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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, Q4 2023

Institutional positions in AvidXchange Holdings, Inc. as of Dec 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
186
+18 vs. Q3 2023
Shares held
159.2M
+7.70M (+5.1%) vs. Q3 2023
Total value
$1.97B
+$536.5M (+37.4%) vs. Q3 2023
New holders
43
64 more added
Sold out
25
48 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 186 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 heldQ4 2023: $1.97B
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, Q4 2023

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2023.

Institutions holding AVDX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,890,929$221.7M0.00%−591,082−3.2%Reduced
BlackRock Inc.11,665,960$144.5M0.00%+994,670+9.3%Added
Bain Capital Venture Investors, LLC11,639,898$144.2M92.19%−2,500,000−17.7%Reduced
Senvest Management, LLC9,675,695$119.9M4.61%−2,622,531−21.3%Reduced
Morgan Stanley5,972,753$74.0M0.01%+4,078,510+215.3%Added
Lord, Abbett & Co. LLC5,600,949$69.4M0.24%+198,165+3.7%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$62.9M0.54%00.0%Unchanged
North Reef Capital Management LP4,497,800$55.7M3.25%−12,200−0.3%Reduced
JPMorgan Chase & Co4,380,820$54.3M0.01%+4,093,790+1,426.3%Added
Bank of New York Mellon Corp4,309,531$53.4M0.01%−312,275−6.8%Reduced
Dimensional Fund Advisors LP3,864,725$47.9M0.01%+587,692+17.9%Added
Geode Capital Management, LLC3,550,877$44.0M0.00%+183,026+5.4%Added
Biltmore Family Office, LLC3,331,297$41.3M8.50%−200.0%Reduced
Capital Research Global Investors3,310,635$41.0M0.01%00.0%Unchanged
State Street Corp3,242,962$40.2M0.00%+193,391+6.3%Added
Foundry Group Next, LLC3,000,000$37.2M15.31%00.0%Unchanged
Sapphire Ventures, L.L.C.2,897,248$35.9M21.52%00.0%Unchanged
Intrinsic Edge Capital Management LLC2,785,445$34.5M3.69%+1,237,508+79.9%Added
Par Capital Management Inc2,750,000$34.1M1.12%+250,000+10.0%Added
Greenhouse Funds LLLP2,639,877$32.7M2.22%+2,639,877New
Millennium Management LLC2,521,226$31.2M0.03%−1,838,522−42.2%Reduced
Janus Henderson Group PLC2,463,633$30.5M0.02%+330,272+15.5%Added
Unisphere Establishment2,040,316$25.3M0.26%+2,040,316New
Tremblant Capital Group1,887,034$23.4M2.67%+381,260+25.3%Added
Nikko Asset Management Americas, Inc.1,877,536$23.3M0.22%+372,291+24.7%Added
Sumitomo Mitsui Trust Holdings, Inc.1,877,536$23.3M0.02%+372,291+24.7%Added
TimesSquare Capital Management, LLC1,845,849$22.9M0.34%−156,151−7.8%Reduced
Massachusetts Financial Services Co1,783,275$22.1M0.01%+352,540+24.6%Added
Northern Trust Corp1,655,551$20.5M0.00%+211,845+14.7%Added
American Century Companies Inc1,646,096$20.4M0.01%+392,462+31.3%Added
Tikvah Management LLC1,421,818$17.6M6.05%−865,980−37.9%Reduced
Charles Schwab Investment Management Inc1,288,173$16.0M0.00%+23,506+1.9%Added
Ameriprise Financial Inc1,224,522$15.2M0.00%+19,956+1.7%Added
Aperture Investors, LLC1,221,759$15.1M2.67%−373,900−23.4%Reduced
ARK Investment Management LLCSuperinvestorARK Invest1,109,512$13.7M0.08%+101,878+10.1%Added
Rockefeller Capital Management L.P.963,358$11.9M0.04%+963,358New
Federated Hermes, Inc.954,730$11.8M0.03%−295,776−23.7%Reduced
Granite Investment Partners, LLC722,281$8.95M0.35%+722,281New
Coronation Fund Managers Ltd.699,628$8.67M0.24%+207,873+42.3%Added
King Luther Capital Management Corp680,097$8.43M0.04%+4,576+0.7%Added
Common Fund for Nonprofit Organizations635,554$7.87M1.40%−211,851−25.0%Reduced
Gillson Capital LP619,893$7.68M0.81%+556,066+871.2%Added
FMR LLC590,660$7.32M0.00%−10,142−1.7%Reduced
