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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, Q1 2024

Institutional positions in AvidXchange Holdings, Inc. as of Mar 31, 2024. 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
193
+9 vs. Q4 2023
Shares held
163.2M
+4.03M (+2.5%) vs. Q4 2023
Total value
$2.15B
+$173.3M (+8.8%) vs. Q4 2023
New holders
34
73 more added
Sold out
25
57 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 193 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 heldQ1 2024: $2.15B
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, Q1 2024

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2023.

Institutions holding AVDX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,282,337$227.3M0.00%−608,592−3.4%Reduced
BlackRock Inc.11,383,230$149.7M0.00%−282,730−2.4%Reduced
Senvest Management, LLC9,413,238$123.8M4.79%−262,457−2.7%Reduced
Bain Capital Venture Investors, LLC9,139,898$120.2M92.04%−2,500,000−21.5%Reduced
North Reef Capital Management LP5,500,000$72.3M3.77%+1,002,200+22.3%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,080,632$66.8M0.53%00.0%Unchanged
Lord, Abbett & Co. LLC5,073,296$66.7M0.22%−527,653−9.4%Reduced
JPMorgan Chase & Co4,547,065$59.8M0.01%+166,245+3.8%Added
Greenhouse Funds LLLP4,467,954$58.8M3.71%+1,828,077+69.2%Added
Dimensional Fund Advisors LP4,086,357$53.7M0.01%+221,632+5.7%Added
Bank of New York Mellon Corp3,993,772$52.5M0.01%−315,759−7.3%Reduced
Geode Capital Management, LLC3,685,140$48.5M0.00%+134,263+3.8%Added
Morgan Stanley3,596,459$47.3M0.00%−2,376,294−39.8%Reduced
State Street Corp3,317,208$43.6M0.00%+74,246+2.3%Added
Capital Research Global Investors3,310,635$43.5M0.01%00.0%Unchanged
Biltmore Family Office, LLC3,275,389$43.1M8.49%−55,908−1.7%Reduced
Foundry Group Next, LLC3,000,000$39.5M100.00%00.0%Unchanged
American Century Companies Inc2,929,209$38.5M0.02%+1,283,113+77.9%Added
Sapphire Ventures, L.L.C.2,897,248$38.1M28.38%00.0%Unchanged
Par Capital Management Inc2,550,000$33.5M1.04%−200,000−7.3%Reduced
Intrinsic Edge Capital Management LLC2,533,379$33.3M2.82%−252,066−9.0%Reduced
Millennium Management LLC2,524,200$33.2M0.03%+2,974+0.1%Added
Janus Henderson Group PLC2,435,793$32.0M0.02%−27,840−1.1%Reduced
Tremblant Capital Group2,164,143$28.5M3.20%+277,109+14.7%Added
Unisphere Establishment2,040,316$26.8M0.27%00.0%Unchanged
TimesSquare Capital Management, LLC1,970,837$25.9M0.38%+124,988+6.8%Added
Sumitomo Mitsui Trust Holdings, Inc.1,858,981$24.4M0.02%−18,555−1.0%Reduced
Nikko Asset Management Americas, Inc.1,835,750$24.1M0.24%−41,786−2.2%Reduced
Jennison Associates LLC1,809,884$23.8M0.02%+1,809,884New
Massachusetts Financial Services Co1,774,794$23.3M0.01%−8,481−0.5%Reduced
Northern Trust Corp1,755,119$23.1M0.00%+99,568+6.0%Added
Kodai Capital Management LP1,581,667$20.8M0.49%+1,419,099+872.9%Added
Aperture Investors, LLC1,546,878$20.3M2.60%+325,119+26.6%Added
Rockefeller Capital Management L.P.1,500,824$19.7M0.06%+537,466+55.8%Added
Charles Schwab Investment Management Inc1,310,487$17.2M0.00%+22,314+1.7%Added
ARK Investment Management LLCSuperinvestorARK Invest1,170,733$15.4M0.11%+61,221+5.5%Added
Voloridge Investment Management, LLC1,065,922$14.0M0.05%+483,837+83.1%Added
Deutsche Bank AG1,039,357$13.7M0.01%+633,020+155.8%Added
Granite Investment Partners, LLC1,007,900$13.3M0.50%+285,619+39.5%Added
Goldman Sachs Group Inc1,007,446$13.2M0.00%+440,469+77.7%Added
Renaissance Technologies LLC989,400$13.0M0.02%+425,300+75.4%Added
Tikvah Management LLC982,818$12.9M4.05%−439,000−30.9%Reduced
Federated Hermes, Inc.879,796$11.6M0.03%−74,934−7.8%Reduced
