AvidXchange (AVDX) Institutional Ownership

$11.95
+0.12 (+1.01%)
(As of 01:46 PM ET)

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

Current
Institutional Ownership
Percentage
80.58%
Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$325.50M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$141.77M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Horrell 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%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund372,595$4.62M0.0%+37.0%0.182%
3/11/2024Vanguard Group Inc.17,890,929$221.67M0.0%-3.2%8.756%
2/15/2024Par Capital Management Inc.2,750,000$34.07M1.1%+10.0%1.354%
2/15/2024Gillson Capital LP619,893$7.68M0.8%+871.2%0.305%
2/15/2024BlueMar Capital Management LLC176,149$2.18M3.3%-36.8%0.087%
2/14/2024Alpha Square Group S LLC526,639$6.53M7.7%-3.7%0.259%
2/14/2024Azora Capital LP240,984$2.99M0.3%-56.0%0.119%
2/14/2024SG Capital Management LLC159,438$1.98M0.6%N/A0.078%
2/14/2024Intrinsic Edge Capital Management LLC2,785,445$34.51M3.4%+79.9%1.371%
2/14/2024Seven Eight Capital LP34,893$432K0.1%N/A0.017%
2/13/2024Bain Capital Venture Investors LLC11,639,898$144.22M92.2%-17.7%5.730%
2/13/2024Circumference Group LLC105,000$1.30M1.1%N/A0.052%
2/13/2024Kodai Capital Management LP162,568$2.01M0.0%N/A0.080%
2/12/2024Senvest Management LLC9,675,695$119.88M4.6%-21.3%4.763%
2/9/2024King Luther Capital Management Corp680,097$8.43M0.0%+0.7%0.335%
2/9/2024Aigen Investment Management LP15,175$188K0.0%-75.1%0.007%
2/9/2024Trexquant Investment LP269,669$3.34M0.1%+350.6%0.133%
2/9/2024D.A. Davidson & CO.86,110$1.07M0.0%-5.3%0.042%
2/9/2024UBS 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%
2/8/2024Nikko Asset Management Americas Inc.1,877,536$23.28M0.2%+24.7%0.924%
2/8/2024Massachusetts Financial Services Co. MA1,783,275$22.10M0.0%+24.6%0.878%
2/7/2024Dimensional Fund Advisors LP3,864,725$47.89M0.0%+17.9%1.902%
2/7/2024Versor Investments LP47,300$586K0.1%+16.1%0.023%
2/7/2024TimesSquare Capital Management LLC1,845,849$22.87M0.3%-7.8%0.909%
2/6/2024Charles Schwab Investment Management Inc.1,288,173$15.96M0.0%+1.9%0.634%
2/6/2024Lisanti Capital Growth LLC105,920$1.31M0.3%N/A0.052%
2/6/2024National Bank of Canada FI4,511$54K0.0%N/A0.002%
2/6/2024 Amalgamated Bank20,447$253K0.0%-6.8%0.010%
2/6/2024Swiss National Bank298,800$3.70M0.0%-9.9%0.147%
2/5/2024Victory Capital Management Inc.20,628$256K0.0%+25.5%0.010%
2/5/2024Russell Investments Group Ltd.234,061$2.90M0.0%+3,611.1%0.115%
2/2/2024Bailard Inc.59,120$732K0.0%N/A0.029%
2/1/2024New York State Common Retirement Fund116,473$1.44M0.0%+90.3%0.057%
2/1/2024Handelsbanken Fonder AB23,800$295K0.0%+114.4%0.012%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
1/31/2024Cornerstone Investment Partners LLC14,381$178K0.0%N/A0.007%
1/31/2024Calamos Advisors LLC151,359$1.88M0.0%N/A0.075%
1/31/2024Federated Hermes Inc.954,730$11.83M0.0%-23.7%0.470%
1/30/2024Strs 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%
1/17/2024Highland 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%
1/12/2024SG Americas Securities LLC15,676$194K0.0%-6.7%0.008%
12/18/2023Vanguard Group Inc.18,482,011$175.21M0.0%+5.2%9.098%
12/6/2023Citigroup Inc.4,632$44K0.0%-95.2%0.002%
11/30/2023American Century Companies Inc.1,253,634$11.88M0.0%N/A0.617%
11/17/2023TimesSquare Capital Management LLC2,002,000$18.98M0.3%+102.9%0.990%
11/16/2023Sixth Street Partners Management Company L.P.465,842$4.42M0.5%-66.7%0.230%
11/15/2023AXQ Capital LP18,004$171K0.1%N/A0.009%
11/14/2023Quadrature Capital Ltd21,684$205K0.0%-21.6%0.011%
11/14/2023Corton Capital Inc.30,768$292K0.1%+5.7%0.015%
11/14/2023Senvest Management LLC12,298,226$116.59M4.5%+26.3%6.054%
11/14/2023Trexquant Investment LP59,841$567K0.0%-78.1%0.029%
11/14/2023MQS Management LLC19,836$188K0.1%+35.1%0.010%
