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AvidXchange (AVDX) Institutional Ownership

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$9.92 0.00 (0.00%)
Closing price 04:00 PM Eastern
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$9.93 +0.01 (+0.05%)
As of 06:25 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)
172
Total
Institutional Inflows
(last 12 months)
$713.75M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$330.97M
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AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 25,582$250K0.0%+505.1%0.012%
8/15/2025 Water Island Capital LLC1,961,334$19.20M2.7%N/A0.944%
8/15/2025 Tidal Investments LLC199,688$1.96M0.0%N/A0.096%
8/15/2025 Moore Capital Management LP100,000$979K0.0%N/A0.048%
8/15/2025 Man Group plc924,031$9.05M0.0%N/A0.445%
8/15/2025 HRT Financial LP490,824$4.81M0.0%+221.7%0.236%
8/15/2025 Engineers Gate Manager LP98,281$962K0.0%+266.8%0.047%
8/15/2025 BNP Paribas Financial Markets34,125$334K0.0%-93.2%0.016%
8/15/2025 Beryl Capital Management LLC2,933,734$28.72M4.3%N/A1.412%
8/15/2025 Brevan Howard Capital Management LP235,325$2.30M0.0%+197.0%0.113%
8/15/2025 Balyasny Asset Management L.P.1,566,176$15.33M0.0%-53.9%0.754%
8/15/2025 Bank of America Corp DE776,328$7.60M0.0%+37.4%0.374%
8/15/2025 Ameriprise Financial Inc.51,600$505K0.0%-94.7%0.025%
8/15/2025 AQR Arbitrage LLC4,510,390$44.16M1.0%N/A2.172%
8/14/2025 PDT Partners LLC321,493$3.15M0.2%+3.8%0.155%
8/14/2025 Jane Street Group LLC216,090$2.12M0.0%+203.6%0.104%
8/14/2025 California State Teachers Retirement System187,253$1.83M0.0%-1.1%0.090%
8/14/2025 Raymond James Financial Inc.22,524$221K0.0%+70.3%0.011%
8/14/2025 Soros Fund Management LLC2,079,567$20.36M0.3%N/A1.001%
8/14/2025 Bayesian Capital Management LP81,487$798K0.1%N/A0.039%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.93,674$917K0.0%-9.8%0.045%
8/14/2025 Alliancebernstein L.P.3,309,309$32.40M0.0%+397.9%1.593%
8/14/2025 The Manufacturers Life Insurance Company 92,380$904K0.0%-7.3%0.044%
8/14/2025 Squarepoint Ops LLC146,880$1.44M0.0%+458.8%0.071%
8/14/2025 Sei Investments Co.22,229$218K0.0%-62.5%0.011%
8/14/2025 Harvest Management LLC125,000$1.22M0.5%N/A0.060%
8/14/2025 Qube Research & Technologies Ltd591,928$5.80M0.0%+156.0%0.285%
8/13/2025 Gabelli Funds LLC1,193,350$11.68M0.1%N/A0.575%
8/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.849,207$8.31M1.3%N/A0.409%
8/13/2025 Gamco Investors INC. ET AL204,000$2.00M0.0%N/A0.098%
8/13/2025 Cresset Asset Management LLC15,841$155K0.0%-17.7%0.008%
8/13/2025 Brown Advisory Inc.21,178$207K0.0%N/A0.010%
8/13/2025 Marshall Wace LLP38,539$377K0.0%-86.8%0.019%
8/13/2025 Sapphire Ventures L.L.C.1,866,248$18.27M20.2%-35.6%0.899%
8/13/2025 First Trust Advisors LP194,316$1.90M0.0%+7.9%0.094%
8/13/2025 Invesco Ltd.181,562$1.78M0.0%+6.8%0.087%
8/13/2025 Groupe la Francaise225,000$2.20M0.0%N/A0.108%
8/13/2025 Arrowstreet Capital Limited Partnership2,028,532$19.86M0.0%+101.5%0.977%
8/13/2025 OMERS ADMINISTRATION Corp1,042,500$10.21M0.1%N/A0.502%
8/13/2025 Skandinaviska Enskilda Banken AB publ 239,330$2.34M0.0%N/A0.115%
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8/13/2025 Quadrature Capital Ltd88,456$866K0.0%N/A0.043%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC1,050,410$10.28M0.0%N/A0.506%
8/13/2025 Advantage Alpha Capital Partners LP719,802$7.05M1.9%-16.0%0.347%
8/13/2025 Russell Investments Group Ltd.15,304$150K0.0%-87.0%0.007%
8/12/2025 XTX Topco Ltd63,160$618K0.0%N/A0.030%
8/12/2025 Longfellow Investment Management Co. LLC7,609$74K0.0%N/A0.004%
8/12/2025Jefferies Financial Group Inc.19,099$187K0.0%N/A0.009%
8/12/2025 Prudential Financial Inc.21,855$214K0.0%+70.5%0.011%
8/12/2025 American Century Companies Inc.224,145$2.19M0.0%+101.3%0.108%
8/12/2025 Rhumbline Advisers256,185$2.51M0.0%+5.3%0.123%
