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AvidXchange (AVDX) Institutional Ownership

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$8.37 -0.18 (-2.11%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for AvidXchange (NASDAQ:AVDX)

Current
Institutional Ownership
Percentage
80.58%
Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$390.53M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$261.99M
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AVDX Institutional Buying and Selling by Quarter

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AvidXchange Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025111 Capital10,730$111K0.0%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC16,629$172K0.0%+25.9%0.008%
2/27/2025 Carolinas Wealth Consulting LLC104,586$1.08M0.2%-12.4%0.051%
2/18/2025 Neo Ivy Capital Management231,513$2.39M0.5%N/A0.113%
2/18/2025 PharVision Advisers LLC22,200$230K0.2%N/A0.011%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC465,690$4.82M0.0%+10.2%0.226%
2/17/2025 Voloridge Investment Management LLC557,605$5.77M0.0%-44.2%0.271%
2/17/2025 Vident Advisory LLC24,669$255K0.0%N/A0.012%
2/17/2025 Squarepoint Ops LLC406,100$4.20M0.0%-38.3%0.197%
2/17/2025 Tremblant Capital Group3,231,149$33.41M3.5%+2.3%1.571%
2/17/2025 Two Sigma Advisers LP32,500$336K0.0%N/A0.016%
2/17/2025 State of Wyoming59,514$615K0.1%-12.6%0.029%
2/17/2025 Sherbrooke Park Advisers LLC22,142$229K0.1%-40.8%0.011%
2/17/2025 Silvercrest Asset Management Group LLC463,266$4.79M0.0%N/A0.225%
2/17/2025 Point72 Asset Management L.P.1,700,334$17.58M0.0%+74.1%0.827%
2/17/2025 ProShare Advisors LLC48,945$506K0.0%+49.0%0.024%
2/17/2025 Nuveen Asset Management LLC627,001$6.48M0.0%+25.3%0.305%
2/17/2025 Millennium Management LLC413,248$4.27M0.0%+377.9%0.201%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.98,863$1.02M0.0%+3.9%0.048%
2/17/2025 Lighthouse Investment Partners LLC44,247$458K0.0%N/A0.022%
2/17/2025 Jacobs Levy Equity Management Inc.3,397,658$35.13M0.1%+8.7%1.652%
2/17/2025 Janus Henderson Group PLC2,199,833$22.75M0.0%-9.9%1.069%
2/17/2025 Deutsche Bank AG1,103,646$11.41M0.0%+11.7%0.536%
2/17/2025 Cresset Asset Management LLC28,877$299K0.0%-17.5%0.014%
2/17/2025 Crestline Management LP69,642$720K0.0%N/A0.034%
2/17/2025 Centiva Capital LP48,830$505K0.0%N/A0.024%
2/17/2025 Brevan Howard Capital Management LP48,768$504K0.0%N/A0.024%
2/17/2025 Bridgefront Capital LLC20,667$214K0.1%-15.9%0.010%
2/17/2025 Captrust Financial Advisors18,434$191K0.0%+6.2%0.009%
2/17/2025 Azora Capital LP4,358,498$45.07M2.0%N/A2.119%
2/17/2025 Balyasny Asset Management L.P.691,100$7.15M0.0%+46.4%0.336%
2/17/2025 Bayesian Capital Management LP63,287$654K0.1%N/A0.031%
2/17/2025 Bank of America Corp DE754,586$7.80M0.0%+5.4%0.367%
2/17/2025 BNP Paribas Financial Markets682,015$7.05M0.0%N/A0.332%
2/17/2025 Ameriprise Financial Inc.216,146$2.24M0.0%+16.9%0.105%
2/14/2025 Freestone Grove Partners LP13,893$144K0.0%N/A0.007%
2/14/2025 PDT Partners LLC309,693$3.20M0.3%+36.8%0.151%
2/14/2025 AQR Capital Management LLC598,714$6.19M0.0%-11.1%0.291%
2/14/2025 Northern Trust Corp1,653,173$17.09M0.0%+8.3%0.804%
2/14/2025 The Manufacturers Life Insurance Company 96,313$996K0.0%+5.4%0.047%
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2/14/2025 Tudor Investment Corp ET AL62,349$645K0.0%N/A0.030%
2/14/2025 Quarry LP5,518$57K0.0%+126.6%0.003%
2/14/2025 North Reef Capital Management LP7,994,000$82.66M3.7%+2.5%3.886%
2/14/2025 Voya Investment Management LLC52,275$541K0.0%-7.0%0.025%
2/14/2025 Price T Rowe Associates Inc. MD122,562$1.27M0.0%+10.2%0.060%
