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AvidXchange (AVDX) Institutional Ownership

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$9.73 -0.01 (-0.10%)
Closing price 05/16/2025 04:00 PM Eastern
Extended Trading
$9.65 -0.08 (-0.86%)
As of 05/16/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
80.58%
Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$360.44M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$258.48M
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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
5/16/2025Great 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%
5/15/2025 Trexquant Investment LP1,175,487$9.97M0.1%+60.7%0.570%
5/14/2025 Ieq Capital LLC18,207$154K0.0%N/A0.009%
5/14/2025 Corebridge Financial Inc.85,145$722K0.0%-1.5%0.041%
5/14/2025 MetLife Investment Management LLC105,076$891K0.0%-1.6%0.051%
5/14/2025 Walleye Trading LLC10,566$90K0.0%N/A0.005%
5/14/2025 SVB Wealth LLC3,102$26K0.0%N/A0.002%
5/14/2025 AlphaQuest LLC34,913$296K0.0%-50.9%0.017%
5/14/2025 Advantage Alpha Capital Partners LP856,450$7.26M1.8%+0.2%0.415%
5/14/2025 EntryPoint Capital LLC32,351$274K0.1%N/A0.016%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S4,332$37K0.0%N/A0.002%
5/14/2025 Hsbc Holdings PLC24,624$208K0.0%-60.9%0.012%
5/13/2025 Northern Trust Corp1,613,829$13.69M0.0%-2.4%0.783%
5/13/2025 Cresset Asset Management LLC19,242$163K0.0%-33.4%0.009%
5/13/2025 American Century Companies Inc.111,371$944K0.0%+213.3%0.054%
5/13/2025 Providence Capital Advisors LLC513,565$4.36M0.9%-9.8%0.249%
5/13/2025 Fox Run Management L.L.C.17,267$146K0.0%-56.2%0.008%
5/13/2025 Kovitz Investment Group Partners LLC21,713$184K0.0%N/A0.011%
5/13/2025 Russell Investments Group Ltd.117,602$997K0.0%-31.3%0.057%
5/12/2025 Nuveen LLC630,814$5.35M0.0%N/A0.306%
5/12/2025 Invesco Ltd.170,011$1.44M0.0%+8.5%0.082%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.618,454$5.24M0.0%-18.0%0.300%
5/12/2025 Herald Investment Management Ltd500,000$4.24M0.8%+11.1%0.242%
5/12/2025 Swiss National Bank338,800$2.87M0.0%+3.6%0.164%
5/9/2025 Deutsche Bank AG1,089,314$9.24M0.0%-1.3%0.528%
5/9/2025 Charles Schwab Investment Management Inc.1,507,713$12.79M0.0%-1.6%0.731%
5/9/2025 Vanguard Group Inc.18,236,837$154.65M0.0%+0.7%8.843%
5/8/2025 Blueshift Asset Management LLC12,063$102K0.0%N/A0.006%
5/8/2025 GSA Capital Partners LLP63,234$536K0.0%-40.7%0.031%
5/7/2025 Corton Capital Inc.10,304$87K0.3%N/A0.005%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 30,164$256K0.0%+19.9%0.015%
5/7/2025 Accretive Wealth Partners LLC51,024$418K0.1%N/A0.025%
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5/7/2025 ARK Investment Management LLC943,393$8M0.1%-9.7%0.457%
5/7/2025 Nikko Asset Management Americas Inc.1,554,952$13.19M0.2%-2.2%0.754%
5/5/2025 Jennison Associates LLC3,171,634$26.90M0.0%+45.7%1.551%
5/2/2025 Edgestream Partners L.P.251,389$2.13M0.1%+166.6%0.123%
5/1/2025 CWM LLC6,956$59K0.0%-18.9%0.003%
5/1/2025 Arizona State Retirement System50,126$425K0.0%+3.9%0.025%
4/29/2025 Envestnet Asset Management Inc.494,944$4.20M0.0%+6.4%0.242%
4/29/2025 Bank of New York Mellon Corp2,868,823$24.33M0.0%-5.9%1.403%
4/29/2025 Ceera Investments LLC30,700$260K0.1%N/A0.015%
4/28/2025 Teacher Retirement System of Texas25,308$215K0.0%N/A0.012%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,554,952$13.19M0.0%-2.2%0.761%
4/15/2025 Assenagon Asset Management S.A.722,907$6.13M0.0%+305.0%0.354%
4/15/2025 SG Americas Securities LLC35,947$305K0.0%+208.9%0.018%
4/8/2025 Rhumbline Advisers243,261$2.06M0.0%+3.6%0.119%
4/7/2025 GAMMA Investing LLC4,079$35K0.0%+816.6%0.002%
4/7/2025 Eastover Investment Advisors LLC10,641$90K0.0%N/A0.005%
4/3/2025 Versant Capital Management Inc3,866$33K0.0%+801.2%0.002%
3/18/2025 111 Capital10,730$111K0.0%N/A0.005%
