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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $106 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $185 | 0.00% | −22−61.1% | Reduced |
| Rothschild Investment LLC | 20 | $263 | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $381 | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 34 | $448 | 0.00% | −1−2.9% | Reduced |
| Massmutual Trust Co FSB | 67 | $881 | 0.00% | +67 | New |
| Valley National Advisers Inc | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 144 | $1.80K | 0.00% | +5+3.6% | Added |
| GAMMA Investing LLC | 161 | $2.12K | 0.00% | +154+2,200.0% | Added |
| Parallel Advisors, LLC | 195 | $2.56K | 0.00% | −83−29.9% | Reduced |
| Principal Securities, Inc. | 300 | $3.94K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $3.94K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 383 | $5.04K | 0.00% | +336+714.9% | Added |
| Lindbrook Capital, LLC | 438 | $5.76K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 480 | $6.31K | 0.00% | +480 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $8.04K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,069 | $14.1K | 0.00% | +347+48.1% | Added |
| Quarry LP | 1,416 | $18.6K | 0.01% | +1,416 | New |
| Tower Research Capital LLC (TRC) | 1,572 | $20.7K | 0.00% | −32,845−95.4% | Reduced |
| Citadel Advisors LLC | 4,230 | $55.6K | 0.00% | +4,230 | New |
| Advisors Asset Management, Inc. | 4,309 | $56.7K | 0.00% | +2,114+96.3% | Added |
| Amalgamated Bank | 5,017 | $66.0K | 0.00% | −15,430−75.5% | Reduced |
| Nisa Investment Advisors, LLC | 5,934 | $78.0K | 0.00% | +124+2.1% | Added |
| Signaturefd, LLC | 6,000 | $78.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,267 | $95.6K | 0.00% | −226,794−96.9% | Reduced |
| Metropolitan Life Insurance Co | 7,984 | $105.0K | 0.00% | −689−7.9% | Reduced |
| Bullseye Asset Management LLC | 9,052 | $119.0K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,070 | $125.3K | 0.00% | −26,580−62.3% | Reduced |
| Royal Bank of Canada | 10,153 | $133.0K | 0.00% | −34,979−77.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,203 | $134.2K | 0.00% | +187+1.9% | Added |
| Kingfisher Capital LLC | 10,256 | $135.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 10,382 | $136.5K | 0.00% | +10,382 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,045 | $145.2K | 0.04% | +11,045 | New |
| Petrus Trust Company, LTA | 11,633 | $153.0K | 0.01% | +11,633 | New |
| Truist Financial Corp | 11,762 | $154.7K | 0.00% | +11,762 | New |
| Keybank National Association | 12,001 | $157.8K | 0.00% | +12,001 | New |
| Bank of Montreal | 12,120 | $160.3K | 0.00% | −265−2.1% | Reduced |
| MBL Wealth, LLC | 12,422 | $163.3K | 0.02% | +12,422 | New |
| Oracle Alpha Inc. | 13,183 | $173.4K | 0.31% | −688−5.0% | Reduced |
| Two Sigma Investments, LP | 13,619 | $179.1K | 0.00% | −111,907−89.2% | Reduced |
| Cornerstone Investment Partners, LLC | 14,381 | $189.1K | 0.01% | 00.0% | Unchanged |
| Cardinal Capital Management | 14,441 | $189.9K | 0.03% | +14,441 | New |
| Ameritas Investment Partners, Inc. | 14,850 | $195.3K | 0.01% | 00.0% | Unchanged |
| Natixis | 15,324 | $203.3K | 0.00% | +15,324 | New |
| Captrust Financial Advisors | 15,896 | $209.0K | 0.00% | −31,518−66.5% | Reduced |
| Sherbrooke Park Advisers LLC | 16,589 | $218.1K | 0.04% | +16,589 | New |
| Edgestream Partners, L.P. | 16,594 | $218.2K | 0.01% | −19,015−53.4% | Reduced |
| Vident Advisory, LLC | 16,716 | $219.8K | 0.00% | +16,716 | New |
| Mariner, LLC | 16,830 | $221.3K | 0.00% | +16,830 | New |
| XTX Topco Ltd | 17,507 | $230.2K | 0.03% | +5,517+46.0% | Added |
| Aquatic Capital Management LLC | 17,700 | $232.8K | 0.01% | +17,700 | New |
