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AvidXchange (AVDX) Institutional Ownership

AvidXchange logo
$10.38 +0.13 (+1.27%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AvidXchange (NASDAQ:AVDX)

Current
Institutional Ownership
Percentage
80.58%
Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$320.72M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$161.31M
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AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC11,638$120K0.0%-87.3%0.006%
1/14/2025 Assenagon Asset Management S.A.178,483$1.85M0.0%+480.2%0.087%
12/26/2024JPMorgan Chase & Co.3,437,034$27.87M0.0%-25.2%1.671%
12/19/2024Principal Financial Group Inc.16,296$132K0.0%-30.6%0.008%
11/25/2024Sanctuary Advisors LLC38,190$310K0.0%-20.6%0.019%
11/16/2024Geode Capital Management LLC4,266,265$34.61M0.0%+5.0%2.074%
11/15/2024Barclays PLC285,768$2.32M0.0%+239.8%0.139%
11/15/2024Y Intercept Hong Kong Ltd10,558$86K0.0%N/A0.005%
11/15/2024Jane Street Group LLC87,338$708K0.0%-71.4%0.042%
11/15/2024State Street Corp3,763,694$30.52M0.0%+1.5%1.829%
11/15/2024Quadrature Capital Ltd16,462$134K0.0%-61.2%0.008%
11/15/2024Point72 DIFC Ltd4,554$37K0.0%N/A0.002%
11/15/2024Point72 Asset Management L.P.976,610$7.92M0.0%N/A0.475%
11/15/2024Jacobs Levy Equity Management Inc.3,124,464$25.34M0.1%N/A1.519%
11/15/2024Janus Henderson Group PLC2,442,293$19.81M0.0%-0.1%1.187%
11/15/2024Circumference Group LLC275,000$2.23M2.3%N/A0.134%
11/15/2024Atom Investors LP26,242$213K0.0%N/A0.013%
11/15/2024Paloma Partners Management Co61,060$495K0.0%N/A0.030%
11/14/2024Edgestream Partners L.P.13,450$109K0.0%-85.5%0.007%
11/14/2024PDT Partners LLC226,373$1.84M0.2%N/A0.110%
11/14/2024Verition Fund Management LLC99,096$804K0.0%N/A0.048%
11/14/2024Captrust Financial Advisors17,350$141K0.0%+9.2%0.008%
11/14/2024Capstone Investment Advisors LLC11,682$95K0.0%-37.5%0.006%
11/14/2024Rockefeller Capital Management L.P.2,314,653$18.78M0.1%+30.4%1.125%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC422,697$3.43M0.0%+5.1%0.205%
11/14/2024Providence Capital Advisors LLC649,565$5.27M1.0%+709.6%0.316%
11/13/2024Quantbot Technologies LP76,150$618K0.0%N/A0.037%
11/13/2024Advantage Alpha Capital Partners LP750,282$6.09M1.4%+115.7%0.365%
11/13/2024FMR LLC13,733,769$111.38M0.0%+272.5%6.676%
11/13/2024The Manufacturers Life Insurance Company91,360$741K0.0%-11.1%0.044%
11/12/2024Senvest Management LLC9,843,010$79.83M2.8%-9.5%4.736%
11/12/2024Biltmore Family Office LLC3,124,147$25.34M4.3%-1.4%1.503%
11/12/2024Charles Schwab Investment Management Inc.1,528,875$12.40M0.0%+8.1%0.736%
11/12/2024 Integrated Investment Consultants LLC24,290$197K0.0%N/A0.012%
11/9/2024Intech Investment Management LLC48,818$396K0.0%N/A0.023%
11/8/2024King Luther Capital Management Corp686,354$5.57M0.0%-2.2%0.330%
11/8/2024Connor Clark & Lunn Investment Management Ltd.801,087$6.50M0.0%+52.1%0.385%
11/8/2024Jennison Associates LLC1,442,665$11.70M0.0%-39.9%0.694%
11/7/2024Quest Partners LLC22,289$181K0.0%+46.0%0.011%
11/6/2024Royce & Associates LP99,974$811K0.0%-41.9%0.048%
11/5/2024Sumitomo Mitsui Trust Group Inc.1,862,225$15.10M0.0%+9.1%0.896%
11/5/2024GSA Capital Partners LLP171,791$1.39M0.1%N/A0.083%
11/5/2024Entropy Technologies LP55,173$447K0.0%N/A0.027%
11/4/2024Versor Investments LP26,600$216K0.0%N/A0.013%
11/4/2024State of New Jersey Common Pension Fund D247,947$2.01M0.0%+39.3%0.119%
11/4/2024TimesSquare Capital Management LLC1,995,498$16.18M0.2%-13.9%0.960%
10/31/2024ARK Investment Management LLC1,161,998$9.42M0.1%+17.4%0.559%