8/12/2025 Legal & General Group Plc208,806$2.04M0.0%+7.2%0.101%
8/12/2025 Neo Ivy Capital Management147,848$1.45M0.5%N/A0.071%
8/12/2025 JPMorgan Chase & Co.2,674,234$26.18M0.0%+670.7%1.288%
8/12/2025 Magnetar Financial LLC8,447,908$82.71M0.4%N/A4.067%
8/12/2025 Swiss National Bank332,100$3.25M0.0%-2.0%0.160%
8/12/2025 Handelsbanken Fonder AB38,800$380K0.0%-8.1%0.019%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH63,538$622K0.0%N/A0.031%
8/8/2025 Rockefeller Capital Management L.P.64,622$633K0.0%-95.9%0.031%
8/8/2025 Intech Investment Management LLC93,934$920K0.0%+15.6%0.046%
8/8/2025 Creative Planning80,319$786K0.0%+54.1%0.039%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,000$490K0.0%N/A0.024%
8/8/2025 Calamos Advisors LLC1,000,000$9.79M0.0%N/A0.484%
8/8/2025 Police & Firemen s Retirement System of New Jersey40,248$394K0.0%+8.4%0.019%
8/8/2025 Geode Capital Management LLC4,303,946$42.14M0.0%-1.2%2.085%
8/8/2025 KBC Group NV5,877$58K0.0%-33.5%0.003%
8/7/2025 ProShare Advisors LLC65,549$642K0.0%+74.2%0.032%
8/7/2025 BCK Capital Management LP72,000$705K0.6%N/A0.035%
8/7/2025 King Luther Capital Management Corp451,632$4.42M0.0%-37.9%0.219%
8/7/2025 Credit Industriel ET Commercial150,000$1.47M0.1%N/A0.073%
8/6/2025 KRYGER CAPITAL Ltd756,907$7.41M1.4%N/A0.367%
8/5/2025 Bank of New York Mellon Corp1,154,018$11.30M0.0%-59.8%0.559%
8/5/2025 Alpine Associates Management Inc.2,255,100$22.08M1.2%N/A1.092%
8/5/2025 Ceera Investments LLC104,520$1.02M0.3%+240.5%0.051%
8/4/2025 Wolverine Asset Management LLC100,057$980K0.0%N/A0.048%
8/4/2025 Keybank National Association OH16,724$164K0.0%-43.3%0.008%
8/1/2025 Jennison Associates LLC2,260,441$22.13M0.0%-28.7%1.095%
8/1/2025 New York Life Investment Management LLC342,156$3.35M0.0%N/A0.166%
8/1/2025 Teacher Retirement System of Texas46,796$458K0.0%+84.9%0.023%
8/1/2025 Y Intercept Hong Kong Ltd88,792$869K0.0%N/A0.043%
7/31/2025 State of New Jersey Common Pension Fund D193,571$1.90M0.0%-8.7%0.094%
7/31/2025 AlphaQuest LLC45,541$446K0.0%+30.4%0.022%
7/28/2025 Credit Industriel ET Commercial150,000$1.47M0.1%N/A0.073%
7/25/2025 CWM LLC19,946$195K0.0%+186.7%0.010%
7/15/2025 Public Employees Retirement System of Ohio83,600$818K0.0%N/A0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC21,627$213K0.0%+28.4%0.010%
7/7/2025 Salem Investment Counselors Inc.6,000$59K0.0%-37.2%0.003%
6/27/2025 Goldman Sachs Group Inc.811,149$6.88M0.0%-15.0%0.393%
6/18/2025 Voya Investment Management LLC47,254$401K0.0%-9.6%0.023%
5/29/2025 Rhumbline Advisers243,261$2.06M0.0%+3.6%0.118%
5/28/2025 Strs Ohio20,300$172K0.0%N/A0.010%
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5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC469,037$3.98M0.0%+0.7%0.227%
5/16/2025 Great Lakes Advisors LLC74,944$636K0.0%-28.9%0.036%
5/16/2025 Goldman Sachs Group Inc.811,149$6.88M0.0%-15.0%0.393%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.103,909$881K0.0%+5.1%0.050%
5/16/2025 Jacobs Levy Equity Management Inc.2,296,244$19.47M0.1%-32.4%1.112%
5/16/2025 Circumference Group LLC370,000$3.14M3.8%+34.5%0.179%
5/16/2025 AQR Capital Management LLC244,835$2.08M0.0%-59.1%0.119%
5/16/2025 Ardsley Advisory Partners LP15,000$127K0.0%N/A0.007%
5/15/2025 Maverick Capital Ltd.98,448$835K0.0%N/A0.048%
5/15/2025 State of Wyoming45,498$386K0.1%-23.6%0.022%
(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, 248 institutional investors and hedge funds held shares of AvidXchange. The most heavily invested institutionals were Vanguard Group Inc. ($154.65M), FMR LLC ($153.96M), Bain Capital Venture Investors LLC ($144.22M), Greenhouse Funds LLLP ($87.87M), Magnetar Financial LLC ($82.71M), North Reef Capital Management LP ($82.66M), and Lord Abbett & CO. LLC ($66.71M).Learn more on AvidXchange's institutional investors.

