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, Q4 2025

Institutional positions in AvidXchange Holdings, Inc. as of Dec 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

AVDX is no longer listed, and 13F filings after Q3 2025 list far fewer holders. See Q3 2025

Institutional holders
1
−196 vs. Q3 2025
Shares held
37
−164.9M (−100.0%) vs. Q3 2025
Total value
$370
−$1.64B (−100.0%) vs. Q3 2025
New holders
0
0 more added
Sold out
196
0 more reduced

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1 institution
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 heldQ4 2025: $370
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, Q4 2025

Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q3 2025.

Institutions holding AVDX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Virtu Financial LLC0$00.00%−73,185−100.0%Sold out
BCK Capital Management LP0$00.00%−66,806−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−64,622−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−62,526−100.0%Sold out
XTX Topco Ltd0$00.00%−62,284−100.0%Sold out
ProShare Advisors LLC0$00.00%−57,432−100.0%Sold out
New York State Common Retirement Fund0$00.00%−53,873−100.0%Sold out
Arizona State Retirement System0$00.00%−51,926−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−50,000−100.0%Sold out
Citigroup Inc0$00.00%−48,434−100.0%Sold out
DC Investments Management, LLC0$00.00%−48,202−100.0%Sold out
SG Americas Securities, LLC0$00.00%−47,946−100.0%Sold out
Ieq Capital, LLC0$00.00%−47,396−100.0%Sold out
Police & Firemen's Retirement System of New Jersey0$00.00%−47,370−100.0%Sold out
Prosperity Consulting Group, LLC0$00.00%−46,860−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−43,281−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−43,026−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−42,650−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−38,800−100.0%Sold out
Royal Bank of Canada0$00.00%−37,283−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−31,465−100.0%Sold out
Voya Investment Management LLC0$00.00%−30,668−100.0%Sold out
Quantinno Capital Management LP0$00.00%−25,271−100.0%Sold out
Guggenheim Capital LLC0$00.00%−25,111−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−23,100−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−22,534−100.0%Sold out
Prudential Financial Inc0$00.00%−22,255−100.0%Sold out
SEI Investments Co0$00.00%−22,229−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−21,558−100.0%Sold out
Victory Capital Management Inc0$00.00%−21,119−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−20,900−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−20,403−100.0%Sold out
Neo Ivy Capital Management0$00.00%−19,932−100.0%Sold out
CWM, LLC0$00.00%−19,534−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−18,543−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−18,047−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−17,746−100.0%Sold out
CIBC World Markets Inc.0$00.00%−15,900−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−15,703−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−14,280−100.0%Sold out
Xponance, Inc.0$00.00%−13,313−100.0%Sold out
Mackenzie Financial Corp0$00.00%−11,221−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−11,043−100.0%Sold out
Brown Advisory Inc0$00.00%−10,978−100.0%Sold out
Bragg Financial Advisors, Inc0$00.00%−10,896−100.0%Sold out
Eastover Investment Advisors LLC0$00.00%−10,641−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−10,384−100.0%Sold out
Mariner, LLC0$00.00%−10,339−100.0%Sold out
Murchinson Ltd.0$00.00%−10,100−100.0%Sold out
Walleye Trading LLC0$00.00%−10,000−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−8,569−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−7,609−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−6,481−100.0%Sold out
Amalgamated Bank0$00.00%−6,019−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−6,000−100.0%Sold out
Signaturefd, LLC0$00.00%−6,000−100.0%Sold out
KBC Group NV0$00.00%−5,877−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−5,129−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−3,994−100.0%Sold out
Versant Capital Management, Inc0$00.00%−3,865−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,773−100.0%Sold out
Optiver Holding B.V.0$00.00%−1,305−100.0%Sold out
GAMMA Investing LLC0$00.00%−930−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−719−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−611−100.0%Sold out
Essential Partners LLC0$00.00%−549−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−537−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−473−100.0%Sold out
Whittier Trust Co0$00.00%−445−100.0%Sold out
Sterling Capital Management LLC0$00.00%−414−100.0%Sold out
Rothschild Investment LLC0$00.00%−370−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−369−100.0%Sold out
True Wealth Design, LLC0$00.00%−350−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−300−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−278−100.0%Sold out
Covestor Ltd0$00.00%−188−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−180−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−173−100.0%Sold out
Parallel Advisors, LLC0$00.00%−141−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−180−100.0%Sold out
Quarry LP0$00.00%−89−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−75−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−68−100.0%Sold out
Larson Financial Group LLC0$00.00%−65−100.0%Sold out
Principal Securities, Inc.0$00.00%−57−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−55−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−53−100.0%Sold out
Allworth Financial LP0$00.00%−44−100.0%Sold out
Root Financial Partners, LLC0$00.00%−34−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−23−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−8−100.0%Sold out
Advisory Services Network, LLC0$00.00%−7−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−4−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−1−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−1−100.0%Sold out
Burren Capital Advisors Ltd––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Hemington Wealth Management––––Not filed