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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, Q3 2024

Institutional positions in AvidXchange Holdings, Inc. as of Sep 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
191
+7 vs. Q2 2024
Shares held
162.7M
+4.05M (+2.6%) vs. Q2 2024
Total value
$1.32B
−$594.0M (−31.0%) vs. Q2 2024
New holders
45
61 more added
Sold out
38
57 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 191 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 93 institutionsQ1 2022: 100 institutionsQ2 2022: 114 institutionsQ3 2022: 123 institutionsQ4 2022: 132 institutionsQ1 2023: 155 institutionsQ2 2023: 159 institutionsQ3 2023: 170 institutionsQ4 2023: 186 institutionsQ1 2024: 193 institutionsQ2 2024: 185 institutionsQ3 2024: 191 institutionsQ4 2024: 202 institutionsQ1 2025: 209 institutionsQ2 2025: 220 institutionsQ3 2025: 200 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2024: $1.32B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.72BQ1 2022: $981.5MQ2 2022: $843.9MQ3 2022: $1.19BQ4 2022: $1.36BQ1 2023: $1.05BQ2 2023: $1.47BQ3 2023: $1.44BQ4 2023: $1.97BQ1 2024: $2.15BQ2 2024: $2.07BQ3 2024: $1.32BQ4 2024: $1.62BQ1 2025: $1.35BQ2 2025: $1.56BQ3 2025: $1.64BQ4 2025: $370Q1 2026: $0Q2 2026: $0
Institutions holding AVDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$370
Q3 2025200$1.64B
Q2 2025220$1.56B
Q1 2025209$1.35B
Q4 2024202$1.62B
Q3 2024191$1.32B
Q2 2024185$2.07B
Q1 2024193$2.15B
Q4 2023186$1.97B
Q3 2023170$1.44B
Q2 2023159$1.47B
Q1 2023155$1.05B
Q4 2022132$1.36B
Q3 2022123$1.19B
Q2 2022114$843.9M
Q1 2022100$981.5M
Q4 202193$1.72B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2024.

Institutions holding AVDX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,993,641$145.9M0.00%+1,027,858+6.1%Added
FMR LLC13,733,769$111.4M0.01%+10,046,893+272.5%Added
BlackRock, Inc.13,263,870$107.6M0.00%+13,263,870New
Greenhouse Funds LLLP10,675,134$86.6M4.28%+4,181,835+64.4%Added
Senvest Management, LLC9,843,010$79.8M2.78%−1,033,410−9.5%Reduced
North Reef Capital Management LP7,800,000$63.3M2.95%+1,500,000+23.8%Added
Capital Research Global Investors5,948,167$48.2M0.01%+2,424,292+68.8%Added
Geode Capital Management, LLC4,266,265$34.6M0.00%+201,847+5.0%Added
Dimensional Fund Advisors LP3,990,763$32.4M0.01%−326,371−7.6%Reduced
State Street Corp3,763,694$30.5M0.00%+54,403+1.5%Added
Bain Capital Venture Investors, LLC3,469,949$28.1M23.29%−5,669,949−62.0%Reduced
JPMorgan Chase & Co3,437,034$27.9M0.00%−1,160,810−25.2%Reduced
Par Capital Management Inc3,350,000$27.2M0.77%+750,000+28.8%Added
Bank of New York Mellon Corp3,164,395$25.7M0.00%−191,014−5.7%Reduced
Tremblant Capital Group3,157,347$25.6M2.89%+987,233+45.5%Added
Jacobs Levy Equity Management, Inc3,124,464$25.3M0.10%+3,124,464New
Biltmore Family Office, LLC3,124,147$25.3M4.33%−45,000−1.4%Reduced
Sapphire Ventures, L.L.C.2,897,248$23.5M24.53%00.0%Unchanged
Foundry Group Next, LLC2,486,791$20.2M100.00%−513,209−17.1%Reduced
Janus Henderson Group PLC2,442,293$19.8M0.01%−1,418−0.1%Reduced
Rockefeller Capital Management L.P.2,314,653$18.8M0.05%+538,956+30.4%Added
Unisphere Establishment2,040,316$16.5M0.16%00.0%Unchanged
TimesSquare Capital Management, LLC1,995,498$16.2M0.24%−323,400−13.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,862,225$15.1M0.01%+155,008+9.1%Added
Nikko Asset Management Americas, Inc.1,862,225$15.1M0.17%+178,239+10.6%Added
Morgan Stanley1,632,167$13.2M0.00%−1,317,867−44.7%Reduced
Charles Schwab Investment Management Inc1,528,875$12.4M0.00%+114,763+8.1%Added
Northern Trust Corp1,525,777$12.4M0.00%−174,531−10.3%Reduced
Jennison Associates LLC1,442,665$11.7M0.01%−957,597−39.9%Reduced
ARK Investment Management LLCSuperinvestorARK Invest1,161,998$9.42M0.09%+171,908+17.4%Added
Voloridge Investment Management, LLC998,870$8.10M0.03%+617,744+162.1%Added
Deutsche Bank AG988,230$8.01M0.00%+3,510+0.4%Added
Tikvah Management LLC982,818$7.97M2.47%00.0%Unchanged
Point72 Asset Management, L.P.976,610$7.92M0.03%+976,610New
Goldman Sachs Group Inc890,466$7.22M0.00%+205,467+30.0%Added
