AvidXchange (AVDX) Institutional Ownership

$12.43

-0.25 (-1.97%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 80.58%
Number of Institutional Buyers (last 12 months): 78
Total Institutional Inflows (last 12 months): $352.49M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $172.69M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	ARK Investment Management LLC	990,090	$11.94M	0.1%	-15.4%	0.479%
7/26/2024	Bailard Inc.	66,290	$799K	0.0%	-5.7%	0.032%
7/26/2024	Bank of New York Mellon Corp	3,355,409	$40.47M	0.0%	-16.0%	1.624%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,707,217	$20.59M	0.0%	-8.2%	0.826%
7/18/2024	Coronation Fund Managers Ltd.	713,814	$8.61M	0.2%	-4.6%	0.346%
7/18/2024	Assenagon Asset Management S.A.	46,202	$557K	0.0%	N/A	0.022%
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7/12/2024	SG Americas Securities LLC	29,813	$360K	0.0%	+2.9%	0.014%
5/16/2024	California State Teachers Retirement System	161,292	$2.12M	0.0%	+1.0%	0.078%
5/16/2024	Janus Henderson Group PLC	2,435,793	$32.03M	0.0%	-1.1%	1.179%
5/16/2024	Kodai Capital Management LP	1,581,667	$20.80M	0.5%	+872.9%	0.766%
5/16/2024	BlueMar Capital Management LLC	171,022	$2.25M	3.8%	-2.9%	0.083%
5/15/2024	Price T Rowe Associates Inc. MD	97,054	$1.28M	0.0%	+6.1%	0.047%
5/15/2024	Tremblant Capital Group	2,164,143	$28.46M	3.1%	+14.7%	1.048%
5/15/2024	Lazard Asset Management LLC	579,600	$7.62M	0.0%	N/A	0.281%
5/14/2024	Biltmore Family Office LLC	3,275,389	$43.07M	8.5%	-1.7%	1.585%
5/14/2024	Advisors Asset Management Inc.	4,309	$57K	0.0%	+96.3%	0.002%
5/14/2024	Natixis	15,324	$203K	0.0%	N/A	0.007%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	240,000	$3.16M	0.0%	-35.6%	0.116%
5/11/2024	Edgestream Partners L.P.	16,594	$218K	0.0%	-53.4%	0.008%
5/10/2024	Vanguard Group Inc.	17,282,337	$227.26M	0.0%	-3.4%	8.372%
5/9/2024	Lord Abbett & CO. LLC	5,073,296	$66.71M	0.2%	-9.4%	2.458%
5/9/2024	State Board of Administration of Florida Retirement System	16,070	$211K	0.0%	-62.3%	0.008%
5/8/2024	ProShare Advisors LLC	27,135	$357K	0.0%	+9.7%	0.013%
5/8/2024	Russell Investments Group Ltd.	7,267	$96K	0.0%	-96.9%	0.004%
5/7/2024	Sei Investments Co.	67,287	$885K	0.0%	-24.2%	0.033%
5/7/2024	Susquehanna Fundamental Investments LLC	140,527	$1.85M	0.1%	N/A	0.068%
5/7/2024	Susquehanna Portfolio Strategies LLC	18,098	$238K	0.0%	-83.0%	0.009%
5/7/2024	Swiss National Bank	320,900	$4.22M	0.0%	+7.4%	0.155%
5/7/2024	TimesSquare Capital Management LLC	1,970,837	$25.92M	0.4%	+6.8%	0.955%
5/7/2024	Lisanti Capital Growth LLC	167,715	$2.21M	0.5%	+58.3%	0.081%
5/7/2024	SG Americas Securities LLC	28,978	$381K	0.0%	+84.9%	0.014%
5/3/2024	Coronation Fund Managers Ltd.	748,459	$9.84M	0.3%	+7.0%	0.363%
5/3/2024	GSA Capital Partners LLP	78,672	$1.04M	0.1%	+31.0%	0.038%