Azora Capital LP868,978$11.4M0.83%+627,994+260.6%Added
Arrowstreet Capital, Limited Partnership858,624$11.3M0.01%+858,624New
FMR LLC762,235$10.0M0.00%+171,575+29.0%Added
Coronation Fund Managers Ltd.748,459$9.84M0.27%+48,831+7.0%Added
King Luther Capital Management Corp689,878$9.07M0.04%+9,781+1.4%Added
Prudential Financial Inc679,310$8.93M0.01%+668,625+6,257.6%Added
Bank of America Corp610,396$8.03M0.00%+145,430+31.3%Added
UBS Group AG596,263$7.84M0.00%+47,309+8.6%Added
Lazard Asset Management LLC579,600$7.62M0.01%+579,600New
Alpha Square Group S, LLC526,639$6.93M12.95%00.0%Unchanged
Qube Research & Technologies Ltd472,373$6.21M0.01%+414,438+715.3%Added
Nuveen Asset Management, LLC449,342$5.91M0.00%−6,292−1.4%Reduced
Cubist Systematic Strategies, LLC439,405$5.78M0.07%+439,405New
Ameriprise Financial Inc437,904$5.76M0.00%−786,618−64.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.385,456$5.07M0.02%−3,779−1.0%Reduced
Brown Advisory Inc373,013$4.91M0.01%+22,744+6.5%Added
Herald Investment Management Ltd350,000$4.60M0.75%+120,000+52.2%Added
Swiss National Bank320,900$4.22M0.00%+22,100+7.4%Added
Allianz Asset Management GmbH314,084$4.13M0.01%+4,521+1.5%Added
Envestnet Asset Management Inc301,414$3.96M0.00%+138,327+84.8%Added
Credit Suisse AG266,774$3.51M0.00%+26,609+11.1%Added
First Trust Advisors LP255,727$3.36M0.00%+51,812+25.4%Added
Healthcare of Ontario Pension Plan Trust Fund240,000$3.16M0.01%−132,595−35.6%Reduced
State of New Jersey Common Pension Fund D228,721$3.01M0.01%+228,721New
Royce & Associates LP223,000$2.93M0.03%+110,000+97.3%Added
Trexquant Investment LP213,239$2.80M0.06%−56,430−20.9%Reduced
Rhumbline Advisers210,448$2.77M0.00%+5,002+2.4%Added
Hapanowicz & Associates Financial Services, Inc196,912$2.59M1.48%00.0%Unchanged
UBS Asset Management Americas Inc196,749$2.59M0.00%−392−0.2%Reduced
ExodusPoint Capital Management, LP189,450$2.49M0.03%+189,450New
Marshall Wace, LLP186,686$2.45M0.00%+140,186+301.5%Added
Schonfeld Strategic Advisors LLC179,948$2.37M0.02%+109,548+155.6%Added
Legal & General Group Plc173,932$2.29M0.00%+7,129+4.3%Added
BlueMar Capital Management, LLC171,022$2.25M3.78%−5,127−2.9%Reduced
Lisanti Capital Growth, LLC167,715$2.21M0.54%+61,795+58.3%Added
California State Teachers Retirement System161,292$2.12M0.00%+1,656+1.0%Added
Alliancebernstein L.P.148,200$1.95M0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC140,527$1.85M0.09%+140,527New
New York State Common Retirement Fund139,709$1.84M0.00%+23,236+19.9%Added
Barclays PLC138,106$1.82M0.00%−96,543−41.1%Reduced
Invesco Ltd.136,018$1.79M0.00%−19,360−12.5%Reduced
Carolinas Wealth Consulting LLC119,365$1.57M0.31%−39,239−24.7%Reduced
Advisor Group Holdings, Inc.103,689$1.36M0.00%+103,621+152,383.8%Added
Price T Rowe Associates Inc97,054$1.28M0.00%+5,563+6.1%Added
Jane Street Group, LLC93,818$1.23M0.00%−25,727−21.5%Reduced
Manufacturers Life Insurance Company, The89,575$1.18M0.00%+8,502+10.5%Added
D.A. Davidson & Co.84,233$1.11M0.01%−1,877−2.2%Reduced
Providence Capital Advisors, LLC80,237$1.06M0.23%00.0%Unchanged
Nebula Research & Development LLC79,227$1.04M0.22%+79,227New
MetLife Investment Management78,855$1.04M0.01%00.0%Unchanged
Gsa Capital Partners LLP78,672$1.03M0.08%+18,612+31.0%Added
Gotham Asset Management, LLC78,610$1.03M0.02%+39,726+102.2%Added
D. E. Shaw & Co., Inc.76,777$1.01M0.00%−17,865−18.9%Reduced
Susquehanna International Group, LLP74,987$986.1K0.00%−104,207−58.2%Reduced
American International Group, Inc.74,431$978.8K0.00%+140+0.2%Added
Wells Fargo & Company73,918$972.0K0.00%+12,638+20.6%Added
AQR Capital Management LLC72,366$951.6K0.00%+36,234+100.3%Added