Free Trial

AvidXchange (AVDX) Institutional Ownership

→ Elon to Transform U.S. Economy? (From Porter & Company) (Ad)
Free AVDX Stock Alerts
$11.28
-0.03 (-0.27%)
(As of 05/16/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
80.58%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$356.66M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$160.93M
Get AVDX Insider Trade Alerts

Want to know when executives and insiders are buying or selling AvidXchange stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AVDX Institutional Buying and Selling by Quarter

AvidXchange Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024California State Teachers Retirement System161,292$2.12M0.0%+1.0%0.078%
5/16/2024 Janus Henderson Group PLC2,435,793$32.03M0.0%-1.1%1.179%
5/16/2024 Kodai Capital Management LP1,581,667$20.80M0.5%+872.9%0.766%
5/16/2024 BlueMar Capital Management LLC171,022$2.25M3.8%-2.9%0.083%
5/15/2024 Price T Rowe Associates Inc. MD97,054$1.28M0.0%+6.1%0.047%
5/15/2024 Tremblant Capital Group2,164,143$28.46M3.1%+14.7%1.048%
5/15/2024 Lazard Asset Management LLC579,600$7.62M0.0%N/A0.281%
5/14/2024 Biltmore Family Office LLC3,275,389$43.07M8.5%-1.7%1.585%
5/14/2024 Advisors Asset Management Inc.4,309$57K0.0%+96.3%0.002%
5/14/2024 Natixis15,324$203K0.0%N/A0.007%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund240,000$3.16M0.0%-35.6%0.116%
5/11/2024 Edgestream Partners L.P.16,594$218K0.0%-53.4%0.008%
5/10/2024 Vanguard Group Inc.17,282,337$227.26M0.0%-3.4%8.372%
5/9/2024 Lord Abbett & CO. LLC5,073,296$66.71M0.2%-9.4%2.458%
5/9/2024 State Board of Administration of Florida Retirement System16,070$211K0.0%-62.3%0.008%
5/8/2024 ProShare Advisors LLC27,135$357K0.0%+9.7%0.013%
5/8/2024 Russell Investments Group Ltd.7,267$96K0.0%-96.9%0.004%
5/7/2024 Sei Investments Co.67,287$885K0.0%-24.2%0.033%
5/7/2024Susquehanna Fundamental Investments LLC140,527$1.85M0.1%N/A0.068%
5/7/2024Susquehanna Portfolio Strategies LLC18,098$238K0.0%-83.0%0.009%
5/7/2024 Swiss National Bank320,900$4.22M0.0%+7.4%0.155%
5/7/2024 TimesSquare Capital Management LLC1,970,837$25.92M0.4%+6.8%0.955%
5/7/2024 Lisanti Capital Growth LLC167,715$2.21M0.5%+58.3%0.081%
5/7/2024 SG Americas Securities LLC28,978$381K0.0%+84.9%0.014%
5/3/2024 Coronation Fund Managers Ltd.748,459$9.84M0.3%+7.0%0.363%
5/3/2024 GSA Capital Partners LLP78,672$1.04M0.1%+31.0%0.038%
5/3/2024 Nikko Asset Management Americas Inc.1,835,750$24.10M0.2%-2.2%0.889%
5/2/2024 Jennison Associates LLC1,809,884$23.80M0.0%N/A0.877%
4/29/2024 Principal Financial Group Inc.20,058$264K0.0%+14.6%0.010%
4/25/2024 Horrell Capital Management Inc.45,000$592K0.2%-57.1%0.022%
4/23/2024 Arbor Investment Advisors LLC19,112$251K0.0%N/A0.009%
4/22/2024 MBL Wealth LLC12,422$163K0.0%N/A0.006%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,858,981$24.45M0.0%-1.0%0.910%
4/16/2024 Cardinal Capital Management14,441$190K0.0%N/A0.007%
3/21/2024 Healthcare of Ontario Pension Plan Trust Fund372,595$4.62M0.0%+37.0%0.182%
3/11/2024 Vanguard Group Inc.17,890,929$221.67M0.0%-3.2%8.756%
2/15/2024 Par Capital Management Inc.2,750,000$34.07M1.1%+10.0%1.354%
2/15/2024 Gillson Capital LP619,893$7.68M0.8%+871.2%0.305%
2/15/2024 BlueMar Capital Management LLC176,149$2.18M3.3%-36.8%0.087%
2/14/2024 Alpha Square Group S LLC526,639$6.53M7.7%-3.7%0.259%
The #1 Crypto for AI (Ad)

We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-up before it’s too late. It’s urgent because it’s what we consider “The #1 Crypto for the AI World.”

