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 |
|---|---|---|---|---|---|
| SEI Investments Co | 59,276 | $612.9K | 0.00% | +59,276 | New |
| US Bancorp | 58,350 | $603.3K | 0.00% | +6,079+11.6% | Added |
| Jane Street Group, LLC | 54,713 | $565.7K | 0.00% | −32,625−37.4% | Reduced |
| New York State Common Retirement Fund | 53,873 | $557.0K | 0.00% | +11,400+26.8% | Added |
| Prosperity Consulting Group, LLC | 52,388 | $541.7K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 52,275 | $540.5K | 0.00% | −3,927−7.0% | Reduced |
| ProShare Advisors LLC | 48,945 | $506.1K | 0.00% | +16,104+49.0% | Added |
| Centiva Capital, LP | 48,830 | $504.9K | 0.02% | +48,830 | New |
| Brevan Howard Capital Management LP | 48,768 | $504.3K | 0.01% | +48,768 | New |
| Arizona State Retirement System | 48,257 | $499.0K | 0.00% | +665+1.4% | Added |
| Dark Forest Capital Management LP | 47,652 | $492.7K | 0.07% | +47,652 | New |
| State of Wisconsin Investment Board | 46,840 | $484.3K | 0.00% | −1,166−2.4% | Reduced |
| Bailard, Inc. | 46,596 | $481.8K | 0.01% | −5,494−10.5% | Reduced |
| Lighthouse Investment Partners, LLC | 44,247 | $457.5K | 0.02% | +44,247 | New |
| Verition Fund Management LLC | 43,993 | $454.9K | 0.00% | −55,103−55.6% | Reduced |
| State Board of Administration of Florida Retirement System | 42,650 | $441.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 42,200 | $436.0K | 0.00% | −3,800−8.3% | Reduced |
| Creative Planning | 40,706 | $420.9K | 0.00% | +18,416+82.6% | Added |
| Fox Run Management, L.L.C. | 39,402 | $407.4K | 0.07% | +21,252+117.1% | Added |
| MV Capital Management, Inc. | 38,225 | $395.2K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 37,117 | $383.8K | 0.00% | +37,117 | New |
| KLP Kapitalforvaltning AS | 36,000 | $372.2K | 0.00% | +36,000 | New |
| American Century Companies Inc | 35,546 | $367.5K | 0.00% | −222,590−86.2% | Reduced |
| Keebeck Alpha, LP | 32,877 | $339.9K | 0.35% | +32,877 | New |
| Two Sigma Advisers, LP | 32,500 | $336.1K | 0.00% | +32,500 | New |
| Renaissance Technologies LLC | 29,600 | $306.1K | 0.00% | −189,600−86.5% | Reduced |
| Cresset Asset Management, LLC | 28,877 | $298.6K | 0.00% | −6,140−17.5% | Reduced |
| Landscape Capital Management, L.L.C. | 27,933 | $288.8K | 0.03% | +27,933 | New |
| Pictet Asset Management Holding SA | 26,767 | $276.8K | 0.00% | +6,715+33.5% | Added |
| Prelude Capital Management, LLC | 26,301 | $272.0K | 0.02% | +26,301 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $260.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 24,669 | $255.1K | 0.00% | +24,669 | New |
| PharVision Advisers, LLC | 22,200 | $229.5K | 0.19% | +22,200 | New |
| Sherbrooke Park Advisers LLC | 22,142 | $228.9K | 0.07% | −15,290−40.8% | Reduced |
| Keybank National Association | 20,926 | $216.4K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 20,667 | $213.7K | 0.07% | −3,895−15.9% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $211.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,300 | $209.9K | 0.00% | −1,100−5.1% | Reduced |
| Victory Capital Management Inc | 20,272 | $209.6K | 0.00% | +34+0.2% | Added |
| Watchman Group, Inc. | 19,957 | $206.4K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,434 | $190.6K | 0.00% | +1,084+6.2% | Added |
| Ameritas Investment Partners, Inc. | 18,182 | $188.0K | 0.01% | +1,155+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,629 | $171.9K | 0.00% | +3,418+25.9% | Added |
| CIBC World Markets Corp | 16,265 | $168.2K | 0.00% | +16,265 | New |
| Principal Financial Group Inc | 14,994 | $155.0K | 0.00% | −1,302−8.0% | Reduced |
| Freestone Grove Partners LP | 13,893 | $143.7K | 0.00% | +13,893 | New |
