AvidXchange (AVDX) Institutional Ownership

$9.22 -0.27 (-2.85%)

Closing price 04:00 PM Eastern

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$9.62 +0.40 (+4.39%)

As of 06:01 PM Eastern

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Current Institutional Ownership Percentage: 80.58%
Number of Institutional Buyers (last 12 months): 127
Total Institutional Inflows (last 12 months): $391.63M

Number of Institutional Sellers (last 12 months): 65
Total Institutional Outflows (last 12 months): $269.16M

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AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/18/2025	Neo Ivy Capital Management	231,513	$2.39M	0.5%	N/A	0.113%
2/18/2025	PharVision Advisers LLC	22,200	$230K	0.2%	N/A	0.011%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	465,690	$4.82M	0.0%	+10.2%	0.226%
2/17/2025	Voloridge Investment Management LLC	557,605	$5.77M	0.0%	-44.2%	0.271%
2/17/2025	Vident Advisory LLC	24,669	$255K	0.0%	N/A	0.012%
2/17/2025	Squarepoint Ops LLC	406,100	$4.20M	0.0%	-38.3%	0.197%
2/17/2025	Tremblant Capital Group	3,231,149	$33.41M	3.5%	+2.3%	1.571%
2/17/2025	Two Sigma Advisers LP	32,500	$336K	0.0%	N/A	0.016%
2/17/2025	State of Wyoming	59,514	$615K	0.1%	-12.6%	0.029%
2/17/2025	Sherbrooke Park Advisers LLC	22,142	$229K	0.1%	-40.8%	0.011%
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2/17/2025	Silvercrest Asset Management Group LLC	463,266	$4.79M	0.0%	N/A	0.225%
2/17/2025	Point72 Asset Management L.P.	1,700,334	$17.58M	0.0%	+74.1%	0.827%
2/17/2025	ProShare Advisors LLC	48,945	$506K	0.0%	+49.0%	0.024%
2/17/2025	Nuveen Asset Management LLC	627,001	$6.48M	0.0%	+25.3%	0.305%
2/17/2025	Millennium Management LLC	413,248	$4.27M	0.0%	+377.9%	0.201%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	98,863	$1.02M	0.0%	+3.9%	0.048%
2/17/2025	Lighthouse Investment Partners LLC	44,247	$458K	0.0%	N/A	0.022%
2/17/2025	Jacobs Levy Equity Management Inc.	3,397,658	$35.13M	0.1%	+8.7%	1.652%
2/17/2025	Janus Henderson Group PLC	2,199,833	$22.75M	0.0%	-9.9%	1.069%
2/17/2025	Deutsche Bank AG	1,103,646	$11.41M	0.0%	+11.7%	0.536%
2/17/2025	Cresset Asset Management LLC	28,877	$299K	0.0%	-17.5%	0.014%
2/17/2025	Crestline Management LP	69,642	$720K	0.0%	N/A	0.034%
2/17/2025	Centiva Capital LP	48,830	$505K	0.0%	N/A	0.024%
2/17/2025	Brevan Howard Capital Management LP	48,768	$504K	0.0%	N/A	0.024%
2/17/2025	Bridgefront Capital LLC	20,667	$214K	0.1%	-15.9%	0.010%
2/17/2025	Captrust Financial Advisors	18,434	$191K	0.0%	+6.2%	0.009%
2/17/2025	Azora Capital LP	4,358,498	$45.07M	2.0%	N/A	2.119%
2/17/2025	Balyasny Asset Management L.P.	691,100	$7.15M	0.0%	+46.4%	0.336%
2/17/2025	Bayesian Capital Management LP	63,287	$654K	0.1%	N/A	0.031%
2/17/2025	Bank of America Corp DE	754,586	$7.80M	0.0%	+5.4%	0.367%
2/17/2025	BNP Paribas Financial Markets	682,015	$7.05M	0.0%	N/A	0.332%
2/17/2025	Ameriprise Financial Inc.	216,146	$2.24M	0.0%	+16.9%	0.105%
2/14/2025	Freestone Grove Partners LP	13,893	$144K	0.0%	N/A	0.007%
