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, Q2 2025
Institutional positions in AvidXchange Holdings, Inc. as of Jun 30, 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
- 220
- +11 vs. Q1 2025
- Shares held
- 159.3M
- +532.7K (+0.3%) vs. Q1 2025
- Total value
- $1.56B
- +$213.5M (+15.9%) vs. Q1 2025
- New holders
- 72
- 64 more added
- Sold out
- 61
- 59 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $10 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $20 | 0.00% | −5−71.4% | Reduced |
| SJS Investment Consulting Inc. | 4 | $40 | 0.00% | −1−20.0% | Reduced |
| SBI Securities Co., Ltd. | 8 | $78 | 0.00% | −76−90.5% | Reduced |
| US Bancorp | 30 | $294 | 0.00% | −290−90.6% | Reduced |
| Allworth Financial LP | 44 | $431 | 0.00% | −16−26.7% | Reduced |
| UMA Financial Services, Inc. | 53 | $519 | 0.00% | +53 | New |
| Larson Financial Group LLC | 65 | $636 | 0.00% | +8+14.0% | Added |
| SRS Capital Advisors, Inc. | 91 | $891 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | +200 | New |
| IFP Advisors, Inc | 0 | $1.22K | 0.00% | −26−100.0% | Reduced |
| Farther Finance Advisors, LLC | 137 | $1.34K | 0.00% | +23+20.2% | Added |
| Varenne Capital Partners | 171 | $1.67K | 0.00% | +171 | New |
| Parkside Financial Bank & Trust | 173 | $1.69K | 0.00% | +173 | New |
| Smartleaf Asset Management LLC | 191 | $1.87K | 0.00% | −76−28.5% | Reduced |
| Parallel Advisors, LLC | 204 | $2.00K | 0.00% | +155+316.3% | Added |
| Covestor Ltd | 221 | $2.00K | 0.00% | +207+1,478.6% | Added |
| Anchor Investment Management, LLC | 300 | $2.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 350 | $3.43K | 0.00% | +303+644.7% | Added |
| Caitong International Asset Management Co., Ltd | 356 | $3.48K | 0.00% | +347+3,855.6% | Added |
| Sterling Capital Management LLC | 426 | $4.17K | 0.00% | +249+140.7% | Added |
| Rothschild Investment LLC | 470 | $4.60K | 0.00% | +190+67.9% | Added |
| Advisor Group Holdings, Inc. | 472 | $4.62K | 0.00% | −354−42.9% | Reduced |
| EverSource Wealth Advisors, LLC | 523 | $5.12K | 0.00% | +277+112.6% | Added |
| Essential Partners LLC | 531 | $5.20K | 0.00% | +531 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $5.98K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 615 | $6.02K | 0.00% | +615 | New |
| Jones Financial Companies LLLP | 719 | $7.04K | 0.00% | +719 | New |
| Quarry LP | 824 | $8.07K | 0.00% | +824 | New |
| Optiver Holding B.V. | 829 | $8.12K | 0.00% | −242−22.6% | Reduced |
| GAMMA Investing LLC | 865 | $8.47K | 0.00% | +384+79.8% | Added |
| Advisors Asset Management, Inc. | 1,066 | $10.4K | 0.00% | −2,144−66.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,715 | $17.0K | 0.00% | +1,715 | New |
| Capital Advisors, Ltd. LLC | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,000 | $29.0K | 0.00% | −89,530−96.8% | Reduced |
| Versant Capital Management, Inc | 3,683 | $36.1K | 0.01% | −183−4.7% | Reduced |
| Point72 Hong Kong Ltd | 5,695 | $55.8K | 0.00% | +5,695 | New |
| KBC Group NV | 5,877 | $58.0K | 0.00% | −2,959−33.5% | Reduced |
| Salem Investment Counselors Inc | 6,000 | $58.7K | 0.00% | −3,556−37.2% | Reduced |
| Signaturefd, LLC | 6,000 | $58.7K | 0.00% | −22−0.4% | Reduced |
| Amalgamated Bank | 6,019 | $59.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,481 | $63.4K | 0.00% | +504+8.4% | Added |
| Longfellow Investment Management Co LLC | 7,609 | $74.5K | 0.02% | +7,609 | New |
| Eastover Investment Advisors LLC | 10,641 | $104.2K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,221 | $109.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,108 | $118.5K | 0.00% | −1,767−12.7% | Reduced |
| Dark Forest Capital Management LP | 12,319 | $120.6K | 0.00% | −140,044−91.9% | Reduced |
| Xponance, Inc. | 13,144 | $128.7K | 0.00% | +119+0.9% | Added |
| Mercer Global Advisors Inc | 13,819 | $135.3K | 0.00% | +13,819 | New |
| SG Americas Securities, LLC | 14,917 | $146.0K | 0.00% | −21,030−58.5% | Reduced |
| Russell Investments Group, Ltd. | 15,304 | $149.8K | 0.00% | −102,298−87.0% | Reduced |
| Polymer Capital Management (US) LLC | 16,634 | $162.8K | 0.03% | +16,634 | New |
| Keybank National Association | 16,724 | $163.7K | 0.00% | −12,779−43.3% | Reduced |
| State of Wisconsin Investment Board | 17,670 | $173.0K | 0.00% | −29,108−62.2% | Reduced |
| Ameritas Investment Partners, Inc. | 18,182 | $178.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,894 | $185.0K | 0.00% | +2,311+13.9% | Added |
| Jefferies Financial Group Inc. | 19,099 | $187.0K | 0.00% | +19,099 | New |
| Victory Capital Management Inc | 19,426 | $190.2K | 0.00% | +56+0.3% | Added |
| CWM, LLC | 19,946 | $195.0K | 0.00% | +12,990+186.7% | Added |
| Brown Brothers Harriman & Co | 20,403 | $199.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 20,553 | $201.2K | 0.02% | +7,238+54.4% | Added |
| CIBC World Markets Corp | 21,061 | $206.2K | 0.00% | −17,504−45.4% | Reduced |
| Brown Advisory Inc | 21,178 | $207.3K | 0.00% | +21,178 | New |
| HSBC Holdings PLC | 21,173 | $207.4K | 0.00% | −3,451−14.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,713 | $212.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,627 | $213.0K | 0.00% | +4,789+28.4% | Added |
| Prudential Financial Inc | 21,855 | $214.0K | 0.00% | +9,040+70.5% | Added |
| SEI Investments Co | 22,229 | $217.6K | 0.00% | +22,229 | New |
| Raymond James Financial Inc | 22,524 | $220.5K | 0.00% | +9,296+70.3% | Added |
| Guggenheim Capital LLC | 25,113 | $245.9K | 0.00% | +25,113 | New |
| Tower Research Capital LLC (TRC) | 25,582 | $250.4K | 0.01% | +21,354+505.1% | Added |
| Bragg Financial Advisors, Inc | 25,730 | $251.9K | 0.01% | +14,834+136.1% | Added |
| Cantor Fitzgerald, L. P. | 27,640 | $270.6K | 0.01% | +27,640 | New |
| Trexquant Investment LP | 29,823 | $292.0K | 0.00% | −1,145,664−97.5% | Reduced |
| Pictet Asset Management Holding SA | 31,465 | $308.0K | 0.00% | +4,698+17.6% | Added |
| BNP Paribas Arbitrage, SA | 34,125 | $334.1K | 0.00% | −470,673−93.2% | Reduced |
| KLP Kapitalforvaltning AS | 36,000 | $352.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 36,695 | $359.0K | 0.00% | +31,435+597.6% | Added |
| MV Capital Management, Inc. | 38,225 | $374.2K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 38,539 | $377.3K | 0.00% | −252,370−86.8% | Reduced |
| Handelsbanken Fonder AB | 38,800 | $380.0K | 0.00% | −3,400−8.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,248 | $394.0K | 0.00% | +3,131+8.4% | Added |
| Virtu Financial LLC | 41,508 | $406.0K | 0.02% | +41,508 | New |
| State Board of Administration of Florida Retirement System | 42,650 | $417.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 43,190 | $422.8K | 0.00% | +24,983+137.2% | Added |
| Quest Partners LLC | 45,541 | $445.8K | 0.04% | +10,628+30.4% | Added |
| Teacher Retirement System of Texas | 46,796 | $458.1K | 0.00% | +21,488+84.9% | Added |
| Two Sigma Advisers, LP | 47,300 | $463.1K | 0.00% | +8,400+21.6% | Added |
| Voya Investment Management LLC | 47,718 | $467.2K | 0.00% | +464+1.0% | Added |
| DC Investments Management, LLC | 48,202 | $471.9K | 0.20% | 00.0% | Unchanged |
| Blackstone Group Inc. | 48,571 | $475.5K | 0.00% | +48,571 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,000 | $489.5K | 0.00% | +50,000 | New |
| PenderFund Capital Management Ltd. | 50,600 | $495.4K | 0.12% | +50,600 | New |
| Arizona State Retirement System | 50,666 | $496.0K | 0.00% | +540+1.1% | Added |
| Ameriprise Financial Inc | 51,600 | $505.2K | 0.00% | −925,749−94.7% | Reduced |
| Prosperity Consulting Group, LLC | 52,388 | $512.9K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 53,873 | $527.4K | 0.00% | 00.0% | Unchanged |