Learn more about it by watching THIS NOW.
2/14/2024 Azora Capital LP240,984$2.99M0.3%-56.0%0.119%
2/14/2024 SG Capital Management LLC159,438$1.98M0.6%N/A0.078%
2/14/2024 Intrinsic Edge Capital Management LLC2,785,445$34.51M3.4%+79.9%1.371%
2/14/2024 Seven Eight Capital LP34,893$432K0.1%N/A0.017%
2/13/2024 Bain Capital Venture Investors LLC11,639,898$144.22M92.2%-17.7%5.730%
2/13/2024 Circumference Group LLC105,000$1.30M1.1%N/A0.052%
2/13/2024 Kodai Capital Management LP162,568$2.01M0.0%N/A0.080%
2/12/2024 Senvest Management LLC9,675,695$119.88M4.6%-21.3%4.763%
2/9/2024 King Luther Capital Management Corp680,097$8.43M0.0%+0.7%0.335%
2/9/2024 Aigen Investment Management LP15,175$188K0.0%-75.1%0.007%
2/9/2024 Trexquant Investment LP269,669$3.34M0.1%+350.6%0.133%
2/9/2024 D.A. Davidson & CO.86,110$1.07M0.0%-5.3%0.042%
2/9/2024 UBS Group AG548,954$6.80M0.0%+438.2%0.270%
2/8/2024 Brown Advisory Inc.350,269$4.34M0.0%+6.4%0.172%
2/8/2024 Nikko Asset Management Americas Inc.1,877,536$23.28M0.2%+24.7%0.924%
2/8/2024 Massachusetts Financial Services Co. MA1,783,275$22.10M0.0%+24.6%0.878%
2/7/2024 Dimensional Fund Advisors LP3,864,725$47.89M0.0%+17.9%1.902%
2/7/2024 Versor Investments LP47,300$586K0.1%+16.1%0.023%
2/7/2024 TimesSquare Capital Management LLC1,845,849$22.87M0.3%-7.8%0.909%
2/6/2024 Charles Schwab Investment Management Inc.1,288,173$15.96M0.0%+1.9%0.634%
2/6/2024 Lisanti Capital Growth LLC105,920$1.31M0.3%N/A0.052%
2/6/2024 National Bank of Canada FI4,511$54K0.0%N/A0.002%
2/6/2024 Amalgamated Bank20,447$253K0.0%-6.8%0.010%
2/6/2024 Swiss National Bank298,800$3.70M0.0%-9.9%0.147%
2/5/2024 Victory Capital Management Inc.20,628$256K0.0%+25.5%0.010%
2/5/2024 Russell Investments Group Ltd.234,061$2.90M0.0%+3,611.1%0.115%
2/2/2024 Bailard Inc.59,120$732K0.0%N/A0.029%
2/1/2024 New York State Common Retirement Fund116,473$1.44M0.0%+90.3%0.057%
2/1/2024 Handelsbanken Fonder AB23,800$295K0.0%+114.4%0.012%
1/31/2024 Cornerstone Investment Partners LLC14,381$178K0.0%N/A0.007%
1/31/2024 Calamos Advisors LLC151,359$1.88M0.0%N/A0.075%
1/31/2024 Federated Hermes Inc.954,730$11.83M0.0%-23.7%0.470%
1/30/2024 Strs Ohio3,300$40K0.0%-83.5%0.002%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.1,877,536$23.26M0.0%+24.7%0.924%
1/17/2024 Highland Capital Management LLC11,665$145K0.0%N/A0.006%
1/17/2024 ARK Investment Management LLC1,109,512$13.75M0.1%+10.1%0.546%
1/16/2024 Legato Capital Management LLC13,540$168K0.0%N/A0.007%
1/12/2024 SG Americas Securities LLC15,676$194K0.0%-6.7%0.008%
12/18/2023 Vanguard Group Inc.18,482,011$175.21M0.0%+5.2%9.098%
12/6/2023 Citigroup Inc.4,632$44K0.0%-95.2%0.002%
11/30/2023 American Century Companies Inc.1,253,634$11.88M0.0%N/A0.617%
11/17/2023 TimesSquare Capital Management LLC2,002,000$18.98M0.3%+102.9%0.990%
11/16/2023 Sixth Street Partners Management Company L.P.465,842$4.42M0.5%-66.7%0.230%
11/15/2023 AXQ Capital LP18,004$171K0.1%N/A0.009%
11/14/2023 Quadrature Capital Ltd21,684$205K0.0%-21.6%0.011%
11/14/2023 Corton Capital Inc.30,768$292K0.1%+5.7%0.015%
11/14/2023 Senvest Management LLC12,298,226$116.59M4.5%+26.3%6.054%
11/14/2023 Trexquant Investment LP59,841$567K0.0%-78.1%0.029%
11/14/2023 MQS Management LLC19,836$188K0.1%+35.1%0.010%
11/14/2023 Numerai GP LLC136,632$1.30M0.4%N/A0.067%
Obama’s Forever Term [exposed] (Ad)