Voloridge Investment Management, LLC582,085$7.21M0.03%−552,376−48.7%Reduced
Goldman Sachs Group Inc566,977$7.02M0.00%−19,402−3.3%Reduced
Renaissance Technologies LLC564,100$6.99M0.01%−683,200−54.8%Reduced
UBS Group AG548,954$6.80M0.00%+446,949+438.2%Added
Alpha Square Group S, LLC526,639$6.53M7.66%−20,000−3.7%Reduced
Point72 Asset Management, L.P.502,700$6.23M0.02%+488,800+3,516.5%Added
Bank of America Corp464,966$5.76M0.00%−6,782−1.4%Reduced
Nuveen Asset Management, LLC455,634$5.65M0.00%−19,174−4.0%Reduced
Deutsche Bank AG406,337$5.03M0.00%+252,379+163.9%Added
Connor, Clark & Lunn Investment Management Ltd.389,235$4.82M0.02%+159,519+69.4%Added
Healthcare of Ontario Pension Plan Trust Fund372,595$4.62M0.02%+100,595+37.0%Added
Brown Advisory Inc350,269$4.34M0.01%+20,998+6.4%Added
Neuberger Berman Group LLC312,996$3.88M0.00%−21,530−6.4%Reduced
Allianz Asset Management GmbH309,563$3.84M0.01%00.0%Unchanged
Swiss National Bank298,800$3.70M0.00%−33,000−9.9%Reduced
Trexquant Investment LP269,669$3.34M0.08%+209,828+350.6%Added
Vista Equity Partners Management, LLC262,396$3.25M0.08%−306,455−53.9%Reduced
Azora Capital LP240,984$2.99M0.27%−306,236−56.0%Reduced
Credit Suisse AG240,165$2.98M0.00%+8,855+3.8%Added
Barclays PLC234,649$2.91M0.00%+180,986+337.3%Added
Russell Investments Group, Ltd.234,061$2.90M0.01%+227,754+3,611.1%Added
Herald Investment Management Ltd230,000$2.85M0.54%00.0%Unchanged
PEAK6 Investments LLC220,418$2.73M0.12%+220,418New
Occudo Quantitative Strategies LP207,626$2.57M0.35%+207,626New
Rhumbline Advisers205,446$2.55M0.00%−784−0.4%Reduced
First Trust Advisors LP203,915$2.53M0.00%−133,491−39.6%Reduced
UBS Asset Management Americas Inc197,141$2.44M0.00%00.0%Unchanged
Hapanowicz & Associates Financial Services, Inc196,912$2.44M1.50%00.0%Unchanged
Walleye Capital LLC193,298$2.39M0.03%+193,298New
Susquehanna International Group, LLP179,194$2.22M0.00%−102,090−36.3%Reduced
BlueMar Capital Management, LLC176,149$2.18M3.29%−102,406−36.8%Reduced
Legal & General Group Plc166,803$2.07M0.00%+32,108+23.8%Added
Envestnet Asset Management Inc163,087$2.02M0.00%+163,087New
Kodai Capital Management LP162,568$2.01M0.04%+162,568New
California State Teachers Retirement System159,636$1.98M0.00%−6,711−4.0%Reduced
SG Capital Management LLC159,438$1.98M0.70%+159,438New
Carolinas Wealth Consulting LLC158,604$1.97M0.43%00.0%Unchanged
Invesco Ltd.155,378$1.93M0.00%−14,128−8.3%Reduced
Calamos Advisors LLC151,359$1.88M0.01%+151,359New
Alliancebernstein L.P.148,200$1.84M0.00%00.0%Unchanged
Engineers Gate Manager LP131,352$1.63M0.05%−69,036−34.5%Reduced
Two Sigma Investments, LP125,526$1.56M0.00%+102,905+454.9%Added
Jane Street Group, LLC119,545$1.48M0.00%+119,545New
New York State Common Retirement Fund116,473$1.44M0.00%+55,254+90.3%Added
Royce & Associates LP113,000$1.40M0.01%+68,000+151.1%Added
Atom Investors LP111,232$1.38M0.24%+111,232New
Susquehanna Portfolio Strategies, LLC106,747$1.32M0.02%+106,747New
Lisanti Capital Growth, LLC105,920$1.31M0.31%+105,920New
Horrell Capital Management, Inc.105,000$1.30M0.39%00.0%Unchanged
Circumference Group LLC105,000$1.30M1.45%+105,000New
D. E. Shaw & Co., Inc.94,642$1.17M0.00%+2,212+2.4%Added
Price T Rowe Associates Inc91,491$1.13M0.00%+36,135+65.3%Added
SEI Investments Co88,760$1.10M0.00%−13,947−13.6%Reduced
Numerai GP LLC88,513$1.10M0.39%−48,119−35.2%Reduced
D.A. Davidson & Co.86,110$1.07M0.01%−4,790−5.3%Reduced
Manufacturers Life Insurance Company, The81,073$1.00M0.00%−1,390−1.7%Reduced
Providence Capital Advisors, LLC80,237$994.1K0.24%−800−1.0%Reduced