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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 46,000 | $373.0K | 0.00% | +18,400+66.7% | Added |
| State Board of Administration of Florida Retirement System | 42,650 | $345.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 42,473 | $344.5K | 0.00% | −107,678−71.7% | Reduced |
| MV Capital Management, Inc. | 38,225 | $310.0K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 37,432 | $303.6K | 0.07% | −28,880−43.6% | Reduced |
| Petrus Trust Company, LTA | 36,342 | $294.7K | 0.03% | +12,314+51.2% | Added |
| Cresset Asset Management, LLC | 35,017 | $284.0K | 0.00% | +3,940+12.7% | Added |
| ProShare Advisors LLC | 32,841 | $266.3K | 0.00% | +12,611+62.3% | Added |
| Assenagon Asset Management S.A. | 30,764 | $249.5K | 0.00% | −15,438−33.4% | Reduced |
| Versor Investments LP | 26,600 | $215.7K | 0.03% | +26,600 | New |
| Atom Investors LP | 26,242 | $212.8K | 0.02% | +26,242 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $204.0K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 25,122 | $203.7K | 0.00% | +25,122 | New |
| Bridgefront Capital, LLC | 24,562 | $199.2K | 0.08% | +24,562 | New |
| Royal Bank of Canada | 24,584 | $199.0K | 0.00% | +3,611+17.2% | Added |
| HSBC Holdings PLC | 24,419 | $197.8K | 0.00% | +3,437+16.4% | Added |
| Creative Planning | 22,290 | $180.8K | 0.00% | −16,345−42.3% | Reduced |
| Quest Partners LLC | 22,289 | $180.8K | 0.02% | +7,027+46.0% | Added |
| STRS Ohio | 21,400 | $173.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 20,926 | $169.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 20,917 | $169.0K | 0.00% | +20,917 | New |
| Brown Brothers Harriman & Co | 20,403 | $165.5K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,238 | $164.1K | 0.00% | −250−1.2% | Reduced |
| Pictet Asset Management Holding SA | 20,052 | $162.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 20,904 | $162.0K | 0.00% | 00.0% | Unchanged |
| Watchman Group, Inc. | 19,957 | $161.9K | 0.04% | +19,957 | New |
| Graham Capital Management, L.P. | 19,684 | $159.6K | 0.01% | +19,684 | New |
| Fox Run Management, L.L.C. | 18,150 | $147.2K | 0.03% | +18,150 | New |
| Captrust Financial Advisors | 17,350 | $140.7K | 0.00% | +1,465+9.2% | Added |
| Ameritas Investment Partners, Inc. | 17,027 | $138.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,462 | $133.6K | 0.00% | −25,990−61.2% | Reduced |
| Principal Financial Group Inc | 16,296 | $132.2K | 0.00% | −7,183−30.6% | Reduced |
| Corton Capital Inc. | 14,870 | $120.6K | 0.06% | −7,918−34.7% | Reduced |
| Engineers Gate Manager LP | 14,215 | $115.3K | 0.00% | +14,215 | New |
| Cornerstone Investment Partners, LLC | 13,713 | $111.2K | 0.01% | +417+3.1% | Added |
| Edgestream Partners, L.P. | 13,450 | $109.1K | 0.00% | −79,065−85.5% | Reduced |
| Bank of Montreal | 13,339 | $108.6K | 0.00% | +1,219+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,211 | $107.1K | 0.00% | +3,019+29.6% | Added |
| Prudential Financial Inc | 12,465 | $101.1K | 0.00% | −11,275−47.5% | Reduced |
| Arbor Investment Advisors, LLC | 12,135 | $98.4K | 0.01% | +12,135 | New |
| Natixis | 12,081 | $98.0K | 0.00% | −2,979−19.8% | Reduced |
| Susquehanna International Group, LLP | 12,033 | $97.6K | 0.00% | −45,206−79.0% | Reduced |
| Capstone Investment Advisors, LLC | 11,682 | $94.7K | 0.00% | −7,016−37.5% | Reduced |
| Xponance, Inc. | 11,414 | $92.6K | 0.00% | +396+3.6% | Added |
| Mackenzie Financial Corp | 11,221 | $91.0K | 0.00% | +11,221 | New |
