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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 78,855 | $1.04M | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 79,227 | $1.04M | 0.22% | +79,227 | New |
| Providence Capital Advisors, LLC | 80,237 | $1.06M | 0.23% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 84,233 | $1.11M | 0.01% | −1,877−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 89,575 | $1.18M | 0.00% | +8,502+10.5% | Added |
| Jane Street Group, LLC | 93,818 | $1.23M | 0.00% | −25,727−21.5% | Reduced |
| Price T Rowe Associates Inc | 97,054 | $1.28M | 0.00% | +5,563+6.1% | Added |
| Advisor Group Holdings, Inc. | 103,689 | $1.36M | 0.00% | +103,621+152,383.8% | Added |
| Carolinas Wealth Consulting LLC | 119,365 | $1.57M | 0.31% | −39,239−24.7% | Reduced |
| Invesco Ltd. | 136,018 | $1.79M | 0.00% | −19,360−12.5% | Reduced |
| Barclays PLC | 138,106 | $1.82M | 0.00% | −96,543−41.1% | Reduced |
| New York State Common Retirement Fund | 139,709 | $1.84M | 0.00% | +23,236+19.9% | Added |
| Susquehanna Fundamental Investments, LLC | 140,527 | $1.85M | 0.09% | +140,527 | New |
| Alliancebernstein L.P. | 148,200 | $1.95M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 161,292 | $2.12M | 0.00% | +1,656+1.0% | Added |
| Lisanti Capital Growth, LLC | 167,715 | $2.21M | 0.54% | +61,795+58.3% | Added |
| BlueMar Capital Management, LLC | 171,022 | $2.25M | 3.78% | −5,127−2.9% | Reduced |
| Legal & General Group Plc | 173,932 | $2.29M | 0.00% | +7,129+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 179,948 | $2.37M | 0.02% | +109,548+155.6% | Added |
| Marshall Wace, LLP | 186,686 | $2.45M | 0.00% | +140,186+301.5% | Added |
| ExodusPoint Capital Management, LP | 189,450 | $2.49M | 0.03% | +189,450 | New |
| UBS Asset Management Americas Inc | 196,749 | $2.59M | 0.00% | −392−0.2% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 196,912 | $2.59M | 1.48% | 00.0% | Unchanged |
| Rhumbline Advisers | 210,448 | $2.77M | 0.00% | +5,002+2.4% | Added |
| Trexquant Investment LP | 213,239 | $2.80M | 0.06% | −56,430−20.9% | Reduced |
| Royce & Associates LP | 223,000 | $2.93M | 0.03% | +110,000+97.3% | Added |
| State of New Jersey Common Pension Fund D | 228,721 | $3.01M | 0.01% | +228,721 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 240,000 | $3.16M | 0.01% | −132,595−35.6% | Reduced |
| First Trust Advisors LP | 255,727 | $3.36M | 0.00% | +51,812+25.4% | Added |
| Credit Suisse AG | 266,774 | $3.51M | 0.00% | +26,609+11.1% | Added |
| Envestnet Asset Management Inc | 301,414 | $3.96M | 0.00% | +138,327+84.8% | Added |
| Allianz Asset Management GmbH | 314,084 | $4.13M | 0.01% | +4,521+1.5% | Added |
| Swiss National Bank | 320,900 | $4.22M | 0.00% | +22,100+7.4% | Added |
| Herald Investment Management Ltd | 350,000 | $4.60M | 0.75% | +120,000+52.2% | Added |
| Brown Advisory Inc | 373,013 | $4.91M | 0.01% | +22,744+6.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 385,456 | $5.07M | 0.02% | −3,779−1.0% | Reduced |
| Ameriprise Financial Inc | 437,904 | $5.76M | 0.00% | −786,618−64.2% | Reduced |
| Cubist Systematic Strategies, LLC | 439,405 | $5.78M | 0.07% | +439,405 | New |
| Nuveen Asset Management, LLC | 449,342 | $5.91M | 0.00% | −6,292−1.4% | Reduced |
| Qube Research & Technologies Ltd | 472,373 | $6.21M | 0.01% | +414,438+715.3% | Added |
| Alpha Square Group S, LLC | 526,639 | $6.93M | 12.95% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 579,600 | $7.62M | 0.01% | +579,600 | New |
| UBS Group AG | 596,263 | $7.84M | 0.00% | +47,309+8.6% | Added |
| Bank of America Corp | 610,396 | $8.03M | 0.00% | +145,430+31.3% | Added |
| Prudential Financial Inc | 679,310 | $8.93M | 0.01% | +668,625+6,257.6% | Added |
| King Luther Capital Management Corp | 689,878 | $9.07M | 0.04% | +9,781+1.4% | Added |
| Coronation Fund Managers Ltd. | 748,459 | $9.84M | 0.27% | +48,831+7.0% | Added |
| FMR LLC | 762,235 | $10.0M | 0.00% | +171,575+29.0% | Added |
| Arrowstreet Capital, Limited Partnership | 858,624 | $11.3M | 0.01% | +858,624 | New |
| Azora Capital LP | 868,978 | $11.4M | 0.83% | +627,994+260.6% | Added |
