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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $97 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $145 | 0.00% | −2−14.3% | Reduced |
| Creekmur Asset Management LLC | 13 | $157 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 34 | $411 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 47 | $567 | 0.00% | −336−87.7% | Reduced |
| EverSource Wealth Advisors, LLC | 65 | $581 | 0.00% | +65 | New |
| Rothschild Investment LLC | 60 | $724 | 0.00% | +40+200.0% | Added |
| Valley National Advisers Inc | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 92 | $1.00K | 0.00% | +79+607.7% | Added |
| Massmutual Trust Co FSB | 98 | $1.18K | 0.00% | +31+46.3% | Added |
| Farther Finance Advisors, LLC | 219 | $2.63K | 0.00% | +75+52.1% | Added |
| Parallel Advisors, LLC | 237 | $2.86K | 0.00% | +42+21.5% | Added |
| Optiver Holding B.V. | 241 | $2.91K | 0.00% | +241 | New |
| SRS Capital Advisors, Inc. | 250 | $3.02K | 0.00% | +250 | New |
| GAMMA Investing LLC | 259 | $3.12K | 0.00% | +98+60.9% | Added |
| Smartleaf Asset Management LLC | 284 | $3.37K | 0.00% | +284 | New |
| Principal Securities, Inc. | 300 | $3.62K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 480 | $5.79K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 480 | $5.79K | 0.00% | +42+9.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $7.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 965 | $11.6K | 0.00% | −104−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,383 | $18.2K | 0.00% | +1,383 | New |
| Amalgamated Bank | 5,302 | $64.0K | 0.00% | +285+5.7% | Added |
| KBC Group NV | 5,492 | $66.0K | 0.00% | +5,492 | New |
| nVerses Capital, LLC | 5,500 | $66.3K | 0.04% | +5,500 | New |
| Advisors Asset Management, Inc. | 5,586 | $67.4K | 0.00% | +1,277+29.6% | Added |
| Nisa Investment Advisors, LLC | 6,115 | $73.7K | 0.00% | +181+3.1% | Added |
| Signaturefd, LLC | 6,201 | $74.8K | 0.00% | +201+3.4% | Added |
| Russell Investments Group, Ltd. | 7,282 | $87.8K | 0.00% | +15+0.2% | Added |
| Salem Investment Counselors Inc | 9,556 | $115.2K | 0.00% | +9,556 | New |
| Wealth Enhancement Advisory Services, LLC | 10,192 | $122.9K | 0.00% | −11−0.1% | Reduced |
| Kingfisher Capital LLC | 10,256 | $124.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,670 | $128.7K | 0.09% | +10,670 | New |
| Xponance, Inc. | 11,018 | $132.9K | 0.00% | +11,018 | New |
| Truist Financial Corp | 11,734 | $141.5K | 0.00% | −28−0.2% | Reduced |
| Davy Global Fund Management Ltd | 11,850 | $142.9K | 0.02% | −8,443−41.6% | Reduced |
| Bank of Montreal | 12,120 | $146.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,500 | $150.8K | 0.00% | +12,500 | New |
| Prelude Capital Management, LLC | 12,713 | $153.3K | 0.01% | +12,713 | New |
| Aigen Investment Management, LP | 12,842 | $154.9K | 0.03% | +12,842 | New |
| Mariner, LLC | 12,997 | $156.7K | 0.00% | −3,833−22.8% | Reduced |
| Cornerstone Investment Partners, LLC | 13,296 | $160.3K | 0.01% | −1,085−7.5% | Reduced |
| Cardinal Capital Management | 14,441 | $174.2K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,658 | $176.8K | 0.00% | −57,708−79.7% | Reduced |
| Natixis | 15,060 | $180.4K | 0.00% | −264−1.7% | Reduced |
| Quest Partners LLC | 15,262 | $184.1K | 0.02% | −25,644−62.7% | Reduced |
| Vident Advisory, LLC | 15,330 | $184.9K | 0.01% | −1,386−8.3% | Reduced |
| Captrust Financial Advisors | 15,885 | $191.6K | 0.00% | −11−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 17,027 | $205.3K | 0.01% | +2,177+14.7% | Added |
| Capstone Investment Advisors, LLC | 18,698 | $225.5K | 0.00% | +18,698 | New |
