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AvidXchange (AVDX) Institutional Ownership

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$9.84 +0.02 (+0.20%)
As of 07/3/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
138
Total
Institutional Inflows
(last 12 months)
$360.71M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$259.74M
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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
6/27/2025Goldman Sachs Group Inc.811,149$6.88M0.0%-15.0%0.393%
6/18/2025Voya Investment Management LLC47,254$401K0.0%-9.6%0.023%
5/29/2025Rhumbline Advisers243,261$2.06M0.0%+3.6%0.118%
5/28/2025Strs Ohio20,300$172K0.0%N/A0.010%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC469,037$3.98M0.0%+0.7%0.227%
5/16/2025Great Lakes Advisors LLC74,944$636K0.0%-28.9%0.036%
5/16/2025Goldman Sachs Group Inc.811,149$6.88M0.0%-15.0%0.393%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.103,909$881K0.0%+5.1%0.050%
5/16/2025Jacobs Levy Equity Management Inc.2,296,244$19.47M0.1%-32.4%1.112%
5/16/2025Circumference Group LLC370,000$3.14M3.8%+34.5%0.179%
5/16/2025AQR Capital Management LLC244,835$2.08M0.0%-59.1%0.119%
5/16/2025Ardsley Advisory Partners LP15,000$127K0.0%N/A0.007%
5/15/2025Maverick Capital Ltd.98,448$835K0.0%N/A0.048%
5/15/2025State of Wyoming45,498$386K0.1%-23.6%0.022%
5/15/2025Trexquant Investment LP1,175,487$9.97M0.1%+60.7%0.570%
5/14/2025Ieq Capital LLC18,207$154K0.0%N/A0.009%
5/14/2025Corebridge Financial Inc.85,145$722K0.0%-1.5%0.041%
5/14/2025MetLife Investment Management LLC105,076$891K0.0%-1.6%0.051%
5/14/2025Walleye Trading LLC10,566$90K0.0%N/A0.005%
5/14/2025SVB Wealth LLC3,102$26K0.0%N/A0.002%
5/14/2025AlphaQuest LLC34,913$296K0.0%-50.9%0.017%
5/14/2025Advantage Alpha Capital Partners LP856,450$7.26M1.8%+0.2%0.415%
5/14/2025EntryPoint Capital LLC32,351$274K0.1%N/A0.016%
5/14/2025BI Asset Management Fondsmaeglerselskab A S4,332$37K0.0%N/A0.002%
5/14/2025Hsbc Holdings PLC24,624$208K0.0%-60.9%0.012%
5/13/2025Northern Trust Corp1,613,829$13.69M0.0%-2.4%0.783%
5/13/2025Cresset Asset Management LLC19,242$163K0.0%-33.4%0.009%
5/13/2025American Century Companies Inc.111,371$944K0.0%+213.3%0.054%
5/13/2025Providence Capital Advisors LLC513,565$4.36M0.9%-9.8%0.249%
5/13/2025Fox Run Management L.L.C.17,267$146K0.0%-56.2%0.008%
5/13/2025Kovitz Investment Group Partners LLC21,713$184K0.0%N/A0.011%
5/13/2025Russell Investments Group Ltd.117,602$997K0.0%-31.3%0.057%
5/12/2025Nuveen LLC630,814$5.35M0.0%N/A0.306%
5/12/2025Invesco Ltd.170,011$1.44M0.0%+8.5%0.082%
5/12/2025Connor Clark & Lunn Investment Management Ltd.618,454$5.24M0.0%-18.0%0.300%
5/12/2025Herald Investment Management Ltd500,000$4.24M0.8%+11.1%0.242%
5/12/2025Swiss National Bank338,800$2.87M0.0%+3.6%0.164%
5/9/2025Deutsche Bank AG1,089,314$9.24M0.0%-1.3%0.528%
5/9/2025Charles Schwab Investment Management Inc.1,507,713$12.79M0.0%-1.6%0.731%
5/9/2025Vanguard Group Inc.18,236,837$154.65M0.0%+0.7%8.843%
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5/8/2025Blueshift Asset Management LLC12,063$102K0.0%N/A0.006%
5/8/2025GSA Capital Partners LLP63,234$536K0.0%-40.7%0.031%
5/7/2025Corton Capital Inc.10,304$87K0.3%N/A0.005%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 30,164$256K0.0%+19.9%0.015%
5/7/2025Accretive Wealth Partners LLC51,024$418K0.1%N/A0.025%
5/7/2025ARK Investment Management LLC943,393$8M0.1%-9.7%0.457%
5/7/2025Nikko Asset Management Americas Inc.1,554,952$13.19M0.2%-2.2%0.754%
5/5/2025Jennison Associates LLC3,171,634$26.90M0.0%+45.7%1.551%
5/2/2025Edgestream Partners L.P.251,389$2.13M0.1%+166.6%0.123%
5/1/2025CWM LLC6,956$59K0.0%-18.9%0.003%
5/1/2025Arizona State Retirement System50,126$425K0.0%+3.9%0.025%
4/29/2025Envestnet Asset Management Inc.494,944$4.20M0.0%+6.4%0.242%
4/29/2025Bank of New York Mellon Corp2,868,823$24.33M0.0%-5.9%1.403%
4/29/2025Ceera Investments LLC30,700$260K0.1%N/A0.015%
4/28/2025Teacher Retirement System of Texas25,308$215K0.0%N/A0.012%
4/25/2025Sumitomo Mitsui Trust Group Inc.1,554,952$13.19M0.0%-2.2%0.761%
4/15/2025Assenagon Asset Management S.A.722,907$6.13M0.0%+305.0%0.354%