2/14/2025 Dark Forest Capital Management LP47,652$493K0.1%N/A0.023%
2/14/2025 Greenhouse Funds LLLP8,498,322$87.87M3.7%-20.4%4.131%
2/14/2025 Hsbc Holdings PLC63,041$647K0.0%+158.2%0.031%
2/14/2025 MetLife Investment Management LLC106,738$1.10M0.0%+5.9%0.052%
2/14/2025 Capital Research Global Investors164,986$1.71M0.0%-97.2%0.080%
2/14/2025 Dimensional Fund Advisors LP3,882,786$40.15M0.0%-2.7%1.887%
2/13/2025 Canada Pension Plan Investment Board92,200$953K0.0%N/A0.045%
2/13/2025 Farringdon Capital Ltd.11,932$123K0.1%N/A0.006%
2/13/2025 Marshall Wace LLP136,510$1.41M0.0%N/A0.066%
2/13/2025 Senvest Management LLC4,886,655$50.53M1.6%-50.4%2.375%
2/13/2025 XTX Topco Ltd65,732$680K0.1%N/A0.032%
2/13/2025 Barclays PLC310,430$3.21M0.0%+8.6%0.151%
2/13/2025 Summit Investment Advisors Inc.18,182$188K0.2%+6.8%0.009%
2/13/2025 Bragg Financial Advisors Inc10,896$113K0.0%N/A0.005%
2/13/2025 Rockefeller Capital Management L.P.1,673,858$17.31M0.0%-27.7%0.814%
2/13/2025 Raymond James Financial Inc.11,165$115K0.0%N/A0.005%
2/13/2025 Renaissance Technologies LLC29,600$306K0.0%-86.5%0.014%
2/13/2025 Legal & General Group Plc190,503$1.97M0.0%-3.7%0.093%
2/13/2025 Invesco Ltd.156,682$1.62M0.0%+4.6%0.076%
2/13/2025 FMR LLC14,889,282$153.96M0.0%+8.4%7.237%
2/13/2025 Russell Investments Group Ltd.171,255$1.77M0.0%+5.1%0.083%
2/13/2025 Envestnet Asset Management Inc.465,163$4.81M0.0%+4.6%0.226%
2/13/2025 Hel Ved Capital Management Ltd117,180$1.21M0.4%N/A0.057%
2/13/2025 Wells Fargo & Company MN102,923$1.06M0.0%+17.4%0.050%
2/12/2025 Landscape Capital Management L.L.C.27,933$289K0.0%N/A0.014%
2/12/2025 ExodusPoint Capital Management LP228,969$2.37M0.0%-45.5%0.111%
2/12/2025 Biltmore Family Office LLC2,984,149$30.86M5.2%-4.5%1.451%
2/12/2025 Trexquant Investment LP731,394$7.56M0.1%+88.5%0.356%
2/12/2025 Geode Capital Management LLC4,245,927$43.91M0.0%-0.5%2.064%
2/12/2025 Alliancebernstein L.P.553,270$5.72M0.0%+199.2%0.269%
2/12/2025 Arrowstreet Capital Limited Partnership995,395$10.29M0.0%N/A0.484%
2/12/2025 Pictet Asset Management Holding SA26,767$277K0.0%+33.5%0.013%
2/12/2025 Providence Capital Advisors LLC569,565$5.89M1.2%-12.3%0.277%
2/12/2025 JPMorgan Chase & Co.2,156,792$22.30M0.0%-37.2%1.048%
2/11/2025 Corebridge Financial Inc.86,407$893K0.0%-7.0%0.042%
2/11/2025 Advantage Alpha Capital Partners LP854,661$8.84M2.1%+13.9%0.415%
2/11/2025 Vanguard Group Inc.18,110,051$187.26M0.0%+0.6%8.803%
2/11/2025 Fox Run Management L.L.C.39,402$407K0.1%+117.1%0.019%
2/11/2025 KLP Kapitalforvaltning AS36,000$372K0.0%N/A0.017%
2/11/2025 Sei Investments Co.59,276$613K0.0%N/A0.029%
2/11/2025 American Century Companies Inc.35,546$368K0.0%-86.2%0.017%
2/11/2025 Magnetar Financial LLC13,226$137K0.0%N/A0.006%
2/11/2025 Xponance Inc.12,459$129K0.0%+9.2%0.006%
2/11/2025 Intech Investment Management LLC61,923$640K0.0%+26.8%0.030%
2/10/2025 Nikko Asset Management Americas Inc.1,590,086$16.44M0.2%-14.6%0.773%
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2/10/2025 Cibc World Markets Corp16,265$168K0.0%N/A0.008%
2/10/2025 Swiss National Bank327,000$3.38M0.0%+1.4%0.159%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.753,893$7.80M0.0%-5.9%0.366%
2/10/2025 Great Lakes Advisors LLC105,393$1.09M0.0%N/A0.051%
2/7/2025 King Luther Capital Management Corp726,197$7.51M0.0%+5.8%0.353%
2/7/2025 AlphaQuest LLC71,067$735K0.1%+218.8%0.035%
2/7/2025 Amundi13,861$136K0.0%-33.7%0.007%
2/7/2025 Edgestream Partners L.P.94,305$975K0.0%+601.2%0.046%
2/6/2025 Raymond James Financial Inc.11,165$115K0.0%N/A0.005%
2/6/2025 Charles Schwab Investment Management Inc.1,532,474$15.85M0.0%+0.2%0.745%
(Data available from 1/1/2016 forward)

