Avidxchange HoldingsAVDX

13F holders, Q4 2024 (December 31)
202holders +11
34new positions
29sold out
7famous investors
$10.34avg. 13F price*

At the end of Q4 2024, 202 institutions reported holding Avidxchange Holdings Inc. (AVDX) in their 13F filings, up 11 from Q3 2024. 34 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($187.3M), FMR LLC ($154.0M) and BlackRock, Inc. ($139.6M). 7 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Avidxchange Holdings Inc.
CUSIP
05368X102
Latest filing quarter
Q4 2025

History

Number of 13F holders

050100150200250 Q1 2024: 193Q1 2024Q2 2024: 185Q2 2024Q3 2024: 191Q3 2024Q4 2024: 202Q4 2024Q1 2025: 209Q1 2025Q2 2025: 219Q2 2025Q3 2025: 200Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions34$83.1M
Exits29$21.6M

All 13F filers, Q3 2024 → Q4 2024: 15,653,951 shares bought and 21,245,400 shares sold, net −5,591,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Vanguard Group Inc. 0.00% Add +0.7% 18,110,051 $187.3M
FMR LLC 0.01% Add +8.4% 14,889,282 $154.0M
BlackRock, Inc. 0.00% Add +1.8% 13,501,654 $139.6M
Greenhouse Funds LLLP 3.89% Reduce -20.4% 8,498,322 $87.9M
North Reef Capital Management LP 3.71% Add +2.5% 7,994,000 $82.7M
Senvest Management, LLC 1.55% Reduce -50.4% 4,886,655 $50.5M
Azora Capital LP 2.02% New 4,358,498 $45.1M
Geode Capital Management, LLC 0.00% Reduce -0.5% 4,245,927 $43.9M
State Street Corp. 0.00% Add +7.1% 4,031,285 $41.7M
Dimensional Fund Advisors LP 0.01% Reduce -2.7% 3,882,786 $40.1M
Bain Capital Venture Investors, LLC 16.33% No change 3,469,949 $35.9M
Jacobs Levy Equity Management, Inc. 0.12% Add +8.7% 3,397,658 $35.1M
Tremblant Capital Group 3.51% Add +2.3% 3,231,149 $33.4M
Bank of New York Mellon Corp 0.01% Reduce -3.7% 3,048,386 $31.5M
Par Capital Management Inc. 0.92% Reduce -10.4% 3,000,000 $31.0M
Biltmore Family Office, LLC 5.18% Reduce -4.5% 2,984,149 $30.9M
Sapphire Ventures, L.P. 24.03% No change 2,897,248 $30.0M
Foundry Group Next, LLC 100.00% No change 2,486,791 $25.7M
Janus Henderson Group PLC 0.01% Reduce -9.9% 2,199,833 $22.7M
Jennison Associates LLC 0.01% Add +50.9% 2,176,525 $22.5M
JPMorgan Chase & Co. 0.00% Reduce -37.3% 2,156,792 $22.3M
Unisphere Establishment 0.18% No change 2,040,316 $21.1M
Point72 Asset Management 0.05% Add +74.1% 1,700,334 $17.6M
Rockefeller Capital Management L.P. 0.04% Reduce -27.7% 1,673,858 $17.3M
Northern Trust Corp. 0.00% Add +8.3% 1,653,173 $17.1M
Amova Asset Management Americas, Inc. 0.18% Reduce -14.6% 1,590,086 $16.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -14.6% 1,590,086 $16.4M
Charles Schwab Investment Management Inc. 0.00% Add +0.2% 1,532,474 $15.8M
Morgan Stanley 0.00% Reduce -7.1% 1,516,024 $15.7M
Deutsche Bank AG 0.00% Add +11.7% 1,103,646 $11.4M
ARK Investment Management 0.09% Reduce -10.1% 1,044,806 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% New 995,395 $10.3M
UBS Group AG 0.00% Add +29.2% 985,121 $10.2M
Tikvah Management LLC 2.84% No change 982,818 $10.2M
Goldman Sachs Group Inc. 0.00% Add +7.2% 954,170 $9.9M
Citadel Advisors 0.01% Add +83.5% 863,848 $8.9M
