Skip to main content

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
Jane Street Group, LLC51,087$433.2K0.00%−3,626−6.6%Reduced
Arizona State Retirement System50,126$425.1K0.00%+1,869+3.9%Added
Accretive Wealth Partners, LLC51,024$418.4K0.15%+51,024New
DC Investments Management, LLC48,202$408.8K0.21%+48,202New
Voya Investment Management LLC47,254$400.7K0.00%−5,021−9.6%Reduced
State of Wisconsin Investment Board46,778$396.7K0.00%−62−0.1%Reduced
Bailard, Inc.46,596$395.1K0.01%00.0%Unchanged
Bank of Montreal46,581$395.0K0.00%+46,581New
State of Wyoming45,498$385.8K0.05%−14,016−23.6%Reduced
State Board of Administration of Florida Retirement System42,650$361.7K0.00%00.0%Unchanged
Handelsbanken Fonder AB42,200$358.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP38,900$329.9K0.00%+6,400+19.7%Added
CIBC World Markets Corp38,565$327.0K0.00%+22,300+137.1%Added
MV Capital Management, Inc.38,225$324.1K0.03%00.0%Unchanged
ProShare Advisors LLC37,623$319.0K0.00%−11,322−23.1%Reduced
Police & Firemen's Retirement System of New Jersey37,117$314.8K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS36,000$305.3K0.00%00.0%Unchanged
SG Americas Securities, LLC35,947$305.0K0.00%+24,309+208.9%Added
Quest Partners LLC34,913$296.1K0.03%−36,154−50.9%Reduced
EntryPoint Capital, LLC32,351$274.3K0.13%+32,351New
Ceera Investments, LLC30,700$260.3K0.09%+30,700New
Zurcher Kantonalbank (Zurich Cantonalbank)30,164$255.8K0.00%+5,006+19.9%Added
Keybank National Association29,503$250.2K0.00%+8,577+41.0%Added
Bridgefront Capital, LLC28,226$239.4K0.07%+7,559+36.6%Added
Landscape Capital Management, L.L.C.27,933$236.9K0.02%00.0%Unchanged
Engineers Gate Manager LP26,795$227.2K0.00%+26,795New
Pictet Asset Management Holding SA26,767$227.0K0.00%00.0%Unchanged
Squarepoint Ops LLC26,286$222.9K0.00%−379,814−93.5%Reduced
Lighthouse Investment Partners, LLC25,415$215.5K0.01%−18,832−42.6%Reduced
Teacher Retirement System of Texas25,308$214.6K0.00%+25,308New
HSBC Holdings PLC24,624$208.4K0.00%−38,417−60.9%Reduced
Kovitz Investment Group Partners, LLC21,713$184.1K0.00%+21,713New
Brown Brothers Harriman & Co20,403$173.0K0.00%00.0%Unchanged
STRS Ohio20,300$172.1K0.00%00.0%Unchanged
Keebeck Alpha, LP19,971$169.4K0.20%−12,906−39.3%Reduced
Victory Capital Management Inc19,370$164.3K0.00%−902−4.4%Reduced
Cresset Asset Management, LLC19,242$163.2K0.00%−9,635−33.4%Reduced
Ieq Capital, LLC18,207$154.4K0.00%+18,207New
Ameritas Investment Partners, Inc.18,182$154.2K0.01%00.0%Unchanged
Captrust Financial Advisors18,054$153.1K0.00%−380−2.1%Reduced
Bridgewater Associates, LP18,032$152.9K0.00%+18,032New
Fox Run Management, L.L.C.17,267$146.4K0.02%−22,135−56.2%Reduced
Wealth Enhancement Advisory Services, LLC16,838$142.8K0.00%+209+1.3%Added
Farringdon Capital, Ltd.16,695$141.6K0.07%+4,763+39.9%Added
Quantinno Capital Management LP16,583$140.6K0.00%+16,583New
Prelude Capital Management, LLC15,976$135.5K0.01%−10,325−39.3%Reduced