2/14/2025	PDT Partners LLC	309,693	$3.20M	0.3%	+36.8%	0.151%
2/14/2025	AQR Capital Management LLC	598,714	$6.19M	0.0%	-11.1%	0.291%
2/14/2025	Northern Trust Corp	1,653,173	$17.09M	0.0%	+8.3%	0.804%
2/14/2025	The Manufacturers Life Insurance Company	96,313	$996K	0.0%	+5.4%	0.047%
2/14/2025	Tudor Investment Corp ET AL	62,349	$645K	0.0%	N/A	0.030%
2/14/2025	Quarry LP	5,518	$57K	0.0%	+126.6%	0.003%
2/14/2025	North Reef Capital Management LP	7,994,000	$82.66M	3.7%	+2.5%	3.886%
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2/14/2025	Voya Investment Management LLC	52,275	$541K	0.0%	-7.0%	0.025%
2/14/2025	Price T Rowe Associates Inc. MD	122,562	$1.27M	0.0%	+10.2%	0.060%
2/14/2025	Dark Forest Capital Management LP	47,652	$493K	0.1%	N/A	0.023%
2/14/2025	Greenhouse Funds LLLP	8,498,322	$87.87M	3.7%	-20.4%	4.131%
2/14/2025	Hsbc Holdings PLC	63,041	$647K	0.0%	+158.2%	0.031%
2/14/2025	MetLife Investment Management LLC	106,738	$1.10M	0.0%	+5.9%	0.052%
2/14/2025	Capital Research Global Investors	164,986	$1.71M	0.0%	-97.2%	0.080%
2/14/2025	Dimensional Fund Advisors LP	3,882,786	$40.15M	0.0%	-2.7%	1.887%
2/13/2025	Canada Pension Plan Investment Board	92,200	$953K	0.0%	N/A	0.045%
2/13/2025	Farringdon Capital Ltd.	11,932	$123K	0.1%	N/A	0.006%
2/13/2025	Marshall Wace LLP	136,510	$1.41M	0.0%	N/A	0.066%
2/13/2025	Senvest Management LLC	4,886,655	$50.53M	1.6%	-50.4%	2.375%
2/13/2025	XTX Topco Ltd	65,732	$680K	0.1%	N/A	0.032%
2/13/2025	Barclays PLC	310,430	$3.21M	0.0%	+8.6%	0.151%
2/13/2025	Summit Investment Advisors Inc.	18,182	$188K	0.2%	+6.8%	0.009%
2/13/2025	Bragg Financial Advisors Inc	10,896	$113K	0.0%	N/A	0.005%
2/13/2025	Rockefeller Capital Management L.P.	1,673,858	$17.31M	0.0%	-27.7%	0.814%
2/13/2025	Raymond James Financial Inc.	11,165	$115K	0.0%	N/A	0.005%
2/13/2025	Renaissance Technologies LLC	29,600	$306K	0.0%	-86.5%	0.014%
2/13/2025	Legal & General Group Plc	190,503	$1.97M	0.0%	-3.7%	0.093%
2/13/2025	Invesco Ltd.	156,682	$1.62M	0.0%	+4.6%	0.076%
2/13/2025	FMR LLC	14,889,282	$153.96M	0.0%	+8.4%	7.237%
2/13/2025	Russell Investments Group Ltd.	171,255	$1.77M	0.0%	+5.1%	0.083%
2/13/2025	Envestnet Asset Management Inc.	465,163	$4.81M	0.0%	+4.6%	0.226%
2/13/2025	Hel Ved Capital Management Ltd	117,180	$1.21M	0.4%	N/A	0.057%
2/13/2025	Wells Fargo & Company MN	102,923	$1.06M	0.0%	+17.4%	0.050%
2/12/2025	Landscape Capital Management L.L.C.	27,933	$289K	0.0%	N/A	0.014%
2/12/2025	ExodusPoint Capital Management LP	228,969	$2.37M	0.0%	-45.5%	0.111%
2/12/2025	Biltmore Family Office LLC	2,984,149	$30.86M	5.2%	-4.5%	1.451%
2/12/2025	Trexquant Investment LP	731,394	$7.56M	0.1%	+88.5%	0.356%
2/12/2025	Geode Capital Management LLC	4,245,927	$43.91M	0.0%	-0.5%	2.064%
2/12/2025	Alliancebernstein L.P.	553,270	$5.72M	0.0%	+199.2%	0.269%
2/12/2025	Arrowstreet Capital Limited Partnership	995,395	$10.29M	0.0%	N/A	0.484%
2/12/2025	Pictet Asset Management Holding SA	26,767	$277K	0.0%	+33.5%	0.013%
2/12/2025	Providence Capital Advisors LLC	569,565	$5.89M	1.2%	-12.3%	0.277%
