset Management SA––––Not filed