Commonwealth Equity Services, LLC15,693$133.0K0.00%+15,693New
Ardsley Advisory Partners LP15,000$127.2K0.03%+15,000New
Schonfeld Strategic Advisors LLC14,767$125.2K0.00%+14,767New
Principal Financial Group Inc13,875$117.7K0.00%−1,119−7.5%Reduced
Two Sigma Securities, LLC13,315$112.9K0.02%+13,315New
Raymond James Financial Inc13,228$112.2K0.00%+2,063+18.5%Added
Amundi13,861$110.7K0.00%00.0%Unchanged
Xponance, Inc.13,025$110.5K0.00%+566+4.5%Added
Prudential Financial Inc12,815$108.7K0.00%+350+2.8%Added
Blueshift Asset Management, LLC12,063$102.3K0.04%+12,063New
Jain Global LLC11,406$96.7K0.00%+11,406New
Mackenzie Financial Corp11,221$95.2K0.00%00.0%Unchanged
Bragg Financial Advisors, Inc10,896$92.4K0.00%00.0%Unchanged
Gotham Asset Management, LLC10,778$91.4K0.00%+10,778New
Eastover Investment Advisors LLC10,641$90.2K0.04%+10,641New
Walleye Trading LLC10,566$89.6K0.00%+10,566New
Corton Capital Inc.10,304$87.4K0.29%+10,304New
Salem Investment Counselors Inc9,556$81.0K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd10,613$80.7K0.01%+10,613New
KBC Group NV8,836$75.0K0.00%00.0%Unchanged
CWM, LLC6,956$59.0K0.00%−1,620−18.9%Reduced
Signaturefd, LLC6,022$51.1K0.00%−142−2.3%Reduced
Amalgamated Bank6,019$51.0K0.00%+717+13.5%Added
Nisa Investment Advisors, LLC5,977$50.7K0.00%−674−10.1%Reduced
Royal Bank of Canada5,260$44.0K0.00%−3,361−39.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S4,332$37.0K0.00%+4,332New
Tower Research Capital LLC (TRC)4,228$35.9K0.00%+2,038+93.1%Added
Versant Capital Management, Inc3,866$32.8K0.01%+3,437+801.2%Added
Advisors Asset Management, Inc.3,210$27.2K0.00%−284−8.1%Reduced
Boston Private Wealth LLC3,102$26.3K0.00%+3,102New
Clear Street Markets LLC2,402$20.4K0.01%+2,402New
Capital Advisors, Ltd. LLC2,000$17.0K0.00%00.0%Unchanged
Optiver Holding B.V.1,071$9.08K0.00%+319+42.4%Added
Advisor Group Holdings, Inc.826$7.00K0.00%+360+77.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.611$5.18K0.00%00.0%Unchanged
GAMMA Investing LLC481$4.08K0.00%+36+8.1%Added
US Bancorp320$2.71K0.00%−58,030−99.5%Reduced
Anchor Investment Management, LLC300$2.54K0.00%00.0%Unchanged
Rothschild Investment LLC280$2.37K0.00%+30+12.0%Added
Smartleaf Asset Management LLC267$2.23K0.00%−75−21.9%Reduced
EverSource Wealth Advisors, LLC246$2.09K0.00%+136+123.6%Added
Principal Securities, Inc.188$1.94K0.00%00.0%Unchanged
Huntington National Bank229$1.94K0.00%−51−18.2%Reduced
Private Wealth Management Group, LLC187$1.59K0.00%00.0%Unchanged
Sterling Capital Management LLC177$1.50K0.00%00.0%Unchanged
Farther Finance Advisors, LLC114$9710.00%−49−30.1%Reduced
SRS Capital Advisors, Inc.91$7720.00%−232−71.8%Reduced
SBI Securities Co., Ltd.84$7120.00%−209−71.3%Reduced
Larson Financial Group LLC57$4830.00%+41+256.3%Added
Allworth Financial LP60$4730.00%+3+5.3%Added
Parallel Advisors, LLC49$4160.00%−65−57.0%Reduced
True Wealth Design, LLC47$3990.00%−295−86.3%Reduced
Stephens Consulting, LLC45$3820.00%+45New
IFP Advisors, Inc26$2200.00%00.0%Unchanged