Qube Research & Technologies Ltd 0.01% Add +18.4% 858,668 $8.9M
Advantage Alpha Capital Partners LP 2.09% Add +13.9% 854,661 $8.8M
Norwood Investment Partners, LP 5.77% Add +62.5% 781,181 $8.1M
Bank of America Corp. 0.00% Add +5.4% 754,586 $7.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -5.9% 753,893 $7.8M
Trexquant Investment LP 0.09% Add +88.5% 731,394 $7.6M
King Luther Capital Management Corp. 0.03% Add +5.8% 726,197 $7.5M
Balyasny Asset Management L.P. 0.02% Add +46.4% 691,100 $7.1M
BNP Paribas Financial Markets 0.01% New 682,015 $7.1M
Nuveen Asset Management, LLC 0.00% Add +25.3% 627,001 $6.5M
AQR Capital Management 0.01% Reduce -11.1% 598,714 $6.2M
Providence Capital Advisors, LLC 1.19% Reduce -12.3% 569,565 $5.9M
Voloridge Investment Management, LLC 0.02% Reduce -44.2% 557,605 $5.8M
Alliancebernstein L.P. 0.00% Add +199.2% 553,270 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.2% 465,690 $4.8M
Envestnet Asset Management Inc. 0.00% Add +4.6% 465,163 $4.8M
Silvercrest Asset Management Group LLC 0.03% New 463,266 $4.8M
HERALD INVESTMENT MANAGEMENT Ltd 0.76% No change 450,000 $4.7M
Millennium Management 0.00% Add +377.9% 413,248 $4.3M
Squarepoint Ops LLC 0.01% Reduce -38.3% 406,100 $4.2M
Allianz Asset Management GmbH 0.01% Add +4.6% 330,744 $3.4M
Swiss National Bank 0.00% Add +1.4% 327,000 $3.4M
Barclays PLC 0.00% Add +8.6% 310,430 $3.2M
PDT Partners, LLC 0.28% Add +36.8% 309,693 $3.2M
Horrell Capital Management, Inc. 0.83% No change 275,000 $2.8M
Circumference Group LLC 2.65% No change 275,000 $2.8M
Rhumbline Advisers 0.00% Add +1.0% 234,738 $2.4M
Neo Ivy Capital Management 0.48% New 231,513 $2.4M
ExodusPoint Capital Management, LP 0.02% Reduce -45.5% 228,969 $2.4M
Ameriprise Financial Inc. 0.00% Add +16.9% 216,146 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -20.4% 197,290 $2.0M
Hapanowicz & Associates Financial Services, Inc 1.02% No change 196,912 $2.0M
Legal & General Group Plc 0.00% Add +3.3% 190,503 $2.0M
Assenagon Asset Management S.A. 0.00% Add +480.2% 178,483 $1.8M
Citigroup Inc. 0.00% Add +42.0% 178,335 $1.8M
Russell Investments Group, Ltd. 0.00% Add +5.1% 171,255 $1.8M
Capital Research Global Investors 0.00% Reduce -97.2% 164,986 $1.7M
Invesco Ltd. 0.00% Add +4.5% 156,682 $1.6M
California State Teachers Retirement System 0.00% Reduce -0.6% 156,090 $1.6M
HRT Financial LP 0.01% New 153,155 $1.6M
Marshall Wace, LLP 0.00% New 136,510 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +10.2% 122,562 $1.3M
Hel Ved Capital Management Ltd 0.37% New 117,180 $1.2M
MetLife Investment Management, LLC 0.01% Add +5.9% 106,738 $1.1M
Gsa Capital Partners LLP 0.08% Reduce -37.9% 106,675 $1.1M
Great Lakes Advisors, LLC 0.01% New 105,393 $1.1M
Carolinas Wealth Consulting LLC 0.21% Reduce -12.4% 104,586 $1.1M
Wells Fargo & Company 0.00% Add +17.4% 102,923 $1.1M
Royce & Associates LP 0.01% No change 99,974 $1.0M
Susquehanna International Group, LLP 0.00% Add +727.0% 99,510 $1.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 98,863 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +5.4% 96,313 $996K
