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, Q1 2025
Institutional positions in AvidXchange Holdings, Inc. as of Mar 31, 2025. 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
- 209
- +8 vs. Q4 2024
- Shares held
- 158.8M
- +2.87M (+1.8%) vs. Q4 2024
- Total value
- $1.35B
- −$266.0M (−16.5%) vs. Q4 2024
- New holders
- 37
- 66 more added
- Sold out
- 29
- 69 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 28 | $0 | 0.00% | −277−90.8% | Reduced |
| Hemington Wealth Management | 2 | $0 | 0.00% | −21−91.3% | Reduced |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $34 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $43 | 0.00% | −1−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $60 | 0.00% | −3−30.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 9 | $76 | 0.00% | +9 | New |
| The PNC Financial Services Group, Inc. | 14 | $119 | 0.00% | −361−96.3% | Reduced |
| Quadrant Capital Group LLC | 17 | $145 | 0.00% | −458−96.4% | Reduced |
| IFP Advisors, Inc | 26 | $220 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $382 | 0.00% | +45 | New |
| True Wealth Design, LLC | 47 | $399 | 0.00% | −295−86.3% | Reduced |
| Parallel Advisors, LLC | 49 | $416 | 0.00% | −65−57.0% | Reduced |
| Allworth Financial LP | 60 | $473 | 0.00% | +3+5.3% | Added |
| Larson Financial Group LLC | 57 | $483 | 0.00% | +41+256.3% | Added |
| SBI Securities Co., Ltd. | 84 | $712 | 0.00% | −209−71.3% | Reduced |
| SRS Capital Advisors, Inc. | 91 | $772 | 0.00% | −232−71.8% | Reduced |
| Farther Finance Advisors, LLC | 114 | $971 | 0.00% | −49−30.1% | Reduced |
| Sterling Capital Management LLC | 177 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 187 | $1.59K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 229 | $1.94K | 0.00% | −51−18.2% | Reduced |
| Principal Securities, Inc. | 188 | $1.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $2.09K | 0.00% | +136+123.6% | Added |
| Smartleaf Asset Management LLC | 267 | $2.23K | 0.00% | −75−21.9% | Reduced |
| Rothschild Investment LLC | 280 | $2.37K | 0.00% | +30+12.0% | Added |
| Anchor Investment Management, LLC | 300 | $2.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 320 | $2.71K | 0.00% | −58,030−99.5% | Reduced |
| GAMMA Investing LLC | 481 | $4.08K | 0.00% | +36+8.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $5.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 826 | $7.00K | 0.00% | +360+77.3% | Added |
| Optiver Holding B.V. | 1,071 | $9.08K | 0.00% | +319+42.4% | Added |
| Capital Advisors, Ltd. LLC | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,402 | $20.4K | 0.01% | +2,402 | New |
| Boston Private Wealth LLC | 3,102 | $26.3K | 0.00% | +3,102 | New |
| Advisors Asset Management, Inc. | 3,210 | $27.2K | 0.00% | −284−8.1% | Reduced |
| Versant Capital Management, Inc | 3,866 | $32.8K | 0.01% | +3,437+801.2% | Added |
| Tower Research Capital LLC (TRC) | 4,228 | $35.9K | 0.00% | +2,038+93.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,332 | $37.0K | 0.00% | +4,332 | New |
| Royal Bank of Canada | 5,260 | $44.0K | 0.00% | −3,361−39.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,977 | $50.7K | 0.00% | −674−10.1% | Reduced |
| Amalgamated Bank | 6,019 | $51.0K | 0.00% | +717+13.5% | Added |
| Signaturefd, LLC | 6,022 | $51.1K | 0.00% | −142−2.3% | Reduced |
| CWM, LLC | 6,956 | $59.0K | 0.00% | −1,620−18.9% | Reduced |
| KBC Group NV | 8,836 | $75.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10,613 | $80.7K | 0.01% | +10,613 | New |
| Salem Investment Counselors Inc | 9,556 | $81.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,304 | $87.4K | 0.29% | +10,304 | New |
| Walleye Trading LLC | 10,566 | $89.6K | 0.00% | +10,566 | New |
| Eastover Investment Advisors LLC | 10,641 | $90.2K | 0.04% | +10,641 | New |
