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, Q4 2024
Institutional positions in AvidXchange Holdings, Inc. as of Dec 31, 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
- 202
- +14 vs. Q3 2024
- Shares held
- 156.5M
- −5.44M (−3.4%) vs. Q3 2024
- Total value
- $1.62B
- +$304.9M (+23.2%) vs. Q3 2024
- New holders
- 43
- 79 more added
- Sold out
- 29
- 51 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 23 | $0 | 0.00% | +22+2,200.0% | Added |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | −2−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $21 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 6 | $63 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $104 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $165 | 0.00% | +16 | New |
| IFP Advisors, Inc | 26 | $269 | 0.00% | +26 | New |
| Allworth Financial LP | 57 | $592 | 0.00% | +28+96.6% | Added |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | −830−87.8% | Reduced |
| EverSource Wealth Advisors, LLC | 110 | $1.14K | 0.00% | +45+69.2% | Added |
| Parallel Advisors, LLC | 114 | $1.18K | 0.00% | −123−51.9% | Reduced |
| Farther Finance Advisors, LLC | 163 | $1.69K | 0.00% | −2−1.2% | Reduced |
| Sterling Capital Management LLC | 177 | $1.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 187 | $1.93K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 188 | $1.94K | 0.00% | −112−37.3% | Reduced |
| Rothschild Investment LLC | 250 | $2.58K | 0.00% | +130+108.3% | Added |
| Huntington National Bank | 280 | $2.90K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 305 | $3.00K | 0.00% | +305 | New |
| SBI Securities Co., Ltd. | 293 | $3.03K | 0.00% | +293 | New |
| Anchor Investment Management, LLC | 300 | $3.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 323 | $3.34K | 0.00% | +73+29.2% | Added |
| Smartleaf Asset Management LLC | 342 | $3.50K | 0.00% | +82+31.5% | Added |
| True Wealth Design, LLC | 342 | $3.54K | 0.00% | +37+12.1% | Added |
| The PNC Financial Services Group, Inc. | 375 | $3.88K | 0.00% | +98+35.4% | Added |
| Versant Capital Management, Inc | 429 | $4.44K | 0.00% | +429 | New |
| GAMMA Investing LLC | 445 | $4.60K | 0.00% | +98+28.2% | Added |
| Advisor Group Holdings, Inc. | 466 | $4.82K | 0.00% | −101,205−99.5% | Reduced |
| Quadrant Capital Group LLC | 475 | $4.91K | 0.00% | +208+77.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $6.53K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 739 | $7.64K | 0.00% | +739 | New |
| Optiver Holding B.V. | 752 | $7.78K | 0.00% | −347−31.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,000 | $21.0K | 0.00% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,190 | $22.6K | 0.00% | +79+3.7% | Added |
| Riverview Trust Co | 2,301 | $23.8K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,494 | $36.1K | 0.00% | −1,953−35.9% | Reduced |
| R Squared Ltd | 3,950 | $40.8K | 0.04% | +3,950 | New |
| Amalgamated Bank | 5,302 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5,518 | $57.1K | 0.01% | +3,083+126.6% | Added |
| Signaturefd, LLC | 6,164 | $63.7K | 0.00% | +47+0.8% | Added |
| Nisa Investment Advisors, LLC | 6,651 | $68.8K | 0.00% | +693+11.6% | Added |
| Royal Bank of Canada | 8,621 | $89.0K | 0.00% | −15,963−64.9% | Reduced |
| CWM, LLC | 8,576 | $89.0K | 0.00% | +1,805+26.7% | Added |
| KBC Group NV | 8,836 | $91.0K | 0.00% | +3,344+60.9% | Added |
| Salem Investment Counselors Inc | 9,556 | $98.8K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 10,730 | $110.9K | 0.02% | +10,730 | New |
| Bragg Financial Advisors, Inc | 10,896 | $112.7K | 0.00% | +10,896 | New |
| Raymond James Financial Inc | 11,165 | $115.4K | 0.00% | +11,165 | New |
| Mackenzie Financial Corp | 11,221 | $116.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,638 | $120.0K | 0.00% | −80,253−87.3% | Reduced |
| Farringdon Capital, Ltd. | 11,932 | $123.4K | 0.05% | +11,932 | New |
