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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.

Institutional holdersQ1 2025: 209 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 93 institutionsQ1 2022: 100 institutionsQ2 2022: 114 institutionsQ3 2022: 123 institutionsQ4 2022: 132 institutionsQ1 2023: 155 institutionsQ2 2023: 159 institutionsQ3 2023: 170 institutionsQ4 2023: 186 institutionsQ1 2024: 193 institutionsQ2 2024: 185 institutionsQ3 2024: 191 institutionsQ4 2024: 202 institutionsQ1 2025: 209 institutionsQ2 2025: 220 institutionsQ3 2025: 200 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2025: $1.35B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.72BQ1 2022: $981.5MQ2 2022: $843.9MQ3 2022: $1.19BQ4 2022: $1.36BQ1 2023: $1.05BQ2 2023: $1.47BQ3 2023: $1.44BQ4 2023: $1.97BQ1 2024: $2.15BQ2 2024: $2.07BQ3 2024: $1.32BQ4 2024: $1.62BQ1 2025: $1.35BQ2 2025: $1.56BQ3 2025: $1.64BQ4 2025: $370Q1 2026: $0Q2 2026: $0
Institutions holding AVDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$370
Q3 2025200$1.64B
Q2 2025220$1.56B
Q1 2025209$1.35B
Q4 2024202$1.62B
Q3 2024191$1.32B
Q2 2024185$2.07B
Q1 2024193$2.15B
Q4 2023186$1.97B
Q3 2023170$1.44B
Q2 2023159$1.47B
Q1 2023155$1.05B
Q4 2022132$1.36B
Q3 2022123$1.19B
Q2 2022114$843.9M
Q1 2022100$981.5M
Q4 202193$1.72B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q4 2024.

Institutions holding AVDX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming45,498$385.8K0.05%−14,016−23.6%Reduced
Bank of Montreal46,581$395.0K0.00%+46,581New
Bailard, Inc.46,596$395.1K0.01%00.0%Unchanged
State of Wisconsin Investment Board46,778$396.7K0.00%−62−0.1%Reduced
Voya Investment Management LLC47,254$400.7K0.00%−5,021−9.6%Reduced
DC Investments Management, LLC48,202$408.8K0.21%+48,202New
Accretive Wealth Partners, LLC51,024$418.4K0.15%+51,024New
Arizona State Retirement System50,126$425.1K0.00%+1,869+3.9%Added
Jane Street Group, LLC51,087$433.2K0.00%−3,626−6.6%Reduced
Creative Planning52,126$442.0K0.00%+11,420+28.1%Added
Prosperity Consulting Group, LLC52,388$444.3K0.03%00.0%Unchanged
New York State Common Retirement Fund53,873$456.8K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP59,660$506.0K0.01%−169,309−73.9%Reduced
Graham Capital Management, L.P.59,725$506.5K0.02%+59,725New
Gsa Capital Partners LLP63,234$536.0K0.05%−43,441−40.7%Reduced
Numerai GP LLC63,648$539.7K0.10%+63,648New
Great Lakes Advisors, LLC74,944$635.5K0.01%−30,449−28.9%Reduced
Brevan Howard Capital Management LP79,243$672.0K0.02%+30,475+62.5%Added
Verition Fund Management LLC80,075$679.0K0.00%+36,082+82.0%Added
Intech Investment Management LLC81,255$689.0K0.01%+19,332+31.2%Added
Corebridge Financial, Inc.85,145$722.0K0.00%−1,262−1.5%Reduced
Canada Pension Plan Investment Board92,200$781.9K0.00%00.0%Unchanged
Simplex Trading, LLC92,530$784.0K0.03%+92,530New
Maverick Capital LtdSuperinvestorMaverick Capital98,448$834.8K0.02%+98,448New
Manufacturers Life Insurance Company, The99,676$845.3K0.00%+3,363+3.5%Added
D. E. Shaw & Co., Inc.100,037$848.3K0.00%+100,037New
Wells Fargo & Company103,190$875.1K0.00%+267+0.3%Added
Mirae Asset Global ETFs Holdings Ltd.103,909$881.1K0.00%+5,046+5.1%Added
Carolinas Wealth Consulting LLC104,586$886.9K0.19%00.0%Unchanged
MetLife Investment Management105,076$891.0K0.00%−1,662−1.6%Reduced
American Century Companies Inc111,371$944.4K0.00%+75,825+213.3%Added
Russell Investments Group, Ltd.117,602$997.3K0.00%−53,653−31.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund119,400$1.01M0.00%+119,400New
Renaissance Technologies LLC138,900$1.18M0.00%+109,300+369.3%Added
Price T Rowe Associates Inc138,837$1.18M0.00%+16,275+13.3%Added
Citigroup Inc142,068$1.20M0.00%−36,267−20.3%Reduced
Dark Forest Capital Management LP152,363$1.29M0.06%+104,711+219.7%Added
HRT Financial LP152,562$1.29M0.01%−593−0.4%Reduced
Capital Research Global Investors164,986$1.40M0.00%00.0%Unchanged
Invesco Ltd.170,011$1.44M0.00%+13,329+8.5%Added