| Susquehanna Portfolio Strategies, LLC | 18,098 | $238.0K | 0.01% | −88,649−83.0% | Reduced |
| Amundi | 20,904 | $240.8K | 0.00% | −1,499−6.7% | Reduced |
| Cipher Capital LP | 18,777 | $246.9K | 0.11% | −16,033−46.1% | Reduced |
| Neuberger Berman Group LLC | 19,107 | $251.3K | 0.00% | −293,889−93.9% | Reduced |
| Arbor Investment Advisors, LLC | 19,112 | $251.3K | 0.04% | +19,112 | New |
| STRS Ohio | 19,200 | $252.0K | 0.00% | +15,900+481.8% | Added |
| Pictet Asset Management Holding SA | 20,052 | $263.7K | 0.00% | +3,901+24.2% | Added |
| Principal Financial Group Inc | 20,058 | $263.8K | 0.00% | +2,556+14.6% | Added |
| Davy Global Fund Management Ltd | 20,293 | $266.9K | 0.03% | −1,357−6.3% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $268.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,654 | $271.6K | 0.00% | +26+0.1% | Added |
| HSBC Holdings PLC | 21,150 | $278.0K | 0.00% | +21,150 | New |
| Fox Run Management, L.L.C. | 22,346 | $293.9K | 0.06% | +22,346 | New |
| Handelsbanken Fonder AB | 23,800 | $313.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 23,940 | $314.8K | 0.04% | +10,400+76.8% | Added |
| Watchman Group, Inc. | 24,197 | $318.2K | 0.10% | +24,197 | New |
| Numerai GP LLC | 26,014 | $342.1K | 0.15% | −62,499−70.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 26,297 | $345.8K | 0.01% | +26,297 | New |
| Citigroup Inc | 26,718 | $351.3K | 0.00% | +5,437+25.5% | Added |
| ProShare Advisors LLC | 27,135 | $356.8K | 0.00% | +2,396+9.7% | Added |
| Crossmark Global Holdings, Inc. | 27,846 | $366.0K | 0.01% | +27,846 | New |
| SG Americas Securities, LLC | 28,978 | $381.0K | 0.00% | +13,302+84.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,977 | $381.0K | 0.03% | +28,977 | New |
| Corton Capital Inc. | 31,276 | $411.3K | 0.15% | −433−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,401 | $452.4K | 0.00% | +2,823+8.9% | Added |
| MV Capital Management, Inc. | 38,225 | $502.7K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 40,906 | $537.9K | 0.09% | +40,906 | New |
| Verition Fund Management LLC | 43,226 | $568.4K | 0.01% | +7,107+19.7% | Added |
| Arizona State Retirement System | 44,664 | $587.3K | 0.00% | +2,282+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 76,750 | $587.9K | 0.00% | 00.0% | Unchanged |
| Circumference Group LLC | 45,000 | $591.8K | 0.61% | −60,000−57.1% | Reduced |
| Horrell Capital Management, Inc. | 45,000 | $592.0K | 0.16% | −60,000−57.1% | Reduced |
| State of Wisconsin Investment Board | 46,178 | $607.2K | 0.00% | +31,798+221.1% | Added |
| Voya Investment Management LLC | 49,254 | $647.7K | 0.00% | −10,447−17.5% | Reduced |
| Accretive Wealth Partners, LLC | 55,116 | $668.0K | 0.30% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 53,790 | $707.3K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 62,847 | $826.4K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 67,287 | $884.8K | 0.00% | −21,473−24.2% | Reduced |
| Bailard, Inc. | 70,290 | $924.3K | 0.03% | +11,170+18.9% | Added |
| State of Wyoming | 70,355 | $925.2K | 0.15% | −9,243−11.6% | Reduced |
| AQR Capital Management LLC | 72,366 | $951.6K | 0.00% | +36,234+100.3% | Added |
| Wells Fargo & Company | 73,918 | $972.0K | 0.00% | +12,638+20.6% | Added |
| American International Group, Inc. | 74,431 | $978.8K | 0.00% | +140+0.2% | Added |
| Susquehanna International Group, LLP | 74,987 | $986.1K | 0.00% | −104,207−58.2% | Reduced |
| D. E. Shaw & Co., Inc. | 76,777 | $1.01M | 0.00% | −17,865−18.9% | Reduced |
| Gotham Asset Management, LLC | 78,610 | $1.03M | 0.02% | +39,726+102.2% | Added |
| Gsa Capital Partners LLP | 78,672 | $1.03M | 0.08% | +18,612+31.0% | Added |