| Cornerstone Investment Partners, LLC | 13,729 | $142.0K | 0.01% | +16+0.1% | Added |
| Magnetar Financial LLC | 13,226 | $136.8K | 0.00% | +13,226 | New |
| Amundi | 13,861 | $135.8K | 0.00% | −7,043−33.7% | Reduced |
| Prudential Financial Inc | 12,465 | $128.9K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,459 | $128.8K | 0.00% | +1,045+9.2% | Added |
| Farringdon Capital, Ltd. | 11,932 | $123.4K | 0.05% | +11,932 | New |
| SG Americas Securities, LLC | 11,638 | $120.0K | 0.00% | −80,253−87.3% | Reduced |
| Mackenzie Financial Corp | 11,221 | $116.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 11,165 | $115.4K | 0.00% | +11,165 | New |
| Bragg Financial Advisors, Inc | 10,896 | $112.7K | 0.00% | +10,896 | New |
| 111 Capital | 10,730 | $110.9K | 0.02% | +10,730 | New |
| Salem Investment Counselors Inc | 9,556 | $98.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 8,836 | $91.0K | 0.00% | +3,344+60.9% | 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 |
| Nisa Investment Advisors, LLC | 6,651 | $68.8K | 0.00% | +693+11.6% | Added |
| Signaturefd, LLC | 6,164 | $63.7K | 0.00% | +47+0.8% | Added |
| Quarry LP | 5,518 | $57.1K | 0.01% | +3,083+126.6% | Added |
| Amalgamated Bank | 5,302 | $55.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 3,950 | $40.8K | 0.04% | +3,950 | New |
| Advisors Asset Management, Inc. | 3,494 | $36.1K | 0.00% | −1,953−35.9% | Reduced |
| Riverview Trust Co | 2,301 | $23.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,190 | $22.6K | 0.00% | +79+3.7% | Added |
| Capital Advisors, Ltd. LLC | 2,000 | $21.0K | 0.00% | +2,000 | New |
| Optiver Holding B.V. | 752 | $7.78K | 0.00% | −347−31.6% | Reduced |
| TCTC Holdings, LLC | 739 | $7.64K | 0.00% | +739 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $6.53K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 475 | $4.91K | 0.00% | +208+77.9% | Added |
| Advisor Group Holdings, Inc. | 466 | $4.82K | 0.00% | −101,205−99.5% | Reduced |
| GAMMA Investing LLC | 445 | $4.60K | 0.00% | +98+28.2% | Added |
| Versant Capital Management, Inc | 429 | $4.44K | 0.00% | +429 | New |
| The PNC Financial Services Group, Inc. | 375 | $3.88K | 0.00% | +98+35.4% | Added |
| True Wealth Design, LLC | 342 | $3.54K | 0.00% | +37+12.1% | Added |
| Smartleaf Asset Management LLC | 342 | $3.50K | 0.00% | +82+31.5% | Added |
| SRS Capital Advisors, Inc. | 323 | $3.34K | 0.00% | +73+29.2% | Added |
| Anchor Investment Management, LLC | 300 | $3.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 293 | $3.03K | 0.00% | +293 | New |
| Lazard Asset Management LLC | 305 | $3.00K | 0.00% | +305 | New |
| Huntington National Bank | 280 | $2.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 250 | $2.58K | 0.00% | +130+108.3% | Added |
| Principal Securities, Inc. | 188 | $1.94K | 0.00% | −112−37.3% | Reduced |
| Private Wealth Management Group, LLC | 187 | $1.93K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 177 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 163 | $1.69K | 0.00% | −2−1.2% | Reduced |
| Parallel Advisors, LLC | 114 | $1.18K | 0.00% | −123−51.9% | Reduced |
| EverSource Wealth Advisors, LLC | 110 | $1.14K | 0.00% | +45+69.2% | Added |
| Bessemer Group Inc | 115 | $1.00K | 0.00% | −830−87.8% | Reduced |
| Allworth Financial LP | 57 | $592 | 0.00% | +28+96.6% | Added |
| IFP Advisors, Inc | 26 | $269 | 0.00% | +26 | New |
| Larson Financial Group LLC | 16 | $165 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 10 | $104 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $63 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | −2−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $21 | 0.00% | +2 | New |