4/15/2025SG Americas Securities LLC35,947$305K0.0%+208.9%0.018%
4/8/2025Rhumbline Advisers243,261$2.06M0.0%+3.6%0.119%
4/7/2025GAMMA Investing LLC4,079$35K0.0%+816.6%0.002%
4/7/2025Eastover Investment Advisors LLC10,641$90K0.0%N/A0.005%
4/3/2025Versant Capital Management Inc3,866$33K0.0%+801.2%0.002%
3/18/2025111 Capital10,730$111K0.0%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC16,629$172K0.0%+25.9%0.008%
2/27/2025Carolinas Wealth Consulting LLC104,586$1.08M0.2%-12.4%0.051%
2/18/2025Neo Ivy Capital Management231,513$2.39M0.5%N/A0.113%
2/18/2025PharVision Advisers LLC22,200$230K0.2%N/A0.011%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC465,690$4.82M0.0%+10.2%0.226%
2/17/2025Voloridge Investment Management LLC557,605$5.77M0.0%-44.2%0.271%
2/17/2025Vident Advisory LLC24,669$255K0.0%N/A0.012%
2/17/2025Squarepoint Ops LLC406,100$4.20M0.0%-38.3%0.197%
2/17/2025Tremblant Capital Group3,231,149$33.41M3.5%+2.3%1.571%
2/17/2025Two Sigma Advisers LP32,500$336K0.0%N/A0.016%
2/17/2025State of Wyoming59,514$615K0.1%-12.6%0.029%
2/17/2025Sherbrooke Park Advisers LLC22,142$229K0.1%-40.8%0.011%
2/17/2025Silvercrest Asset Management Group LLC463,266$4.79M0.0%N/A0.225%
2/17/2025Point72 Asset Management L.P.1,700,334$17.58M0.0%+74.1%0.827%
2/17/2025ProShare Advisors LLC48,945$506K0.0%+49.0%0.024%
2/17/2025Nuveen Asset Management LLC627,001$6.48M0.0%+25.3%0.305%
2/17/2025Millennium Management LLC413,248$4.27M0.0%+377.9%0.201%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.98,863$1.02M0.0%+3.9%0.048%
2/17/2025Lighthouse Investment Partners LLC44,247$458K0.0%N/A0.022%
2/17/2025Jacobs Levy Equity Management Inc.3,397,658$35.13M0.1%+8.7%1.652%
2/17/2025Janus Henderson Group PLC2,199,833$22.75M0.0%-9.9%1.069%
2/17/2025Deutsche Bank AG1,103,646$11.41M0.0%+11.7%0.536%
2/17/2025Cresset Asset Management LLC28,877$299K0.0%-17.5%0.014%
2/17/2025Crestline Management LP69,642$720K0.0%N/A0.034%
2/17/2025Centiva Capital LP48,830$505K0.0%N/A0.024%
2/17/2025Brevan Howard Capital Management LP48,768$504K0.0%N/A0.024%
2/17/2025Bridgefront Capital LLC20,667$214K0.1%-15.9%0.010%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
2/17/2025Captrust Financial Advisors18,434$191K0.0%+6.2%0.009%
2/17/2025Azora Capital LP4,358,498$45.07M2.0%N/A2.119%
2/17/2025Balyasny Asset Management L.P.691,100$7.15M0.0%+46.4%0.336%
2/17/2025Bayesian Capital Management LP63,287$654K0.1%N/A0.031%
2/17/2025Bank of America Corp DE754,586$7.80M0.0%+5.4%0.367%
2/17/2025BNP Paribas Financial Markets682,015$7.05M0.0%N/A0.332%
2/17/2025Ameriprise Financial Inc.216,146$2.24M0.0%+16.9%0.105%
2/14/2025Freestone Grove Partners LP13,893$144K0.0%N/A0.007%
2/14/2025PDT Partners LLC309,693$3.20M0.3%+36.8%0.151%
2/14/2025AQR Capital Management LLC598,714$6.19M0.0%-11.1%0.291%
(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, 221 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), North Reef Capital Management LP ($82.66M), Lord Abbett & CO. LLC ($66.71M), and Lone Pine Capital LLC ($61.25M).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 183 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), Senvest Management LLC ($6.51M), Azora Capital LP ($4.36M), Jennison Associates LLC ($3.54M), Jacobs Levy Equity Management Inc. ($3.40M), American Century Companies Inc. ($2.92M), and Intrinsic Edge Capital Management LLC ($2.24M).

How much institutional buying is happening at AvidXchange?

Institutional investors have bought a total of 38,996,707 shares in the last 24 months. This purchase volume represents approximately $360.71M in transactions.

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

Of the 70 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), Jacobs Levy Equity Management Inc. ($1.10M), Jennison Associates LLC ($957.60K), and Bank of New York Mellon Corp ($933.94K).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 26,171,458 shares in the last 24 months. This volume of shares sold represents approximately $259.74M in transactions.


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This page (NASDAQ:AVDX) was last updated on 7/4/2025 by MarketBeat.com Staff
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