Edgestream Partners, L.P. 0.04% Add +601.1% 94,305 $975K
Canada Pension Plan Investment Board 0.00% New 92,200 $953K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 86,407 $893K
Y-Intercept (Hong Kong) Ltd 0.05% Add +610.5% 75,010 $776K
AlphaQuest LLC 0.10% Add +218.8% 71,067 $735K
Crestline Management, L.P. 0.03% New 69,642 $720K
XTX Topco Ltd 0.06% New 65,732 $680K
Bayesian Capital Management, LP 0.08% New 63,287 $654K
HSBC Holdings PLC 0.00% Add +158.2% 63,041 $647K
Tudor Investment Corporation 0.01% New 62,349 $645K
Intech Investment Management LLC 0.01% Add +26.8% 61,923 $640K
State of Wyoming 0.08% Reduce -12.6% 59,514 $615K
Sei Investments Co. 0.00% New 59,276 $613K
US Bancorp \de 0.00% Add +11.6% 58,350 $603K
Jane Street Group, LLC 0.00% Reduce -37.4% 54,713 $566K
New York State Common Retirement Fund 0.00% Add +26.8% 53,873 $557K
Prosperity Consulting Group, LLC 0.04% No change 52,388 $542K
Voya Investment Management LLC 0.00% Reduce -7.0% 52,275 $541K
ProShare Advisors LLC 0.00% Add +49.0% 48,945 $506K
Centiva Capital, LP 0.02% New 48,830 $505K
Brevan Howard Capital Management LP 0.01% New 48,768 $504K
Arizona State Retirement System 0.00% Add +1.4% 48,257 $499K
Dark Forest Capital Management LP 0.07% New 47,652 $493K
State of Wisconsin Investment Board 0.00% Reduce -2.4% 46,840 $484K
Bailard, Inc. 0.01% Reduce -10.6% 46,596 $482K
Lighthouse Investment Partners, LLC 0.02% New 44,247 $458K
Verition Fund Management LLC 0.00% Reduce -55.6% 43,993 $455K
State Board of Administration of Florida Retirement System 0.00% No change 42,650 $441K
Handelsbanken Fonder AB 0.00% Reduce -8.3% 42,200 $436K
Creative Planning 0.00% Add +82.6% 40,706 $421K
Fox Run Management, L.L.C. 0.07% Add +117.1% 39,402 $407K
MV Capital Management, Inc. 0.04% No change 38,225 $395K
Police & Firemen's Retirement System of New Jersey 0.00% — 37,117 $384K
KLP Kapitalforvaltning As 0.00% — 36,000 $372K
American Century Companies Inc. 0.00% Reduce -86.2% 35,546 $368K
Olympiad Research LP 0.35% New 32,877 $340K
Two Sigma Advisers, LP 0.00% New 32,500 $336K
Renaissance Technologies 0.00% Reduce -86.5% 29,600 $306K
Cresset Asset Management, LLC 0.00% Reduce -17.5% 28,877 $299K
Landscape Capital Management, L.L.C. 0.03% New 27,933 $289K
Pictet Asset Management Holding SA 0.00% Add +33.5% 26,767 $277K
Prelude Capital Management, LLC 0.02% New 26,301 $272K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 25,158 $260K
Vident Advisory, LLC 0.00% New 24,669 $255K
PharVision Advisers, LLC 0.19% — 22,200 $230K
Sherbrooke Park Advisers LLC 0.07% Reduce -40.9% 22,142 $229K
Keybank National Association 0.00% No change 20,926 $216K
Bridgefront Capital, LLC 0.07% Reduce -15.9% 20,667 $214K
Brown Brothers Harriman & Co. 0.00% No change 20,403 $211K
STRS Ohio 0.00% Reduce -5.1% 20,300 $210K
Victory Capital Management Inc. 0.00% Add +0.2% 20,272 $210K
Watchman Group, Inc. 0.05% No change 19,957 $206K
Captrust Financial Advisors 0.00% Add +6.3% 18,434 $191K
Ameritas Investment Partners, Inc. 0.01% Add +6.8% 18,182 $188K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.9% 16,629 $172K
