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, Q3 2025
Institutional positions in AvidXchange Holdings, Inc. as of Sep 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
AVDX is no longer listed, so this page shows Q3 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 200
- −19 vs. Q2 2025
- Shares held
- 165.1M
- +5.81M (+3.6%) vs. Q2 2025
- Total value
- $1.64B
- +$83.3M (+5.3%) vs. Q2 2025
- New holders
- 21
- 74 more added
- Sold out
- 40
- 55 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AvidXchange Holdings, Inc.; share changes are against Q2 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% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $20 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $40 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7 | $70 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 8 | $80 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23 | $229 | 0.00% | +23 | New |
| Root Financial Partners, LLC | 34 | $338 | 0.00% | +34 | New |
| IFP Advisors, Inc | 37 | $368 | 0.00% | +37 | Added |
| Allworth Financial LP | 44 | $438 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 53 | $528 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 55 | $548 | 0.00% | +55 | New |
| Principal Securities, Inc. | 57 | $567 | 0.00% | +57 | New |
| Larson Financial Group LLC | 65 | $647 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 68 | $677 | 0.00% | +68 | New |
| JPL Wealth Management, LLC | 75 | $747 | 0.00% | +75 | New |
| Quarry LP | 89 | $886 | 0.00% | −735−89.2% | Reduced |
| FNY Investment Advisers, LLC | 180 | $1.00K | 0.00% | −20−10.0% | Reduced |
| Parallel Advisors, LLC | 141 | $1.40K | 0.00% | −63−30.9% | Reduced |
| Parkside Financial Bank & Trust | 173 | $1.72K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 180 | $1.79K | 0.00% | +43+31.4% | Added |
| Covestor Ltd | 188 | $2.00K | 0.00% | −33−14.9% | Reduced |
| Smartleaf Asset Management LLC | 278 | $2.77K | 0.00% | +87+45.5% | Added |
| Anchor Investment Management, LLC | 300 | $2.98K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 350 | $3.48K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 369 | $3.67K | 0.00% | +369 | New |
| Rothschild Investment LLC | 370 | $3.68K | 0.00% | −100−21.3% | Reduced |
| Sterling Capital Management LLC | 414 | $4.12K | 0.00% | −12−2.8% | Reduced |
| Whittier Trust Co | 445 | $4.44K | 0.00% | +445 | New |
| Advisor Group Holdings, Inc. | 473 | $4.71K | 0.00% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 537 | $5.34K | 0.00% | +14+2.7% | Added |
| Essential Partners LLC | 549 | $5.46K | 0.00% | +18+3.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 611 | $6.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 719 | $7.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 930 | $9.25K | 0.00% | +65+7.5% | Added |
| Optiver Holding B.V. | 1,305 | $13.0K | 0.00% | +476+57.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,773 | $18.0K | 0.00% | +58+3.4% | Added |
| Versant Capital Management, Inc | 3,865 | $38.5K | 0.01% | +182+4.9% | Added |
| SRS Capital Advisors, Inc. | 3,994 | $39.7K | 0.00% | +3,903+4,289.0% | Added |
| Tower Research Capital LLC (TRC) | 5,129 | $51.0K | 0.00% | −20,453−80.0% | Reduced |
| KBC Group NV | 5,877 | $58.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,019 | $60.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,481 | $64.5K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,609 | $75.7K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,569 | $85.0K | 0.00% | +8,569 | New |
| Walleye Trading LLC | 10,000 | $99.5K | 0.00% | +10,000 | New |
| Murchinson Ltd. | 10,100 | $100.5K | 0.02% | +10,100 | New |
| Mariner, LLC | 10,339 | $102.9K | 0.00% | +10,339 | New |