| Pictet Asset Management Holding SA | 20,052 | $241.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,230 | $244.0K | 0.00% | −6,905−25.4% | Reduced |
| PEAK6 Investments LLC | 20,282 | $244.6K | 0.01% | +20,282 | New |
| Brown Brothers Harriman & Co | 20,403 | $246.1K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,488 | $247.1K | 0.00% | −166−0.8% | Reduced |
| HSBC Holdings PLC | 20,982 | $250.5K | 0.00% | −168−0.8% | Reduced |
| Amundi | 20,904 | $252.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 20,926 | $252.4K | 0.00% | +8,925+74.4% | Added |
| Royal Bank of Canada | 20,973 | $253.0K | 0.00% | +10,820+106.6% | Added |
| STRS Ohio | 21,400 | $258.1K | 0.00% | +2,200+11.5% | Added |
| Corton Capital Inc. | 22,788 | $274.8K | 0.14% | −8,488−27.1% | Reduced |
| Tower Research Capital LLC (TRC) | 22,876 | $275.9K | 0.00% | +21,304+1,355.2% | Added |
| Principal Financial Group Inc | 23,479 | $283.2K | 0.00% | +3,421+17.1% | Added |
| Prudential Financial Inc | 23,740 | $286.3K | 0.00% | −655,570−96.5% | Reduced |
| Petrus Trust Company, LTA | 24,028 | $289.8K | 0.03% | +12,395+106.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $303.4K | 0.00% | −9,243−26.9% | Reduced |
| State of Wisconsin Investment Board | 25,963 | $313.1K | 0.00% | −20,215−43.8% | Reduced |
| Dark Forest Capital Management LP | 27,506 | $331.7K | 0.06% | +27,506 | New |
| Handelsbanken Fonder AB | 27,600 | $333.0K | 0.00% | +3,800+16.0% | Added |
| Crossmark Global Holdings, Inc. | 28,001 | $338.0K | 0.01% | +155+0.6% | Added |
| Algert Global LLC | 29,317 | $353.6K | 0.01% | −33,530−53.4% | Reduced |
| SG Americas Securities, LLC | 29,813 | $360.0K | 0.00% | +835+2.9% | Added |
| Cresset Asset Management, LLC | 31,077 | $374.8K | 0.00% | +31,077 | New |
| Jump Financial, LLC | 31,400 | $378.7K | 0.01% | +31,400 | New |
| Los Angeles Capital Management LLC | 33,888 | $408.7K | 0.00% | −19,902−37.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,624 | $429.6K | 0.00% | −144,324−80.2% | Reduced |
| Citigroup Inc | 38,052 | $458.9K | 0.00% | +11,334+42.4% | Added |
| MV Capital Management, Inc. | 38,225 | $461.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 38,635 | $465.9K | 0.00% | +28,253+272.1% | Added |
| ExodusPoint Capital Management, LP | 39,281 | $474.0K | 0.01% | −150,169−79.3% | Reduced |
| Quadrature Capital Ltd | 42,452 | $512.4K | 0.01% | +42,452 | New |
| State Board of Administration of Florida Retirement System | 42,650 | $514.4K | 0.00% | +26,580+165.4% | Added |
| Arizona State Retirement System | 45,760 | $551.9K | 0.00% | +1,096+2.5% | Added |
| Assenagon Asset Management S.A. | 46,202 | $557.2K | 0.00% | +46,202 | New |
| Sanctuary Advisors, LLC | 48,076 | $575.0K | 0.00% | +48,076 | New |
| Gotham Asset Management, LLC | 49,326 | $594.9K | 0.01% | −29,284−37.3% | Reduced |
| Accretive Wealth Partners, LLC | 55,116 | $664.7K | 0.28% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 57,239 | $690.3K | 0.00% | −17,748−23.7% | Reduced |
| Voya Investment Management LLC | 57,477 | $693.2K | 0.00% | +8,223+16.7% | Added |
| Bridgewater Associates, LP | 65,310 | $787.6K | 0.00% | +65,310 | New |
| Bailard, Inc. | 66,290 | $799.5K | 0.02% | −4,000−5.7% | Reduced |
| Sherbrooke Park Advisers LLC | 66,312 | $799.7K | 0.14% | +49,723+299.7% | Added |
| SEI Investments Co | 72,153 | $870.2K | 0.00% | +4,866+7.2% | Added |
| Wells Fargo & Company | 75,965 | $916.1K | 0.00% | +2,047+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,469 | $922.2K | 0.00% | +76,469 | New |
| Providence Capital Advisors, LLC | 80,237 | $967.7K | 0.21% | 00.0% | Unchanged |
| State of Wyoming | 81,082 | $977.8K | 0.16% | +10,727+15.2% | Added |
| Barclays PLC | 84,089 | $1.01M | 0.00% | −54,017−39.1% | Reduced |