What percentage of AvidXchange's stock is owned by institutional investors?

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

Which institutional investors have been buying AvidXchange's stock?

Of the 212 institutional investors that purchased AvidXchange's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($11.25M), Magnetar Financial LLC ($8.46M), AQR Arbitrage LLC ($4.51M), Azora Capital LP ($4.36M), Jennison Associates LLC ($3.54M), Jacobs Levy Equity Management Inc. ($3.40M), and American Century Companies Inc. ($3.03M).

How much institutional buying is happening at AvidXchange?

Institutional investors have bought a total of 75,693,118 shares in the last 24 months. This purchase volume represents approximately $713.75M in transactions.

Which of AvidXchange's major shareholders have been selling company stock?

Of the 74 institutional investors that sold AvidXchange's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Senvest Management LLC ($5.99M), Capital Research Global Investors ($5.78M), JPMorgan Chase & Co. ($2.44M), Greenhouse Funds LLLP ($2.18M), Rockefeller Capital Management L.P. ($2.16M), Bank of New York Mellon Corp ($2.01M), and Jennison Associates LLC ($1.87M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 33,834,726 shares in the last 24 months. This volume of shares sold represents approximately $330.97M in transactions.



This page (NASDAQ:AVDX) was last updated on 8/26/2025 by MarketBeat.com Staff
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