America’s Last Election New documentary, America’s Last Election, reveals the true (and terrifying) story of how the D.C. establishment has engineered a brutal new crisis that could hand them permanent power. Power they will use to reshape America to their dark, dystopian vision.

Start streaming it now at no cost here
11/13/2023 North Reef Capital Management LP4,510,000$42.76M2.7%+64.5%2.220%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.229,716$2.18M0.0%+212.6%0.113%
11/13/2023 Algert Global LLC60,987$578K0.0%-53.0%0.030%
11/13/2023 Federated Hermes Inc.1,250,506$11.86M0.0%+9.9%0.616%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund272,000$2.58M0.0%+129.1%0.134%
11/13/2023 Aigen Investment Management LP60,953$578K0.1%+160.1%0.030%
11/13/2023 FMR LLC600,802$5.70M0.0%+9.4%0.296%
11/13/2023 Herald Investment Management Ltd230,000$2.18M0.5%N/A0.113%
11/13/2023 Lord Abbett & CO. LLC5,402,784$51.22M0.2%+29.2%2.660%
11/9/2023 Rhumbline Advisers206,230$1.96M0.0%+1.8%0.102%
(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, 134 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), Senvest Management LLC ($119.88M), Providence Capital Advisors LLC ($81.04M), Lord Abbett & CO. LLC ($66.71M), Dimensional Fund Advisors LP ($47.89M), and Bank of New York Mellon Corp ($43.82M).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 116 institutional investors that purchased AvidXchange stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Senvest Management LLC ($6.51M), Foundry Group Next LLC ($5.03M), Lord Abbett & CO. LLC ($4.77M), Biltmore Family Office LLC ($3.75M), North Reef Capital Management LP ($3.45M), HarbourVest Partners LLC ($3.39M), and Bank of New York Mellon Corp ($3.32M).

How much institutional buying is happening at AvidXchange?

Institutional investors have bought a total of 61,643,476 shares in the last 24 months. This purchase volume represents approximately $587.41M in transactions.

Which AvidXchange major shareholders have been selling company stock?

Of the 54 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 ($2.62M), Bain Capital Venture Investors LLC ($2.50M), Federated Hermes Inc. ($2.32M), Sixth Street Partners Management Company L.P. ($1.40M), Deutsche Bank AG ($1.35M), Vanguard Group Inc. ($1.20M), and Foundry Group Next LLC ($1.03M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 18,101,284 shares in the last 24 months. This volume of shares sold represents approximately $189.78M in transactions.


Related Companies:
This page (NASDAQ:AVDX) was last updated on 5/17/2024 by MarketBeat.com Staff

From Our Partners
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Invest in the "Trojan Horse" of Alzheimer's Treatment
Behind the Markets
348 million Americans lives to END as we know it?
The Oxford Club
Gold Set to EXPLODE!
Gold Safe Exchange
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
How Biden has already won 2024
Porter & Company
A once-in-a-century investment opportunity
Stansberry Research
Charles Payne Demystifies Options
Unstoppable Prosperity