10/31/2024Principal Financial Group Inc.16,296$132K0.0%-30.6%0.008%
10/28/2024US Bancorp DE52,271$424K0.0%+111,114.9%0.025%
10/25/2024Horrell Capital Management Inc.275,000$2.23M0.7%N/A0.133%
10/24/2024Arbor Investment Advisors LLC12,135$98K0.0%N/A0.006%
10/24/2024 Wealth Enhancement Advisory Services LLC13,211$107K0.0%+29.6%0.006%
10/23/2024 Assenagon Asset Management S.A.30,764$249K0.0%-33.4%0.015%
10/19/2024Allspring Global Investments Holdings LLC4,650$38K0.0%N/A0.002%
10/11/2024Creative Planning22,290$181K0.0%-42.3%0.011%
10/8/2024CWM LLC6,771$55K0.0%+7,259.8%0.003%
10/5/2024Handelsbanken Fonder AB46,000$373K0.0%+66.7%0.022%
10/3/2024SG Americas Securities LLC91,891$745K0.0%+208.2%0.044%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund581,300$7.01M0.0%+142.2%0.281%
9/5/2024Sanctuary Advisors LLC48,076$575K0.0%N/A0.023%
9/4/2024Coronation Fund Managers Ltd.713,814$8.61M0.4%-4.6%0.346%
8/16/2024Creative Planning38,635$466K0.0%+272.1%0.019%
8/16/2024Algert Global LLC29,317$354K0.0%-53.4%0.014%
8/15/2024The Manufacturers Life Insurance Company102,804$1.24M0.0%+14.8%0.050%
8/15/2024Millennium Management LLC2,770,662$33.41M0.0%+9.8%1.341%
8/15/2024Dark Forest Capital Management LP27,506$332K0.1%N/A0.013%
8/15/2024AQR Capital Management LLC14,658$177K0.0%-79.7%0.007%
8/14/2024Squarepoint Ops LLC200,932$2.42M0.0%N/A0.097%
8/14/2024Lone Pine Capital LLC5,078,341$61.25M0.5%0.0%2.458%
8/14/2024Tremblant Capital Group2,170,114$26.17M2.8%+0.3%1.050%
8/14/2024Interval Partners LP152,021$1.83M0.0%N/A0.074%
8/14/2024Xponance Inc.11,018$133K0.0%N/A0.005%
8/14/2024ProShare Advisors LLC20,230$244K0.0%-25.4%0.010%
8/13/2024Sei Investments Co.72,153$870K0.0%+7.2%0.035%
8/13/2024King Luther Capital Management Corp701,903$8.47M0.0%+1.7%0.340%
8/13/2024Granite Investment Partners LLC895,227$10.80M0.4%-11.2%0.433%
8/9/2024Edgestream Partners L.P.92,515$1.12M0.1%+457.5%0.045%
8/9/2024Renaissance Technologies LLC762,200$9.19M0.0%-23.0%0.369%
8/9/2024Dimensional Fund Advisors LP4,317,134$52.06M0.0%+5.6%2.090%
8/9/2024Massachusetts Financial Services Co. MA1,821,585$21.97M0.0%+2.6%0.882%
8/8/2024Envestnet Asset Management Inc.310,999$3.75M0.0%+3.2%0.151%
8/8/2024American Century Companies Inc.4,515,719$54.46M0.0%+54.2%2.186%
8/8/2024State of New Jersey Common Pension Fund D177,976$2.15M0.0%-22.2%0.086%
8/8/2024Biltmore Family Office LLC3,169,147$38.22M7.0%-3.2%1.534%
8/6/2024Quest Partners LLC15,262$184K0.0%-62.7%0.007%
8/6/2024Los Angeles Capital Management LLC33,888$409K0.0%-37.0%0.016%
8/1/2024Rhumbline Advisers242,533$2.93M0.0%+15.2%0.117%
7/31/2024nVerses Capital LLC5,500$66K0.0%N/A0.003%
7/29/2024Principal Financial Group Inc.23,479$283K0.0%+17.1%0.011%
7/29/2024IQ EQ FUND MANAGEMENT IRELAND Ltd11,850$143K0.0%-41.6%0.006%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank25,158$303K0.0%-26.9%0.012%
7/26/2024ARK Investment Management LLC990,090$11.94M0.1%-15.4%0.479%
7/26/2024Bailard Inc.66,290$799K0.0%-5.7%0.032%
7/26/2024Bank of New York Mellon Corp3,355,409$40.47M0.0%-16.0%1.624%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.1,707,217$20.59M0.0%-8.2%0.826%
7/18/2024Coronation Fund Managers Ltd.713,814$8.61M0.2%-4.6%0.346%
7/18/2024 Assenagon Asset Management S.A.46,202$557K0.0%N/A0.022%
7/12/2024SG Americas Securities LLC29,813$360K0.0%+2.9%0.014%
5/16/2024California State Teachers Retirement System161,292$2.12M0.0%+1.0%0.078%
5/16/2024Janus Henderson Group PLC2,435,793$32.03M0.0%-1.1%1.179%
(Data available from 1/1/2016 forward)

AVDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVDX shares?

During the previous two years, 159 institutional investors and hedge funds held shares of AvidXchange. The most heavily invested institutionals were Vanguard Group Inc. ($227.26M), Bain Capital Venture Investors LLC ($144.22M), FMR LLC ($111.38M), Senvest Management LLC ($79.83M), Lord Abbett & CO. LLC ($66.71M), Lone Pine Capital LLC ($61.25M), and American Century Companies Inc. ($54.46M).Learn more on AVDX's institutional investors.

What percentage of AvidXchange stock is owned by institutional investors?

80.58% of AvidXchange stock is owned by institutional investors. Learn more on AVDX's institutional investor holdings.

Which institutional investors have been buying AvidXchange stock?

Of the 132 institutional investors that purchased AvidXchange stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($10.10M), Senvest Management LLC ($6.51M), Foundry Group Next LLC ($5.03M), Jacobs Levy Equity Management Inc. ($3.12M), Lord Abbett & CO. LLC ($2.86M), American Century Companies Inc. ($2.84M), and North Reef Capital Management LP ($2.38M).

How much institutional buying is happening at AvidXchange?

Institutional investors have bought a total of 66,017,327 shares in the last 24 months. This purchase volume represents approximately $644.97M in transactions.

Which AvidXchange major shareholders have been selling company stock?

Of the 72 institutional investors that sold AvidXchange stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Senvest Management LLC ($3.66M), Bain Capital Venture Investors LLC ($2.50M), Sixth Street Partners Management Company L.P. ($1.40M), Deutsche Bank AG ($1.35M), Vanguard Group Inc. ($1.20M), JPMorgan Chase & Co. ($1.16M), and Foundry Group Next LLC ($1.03M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 20,884,685 shares in the last 24 months. This volume of shares sold represents approximately $224.95M in transactions.


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This page (NASDAQ:AVDX) was last updated on 1/18/2025 by MarketBeat.com Staff
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