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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 119,545 | $1.48M | 0.00% | +119,545 | New |
| Two Sigma Investments, LP | 125,526 | $1.56M | 0.00% | +102,905+454.9% | Added |
| Engineers Gate Manager LP | 131,352 | $1.63M | 0.05% | −69,036−34.5% | Reduced |
| Alliancebernstein L.P. | 148,200 | $1.84M | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 151,359 | $1.88M | 0.01% | +151,359 | New |
| Invesco Ltd. | 155,378 | $1.93M | 0.00% | −14,128−8.3% | Reduced |
| Carolinas Wealth Consulting LLC | 158,604 | $1.97M | 0.43% | 00.0% | Unchanged |
| SG Capital Management LLC | 159,438 | $1.98M | 0.70% | +159,438 | New |
| California State Teachers Retirement System | 159,636 | $1.98M | 0.00% | −6,711−4.0% | Reduced |
| Kodai Capital Management LP | 162,568 | $2.01M | 0.04% | +162,568 | New |
| Envestnet Asset Management Inc | 163,087 | $2.02M | 0.00% | +163,087 | New |
| Legal & General Group Plc | 166,803 | $2.07M | 0.00% | +32,108+23.8% | Added |
| BlueMar Capital Management, LLC | 176,149 | $2.18M | 3.29% | −102,406−36.8% | Reduced |
| Susquehanna International Group, LLP | 179,194 | $2.22M | 0.00% | −102,090−36.3% | Reduced |
| Walleye Capital LLC | 193,298 | $2.39M | 0.03% | +193,298 | New |
| Hapanowicz & Associates Financial Services, Inc | 196,912 | $2.44M | 1.50% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 197,141 | $2.44M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 203,915 | $2.53M | 0.00% | −133,491−39.6% | Reduced |
| Rhumbline Advisers | 205,446 | $2.55M | 0.00% | −784−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 207,626 | $2.57M | 0.35% | +207,626 | New |
| PEAK6 Investments LLC | 220,418 | $2.73M | 0.12% | +220,418 | New |
| Herald Investment Management Ltd | 230,000 | $2.85M | 0.54% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 234,061 | $2.90M | 0.01% | +227,754+3,611.1% | Added |
| Barclays PLC | 234,649 | $2.91M | 0.00% | +180,986+337.3% | Added |
| Credit Suisse AG | 240,165 | $2.98M | 0.00% | +8,855+3.8% | Added |
| Azora Capital LP | 240,984 | $2.99M | 0.27% | −306,236−56.0% | Reduced |
| Vista Equity Partners Management, LLC | 262,396 | $3.25M | 0.08% | −306,455−53.9% | Reduced |
| Trexquant Investment LP | 269,669 | $3.34M | 0.08% | +209,828+350.6% | Added |
| Swiss National Bank | 298,800 | $3.70M | 0.00% | −33,000−9.9% | Reduced |
| Allianz Asset Management GmbH | 309,563 | $3.84M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 312,996 | $3.88M | 0.00% | −21,530−6.4% | Reduced |
| Brown Advisory Inc | 350,269 | $4.34M | 0.01% | +20,998+6.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 372,595 | $4.62M | 0.02% | +100,595+37.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 389,235 | $4.82M | 0.02% | +159,519+69.4% | Added |
| Deutsche Bank AG | 406,337 | $5.03M | 0.00% | +252,379+163.9% | Added |
| Nuveen Asset Management, LLC | 455,634 | $5.65M | 0.00% | −19,174−4.0% | Reduced |
| Bank of America Corp | 464,966 | $5.76M | 0.00% | −6,782−1.4% | Reduced |
| Point72 Asset Management, L.P. | 502,700 | $6.23M | 0.02% | +488,800+3,516.5% | Added |
| Alpha Square Group S, LLC | 526,639 | $6.53M | 7.66% | −20,000−3.7% | Reduced |
| UBS Group AG | 548,954 | $6.80M | 0.00% | +446,949+438.2% | Added |
| Renaissance Technologies LLC | 564,100 | $6.99M | 0.01% | −683,200−54.8% | Reduced |
| Goldman Sachs Group Inc | 566,977 | $7.02M | 0.00% | −19,402−3.3% | Reduced |
| Voloridge Investment Management, LLC | 582,085 | $7.21M | 0.03% | −552,376−48.7% | Reduced |
| FMR LLC | 590,660 | $7.32M | 0.00% | −10,142−1.7% | Reduced |
| Gillson Capital LP | 619,893 | $7.68M | 0.81% | +556,066+871.2% | Added |
| Common Fund for Nonprofit Organizations | 635,554 | $7.87M | 1.40% | −211,851−25.0% | Reduced |
| King Luther Capital Management Corp | 680,097 | $8.43M | 0.04% | +4,576+0.7% | Added |
| Coronation Fund Managers Ltd. | 699,628 | $8.67M | 0.24% | +207,873+42.3% | Added |
| Granite Investment Partners, LLC | 722,281 | $8.95M | 0.35% | +722,281 | New |
