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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −4−21.1% | Reduced |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 10 | $0 | 0.00% | +10 | New |
| GAMMA Investing LLC | 7 | $77 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $100 | 0.00% | +8 | New |
| IFP Advisors, Inc | 21 | $260 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $434 | 0.00% | +6+20.7% | Added |
| SJS Investment Consulting Inc. | 36 | $447 | 0.00% | +6+20.0% | Added |
| US Bancorp | 47 | $582 | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 50 | $620 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 68 | $842 | 0.00% | −48−41.4% | Reduced |
| Coppell Advisory Solutions LLC | 80 | $991 | 0.00% | +80 | New |
| Valley National Advisers Inc | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 139 | $1.72K | 0.00% | +139 | New |
| Parallel Advisors, LLC | 278 | $3.44K | 0.00% | +37+15.4% | Added |
| Anchor Investment Management, LLC | 300 | $3.72K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $3.72K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 438 | $5.43K | 0.00% | +85+24.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $7.08K | 0.00% | +611 | New |
| Quadrant Capital Group LLC | 722 | $8.95K | 0.00% | +652+931.4% | Added |
| Advisors Asset Management, Inc. | 2,195 | $27.2K | 0.00% | +193+9.6% | Added |
| STRS Ohio | 3,300 | $40.0K | 0.00% | −16,700−83.5% | Reduced |
| Castleview Partners, LLC | 3,793 | $47.0K | 0.03% | +3,793 | New |
| National Bank of Canada | 4,511 | $54.5K | 0.00% | +4,511 | New |
| Nisa Investment Advisors, LLC | 5,810 | $72.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,000 | $74.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,673 | $107.5K | 0.01% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 9,052 | $112.0K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,965 | $123.5K | 0.00% | +9,965 | New |
| Wealth Enhancement Advisory Services, LLC | 10,016 | $124.1K | 0.00% | +10+0.1% | Added |
| Kingfisher Capital LLC | 10,256 | $127.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,685 | $132.4K | 0.00% | +260+2.5% | Added |
| Highland Capital Management, LLC | 11,665 | $144.5K | 0.01% | +11,665 | New |
| XTX Topco Ltd | 11,990 | $148.6K | 0.03% | +11,990 | New |
| Bank of Montreal | 12,385 | $155.6K | 0.00% | +12,385 | New |
| Legato Capital Management LLC | 13,540 | $167.8K | 0.02% | +13,540 | New |
| Oracle Alpha Inc. | 13,871 | $171.9K | 0.22% | +13,871 | New |
| State of Wisconsin Investment Board | 14,380 | $178.2K | 0.00% | −35,785−71.3% | Reduced |
| Cornerstone Investment Partners, LLC | 14,381 | $178.2K | 0.01% | +14,381 | New |
| Ameritas Investment Partners, Inc. | 14,850 | $184.0K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 15,175 | $188.0K | 0.03% | −45,778−75.1% | Reduced |
| SG Americas Securities, LLC | 15,676 | $194.0K | 0.00% | −1,124−6.7% | Reduced |
| Pictet Asset Management Holding SA | 16,151 | $200.1K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,502 | $216.8K | 0.00% | +1,444+9.0% | Added |
| Brevan Howard Capital Management LP | 18,631 | $230.8K | 0.02% | +18,631 | New |
| Balyasny Asset Management LLC | 19,275 | $238.8K | 0.00% | +5,266+37.6% | Added |
| Brown Brothers Harriman & Co | 20,403 | $252.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,447 | $253.0K | 0.00% | −1,493−6.8% | Reduced |
| Amundi | 22,403 | $253.6K | 0.00% | +4,550+25.5% | Added |
| Victory Capital Management Inc | 20,628 | $255.6K | 0.00% | +4,189+25.5% | Added |
| Citigroup Inc | 21,281 | $263.7K | 0.00% | +16,649+359.4% | Added |
| Davy Global Fund Management Ltd | 21,650 | $268.2K | 0.03% | +21,650 | New |