| Gotham Asset Management, LLC | 10,778 | $91.4K | 0.00% | +10,778 | New |
| Bragg Financial Advisors, Inc | 10,896 | $92.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,221 | $95.2K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 11,406 | $96.7K | 0.00% | +11,406 | New |
| Blueshift Asset Management, LLC | 12,063 | $102.3K | 0.04% | +12,063 | New |
| Prudential Financial Inc | 12,815 | $108.7K | 0.00% | +350+2.8% | Added |
| Xponance, Inc. | 13,025 | $110.5K | 0.00% | +566+4.5% | Added |
| Amundi | 13,861 | $110.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,228 | $112.2K | 0.00% | +2,063+18.5% | Added |
| Two Sigma Securities, LLC | 13,315 | $112.9K | 0.02% | +13,315 | New |
| Principal Financial Group Inc | 13,875 | $117.7K | 0.00% | −1,119−7.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,767 | $125.2K | 0.00% | +14,767 | New |
| Ardsley Advisory Partners LP | 15,000 | $127.2K | 0.03% | +15,000 | New |
| Commonwealth Equity Services, LLC | 15,693 | $133.0K | 0.00% | +15,693 | New |
| Prelude Capital Management, LLC | 15,976 | $135.5K | 0.01% | −10,325−39.3% | Reduced |
| Quantinno Capital Management LP | 16,583 | $140.6K | 0.00% | +16,583 | New |
| Farringdon Capital, Ltd. | 16,695 | $141.6K | 0.07% | +4,763+39.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,838 | $142.8K | 0.00% | +209+1.3% | Added |
| Fox Run Management, L.L.C. | 17,267 | $146.4K | 0.02% | −22,135−56.2% | Reduced |
| Bridgewater Associates, LP | 18,032 | $152.9K | 0.00% | +18,032 | New |
| Captrust Financial Advisors | 18,054 | $153.1K | 0.00% | −380−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,182 | $154.2K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,207 | $154.4K | 0.00% | +18,207 | New |
| Cresset Asset Management, LLC | 19,242 | $163.2K | 0.00% | −9,635−33.4% | Reduced |
| Victory Capital Management Inc | 19,370 | $164.3K | 0.00% | −902−4.4% | Reduced |
| Keebeck Alpha, LP | 19,971 | $169.4K | 0.20% | −12,906−39.3% | Reduced |
| STRS Ohio | 20,300 | $172.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,403 | $173.0K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 21,713 | $184.1K | 0.00% | +21,713 | New |
| HSBC Holdings PLC | 24,624 | $208.4K | 0.00% | −38,417−60.9% | Reduced |
| Teacher Retirement System of Texas | 25,308 | $214.6K | 0.00% | +25,308 | New |
| Lighthouse Investment Partners, LLC | 25,415 | $215.5K | 0.01% | −18,832−42.6% | Reduced |
| Squarepoint Ops LLC | 26,286 | $222.9K | 0.00% | −379,814−93.5% | Reduced |
| Pictet Asset Management Holding SA | 26,767 | $227.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 26,795 | $227.2K | 0.00% | +26,795 | New |
| Landscape Capital Management, L.L.C. | 27,933 | $236.9K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 28,226 | $239.4K | 0.07% | +7,559+36.6% | Added |
| Keybank National Association | 29,503 | $250.2K | 0.00% | +8,577+41.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,164 | $255.8K | 0.00% | +5,006+19.9% | Added |
| Ceera Investments, LLC | 30,700 | $260.3K | 0.09% | +30,700 | New |
| EntryPoint Capital, LLC | 32,351 | $274.3K | 0.13% | +32,351 | New |
| Quest Partners LLC | 34,913 | $296.1K | 0.03% | −36,154−50.9% | Reduced |
| SG Americas Securities, LLC | 35,947 | $305.0K | 0.00% | +24,309+208.9% | Added |
| KLP Kapitalforvaltning AS | 36,000 | $305.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 37,117 | $314.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 37,623 | $319.0K | 0.00% | −11,322−23.1% | Reduced |
| MV Capital Management, Inc. | 38,225 | $324.1K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 38,565 | $327.0K | 0.00% | +22,300+137.1% | Added |
| Two Sigma Advisers, LP | 38,900 | $329.9K | 0.00% | +6,400+19.7% | Added |
| Handelsbanken Fonder AB | 42,200 | $358.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 42,650 | $361.7K | 0.00% | 00.0% | Unchanged |