| FourThought Financial Partners, LLC | 10,384 | $103.3K | 0.01% | +10,384 | New |
| Eastover Investment Advisors LLC | 10,641 | $105.9K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 10,896 | $108.4K | 0.00% | −14,834−57.7% | Reduced |
| Brown Advisory Inc | 10,978 | $109.2K | 0.00% | −10,200−48.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,043 | $109.9K | 0.00% | +11,043 | New |
| Mackenzie Financial Corp | 11,221 | $111.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,313 | $132.5K | 0.00% | +169+1.3% | Added |
| Ameritas Investment Partners, Inc. | 14,280 | $142.1K | 0.00% | −3,902−21.5% | Reduced |
| Mirabella Financial Services LLP | 15,703 | $156.2K | 0.01% | +15,703 | New |
| CIBC World Markets Inc. | 15,900 | $158.2K | 0.00% | +15,900 | New |
| Mercer Global Advisors Inc | 17,746 | $176.6K | 0.00% | +3,927+28.4% | Added |
| State of Wisconsin Investment Board | 18,047 | $179.6K | 0.00% | +377+2.1% | Added |
| CIBC Bancorp USA Inc. | 18,220 | $181.3K | 0.00% | +18,220 | New |
| Russell Investments Group, Ltd. | 18,543 | $184.5K | 0.00% | +3,239+21.2% | Added |
| CWM, LLC | 19,534 | $194.0K | 0.00% | −412−2.1% | Reduced |
| Neo Ivy Capital Management | 19,932 | $198.3K | 0.05% | −127,916−86.5% | Reduced |
| Brown Brothers Harriman & Co | 20,403 | $203.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 20,900 | $208.0K | 0.00% | −26,400−55.8% | Reduced |
| Victory Capital Management Inc | 21,119 | $210.1K | 0.00% | +1,693+8.7% | Added |
| Kovitz Investment Group Partners, LLC | 21,558 | $214.5K | 0.00% | −155−0.7% | Reduced |
| SEI Investments Co | 22,229 | $221.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,255 | $221.4K | 0.00% | +400+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,534 | $224.2K | 0.00% | +907+4.2% | Added |
| PenderFund Capital Management Ltd. | 23,100 | $229.8K | 0.04% | −27,500−54.3% | Reduced |
| Guggenheim Capital LLC | 25,111 | $249.9K | 0.00% | −20.0% | Reduced |
| Quantinno Capital Management LP | 25,271 | $251.4K | 0.00% | +6,377+33.8% | Added |
| Voya Investment Management LLC | 30,668 | $305.1K | 0.00% | −17,050−35.7% | Reduced |
| Pictet Asset Management Holding SA | 31,465 | $313.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 37,283 | $371.0K | 0.00% | +588+1.6% | Added |
| Handelsbanken Fonder AB | 38,800 | $386.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 42,650 | $424.4K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 43,026 | $428.1K | 0.00% | −3,770−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 43,281 | $430.6K | 0.00% | +9,156+26.8% | Added |
| Prosperity Consulting Group, LLC | 46,860 | $466.3K | 0.02% | −5,528−10.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,370 | $471.3K | 0.00% | +7,122+17.7% | Added |
| Ieq Capital, LLC | 47,396 | $471.6K | 0.00% | +4,206+9.7% | Added |
| SG Americas Securities, LLC | 47,946 | $477.0K | 0.00% | +33,029+221.4% | Added |
| DC Investments Management, LLC | 48,202 | $479.6K | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 48,434 | $481.9K | 0.00% | −52,631−52.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,000 | $497.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 51,926 | $516.7K | 0.00% | +1,260+2.5% | Added |
| New York State Common Retirement Fund | 53,873 | $536.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 57,432 | $571.4K | 0.00% | −8,117−12.4% | Reduced |
| XTX Topco Ltd | 62,284 | $619.7K | 0.03% | −876−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 62,526 | $622.1K | 0.00% | −29,854−32.3% | Reduced |
| Rockefeller Capital Management L.P. | 64,622 | $643.0K | 0.00% | 00.0% | Unchanged |
| BCK Capital Management LP | 66,806 | $664.7K | 0.71% | −5,194−7.2% | Reduced |
| Virtu Financial LLC | 73,185 | $728.0K | 0.04% | +31,677+76.3% | Added |