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, Q2 2024
Institutional positions in AvidXchange Holdings, Inc. as of Jun 30, 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
- 185
- −5 vs. Q1 2024
- Shares held
- 171.7M
- +8.79M (+5.4%) vs. Q1 2024
- Total value
- $2.07B
- −$70.9M (−3.3%) vs. Q1 2024
- New holders
- 29
- 76 more added
- Sold out
- 34
- 54 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,965,783 | $204.6M | 0.00% | −316,554−1.8% | Reduced |
| BlackRock Inc. | 12,990,540 | $156.7M | 0.00% | +1,607,310+14.1% | Added |
| Senvest Management, LLC | 10,876,420 | $131.2M | 5.04% | +1,463,182+15.5% | Added |
| Bain Capital Venture Investors, LLC | 9,139,898 | $110.2M | 52.59% | 00.0% | Unchanged |
| Greenhouse Funds LLLP | 6,493,299 | $78.3M | 4.10% | +2,025,345+45.3% | Added |
| North Reef Capital Management LP | 6,300,000 | $76.0M | 3.52% | +800,000+14.5% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,078,341 | $61.2M | 0.50% | −2,2910.0% | Reduced |
| JPMorgan Chase & Co | 4,597,844 | $55.4M | 0.00% | +50,779+1.1% | Added |
| American Century Companies Inc | 4,515,719 | $54.5M | 0.03% | +1,586,510+54.2% | Added |
| Dimensional Fund Advisors LP | 4,317,134 | $52.1M | 0.01% | +230,777+5.6% | Added |
| Lord, Abbett & Co. LLC | 4,093,610 | $49.4M | 0.16% | −979,686−19.3% | Reduced |
| Geode Capital Management, LLC | 4,064,418 | $49.0M | 0.00% | +379,278+10.3% | Added |
| State Street Corp | 3,709,291 | $44.7M | 0.00% | +392,083+11.8% | Added |
| FMR LLC | 3,686,876 | $44.5M | 0.00% | +2,924,641+383.7% | Added |
| Capital Research Global Investors | 3,523,875 | $42.5M | 0.01% | +213,240+6.4% | Added |
| Bank of New York Mellon Corp | 3,355,409 | $40.5M | 0.01% | −638,363−16.0% | Reduced |
| Biltmore Family Office, LLC | 3,169,147 | $38.2M | 7.04% | −106,242−3.2% | Reduced |
| Foundry Group Next, LLC | 3,000,000 | $36.2M | 100.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,950,034 | $35.6M | 0.00% | −646,425−18.0% | Reduced |
| Sapphire Ventures, L.L.C. | 2,897,248 | $34.9M | 29.73% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 2,782,265 | $33.6M | 3.25% | +248,886+9.8% | Added |
| Millennium Management LLC | 2,770,662 | $33.4M | 0.03% | +246,462+9.8% | Added |
| Azora Capital LP | 2,692,696 | $32.5M | 1.85% | +1,823,718+209.9% | Added |
| Par Capital Management Inc | 2,600,000 | $31.4M | 0.99% | +50,000+2.0% | Added |
| Janus Henderson Group PLC | 2,443,711 | $29.5M | 0.02% | +7,918+0.3% | Added |
| Jennison Associates LLC | 2,400,262 | $28.9M | 0.02% | +590,378+32.6% | Added |
| TimesSquare Capital Management, LLC | 2,318,898 | $28.0M | 0.44% | +348,061+17.7% | Added |
| Kodai Capital Management LP | 2,200,392 | $26.5M | 0.51% | +618,725+39.1% | Added |
| Tremblant Capital Group | 2,170,114 | $26.2M | 2.98% | +5,971+0.3% | Added |
| Unisphere Establishment | 2,040,316 | $24.6M | 0.25% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 1,821,585 | $22.0M | 0.01% | +46,791+2.6% | Added |
| Rockefeller Capital Management L.P. | 1,775,697 | $21.4M | 0.06% | +274,873+18.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,707,217 | $20.6M | 0.02% | −151,764−8.2% | Reduced |
| Northern Trust Corp | 1,700,308 | $20.5M | 0.00% | −54,811−3.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,683,986 | $20.3M | 0.23% | −151,764−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,414,112 | $17.1M | 0.00% | +103,625+7.9% | Added |
| Aperture Investors, LLC | 1,248,067 | $15.1M | 2.20% | −298,811−19.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 990,090 | $11.9M | 0.11% | −180,643−15.4% | Reduced |
| Deutsche Bank AG | 984,720 | $11.9M | 0.01% | −54,637−5.3% | Reduced |
| Tikvah Management LLC | 982,818 | $11.9M | 4.13% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 895,227 | $10.8M | 0.45% | −112,673−11.2% | Reduced |
| Federated Hermes, Inc. | 878,773 | $10.6M | 0.03% | −1,023−0.1% | Reduced |
| Bank of America Corp | 762,867 | $9.20M | 0.00% | +152,471+25.0% | Added |
| Renaissance Technologies LLC | 762,200 | $9.19M | 0.02% | −227,200−23.0% | Reduced |
| King Luther Capital Management Corp | 701,903 | $8.46M | 0.04% | +12,025+1.7% | Added |
| Goldman Sachs Group Inc | 684,999 | $8.26M | 0.00% | −322,447−32.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 581,300 | $7.01M | 0.02% | +341,300+142.2% | Added |