Connor, Clark & Lunn Investment Management Ltd.801,087$6.50M0.03%+274,375+52.1%Added
UBS Group AG762,318$6.18M0.00%+363,335+91.1%Added
Advantage Alpha Capital Partners LP750,282$6.08M1.38%+402,488+115.7%Added
Qube Research & Technologies Ltd725,326$5.88M0.01%+339,859+88.2%Added
Bank of America Corp715,751$5.80M0.00%−47,116−6.2%Reduced
King Luther Capital Management Corp686,354$5.57M0.02%−15,549−2.2%Reduced
AQR Capital Management LLC673,240$5.46M0.01%+658,582+4,493.0%Added
Squarepoint Ops LLC658,537$5.34M0.02%+457,605+227.7%Added
Providence Capital Advisors, LLC649,565$5.27M1.05%+569,328+709.6%Added
Alpha Square Group S, LLC621,639$5.04M5.05%+45,000+7.8%Added
Nuveen Asset Management, LLC500,336$4.06M0.00%+4,280+0.9%Added
Norwood Investment Partners, LP480,625$3.90M2.63%+480,625New
Balyasny Asset Management LLC471,922$3.83M0.01%+471,922New
Citadel Advisors LLC470,705$3.82M0.00%+470,705New
Herald Investment Management Ltd450,000$3.65M0.63%+100,000+28.6%Added
Envestnet Asset Management Inc444,684$3.61M0.00%+133,685+43.0%Added
UBS Asset Management Americas Inc422,697$3.43M0.00%+20,665+5.1%Added
ExodusPoint Capital Management, LP420,473$3.41M0.04%+381,192+970.4%Added
Trexquant Investment LP388,091$3.15M0.04%+388,091New
Swiss National Bank322,600$2.62M0.00%+1,700+0.5%Added
Allianz Asset Management GmbH316,093$2.56M0.00%00.0%Unchanged
Barclays PLC285,768$2.32M0.00%+201,679+239.8%Added
Circumference Group LLC275,000$2.23M2.34%+275,000New
Horrell Capital Management, Inc.275,000$2.23M0.66%+275,000New
American Century Companies Inc258,136$2.09M0.00%−4,257,583−94.3%Reduced
State of New Jersey Common Pension Fund D247,947$2.01M0.01%+69,971+39.3%Added
Rhumbline Advisers232,347$1.88M0.00%−10,186−4.2%Reduced
PDT Partners, LLC226,373$1.84M0.16%+226,373New
Renaissance Technologies LLC219,200$1.78M0.00%−543,000−71.2%Reduced
Hapanowicz & Associates Financial Services, Inc196,912$1.60M0.80%00.0%Unchanged
Alliancebernstein L.P.184,890$1.50M0.00%00.0%Unchanged
Ameriprise Financial Inc184,884$1.50M0.00%−96,353−34.3%Reduced
Legal & General Group Plc184,425$1.50M0.00%+3,735+2.1%Added
Gsa Capital Partners LLP171,791$1.39M0.11%+171,791New
Russell Investments Group, Ltd.162,925$1.32M0.00%+155,643+2,137.4%Added
First Trust Advisors LP158,641$1.29M0.00%−131,338−45.3%Reduced
California State Teachers Retirement System157,020$1.27M0.00%−3,174−2.0%Reduced
Invesco Ltd.149,859$1.22M0.00%+9,050+6.4%Added
BlueMar Capital Management, LLC144,480$1.17M2.35%−2,900−2.0%Reduced
Citigroup Inc125,566$1.02M0.00%+87,514+230.0%Added
Carolinas Wealth Consulting LLC119,365$968.1K0.18%00.0%Unchanged
Price T Rowe Associates Inc111,193$902.0K0.00%+1,705+1.6%Added
Advisor Group Holdings, Inc.101,671$824.3K0.00%−3,142−3.0%Reduced
MetLife Investment Management100,801$817.5K0.00%00.0%Unchanged
Royce & Associates LP99,974$810.8K0.01%−72,000−41.9%Reduced
Verition Fund Management LLC99,096$803.7K0.01%+99,096New
Mirae Asset Global ETFs Holdings Ltd.95,118$771.4K0.00%+18,649+24.4%Added
Corebridge Financial, Inc.92,930$753.7K0.00%−573−0.6%Reduced
SG Americas Securities, LLC91,891$745.0K0.00%+62,078+208.2%Added
Manufacturers Life Insurance Company, The91,360$740.9K0.00%−11,444−11.1%Reduced
Wells Fargo & Company87,680$711.1K0.00%+11,715+15.4%Added
Jane Street Group, LLC87,338$708.3K0.00%−218,424−71.4%Reduced
Millennium Management LLC86,478$701.3K0.00%−2,684,184−96.9%Reduced
Quantbot Technologies LP76,150$617.6K0.02%+76,150New
State of Wyoming68,120$552.5K0.08%−12,962−16.0%Reduced
Paloma Partners Management Co61,060$495.2K0.03%+61,060New
Voya Investment Management LLC56,202$455.8K0.00%−1,275−2.2%Reduced
Entropy Technologies, LP55,173$447.5K0.05%+55,173New
Sanctuary Advisors, LLC38,190$426.6K0.00%−9,886−20.6%Reduced
Prosperity Consulting Group, LLC52,388$424.9K0.03%+52,388New
US Bancorp52,271$423.9K0.00%+52,224+111,114.9%Added
Bailard, Inc.52,090$422.4K0.01%−14,200−21.4%Reduced
Intech Investment Management LLC48,818$395.9K0.00%+48,818New
State of Wisconsin Investment Board48,006$389.3K0.00%+22,043+84.9%Added
Arizona State Retirement System47,592$386.0K0.00%+1,832+4.0%Added