Millennium Management LLC177,560$1.51M0.00%−235,688−57.0%Reduced
First Trust Advisors LP180,027$1.53M0.00%+180,027New
California State Teachers Retirement System189,313$1.61M0.00%+33,223+21.3%Added
Legal & General Group Plc194,749$1.65M0.00%+4,246+2.2%Added
Hapanowicz & Associates Financial Services, Inc196,912$1.67M0.93%00.0%Unchanged
State of New Jersey Common Pension Fund D212,118$1.80M0.01%+14,828+7.5%Added
Barclays PLC225,382$1.91M0.00%−85,048−27.4%Reduced
Qube Research & Technologies Ltd231,254$1.96M0.00%−627,414−73.1%Reduced
Rhumbline Advisers243,261$2.06M0.00%+8,523+3.6%Added
AQR Capital Management LLC244,835$2.08M0.00%−353,879−59.1%Reduced
Edgestream Partners, L.P.251,389$2.13M0.07%+157,084+166.6%Added
Marshall Wace, LLP290,909$2.47M0.00%+154,399+113.1%Added
PDT Partners, LLC309,693$2.63M0.19%00.0%Unchanged
Swiss National Bank338,800$2.87M0.00%+11,800+3.6%Added
JPMorgan Chase & Co346,966$2.94M0.00%−1,809,826−83.9%Reduced
Circumference Group LLC370,000$3.14M3.89%+95,000+34.5%Added
Citadel Advisors LLC379,508$3.22M0.00%−484,340−56.1%Reduced
Susquehanna International Group, LLP433,373$3.68M0.01%+333,863+335.5%Added
UBS Asset Management Americas Inc469,037$3.98M0.00%+3,347+0.7%Added
Envestnet Asset Management Inc494,944$4.20M0.00%+29,781+6.4%Added
Herald Investment Management Ltd500,000$4.24M0.80%+50,000+11.1%Added
BNP Paribas Arbitrage, SA504,798$4.28M0.00%−177,217−26.0%Reduced
Meridiem Capital Partners LP507,762$4.31M0.47%+507,762New
Providence Capital Advisors, LLC513,565$4.36M0.91%−56,000−9.8%Reduced
Bank of America Corp565,189$4.79M0.00%−189,397−25.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.618,454$5.24M0.02%−135,439−18.0%Reduced
Nuveen, LLC630,814$5.35M0.00%+630,814New
Silvercrest Asset Management Group LLC632,466$5.36M0.04%+169,200+36.5%Added
Alliancebernstein L.P.664,590$5.64M0.00%+111,320+20.1%Added
Assenagon Asset Management S.A.722,907$6.13M0.01%+544,424+305.0%Added
King Luther Capital Management Corp726,712$6.16M0.03%+515+0.1%Added
Goldman Sachs Group Inc811,149$6.88M0.00%−143,021−15.0%Reduced
Advantage Alpha Capital Partners LP856,450$7.26M1.78%+1,789+0.2%Added
ARK Investment Management LLCSuperinvestorARK Invest943,393$8.00M0.08%−101,413−9.7%Reduced
Voloridge Investment Management, LLC956,094$8.11M0.03%+398,489+71.5%Added
UBS Group AG966,552$8.20M0.00%−18,569−1.9%Reduced
Ameriprise Financial Inc977,349$8.29M0.00%+761,203+352.2%Added
Tikvah Management LLC982,818$8.33M2.84%00.0%Unchanged
Arrowstreet Capital, Limited Partnership1,006,503$8.54M0.01%+11,108+1.1%Added
Morgan Stanley1,075,241$9.12M0.00%−440,783−29.1%Reduced
Deutsche Bank AG1,089,314$9.24M0.00%−14,332−1.3%Reduced
Trexquant Investment LP1,175,487$9.97M0.12%+444,093+60.7%Added
Charles Schwab Investment Management Inc1,507,713$12.8M0.00%−24,761−1.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,554,952$13.2M0.01%−35,134−2.2%Reduced
Nikko Asset Management Americas, Inc.1,554,952$13.2M0.17%−35,134−2.2%Reduced
Rockefeller Capital Management L.P.1,587,107$13.5M0.03%−86,751−5.2%Reduced
Thrivent Financial for Lutherans1,609,370$13.6M0.03%+1,609,370New
Northern Trust Corp1,613,829$13.7M0.00%−39,344−2.4%Reduced
Unisphere Establishment2,040,316$17.3M0.15%00.0%Unchanged
Jacobs Levy Equity Management, Inc2,296,244$19.5M0.08%−1,101,414−32.4%Reduced
Foundry Group Next, LLC2,486,791$21.1M100.00%00.0%Unchanged
Janus Henderson Group PLC2,706,664$22.7M0.01%+506,831+23.0%Added
Bank of New York Mellon Corp2,868,823$24.3M0.00%−179,563−5.9%Reduced
Sapphire Ventures, L.L.C.2,897,248$24.6M23.37%00.0%Unchanged
Biltmore Family Office, LLC2,984,149$25.3M4.31%00.0%Unchanged
Jennison Associates LLC3,171,634$26.9M0.02%+995,109+45.7%Added
Par Capital Management Inc3,300,000$28.0M0.94%+300,000+10.0%Added
Tremblant Capital Group3,396,880$28.8M3.53%+165,731+5.1%Added
Balyasny Asset Management LLC3,397,113$28.8M0.07%+2,706,013+391.6%Added
Bain Capital Venture Investors, LLC3,469,949$29.4M14.75%00.0%Unchanged