| Handelsbanken Fonder AB | 23,800 | $295.0K | 0.00% | +12,700+114.4% | Added |
| ProShare Advisors LLC | 24,739 | $306.5K | 0.00% | +5,323+27.4% | Added |
| NinePointTwo Capital | 28,774 | $356.0K | 0.14% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,578 | $391.3K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 31,709 | $392.9K | 0.13% | +941+3.1% | Added |
| Tower Research Capital LLC (TRC) | 34,417 | $426.4K | 0.01% | +31,997+1,322.2% | Added |
| Cipher Capital LP | 34,810 | $431.3K | 0.14% | +16,772+93.0% | Added |
| Seven Eight Capital, LP | 34,893 | $432.3K | 0.05% | +34,893 | New |
| Edgestream Partners, L.P. | 35,609 | $441.2K | 0.03% | +35,609 | New |
| Verition Fund Management LLC | 36,119 | $447.5K | 0.00% | −295,636−89.1% | Reduced |
| AQR Capital Management LLC | 36,132 | $447.7K | 0.00% | +25,252+232.1% | Added |
| Bayesian Capital Management, LP | 37,649 | $466.5K | 0.05% | +37,649 | New |
| MV Capital Management, Inc. | 38,225 | $473.6K | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 38,884 | $481.8K | 0.01% | +38,884 | New |
| Welch Group, LLC | 40,119 | $497.1K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 42,382 | $525.1K | 0.00% | −594−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 42,650 | $528.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 45,132 | $559.0K | 0.00% | +25,375+128.4% | Added |
| Marshall Wace, LLP | 46,500 | $576.1K | 0.00% | +46,500 | New |
| Versor Investments LP | 47,300 | $586.0K | 0.12% | +6,562+16.1% | Added |
| Captrust Financial Advisors | 47,414 | $587.5K | 0.00% | +21,866+85.6% | Added |
| Los Angeles Capital Management LLC | 53,790 | $666.5K | 0.00% | −617−1.1% | Reduced |
| Accretive Wealth Partners, LLC | 55,116 | $682.9K | 0.33% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 57,935 | $717.8K | 0.00% | −123,867−68.1% | Reduced |
| Bailard, Inc. | 59,120 | $732.5K | 0.02% | +59,120 | New |
| Voya Investment Management LLC | 59,701 | $739.7K | 0.00% | −1,239−2.0% | Reduced |
| Gsa Capital Partners LLP | 60,060 | $744.0K | 0.06% | +4,866+8.8% | Added |
| Wells Fargo & Company | 61,280 | $759.3K | 0.00% | +8,586+16.3% | Added |
| Algert Global LLC | 62,847 | $778.7K | 0.03% | +1,860+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 70,400 | $872.3K | 0.01% | +70,400 | New |
| American International Group, Inc. | 74,291 | $920.5K | 0.00% | −301−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 76,750 | $950.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 78,855 | $977.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 79,598 | $986.2K | 0.18% | +11,978+17.7% | Added |
| Providence Capital Advisors, LLC | 80,237 | $994.1K | 0.24% | −800−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 81,073 | $1.00M | 0.00% | −1,390−1.7% | Reduced |
| D.A. Davidson & Co. | 86,110 | $1.07M | 0.01% | −4,790−5.3% | Reduced |
| Numerai GP LLC | 88,513 | $1.10M | 0.39% | −48,119−35.2% | Reduced |
| SEI Investments Co | 88,760 | $1.10M | 0.00% | −13,947−13.6% | Reduced |
| Price T Rowe Associates Inc | 91,491 | $1.13M | 0.00% | +36,135+65.3% | Added |
| D. E. Shaw & Co., Inc. | 94,642 | $1.17M | 0.00% | +2,212+2.4% | Added |
| Circumference Group LLC | 105,000 | $1.30M | 1.45% | +105,000 | New |
| Horrell Capital Management, Inc. | 105,000 | $1.30M | 0.39% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 105,920 | $1.31M | 0.31% | +105,920 | New |
| Susquehanna Portfolio Strategies, LLC | 106,747 | $1.32M | 0.02% | +106,747 | New |
| Atom Investors LP | 111,232 | $1.38M | 0.24% | +111,232 | New |
| Royce & Associates LP | 113,000 | $1.40M | 0.01% | +68,000+151.1% | Added |
| New York State Common Retirement Fund | 116,473 | $1.44M | 0.00% | +55,254+90.3% | Added |