| Alpha Square Group S, LLC | 576,639 | $6.95M | 12.87% | +50,000+9.5% | Added |
| Lazard Asset Management LLC | 555,824 | $6.70M | 0.01% | −23,776−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 526,712 | $6.35M | 0.03% | +141,256+36.6% | Added |
| Nuveen Asset Management, LLC | 496,056 | $5.98M | 0.00% | +46,714+10.4% | Added |
| Brown Advisory Inc | 406,175 | $4.90M | 0.01% | +33,162+8.9% | Added |
| UBS Asset Management Americas Inc | 402,032 | $4.85M | 0.00% | +205,283+104.3% | Added |
| UBS Group AG | 398,983 | $4.81M | 0.00% | −197,280−33.1% | Reduced |
| Qube Research & Technologies Ltd | 385,467 | $4.65M | 0.01% | −86,906−18.4% | Reduced |
| Voloridge Investment Management, LLC | 381,126 | $4.60M | 0.02% | −684,796−64.2% | Reduced |
| Herald Investment Management Ltd | 350,000 | $4.22M | 0.69% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 347,794 | $4.19M | 0.92% | +347,794 | New |
| Swiss National Bank | 320,900 | $3.87M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 316,093 | $3.81M | 0.01% | +2,009+0.6% | Added |
| Envestnet Asset Management Inc | 310,999 | $3.75M | 0.00% | +9,585+3.2% | Added |
| Jane Street Group, LLC | 305,762 | $3.69M | 0.00% | +211,944+225.9% | Added |
| First Trust Advisors LP | 289,979 | $3.50M | 0.00% | +34,252+13.4% | Added |
| Ameriprise Financial Inc | 281,237 | $3.39M | 0.00% | −156,667−35.8% | Reduced |
| Rhumbline Advisers | 242,533 | $2.92M | 0.00% | +32,085+15.2% | Added |
| Squarepoint Ops LLC | 200,932 | $2.42M | 0.01% | +200,932 | New |
| Hapanowicz & Associates Financial Services, Inc | 196,912 | $2.37M | 1.36% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 184,890 | $2.23M | 0.00% | +36,690+24.8% | Added |
| Legal & General Group Plc | 180,690 | $2.18M | 0.00% | +6,758+3.9% | Added |
| State of New Jersey Common Pension Fund D | 177,976 | $2.15M | 0.01% | −50,745−22.2% | Reduced |
| Royce & Associates LP | 171,974 | $2.07M | 0.02% | −51,026−22.9% | Reduced |
| California State Teachers Retirement System | 160,194 | $1.93M | 0.00% | −1,098−0.7% | Reduced |
| Interval Partners, LP | 152,021 | $1.83M | 0.05% | +152,021 | New |
| New York State Common Retirement Fund | 150,151 | $1.81M | 0.00% | +10,442+7.5% | Added |
| BlueMar Capital Management, LLC | 147,380 | $1.78M | 3.71% | −23,642−13.8% | Reduced |
| Invesco Ltd. | 140,809 | $1.70M | 0.00% | +4,791+3.5% | Added |
| Arrowstreet Capital, Limited Partnership | 140,050 | $1.69M | 0.00% | −718,574−83.7% | Reduced |
| Carolinas Wealth Consulting LLC | 119,365 | $1.44M | 0.28% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 109,488 | $1.32M | 0.00% | +12,434+12.8% | Added |
| Advisor Group Holdings, Inc. | 104,813 | $1.26M | 0.00% | +1,124+1.1% | Added |
| Manufacturers Life Insurance Company, The | 102,804 | $1.24M | 0.00% | +13,229+14.8% | Added |
| MetLife Investment Management | 100,801 | $1.22M | 0.01% | +21,946+27.8% | Added |
| Gillson Capital LP | 99,500 | $1.20M | 0.12% | +99,500 | New |
| Corebridge Financial, Inc. | 93,503 | $1.13M | 0.01% | +93,503 | New |
| Edgestream Partners, L.P. | 92,515 | $1.12M | 0.05% | +75,921+457.5% | Added |
| Barclays PLC | 84,089 | $1.01M | 0.00% | −54,017−39.1% | Reduced |
| State of Wyoming | 81,082 | $977.8K | 0.16% | +10,727+15.2% | Added |
| Providence Capital Advisors, LLC | 80,237 | $967.7K | 0.21% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 76,469 | $922.2K | 0.00% | +76,469 | New |
| Wells Fargo & Company | 75,965 | $916.1K | 0.00% | +2,047+2.8% | Added |
| SEI Investments Co | 72,153 | $870.2K | 0.00% | +4,866+7.2% | Added |
| Sherbrooke Park Advisers LLC | 66,312 | $799.7K | 0.14% | +49,723+299.7% | Added |
| Bailard, Inc. | 66,290 | $799.5K | 0.02% | −4,000−5.7% | Reduced |
| Bridgewater Associates, LP | 65,310 | $787.6K | 0.00% | +65,310 | New |
| Voya Investment Management LLC | 57,477 | $693.2K | 0.00% | +8,223+16.7% | Added |
| Susquehanna International Group, LLP | 57,239 | $690.3K | 0.00% | −17,748−23.7% | Reduced |
| Accretive Wealth Partners, LLC | 55,116 | $664.7K | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 49,326 | $594.9K | 0.01% | −29,284−37.3% | Reduced |
| Sanctuary Advisors, LLC | 48,076 | $575.0K | 0.00% | +48,076 | New |
| Assenagon Asset Management S.A. | 46,202 | $557.2K | 0.00% | +46,202 | New |