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AVDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVDX shares?

During the previous two years, 211 institutional investors and hedge funds held shares of AvidXchange. The most heavily invested institutionals were Vanguard Group Inc. ($187.26M), FMR LLC ($153.96M), Bain Capital Venture Investors LLC ($144.22M), Greenhouse Funds LLLP ($87.87M), North Reef Capital Management LP ($82.66M), Lord Abbett & CO. LLC ($66.71M), and Lone Pine Capital LLC ($61.25M).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 174 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 ($11.25M), Senvest Management LLC ($6.51M), Azora Capital LP ($5.01M), Jacobs Levy Equity Management Inc. ($3.40M), American Century Companies Inc. ($2.84M), North Reef Capital Management LP ($2.57M), and Jennison Associates LLC ($2.54M).

How much institutional buying is happening at AvidXchange?

Institutional investors have bought a total of 72,587,748 shares in the last 24 months. This purchase volume represents approximately $715.74M in transactions.

Which AvidXchange major shareholders have been selling company stock?

Of the 90 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 ($8.61M), Capital Research Global Investors ($5.78M), Bain Capital Venture Investors LLC ($2.50M), JPMorgan Chase & Co. ($2.44M), Greenhouse Funds LLLP ($2.18M), Sixth Street Partners Management Company L.P. ($1.40M), and Deutsche Bank AG ($1.35M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 38,055,668 shares in the last 24 months. This volume of shares sold represents approximately $402.73M in transactions.


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This page (NASDAQ:AVDX) was last updated on 3/28/2025 by MarketBeat.com Staff
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