2/12/2025	JPMorgan Chase & Co.	2,156,792	$22.30M	0.0%	-37.2%	1.048%
2/11/2025	Corebridge Financial Inc.	86,407	$893K	0.0%	-7.0%	0.042%
2/11/2025	Advantage Alpha Capital Partners LP	854,661	$8.84M	2.1%	+13.9%	0.415%
2/11/2025	Vanguard Group Inc.	18,110,051	$187.26M	0.0%	+0.6%	8.803%
2/11/2025	Fox Run Management L.L.C.	39,402	$407K	0.1%	+117.1%	0.019%
2/11/2025	KLP Kapitalforvaltning AS	36,000	$372K	0.0%	N/A	0.017%
2/11/2025	Sei Investments Co.	59,276	$613K	0.0%	N/A	0.029%
2/11/2025	American Century Companies Inc.	35,546	$368K	0.0%	-86.2%	0.017%
2/11/2025	Magnetar Financial LLC	13,226	$137K	0.0%	N/A	0.006%
2/11/2025	Xponance Inc.	12,459	$129K	0.0%	+9.2%	0.006%
2/11/2025	Intech Investment Management LLC	61,923	$640K	0.0%	+26.8%	0.030%
2/10/2025	Nikko Asset Management Americas Inc.	1,590,086	$16.44M	0.2%	-14.6%	0.773%
2/10/2025	Cibc World Markets Corp	16,265	$168K	0.0%	N/A	0.008%
2/10/2025	Swiss National Bank	327,000	$3.38M	0.0%	+1.4%	0.159%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	753,893	$7.80M	0.0%	-5.9%	0.366%
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2/10/2025	Great Lakes Advisors LLC	105,393	$1.09M	0.0%	N/A	0.051%
2/7/2025	King Luther Capital Management Corp	726,197	$7.51M	0.0%	+5.8%	0.353%
2/7/2025	AlphaQuest LLC	71,067	$735K	0.1%	+218.8%	0.035%
2/7/2025	Amundi	13,861	$136K	0.0%	-33.7%	0.007%
2/7/2025	Edgestream Partners L.P.	94,305	$975K	0.0%	+601.2%	0.046%
2/6/2025	Raymond James Financial Inc.	11,165	$115K	0.0%	N/A	0.005%
2/6/2025	Charles Schwab Investment Management Inc.	1,532,474	$15.85M	0.0%	+0.2%	0.745%
2/5/2025	Bailard Inc.	46,596	$482K	0.0%	-10.5%	0.023%
2/5/2025	US Bancorp DE	58,350	$603K	0.0%	+11.6%	0.028%
2/4/2025	ARK Investment Management LLC	1,044,806	$10.80M	0.1%	-10.1%	0.508%

(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, 210 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 173 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 72,573,600 shares in the last 24 months. This purchase volume represents approximately $715.59M in transactions.
Which AvidXchange major shareholders have been selling company stock?: Of the 89 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 38,040,889 shares in the last 24 months. This volume of shares sold represents approximately $402.58M in transactions.

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This page (NASDAQ:AVDX) was last updated on 2/21/2025 by MarketBeat.com Staff

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AvidXchange (AVDX) Institutional Ownership

AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

AVDX Institutional Ownership - Frequently Asked Questions

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AvidXchange (AVDX) Institutional Ownership

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

AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

AVDX Institutional Ownership - Frequently Asked Questions

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