Cibc World Markets Corp. 0.00% New 16,265 $168K
Principal Financial Group Inc. 0.00% Reduce -8.0% 14,994 $155K
Freestone Grove Partners LP 0.00% — 13,893 $144K
Cornerstone Investment Partners, LLC 0.01% Add +0.1% 13,729 $142K
Magnetar Financial LLC 0.00% New 13,226 $137K
Amundi 0.00% Reduce -33.7% 13,861 $136K
Prudential Financial Inc. 0.00% No change 12,465 $129K
Xponance LLC 0.00% Add +9.2% 12,459 $129K
Farringdon Capital, Ltd. 0.05% — 11,932 $123K
SG Americas Securities, LLC 0.00% Reduce -87.3% 11,638 $120K
Mackenzie Financial Corp. 0.00% No change 11,221 $116K
Raymond James Financial Inc. 0.00% — 11,165 $115K
Bragg Financial Advisors, Inc 0.00% New 10,896 $113K
111 Capital 0.02% — 10,730 $111K
Salem Investment Counselors Inc. 0.00% No change 9,556 $99K
KBC Group NV 0.00% Add +60.9% 8,836 $91K
Cwm, LLC 0.00% Add +26.7% 8,576 $89K
Royal Bank of Canada 0.00% Reduce -64.9% 8,621 $89K
Nisa Investment Advisors, LLC 0.00% Add +11.6% 6,651 $69K
Signaturefd, LLC 0.00% Add +0.8% 6,164 $64K
Quarry LP 0.01% Add +126.6% 5,518 $57K
Amalgamated Bank 0.00% No change 5,302 $55K
R Squared Ltd 0.04% — 3,950 $41K
Advisors Asset Management, Inc. 0.00% Reduce -35.9% 3,494 $36K
Riverview Trust Co 0.02% No change 2,301 $24K
Tower Research Capital LLC (TRC) 0.00% Add +3.7% 2,190 $23K
Capital Advisors, Ltd. LLC 0.00% New 2,000 $21K
Optiver Holding B.V. 0.00% Reduce -31.6% 752 $8K
TCTC Holdings, LLC 0.00% New 739 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 611 $7K
Quadrant Capital Group LLC 0.00% Add +77.9% 475 $5K
Osaic Holdings, Inc. 0.00% Reduce -99.5% 466 $5K
GAMMA Investing LLC 0.00% Add +28.2% 445 $5K
Versant Capital Management, Inc 0.00% New 429 $4K
PNC Financial Services Group, Inc. 0.00% Add +35.4% 375 $4K
True Wealth Design, LLC 0.00% Add +12.1% 342 $4K
Smartleaf Asset Management LLC 0.00% Add +31.5% 342 $3K
Arax Advisory Partners 0.00% Add +29.2% 323 $3K
Anchor Investment Management, LLC 0.00% No change 300 $3K
SBI Securities Co., Ltd. 0.00% — 293 $3K
Lazard Asset Management LLC 0.00% New 305 $3K
Huntington National Bank 0.00% No change 280 $3K
Rothschild Investment LLC 0.00% Add +108.3% 250 $3K
Principal Securities, Inc. 0.00% Reduce -37.3% 188 $2K
Private Wealth Management Group, LLC 0.00% No change 187 $2K
Sterling Capital Management LLC 0.00% No change 177 $2K
Farther Finance Advisors, LLC 0.00% Reduce -1.2% 163 $2K
Parallel Advisors, LLC 0.00% Reduce -51.9% 114 $1K
EverSource Wealth Advisors, LLC 0.00% Add +69.2% 110 $1K
Bessemer Group Inc. 0.00% Reduce -87.8% 115 $1K
Allworth Financial LP 0.00% Add +96.5% 57 $592
IFP Advisors, Inc 0.00% New 26 $269
Larson Financial Group LLC 0.00% New 16 $165
JFS Wealth Advisors, LLC 0.00% No change 10 $104
SJS Investment Consulting Inc. 0.00% No change 6 $63
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 2 $21
Global Financial Private Client, LLC 0.00% New 2 $21
Hemington Wealth Management 0.00% Add +2200.0% 23 $0
Covestor Ltd 0.00% Add +7.7% 14 $0

"% of holder's portfolio" is AVDX's weight in each manager's 13F, not the share of Avidxchange Holdings Inc. the manager owns.