| Y-Intercept (Hong Kong) Ltd | 10,558 | $85.6K | 0.01% | +10,558 | New |
| Kingfisher Capital LLC | 10,256 | $83.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,556 | $77.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,771 | $55.0K | 0.00% | +6,679+7,259.8% | Added |
| Signaturefd, LLC | 6,117 | $49.6K | 0.00% | −84−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 5,958 | $48.3K | 0.00% | −157−2.6% | Reduced |
| KBC Group NV | 5,492 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,447 | $44.2K | 0.00% | −139−2.5% | Reduced |
| Amalgamated Bank | 5,302 | $43.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,650 | $37.7K | 0.00% | +4,650 | New |
| Point72 (DIFC) Ltd | 4,554 | $36.9K | 0.00% | +4,554 | New |
| Integrated Investment Consultants, LLC | 24,290 | $24.3K | 0.01% | +24,290 | New |
| Quarry LP | 2,435 | $19.7K | 0.01% | +2,435 | New |
| Riverview Trust Co | 2,301 | $18.7K | 0.02% | +2,301 | New |
| Tower Research Capital LLC (TRC) | 2,111 | $17.1K | 0.00% | −20,765−90.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,419 | $17.1K | 0.00% | +36+2.6% | Added |
| Optiver Holding B.V. | 1,099 | $8.91K | 0.00% | +858+356.0% | Added |
| Bessemer Group Inc | 945 | $8.00K | 0.00% | +945 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $4.96K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 418 | $3.00K | 0.00% | +418 | New |
| GAMMA Investing LLC | 347 | $2.81K | 0.00% | +88+34.0% | Added |
| Capital Performance Advisors LLP | 310 | $2.51K | 0.00% | +310 | New |
| True Wealth Design, LLC | 305 | $2.47K | 0.00% | +305 | New |
| Principal Securities, Inc. | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 280 | $2.27K | 0.00% | +280 | New |
| The PNC Financial Services Group, Inc. | 277 | $2.25K | 0.00% | +277 | New |
| Quadrant Capital Group LLC | 267 | $2.17K | 0.00% | −698−72.3% | Reduced |
| Smartleaf Asset Management LLC | 260 | $2.12K | 0.00% | −24−8.5% | Reduced |
| SRS Capital Advisors, Inc. | 250 | $2.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $1.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 187 | $1.52K | 0.00% | +187 | New |
| Sterling Capital Management LLC | 177 | $1.44K | 0.00% | +177 | New |
| Farther Finance Advisors, LLC | 165 | $1.34K | 0.00% | −54−24.7% | Reduced |
| Rothschild Investment LLC | 120 | $973 | 0.00% | +60+100.0% | Added |
| Fortitude Family Office, LLC | 88 | $714 | 0.00% | +88 | New |
| EverSource Wealth Advisors, LLC | 65 | $527 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 58 | $470 | 0.00% | −422−87.9% | Reduced |
| Allworth Financial LP | 29 | $236 | 0.00% | +29 | New |
| Federated Hermes, Inc. | 15 | $122 | 0.00% | −878,758−100.0% | Reduced |
| Creekmur Asset Management LLC | 13 | $105 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $82 | 0.00% | −24−70.6% | Reduced |
| SJS Investment Consulting Inc. | 6 | $49 | 0.00% | −6−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $33 | 0.00% | −4−50.0% | Reduced |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −5,078,341−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −4,093,610−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −2,782,265−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −2,692,696−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −2,200,392−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,821,585−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −1,248,067−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −895,227−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −581,300−100.0% | Sold out |