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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $33 | 0.00% | −4−50.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $49 | 0.00% | −6−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $82 | 0.00% | −24−70.6% | Reduced |
| Creekmur Asset Management LLC | 13 | $105 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15 | $122 | 0.00% | −878,758−100.0% | Reduced |
| Allworth Financial LP | 29 | $236 | 0.00% | +29 | New |
| Lindbrook Capital, LLC | 58 | $470 | 0.00% | −422−87.9% | Reduced |
| EverSource Wealth Advisors, LLC | 65 | $527 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $714 | 0.00% | +88 | New |
| Rothschild Investment LLC | 120 | $973 | 0.00% | +60+100.0% | Added |
| Farther Finance Advisors, LLC | 165 | $1.34K | 0.00% | −54−24.7% | Reduced |
| Sterling Capital Management LLC | 177 | $1.44K | 0.00% | +177 | New |
| Private Wealth Management Group, LLC | 187 | $1.52K | 0.00% | +187 | New |
| Parallel Advisors, LLC | 237 | $1.92K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 250 | $2.03K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 260 | $2.12K | 0.00% | −24−8.5% | Reduced |
| Quadrant Capital Group LLC | 267 | $2.17K | 0.00% | −698−72.3% | Reduced |
| The PNC Financial Services Group, Inc. | 277 | $2.25K | 0.00% | +277 | New |
| Huntington National Bank | 280 | $2.27K | 0.00% | +280 | New |
| Principal Securities, Inc. | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 305 | $2.47K | 0.00% | +305 | New |
| Capital Performance Advisors LLP | 310 | $2.51K | 0.00% | +310 | New |
| GAMMA Investing LLC | 347 | $2.81K | 0.00% | +88+34.0% | Added |
| Clear Street Markets LLC | 418 | $3.00K | 0.00% | +418 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 945 | $8.00K | 0.00% | +945 | New |
| Optiver Holding B.V. | 1,099 | $8.91K | 0.00% | +858+356.0% | Added |
| Ronald Blue Trust, Inc. | 1,419 | $17.1K | 0.00% | +36+2.6% | Added |
| Tower Research Capital LLC (TRC) | 2,111 | $17.1K | 0.00% | −20,765−90.8% | Reduced |
| Riverview Trust Co | 2,301 | $18.7K | 0.02% | +2,301 | New |
| Quarry LP | 2,435 | $19.7K | 0.01% | +2,435 | New |
| Integrated Investment Consultants, LLC | 24,290 | $24.3K | 0.01% | +24,290 | New |
| Point72 (DIFC) Ltd | 4,554 | $36.9K | 0.00% | +4,554 | New |
| Allspring Global Investments Holdings, LLC | 4,650 | $37.7K | 0.00% | +4,650 | New |
| Amalgamated Bank | 5,302 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,447 | $44.2K | 0.00% | −139−2.5% | Reduced |
| KBC Group NV | 5,492 | $45.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,958 | $48.3K | 0.00% | −157−2.6% | Reduced |
| Signaturefd, LLC | 6,117 | $49.6K | 0.00% | −84−1.4% | Reduced |
| CWM, LLC | 6,771 | $55.0K | 0.00% | +6,679+7,259.8% | Added |
| Salem Investment Counselors Inc | 9,556 | $77.5K | 0.00% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 10,256 | $83.2K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,558 | $85.6K | 0.01% | +10,558 | New |
| Mackenzie Financial Corp | 11,221 | $91.0K | 0.00% | +11,221 | New |
| Xponance, Inc. | 11,414 | $92.6K | 0.00% | +396+3.6% | Added |
| Capstone Investment Advisors, LLC | 11,682 | $94.7K | 0.00% | −7,016−37.5% | Reduced |
| Susquehanna International Group, LLP | 12,033 | $97.6K | 0.00% | −45,206−79.0% | Reduced |
| Natixis | 12,081 | $98.0K | 0.00% | −2,979−19.8% | Reduced |
| Arbor Investment Advisors, LLC | 12,135 | $98.4K | 0.01% | +12,135 | New |
| Prudential Financial Inc | 12,465 | $101.1K | 0.00% | −11,275−47.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,211 | $107.1K | 0.00% | +3,019+29.6% | Added |