5/3/2024	Nikko Asset Management Americas Inc.	1,835,750	$24.10M	0.2%	-2.2%	0.889%
5/2/2024	Jennison Associates LLC	1,809,884	$23.80M	0.0%	N/A	0.877%
4/29/2024	Principal Financial Group Inc.	20,058	$264K	0.0%	+14.6%	0.010%
4/25/2024	Horrell Capital Management Inc.	45,000	$592K	0.2%	-57.1%	0.022%
4/23/2024	Arbor Investment Advisors LLC	19,112	$251K	0.0%	N/A	0.009%
4/22/2024	MBL Wealth LLC	12,422	$163K	0.0%	N/A	0.006%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,858,981	$24.45M	0.0%	-1.0%	0.910%
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4/16/2024	Cardinal Capital Management	14,441	$190K	0.0%	N/A	0.007%
3/21/2024	Healthcare of Ontario Pension Plan Trust Fund	372,595	$4.62M	0.0%	+37.0%	0.182%
3/11/2024	Vanguard Group Inc.	17,890,929	$221.67M	0.0%	-3.2%	8.756%
2/15/2024	Par Capital Management Inc.	2,750,000	$34.07M	1.1%	+10.0%	1.354%
2/15/2024	Gillson Capital LP	619,893	$7.68M	0.8%	+871.2%	0.305%
2/15/2024	BlueMar Capital Management LLC	176,149	$2.18M	3.3%	-36.8%	0.087%
2/14/2024	Alpha Square Group S LLC	526,639	$6.53M	7.7%	-3.7%	0.259%
2/14/2024	Azora Capital LP	240,984	$2.99M	0.3%	-56.0%	0.119%
2/14/2024	SG Capital Management LLC	159,438	$1.98M	0.6%	N/A	0.078%
2/14/2024	Intrinsic Edge Capital Management LLC	2,785,445	$34.51M	3.4%	+79.9%	1.371%
2/14/2024	Seven Eight Capital LP	34,893	$432K	0.1%	N/A	0.017%
2/13/2024	Bain Capital Venture Investors LLC	11,639,898	$144.22M	92.2%	-17.7%	5.730%
2/13/2024	Circumference Group LLC	105,000	$1.30M	1.1%	N/A	0.052%
2/13/2024	Kodai Capital Management LP	162,568	$2.01M	0.0%	N/A	0.080%
2/12/2024	Senvest Management LLC	9,675,695	$119.88M	4.6%	-21.3%	4.763%
2/9/2024	King Luther Capital Management Corp	680,097	$8.43M	0.0%	+0.7%	0.335%
2/9/2024	Aigen Investment Management LP	15,175	$188K	0.0%	-75.1%	0.007%
2/9/2024	Trexquant Investment LP	269,669	$3.34M	0.1%	+350.6%	0.133%
2/9/2024	D.A. Davidson & CO.	86,110	$1.07M	0.0%	-5.3%	0.042%
2/9/2024	UBS Group AG	548,954	$6.80M	0.0%	+438.2%	0.270%
2/8/2024	Brown Advisory Inc.	350,269	$4.34M	0.0%	+6.4%	0.172%
2/8/2024	Nikko Asset Management Americas Inc.	1,877,536	$23.28M	0.2%	+24.7%	0.924%
2/8/2024	Massachusetts Financial Services Co. MA	1,783,275	$22.10M	0.0%	+24.6%	0.878%
2/7/2024	Dimensional Fund Advisors LP	3,864,725	$47.89M	0.0%	+17.9%	1.902%
2/7/2024	Versor Investments LP	47,300	$586K	0.1%	+16.1%	0.023%
2/7/2024	TimesSquare Capital Management LLC	1,845,849	$22.87M	0.3%	-7.8%	0.909%
2/6/2024	Charles Schwab Investment Management Inc.	1,288,173	$15.96M	0.0%	+1.9%	0.634%
2/6/2024	Lisanti Capital Growth LLC	105,920	$1.31M	0.3%	N/A	0.052%
2/6/2024	National Bank of Canada FI	4,511	$54K	0.0%	N/A	0.002%
2/6/2024	Amalgamated Bank	20,447	$253K	0.0%	-6.8%	0.010%
2/6/2024	Swiss National Bank	298,800	$3.70M	0.0%	-9.9%	0.147%
2/5/2024	Victory Capital Management Inc.	20,628	$256K	0.0%	+25.5%	0.010%