3/17/2025 Wealth 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%
2/18/2025 Neo Ivy Capital Management231,513$2.39M0.5%N/A0.113%
2/18/2025 PharVision 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%
2/17/2025 Voloridge Investment Management LLC557,605$5.77M0.0%-44.2%0.271%
2/17/2025 Vident Advisory LLC24,669$255K0.0%N/A0.012%
2/17/2025 Squarepoint Ops LLC406,100$4.20M0.0%-38.3%0.197%
2/17/2025 Tremblant Capital Group3,231,149$33.41M3.5%+2.3%1.571%
2/17/2025 Two Sigma Advisers LP32,500$336K0.0%N/A0.016%
2/17/2025 State of Wyoming59,514$615K0.1%-12.6%0.029%
2/17/2025 Sherbrooke Park Advisers LLC22,142$229K0.1%-40.8%0.011%
2/17/2025 Silvercrest Asset Management Group LLC463,266$4.79M0.0%N/A0.225%
2/17/2025 Point72 Asset Management L.P.1,700,334$17.58M0.0%+74.1%0.827%
2/17/2025 ProShare Advisors LLC48,945$506K0.0%+49.0%0.024%
2/17/2025Nuveen Asset Management LLC627,001$6.48M0.0%+25.3%0.305%
2/17/2025 Millennium Management LLC413,248$4.27M0.0%+377.9%0.201%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.98,863$1.02M0.0%+3.9%0.048%
2/17/2025 Lighthouse Investment Partners LLC44,247$458K0.0%N/A0.022%
2/17/2025 Jacobs Levy Equity Management Inc.3,397,658$35.13M0.1%+8.7%1.652%
2/17/2025 Janus Henderson Group PLC2,199,833$22.75M0.0%-9.9%1.069%
2/17/2025 Deutsche Bank AG1,103,646$11.41M0.0%+11.7%0.536%
2/17/2025 Cresset Asset Management LLC28,877$299K0.0%-17.5%0.014%
2/17/2025 Crestline Management LP69,642$720K0.0%N/A0.034%
2/17/2025 Centiva Capital LP48,830$505K0.0%N/A0.024%
2/17/2025 Brevan Howard Capital Management LP48,768$504K0.0%N/A0.024%
2/17/2025 Bridgefront Capital LLC20,667$214K0.1%-15.9%0.010%
2/17/2025 Captrust Financial Advisors18,434$191K0.0%+6.2%0.009%
2/17/2025 Azora Capital LP4,358,498$45.07M2.0%N/A2.119%
2/17/2025 Balyasny Asset Management L.P.691,100$7.15M0.0%+46.4%0.336%
2/17/2025 Bayesian Capital Management LP63,287$654K0.1%N/A0.031%
2/17/2025 Bank of America Corp DE754,586$7.80M0.0%+5.4%0.367%
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2/17/2025 BNP Paribas Financial Markets682,015$7.05M0.0%N/A0.332%
2/17/2025 Ameriprise Financial Inc.216,146$2.24M0.0%+16.9%0.105%
2/14/2025 Freestone Grove Partners LP13,893$144K0.0%N/A0.007%
2/14/2025 PDT Partners LLC309,693$3.20M0.3%+36.8%0.151%
2/14/2025 AQR Capital Management LLC598,714$6.19M0.0%-11.1%0.291%
2/14/2025 Northern Trust Corp1,653,173$17.09M0.0%+8.3%0.804%
2/14/2025 The Manufacturers Life Insurance Company96,313$996K0.0%+5.4%0.047%
2/14/2025 Tudor Investment Corp ET AL62,349$645K0.0%N/A0.030%
2/14/2025 Quarry LP5,518$57K0.0%+126.6%0.003%
2/14/2025 North Reef Capital Management LP7,994,000$82.66M3.7%+2.5%3.886%
(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, 222 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 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 184 institutional investors that purchased AvidXchange 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 72,460,008 shares in the last 24 months. This purchase volume represents approximately $717.10M in transactions.

Which AvidXchange major shareholders have been selling company stock?

Of the 98 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 ($8.61M), Capital Research Global Investors ($5.78M), Bain Capital Venture Investors LLC ($2.50M), JPMorgan Chase & Co. ($2.44M), Greenhouse Funds LLLP ($2.18M), Sixth Street Partners Management Company L.P. ($1.40M), and Deutsche Bank AG ($1.37M).

How much institutional selling is happening at AvidXchange?

Institutional investors have sold a total of 39,978,586 shares in the last 24 months. This volume of shares sold represents approximately $419.41M in transactions.



This page (NASDAQ:AVDX) was last updated on 5/17/2025 by MarketBeat.com Staff
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