| Federated Hermes, Inc. | 954,730 | $11.8M | 0.03% | −295,776−23.7% | Reduced |
| Rockefeller Capital Management L.P. | 963,358 | $11.9M | 0.04% | +963,358 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,109,512 | $13.7M | 0.08% | +101,878+10.1% | Added |
| Aperture Investors, LLC | 1,221,759 | $15.1M | 2.67% | −373,900−23.4% | Reduced |
| Ameriprise Financial Inc | 1,224,522 | $15.2M | 0.00% | +19,956+1.7% | Added |
| Charles Schwab Investment Management Inc | 1,288,173 | $16.0M | 0.00% | +23,506+1.9% | Added |
| Tikvah Management LLC | 1,421,818 | $17.6M | 6.05% | −865,980−37.9% | Reduced |
| American Century Companies Inc | 1,646,096 | $20.4M | 0.01% | +392,462+31.3% | Added |
| Northern Trust Corp | 1,655,551 | $20.5M | 0.00% | +211,845+14.7% | Added |
| Massachusetts Financial Services Co | 1,783,275 | $22.1M | 0.01% | +352,540+24.6% | Added |
| TimesSquare Capital Management, LLC | 1,845,849 | $22.9M | 0.34% | −156,151−7.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,877,536 | $23.3M | 0.02% | +372,291+24.7% | Added |
| Nikko Asset Management Americas, Inc. | 1,877,536 | $23.3M | 0.22% | +372,291+24.7% | Added |
| Tremblant Capital Group | 1,887,034 | $23.4M | 2.67% | +381,260+25.3% | Added |
| Unisphere Establishment | 2,040,316 | $25.3M | 0.26% | +2,040,316 | New |
| Janus Henderson Group PLC | 2,463,633 | $30.5M | 0.02% | +330,272+15.5% | Added |
| Millennium Management LLC | 2,521,226 | $31.2M | 0.03% | −1,838,522−42.2% | Reduced |
| Greenhouse Funds LLLP | 2,639,877 | $32.7M | 2.22% | +2,639,877 | New |
| Par Capital Management Inc | 2,750,000 | $34.1M | 1.12% | +250,000+10.0% | Added |
| Intrinsic Edge Capital Management LLC | 2,785,445 | $34.5M | 3.69% | +1,237,508+79.9% | Added |
| Sapphire Ventures, L.L.C. | 2,897,248 | $35.9M | 21.52% | 00.0% | Unchanged |
| Foundry Group Next, LLC | 3,000,000 | $37.2M | 15.31% | 00.0% | Unchanged |
| State Street Corp | 3,242,962 | $40.2M | 0.00% | +193,391+6.3% | Added |
| Capital Research Global Investors | 3,310,635 | $41.0M | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,331,297 | $41.3M | 8.50% | −200.0% | Reduced |
| Geode Capital Management, LLC | 3,550,877 | $44.0M | 0.00% | +183,026+5.4% | Added |
| Dimensional Fund Advisors LP | 3,864,725 | $47.9M | 0.01% | +587,692+17.9% | Added |
| Bank of New York Mellon Corp | 4,309,531 | $53.4M | 0.01% | −312,275−6.8% | Reduced |
| JPMorgan Chase & Co | 4,380,820 | $54.3M | 0.01% | +4,093,790+1,426.3% | Added |
| North Reef Capital Management LP | 4,497,800 | $55.7M | 3.25% | −12,200−0.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,080,632 | $62.9M | 0.54% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 5,600,949 | $69.4M | 0.24% | +198,165+3.7% | Added |
| Morgan Stanley | 5,972,753 | $74.0M | 0.01% | +4,078,510+215.3% | Added |
| Senvest Management, LLC | 9,675,695 | $119.9M | 4.61% | −2,622,531−21.3% | Reduced |
| Bain Capital Venture Investors, LLC | 11,639,898 | $144.2M | 92.19% | −2,500,000−17.7% | Reduced |
| BlackRock Inc. | 11,665,960 | $144.5M | 0.00% | +994,670+9.3% | Added |
| Vanguard Group Inc | 17,890,929 | $221.7M | 0.00% | −591,082−3.2% | Reduced |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −2,500,000−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −578,807−100.0% | Sold out |
| Sixth Street Partners Management Company, L.P. | 0 | $0 | 0.00% | −465,842−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −399,475−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −274,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −262,700−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −254,435−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −229,564−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −203,901−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −187,292−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −159,650−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −84,695−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −67,601−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −52,651−100.0% | Sold out |