| Xponance, Inc. | 12,459 | $128.8K | 0.00% | +1,045+9.2% | Added |
| Prudential Financial Inc | 12,465 | $128.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 13,861 | $135.8K | 0.00% | −7,043−33.7% | Reduced |
| Magnetar Financial LLC | 13,226 | $136.8K | 0.00% | +13,226 | New |
| Cornerstone Investment Partners, LLC | 13,729 | $142.0K | 0.01% | +16+0.1% | Added |
| Freestone Grove Partners LP | 13,893 | $143.7K | 0.00% | +13,893 | New |
| Principal Financial Group Inc | 14,994 | $155.0K | 0.00% | −1,302−8.0% | Reduced |
| CIBC World Markets Corp | 16,265 | $168.2K | 0.00% | +16,265 | New |
| Wealth Enhancement Advisory Services, LLC | 16,629 | $171.9K | 0.00% | +3,418+25.9% | Added |
| Ameritas Investment Partners, Inc. | 18,182 | $188.0K | 0.01% | +1,155+6.8% | Added |
| Captrust Financial Advisors | 18,434 | $190.6K | 0.00% | +1,084+6.2% | Added |
| Watchman Group, Inc. | 19,957 | $206.4K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,272 | $209.6K | 0.00% | +34+0.2% | Added |
| STRS Ohio | 20,300 | $209.9K | 0.00% | −1,100−5.1% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $211.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 20,667 | $213.7K | 0.07% | −3,895−15.9% | Reduced |
| Keybank National Association | 20,926 | $216.4K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 22,142 | $228.9K | 0.07% | −15,290−40.8% | Reduced |
| PharVision Advisers, LLC | 22,200 | $229.5K | 0.19% | +22,200 | New |
| Vident Advisory, LLC | 24,669 | $255.1K | 0.00% | +24,669 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $260.1K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 26,301 | $272.0K | 0.02% | +26,301 | New |
| Pictet Asset Management Holding SA | 26,767 | $276.8K | 0.00% | +6,715+33.5% | Added |
| Landscape Capital Management, L.L.C. | 27,933 | $288.8K | 0.03% | +27,933 | New |
| Cresset Asset Management, LLC | 28,877 | $298.6K | 0.00% | −6,140−17.5% | Reduced |
| Renaissance Technologies LLC | 29,600 | $306.1K | 0.00% | −189,600−86.5% | Reduced |
| Two Sigma Advisers, LP | 32,500 | $336.1K | 0.00% | +32,500 | New |
| Keebeck Alpha, LP | 32,877 | $339.9K | 0.35% | +32,877 | New |
| American Century Companies Inc | 35,546 | $367.5K | 0.00% | −222,590−86.2% | Reduced |
| KLP Kapitalforvaltning AS | 36,000 | $372.2K | 0.00% | +36,000 | New |
| Police & Firemen's Retirement System of New Jersey | 37,117 | $383.8K | 0.00% | +37,117 | New |
| MV Capital Management, Inc. | 38,225 | $395.2K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 39,402 | $407.4K | 0.07% | +21,252+117.1% | Added |
| Creative Planning | 40,706 | $420.9K | 0.00% | +18,416+82.6% | Added |
| Handelsbanken Fonder AB | 42,200 | $436.0K | 0.00% | −3,800−8.3% | Reduced |
| State Board of Administration of Florida Retirement System | 42,650 | $441.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 43,993 | $454.9K | 0.00% | −55,103−55.6% | Reduced |
| Lighthouse Investment Partners, LLC | 44,247 | $457.5K | 0.02% | +44,247 | New |
| Bailard, Inc. | 46,596 | $481.8K | 0.01% | −5,494−10.5% | Reduced |
| State of Wisconsin Investment Board | 46,840 | $484.3K | 0.00% | −1,166−2.4% | Reduced |
| Dark Forest Capital Management LP | 47,652 | $492.7K | 0.07% | +47,652 | New |
| Arizona State Retirement System | 48,257 | $499.0K | 0.00% | +665+1.4% | Added |
| Brevan Howard Capital Management LP | 48,768 | $504.3K | 0.01% | +48,768 | New |
| Centiva Capital, LP | 48,830 | $504.9K | 0.02% | +48,830 | New |
| ProShare Advisors LLC | 48,945 | $506.1K | 0.00% | +16,104+49.0% | Added |
| Voya Investment Management LLC | 52,275 | $540.5K | 0.00% | −3,927−7.0% | Reduced |
| Prosperity Consulting Group, LLC | 52,388 | $541.7K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 53,873 | $557.0K | 0.00% | +11,400+26.8% | Added |
| Jane Street Group, LLC | 54,713 | $565.7K | 0.00% | −32,625−37.4% | Reduced |