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 |
|---|---|---|---|---|---|
| US Bancorp | 58,350 | $603.3K | 0.00% | +6,079+11.6% | Added |
| SEI Investments Co | 59,276 | $612.9K | 0.00% | +59,276 | New |
| State of Wyoming | 59,514 | $615.4K | 0.08% | −8,606−12.6% | Reduced |
| Intech Investment Management LLC | 61,923 | $640.3K | 0.01% | +13,105+26.8% | Added |
| Tudor Investment Corp Et Al | 62,349 | $644.7K | 0.01% | +62,349 | New |
| HSBC Holdings PLC | 63,041 | $647.1K | 0.00% | +38,622+158.2% | Added |
| Bayesian Capital Management, LP | 63,287 | $654.4K | 0.08% | +63,287 | New |
| XTX Topco Ltd | 65,732 | $679.7K | 0.06% | +65,732 | New |
| Crestline Management, LP | 69,642 | $720.1K | 0.03% | +69,642 | New |
| Quest Partners LLC | 71,067 | $734.8K | 0.10% | +48,778+218.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 75,010 | $775.6K | 0.05% | +64,452+610.5% | Added |
| Corebridge Financial, Inc. | 86,407 | $893.4K | 0.00% | −6,523−7.0% | Reduced |
| Canada Pension Plan Investment Board | 92,200 | $953.3K | 0.00% | +92,200 | New |
| Edgestream Partners, L.P. | 94,305 | $975.1K | 0.04% | +80,855+601.2% | Added |
| Manufacturers Life Insurance Company, The | 96,313 | $995.9K | 0.00% | +4,953+5.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 98,863 | $1.02M | 0.00% | +3,745+3.9% | Added |
| Susquehanna International Group, LLP | 99,510 | $1.03M | 0.00% | +87,477+727.0% | Added |
| Royce & Associates LP | 99,974 | $1.03M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 102,923 | $1.06M | 0.00% | +15,243+17.4% | Added |
| Carolinas Wealth Consulting LLC | 104,586 | $1.08M | 0.21% | −14,779−12.4% | Reduced |
| Great Lakes Advisors, LLC | 105,393 | $1.09M | 0.01% | +105,393 | New |
| Gsa Capital Partners LLP | 106,675 | $1.10M | 0.08% | −65,116−37.9% | Reduced |
| MetLife Investment Management | 106,738 | $1.10M | 0.01% | +5,937+5.9% | Added |
| Hel Ved Capital Management Ltd | 117,180 | $1.21M | 0.37% | +117,180 | New |
| Price T Rowe Associates Inc | 122,562 | $1.27M | 0.00% | +11,369+10.2% | Added |
| Marshall Wace, LLP | 136,510 | $1.41M | 0.00% | +136,510 | New |
| HRT Financial LP | 153,155 | $1.58M | 0.01% | +153,155 | New |
| California State Teachers Retirement System | 156,090 | $1.61M | 0.00% | −930−0.6% | Reduced |
| Invesco Ltd. | 156,682 | $1.62M | 0.00% | +6,823+4.6% | Added |
| Capital Research Global Investors | 164,986 | $1.71M | 0.00% | −5,783,181−97.2% | Reduced |
| Russell Investments Group, Ltd. | 171,255 | $1.77M | 0.00% | +8,330+5.1% | Added |
| Citigroup Inc | 178,335 | $1.84M | 0.00% | +52,769+42.0% | Added |
| Assenagon Asset Management S.A. | 178,483 | $1.85M | 0.00% | +147,719+480.2% | Added |
| Legal & General Group Plc | 190,503 | $1.97M | 0.00% | +6,078+3.3% | Added |
| Hapanowicz & Associates Financial Services, Inc | 196,912 | $2.04M | 1.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 197,290 | $2.04M | 0.01% | −50,657−20.4% | Reduced |
| Ameriprise Financial Inc | 216,146 | $2.23M | 0.00% | +31,262+16.9% | Added |
| ExodusPoint Capital Management, LP | 228,969 | $2.37M | 0.02% | −191,504−45.5% | Reduced |
| Neo Ivy Capital Management | 231,513 | $2.39M | 0.48% | +231,513 | New |
| Rhumbline Advisers | 234,738 | $2.43M | 0.00% | +2,391+1.0% | Added |
| Circumference Group LLC | 275,000 | $2.84M | 2.65% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 275,000 | $2.84M | 0.83% | 00.0% | Unchanged |
| PDT Partners, LLC | 309,693 | $3.20M | 0.28% | +83,320+36.8% | Added |
| Barclays PLC | 310,430 | $3.21M | 0.00% | +24,662+8.6% | Added |
| Swiss National Bank | 327,000 | $3.38M | 0.00% | +4,400+1.4% | Added |
| Allianz Asset Management GmbH | 330,744 | $3.42M | 0.00% | +14,651+4.6% | Added |
| Squarepoint Ops LLC | 406,100 | $4.20M | 0.01% | −252,437−38.3% | Reduced |
| Millennium Management LLC | 413,248 | $4.27M | 0.00% | +326,770+377.9% | Added |
| Herald Investment Management Ltd | 450,000 | $4.65M | 0.76% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 463,266 | $4.79M | 0.03% | +463,266 | New |
| Envestnet Asset Management Inc | 465,163 | $4.81M | 0.00% | +20,479+4.6% | Added |
| UBS Asset Management Americas Inc | 465,690 | $4.82M | 0.00% | +42,993+10.2% | Added |
| Alliancebernstein L.P. | 553,270 | $5.72M | 0.00% | +368,380+199.2% | Added |
| Voloridge Investment Management, LLC | 557,605 | $5.77M | 0.02% | −441,265−44.2% | Reduced |
| Providence Capital Advisors, LLC | 569,565 | $5.89M | 1.19% | −80,000−12.3% | Reduced |
| AQR Capital Management LLC | 598,714 | $6.19M | 0.01% | −74,526−11.1% | Reduced |
| Nuveen Asset Management, LLC | 627,001 | $6.48M | 0.00% | +126,665+25.3% | Added |
| BNP Paribas Arbitrage, SA | 682,015 | $7.05M | 0.01% | +682,015 | New |
| Balyasny Asset Management LLC | 691,100 | $7.15M | 0.02% | +219,178+46.4% | Added |
| King Luther Capital Management Corp | 726,197 | $7.51M | 0.03% | +39,843+5.8% | Added |
| Trexquant Investment LP | 731,394 | $7.56M | 0.09% | +343,303+88.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 753,893 | $7.80M | 0.04% | −47,194−5.9% | Reduced |
| Bank of America Corp | 754,586 | $7.80M | 0.00% | +38,835+5.4% | Added |
| Norwood Investment Partners, LP | 781,181 | $8.08M | 5.77% | +300,556+62.5% | Added |
| Advantage Alpha Capital Partners LP | 854,661 | $8.84M | 2.09% | +104,379+13.9% | Added |
| Qube Research & Technologies Ltd | 858,668 | $8.88M | 0.01% | +133,342+18.4% | Added |
| Citadel Advisors LLC | 863,848 | $8.93M | 0.01% | +393,143+83.5% | Added |
| Goldman Sachs Group Inc | 954,170 | $9.87M | 0.00% | +63,704+7.2% | Added |
| Tikvah Management LLC | 982,818 | $10.2M | 2.77% | 00.0% | Unchanged |
| UBS Group AG | 985,121 | $10.2M | 0.00% | +222,803+29.2% | Added |
| Arrowstreet Capital, Limited Partnership | 995,395 | $10.3M | 0.01% | +995,395 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,044,806 | $10.8M | 0.09% | −117,192−10.1% | Reduced |
| Deutsche Bank AG | 1,103,646 | $11.4M | 0.00% | +115,416+11.7% | Added |
| Morgan Stanley | 1,516,024 | $15.7M | 0.00% | −116,143−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,532,474 | $15.8M | 0.00% | +3,599+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,590,086 | $16.4M | 0.01% | −272,139−14.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,590,086 | $16.4M | 0.18% | −272,139−14.6% | Reduced |
| Northern Trust Corp | 1,653,173 | $17.1M | 0.00% | +127,396+8.3% | Added |
| Rockefeller Capital Management L.P. | 1,673,858 | $17.3M | 0.04% | −640,795−27.7% | Reduced |
| Point72 Asset Management, L.P. | 1,700,334 | $17.6M | 0.05% | +723,724+74.1% | Added |
| Unisphere Establishment | 2,040,316 | $21.1M | 0.18% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,156,792 | $22.3M | 0.00% | −1,280,242−37.2% | Reduced |
| Jennison Associates LLC | 2,176,525 | $22.5M | 0.01% | +733,860+50.9% | Added |
| Janus Henderson Group PLC | 2,199,833 | $22.7M | 0.01% | −242,460−9.9% | Reduced |
| Foundry Group Next, LLC | 2,486,791 | $25.7M | 100.00% | 00.0% | Unchanged |
| Sapphire Ventures, L.L.C. | 2,897,248 | $30.0M | 24.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,984,149 | $30.9M | 5.18% | −139,998−4.5% | Reduced |
| Par Capital Management Inc | 3,000,000 | $31.0M | 0.92% | −350,000−10.4% | Reduced |
| Bank of New York Mellon Corp | 3,048,386 | $31.5M | 0.01% | −116,009−3.7% | Reduced |
| Tremblant Capital Group | 3,231,149 | $33.4M | 3.51% | +73,802+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 3,397,658 | $35.1M | 0.12% | +273,194+8.7% | Added |
| Bain Capital Venture Investors, LLC | 3,469,949 | $35.9M | 16.33% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,882,786 | $40.1M | 0.01% | −107,977−2.7% | Reduced |
| State Street Corp | 4,031,285 | $41.7M | 0.00% | +267,591+7.1% | Added |
| Geode Capital Management, LLC | 4,245,927 | $43.9M | 0.00% | −20,338−0.5% | Reduced |
| Azora Capital LP | 4,358,498 | $45.1M | 2.02% | +4,358,498 | New |
| Senvest Management, LLC | 4,886,655 | $50.5M | 1.55% | −4,956,355−50.4% | Reduced |
| North Reef Capital Management LP | 7,994,000 | $82.7M | 3.71% | +194,000+2.5% | Added |
| Greenhouse Funds LLLP | 8,498,322 | $87.9M | 3.89% | −2,176,812−20.4% | Reduced |
| BlackRock, Inc. | 13,501,654 | $139.6M | 0.00% | +237,784+1.8% | Added |