2/5/2024	Russell Investments Group Ltd.	234,061	$2.90M	0.0%	+3,611.1%	0.115%
2/2/2024	Bailard Inc.	59,120	$732K	0.0%	N/A	0.029%
2/1/2024	New York State Common Retirement Fund	116,473	$1.44M	0.0%	+90.3%	0.057%
2/1/2024	Handelsbanken Fonder AB	23,800	$295K	0.0%	+114.4%	0.012%
1/31/2024	Cornerstone Investment Partners LLC	14,381	$178K	0.0%	N/A	0.007%
1/31/2024	Calamos Advisors LLC	151,359	$1.88M	0.0%	N/A	0.075%
1/31/2024	Federated Hermes Inc.	954,730	$11.83M	0.0%	-23.7%	0.470%
1/30/2024	Strs Ohio	3,300	$40K	0.0%	-83.5%	0.002%
1/30/2024	Sumitomo Mitsui Trust Holdings Inc.	1,877,536	$23.26M	0.0%	+24.7%	0.924%
1/17/2024	Highland Capital Management LLC	11,665	$145K	0.0%	N/A	0.006%
1/17/2024	ARK Investment Management LLC	1,109,512	$13.75M	0.1%	+10.1%	0.546%
1/16/2024	Legato Capital Management LLC	13,540	$168K	0.0%	N/A	0.007%
1/12/2024	SG Americas Securities LLC	15,676	$194K	0.0%	-6.7%	0.008%
12/18/2023	Vanguard Group Inc.	18,482,011	$175.21M	0.0%	+5.2%	9.098%
12/6/2023	Citigroup Inc.	4,632	$44K	0.0%	-95.2%	0.002%
11/30/2023	American Century Companies Inc.	1,253,634	$11.88M	0.0%	N/A	0.617%
11/17/2023	TimesSquare Capital Management LLC	2,002,000	$18.98M	0.3%	+102.9%	0.990%
11/16/2023	Sixth Street Partners Management Company L.P.	465,842	$4.42M	0.5%	-66.7%	0.230%
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11/15/2023	AXQ Capital LP	18,004	$171K	0.1%	N/A	0.009%
11/14/2023	Quadrature Capital Ltd	21,684	$205K	0.0%	-21.6%	0.011%
11/14/2023	Corton Capital Inc.	30,768	$292K	0.1%	+5.7%	0.015%
11/14/2023	Senvest Management LLC	12,298,226	$116.59M	4.5%	+26.3%	6.054%
11/14/2023	Trexquant Investment LP	59,841	$567K	0.0%	-78.1%	0.029%
11/14/2023	MQS Management LLC	19,836	$188K	0.1%	+35.1%	0.010%
11/14/2023	Numerai GP LLC	136,632	$1.30M	0.4%	N/A	0.067%
11/13/2023	North Reef Capital Management LP	4,510,000	$42.76M	2.7%	+64.5%	2.220%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	229,716	$2.18M	0.0%	+212.6%	0.113%
11/13/2023	Algert Global LLC	60,987	$578K	0.0%	-53.0%	0.030%

(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, 133 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 Biltmore Family Office LLC ($43.07M).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 112 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), Bank of New York Mellon Corp ($3.32M), and Intrinsic Edge Capital Management LLC ($2.24M).

How much institutional buying is happening at AvidXchange?: Institutional investors have bought a total of 57,924,026 shares in the last 24 months. This purchase volume represents approximately $558.17M in transactions.
Which AvidXchange major shareholders have been selling company stock?: Of the 58 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 19,110,699 shares in the last 24 months. This volume of shares sold represents approximately $201.96M in transactions.