11/14/2023Numerai GP LLC136,632$1.30M0.4%N/A0.067%
11/13/2023North Reef Capital Management LP4,510,000$42.76M2.7%+64.5%2.220%
11/13/2023Connor Clark & Lunn Investment Management Ltd.229,716$2.18M0.0%+212.6%0.113%
11/13/2023Algert Global LLC60,987$578K0.0%-53.0%0.030%
11/13/2023Federated Hermes Inc.1,250,506$11.86M0.0%+9.9%0.616%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund272,000$2.58M0.0%+129.1%0.134%
11/13/2023Aigen Investment Management LP60,953$578K0.1%+160.1%0.030%
11/13/2023FMR LLC600,802$5.70M0.0%+9.4%0.296%
11/13/2023Herald Investment Management Ltd230,000$2.18M0.5%N/A0.113%
11/13/2023Lord Abbett & CO. LLC5,402,784$51.22M0.2%+29.2%2.660%
11/9/2023Rhumbline Advisers206,230$1.96M0.0%+1.8%0.102%
11/9/2023Deutsche Bank AG153,958$1.46M0.0%-89.8%0.076%
11/8/2023Charles Schwab Investment Management Inc.1,264,667$11.99M0.0%+21.2%0.626%
11/8/2023D.A. Davidson & CO.90,900$862K0.0%N/A0.045%
11/8/2023Massachusetts Financial Services Co. MA1,430,735$13.56M0.0%N/A0.708%
11/8/2023Swiss National Bank331,800$3.15M0.0%+9.1%0.164%
11/7/2023Quantbot Technologies LP84,695$803K0.1%-30.9%0.042%
11/7/2023New York State Common Retirement Fund61,219$580K0.0%+19.0%0.030%
11/7/2023Jump Financial LLC52,651$499K0.0%+140.2%0.026%
11/7/2023Arizona State Retirement System42,976$407K0.0%+9.6%0.021%
11/6/2023Versor Investments LP40,738$386K0.1%N/A0.020%
11/2/2023Principal Financial Group Inc.16,058$152K0.0%-75.6%0.008%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.1,505,245$14.27M0.0%N/A0.745%
10/26/2023Strs Ohio20,000$189K0.0%-74.0%0.010%
10/26/2023Hapanowicz & Associates Financial Services Inc196,912$1.87M1.3%-4.8%0.097%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank31,578$299K0.0%+36.5%0.016%
10/25/2023 Brown Advisory Inc.329,271$3.12M0.0%+1.1%0.163%
10/24/2023Bank of New York Mellon Corp4,621,806$43.82M0.0%+32.5%2.286%
10/18/2023Coronation Fund Managers Ltd.491,755$4.66M0.1%+73.7%0.243%
10/18/2023 ARK Investment Management LLC1,007,634$9.55M0.1%N/A0.498%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
10/13/2023SG Americas Securities LLC16,800$159K0.0%N/A0.008%
8/15/2023Intrinsic Edge Capital Management LLC2,715,541$28.19M2.0%+58.2%1.343%
8/15/2023BlueMar Capital Management LLC284,130$2.95M2.8%-8.0%0.141%
8/14/2023PDT Partners LLC159,614$1.66M0.2%-6.7%0.079%
8/14/2023State of Wyoming39,635$411K0.1%N/A0.020%
8/14/2023Carolinas Wealth Consulting LLC185,274$1.92M0.4%+14.3%0.092%
8/14/2023Foundry Group Next LLC4,000,000$41.52M21.9%-20.5%1.979%
8/14/2023Kingfisher Capital LLC10,256$106K0.0%N/A0.005%
8/11/2023Lisanti Capital Growth LLC111,560$1.16M0.2%N/A0.055%
8/11/2023Sixth Street Partners Management Company L.P.1,397,528$14.51M1.4%-25.0%0.691%
(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, 127 institutional investors and hedge funds held shares of AvidXchange. The most heavily invested institutionals were Vanguard Group Inc. ($221.67M), Bain Capital Venture Investors LLC ($144.22M), Senvest Management LLC ($119.88M), Providence Capital Advisors LLC ($81.04M), Lord Abbett & CO. LLC ($51.22M), 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 113 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 59,116,813 shares in the last 24 months. This purchase volume represents approximately $543.89M in transactions.

Which AvidXchange major shareholders have been selling company stock?

Of the 46 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), Keybank National Association OH ($1.55M), Sixth Street Partners Management Company L.P. ($1.40M), Deutsche Bank AG ($1.35M), and Foundry Group Next LLC ($1.03M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 17,830,787 shares in the last 24 months. This volume of shares sold represents approximately $178.52M in transactions.


This page (NASDAQ:AVDX) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners