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