| Bank of Montreal | 13,339 | $108.6K | 0.00% | +1,219+10.1% | Added |
| Edgestream Partners, L.P. | 13,450 | $109.1K | 0.00% | −79,065−85.5% | Reduced |
| Cornerstone Investment Partners, LLC | 13,713 | $111.2K | 0.01% | +417+3.1% | Added |
| Engineers Gate Manager LP | 14,215 | $115.3K | 0.00% | +14,215 | New |
| Corton Capital Inc. | 14,870 | $120.6K | 0.06% | −7,918−34.7% | Reduced |
| Principal Financial Group Inc | 16,296 | $132.2K | 0.00% | −7,183−30.6% | Reduced |
| Quadrature Capital Ltd | 16,462 | $133.6K | 0.00% | −25,990−61.2% | Reduced |
| Ameritas Investment Partners, Inc. | 17,027 | $138.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,350 | $140.7K | 0.00% | +1,465+9.2% | Added |
| Fox Run Management, L.L.C. | 18,150 | $147.2K | 0.03% | +18,150 | New |
| Graham Capital Management, L.P. | 19,684 | $159.6K | 0.01% | +19,684 | New |
| Watchman Group, Inc. | 19,957 | $161.9K | 0.04% | +19,957 | New |
| Amundi | 20,904 | $162.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,052 | $162.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,238 | $164.1K | 0.00% | −250−1.2% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $165.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 20,917 | $169.0K | 0.00% | +20,917 | New |
| Keybank National Association | 20,926 | $169.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 21,400 | $173.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22,289 | $180.8K | 0.02% | +7,027+46.0% | Added |
| Creative Planning | 22,290 | $180.8K | 0.00% | −16,345−42.3% | Reduced |
| HSBC Holdings PLC | 24,419 | $197.8K | 0.00% | +3,437+16.4% | Added |
| Royal Bank of Canada | 24,584 | $199.0K | 0.00% | +3,611+17.2% | Added |
| Bridgefront Capital, LLC | 24,562 | $199.2K | 0.08% | +24,562 | New |
| Woodline Partners LP | 25,122 | $203.7K | 0.00% | +25,122 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $204.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 26,242 | $212.8K | 0.02% | +26,242 | New |
| Versor Investments LP | 26,600 | $215.7K | 0.03% | +26,600 | New |
| Assenagon Asset Management S.A. | 30,764 | $249.5K | 0.00% | −15,438−33.4% | Reduced |
| ProShare Advisors LLC | 32,841 | $266.3K | 0.00% | +12,611+62.3% | Added |
| Cresset Asset Management, LLC | 35,017 | $284.0K | 0.00% | +3,940+12.7% | Added |
| Petrus Trust Company, LTA | 36,342 | $294.7K | 0.03% | +12,314+51.2% | Added |
| Sherbrooke Park Advisers LLC | 37,432 | $303.6K | 0.07% | −28,880−43.6% | Reduced |
| MV Capital Management, Inc. | 38,225 | $310.0K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 42,473 | $344.5K | 0.00% | −107,678−71.7% | Reduced |
| State Board of Administration of Florida Retirement System | 42,650 | $345.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 46,000 | $373.0K | 0.00% | +18,400+66.7% | Added |
| Arizona State Retirement System | 47,592 | $386.0K | 0.00% | +1,832+4.0% | Added |
| State of Wisconsin Investment Board | 48,006 | $389.3K | 0.00% | +22,043+84.9% | Added |
| Intech Investment Management LLC | 48,818 | $395.9K | 0.00% | +48,818 | New |
| Bailard, Inc. | 52,090 | $422.4K | 0.01% | −14,200−21.4% | Reduced |
| US Bancorp | 52,271 | $423.9K | 0.00% | +52,224+111,114.9% | Added |
| Prosperity Consulting Group, LLC | 52,388 | $424.9K | 0.03% | +52,388 | New |
| Sanctuary Advisors, LLC | 38,190 | $426.6K | 0.00% | −9,886−20.6% | Reduced |
| Entropy Technologies, LP | 55,173 | $447.5K | 0.05% | +55,173 | New |
| Voya Investment Management LLC | 56,202 | $455.8K | 0.00% | −1,275−2.2% | Reduced |