| Federated Hermes, Inc. | 879,796 | $11.6M | 0.03% | −74,934−7.8% | Reduced |
| Tikvah Management LLC | 982,818 | $12.9M | 4.05% | −439,000−30.9% | Reduced |
| Renaissance Technologies LLC | 989,400 | $13.0M | 0.02% | +425,300+75.4% | Added |
| Goldman Sachs Group Inc | 1,007,446 | $13.2M | 0.00% | +440,469+77.7% | Added |
| Granite Investment Partners, LLC | 1,007,900 | $13.3M | 0.50% | +285,619+39.5% | Added |
| Deutsche Bank AG | 1,039,357 | $13.7M | 0.01% | +633,020+155.8% | Added |
| Voloridge Investment Management, LLC | 1,065,922 | $14.0M | 0.05% | +483,837+83.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,170,733 | $15.4M | 0.11% | +61,221+5.5% | Added |
| Charles Schwab Investment Management Inc | 1,310,487 | $17.2M | 0.00% | +22,314+1.7% | Added |
| Rockefeller Capital Management L.P. | 1,500,824 | $19.7M | 0.06% | +537,466+55.8% | Added |
| Aperture Investors, LLC | 1,546,878 | $20.3M | 2.60% | +325,119+26.6% | Added |
| Kodai Capital Management LP | 1,581,667 | $20.8M | 0.49% | +1,419,099+872.9% | Added |
| Northern Trust Corp | 1,755,119 | $23.1M | 0.00% | +99,568+6.0% | Added |
| Massachusetts Financial Services Co | 1,774,794 | $23.3M | 0.01% | −8,481−0.5% | Reduced |
| Jennison Associates LLC | 1,809,884 | $23.8M | 0.02% | +1,809,884 | New |
| Nikko Asset Management Americas, Inc. | 1,835,750 | $24.1M | 0.24% | −41,786−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,858,981 | $24.4M | 0.02% | −18,555−1.0% | Reduced |
| TimesSquare Capital Management, LLC | 1,970,837 | $25.9M | 0.38% | +124,988+6.8% | Added |
| Unisphere Establishment | 2,040,316 | $26.8M | 0.27% | 00.0% | Unchanged |
| Tremblant Capital Group | 2,164,143 | $28.5M | 3.20% | +277,109+14.7% | Added |
| Janus Henderson Group PLC | 2,435,793 | $32.0M | 0.02% | −27,840−1.1% | Reduced |
| Millennium Management LLC | 2,524,200 | $33.2M | 0.03% | +2,974+0.1% | Added |
| Intrinsic Edge Capital Management LLC | 2,533,379 | $33.3M | 2.82% | −252,066−9.0% | Reduced |
| Par Capital Management Inc | 2,550,000 | $33.5M | 1.04% | −200,000−7.3% | Reduced |
| Sapphire Ventures, L.L.C. | 2,897,248 | $38.1M | 28.38% | 00.0% | Unchanged |
| American Century Companies Inc | 2,929,209 | $38.5M | 0.02% | +1,283,113+77.9% | Added |
| Foundry Group Next, LLC | 3,000,000 | $39.5M | 100.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,275,389 | $43.1M | 8.49% | −55,908−1.7% | Reduced |
| Capital Research Global Investors | 3,310,635 | $43.5M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 3,317,208 | $43.6M | 0.00% | +74,246+2.3% | Added |
| Morgan Stanley | 3,596,459 | $47.3M | 0.00% | −2,376,294−39.8% | Reduced |
| Geode Capital Management, LLC | 3,685,140 | $48.5M | 0.00% | +134,263+3.8% | Added |
| Bank of New York Mellon Corp | 3,993,772 | $52.5M | 0.01% | −315,759−7.3% | Reduced |
| Dimensional Fund Advisors LP | 4,086,357 | $53.7M | 0.01% | +221,632+5.7% | Added |
| Greenhouse Funds LLLP | 4,467,954 | $58.8M | 3.71% | +1,828,077+69.2% | Added |
| JPMorgan Chase & Co | 4,547,065 | $59.8M | 0.01% | +166,245+3.8% | Added |
| Lord, Abbett & Co. LLC | 5,073,296 | $66.7M | 0.22% | −527,653−9.4% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,080,632 | $66.8M | 0.53% | 00.0% | Unchanged |
| North Reef Capital Management LP | 5,500,000 | $72.3M | 3.77% | +1,002,200+22.3% | Added |
| Bain Capital Venture Investors, LLC | 9,139,898 | $120.2M | 92.04% | −2,500,000−21.5% | Reduced |
| Senvest Management, LLC | 9,413,238 | $123.8M | 4.79% | −262,457−2.7% | Reduced |
| BlackRock Inc. | 11,383,230 | $149.7M | 0.00% | −282,730−2.4% | Reduced |
| Vanguard Group Inc | 17,282,337 | $227.3M | 0.00% | −608,592−3.4% | Reduced |
| Common Fund for Nonprofit Organizations | 0 | $0 | 0.00% | −635,554−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −619,893−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −502,700−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −262,396−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −220,418−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −207,626−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −193,298−100.0% | Sold out |