Avidxchange HoldingsAVDX

13F holders, Q1 2025 (March 31)
209holders +7
36new positions
29sold out
9famous investors
$8.48avg. 13F price*

At the end of Q1 2025, 209 institutions reported holding Avidxchange Holdings Inc. (AVDX) in their 13F filings, up 7 from Q4 2024. 36 opened new positions and 29 sold out. The largest holders were FMR LLC ($164.2M), Vanguard Group Inc. ($154.6M) and BlackRock, Inc. ($111.6M). 9 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Lee Ainslie (0.0% of Maverick Capital'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions36$28.1M
Exits29$87.8M

All 13F filers, Q4 2024 → Q1 2025: 19,404,274 shares bought and 17,166,700 shares sold, net +2,237,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 209 holders

FMR LLC 0.01% Add +30.0% 19,358,759 $164.2M
Vanguard Group Inc. 0.00% Add +0.7% 18,236,837 $154.6M
BlackRock, Inc. 0.00% Reduce -2.5% 13,164,751 $111.6M
Greenhouse Funds LLLP 4.41% Add +25.6% 10,675,410 $90.5M
North Reef Capital Management LP 3.18% Add +8.5% 8,675,000 $73.6M
Geode Capital Management, LLC 0.00% Add +2.6% 4,355,937 $36.9M
Senvest Management, LLC 1.44% Reduce -17.1% 4,048,665 $34.3M
State Street Corp. 0.00% Reduce -1.9% 3,954,374 $33.5M
Dimensional Fund Advisors LP 0.01% Reduce -2.1% 3,801,588 $32.2M
Bain Capital Venture Investors, LLC 14.75% No change 3,469,949 $29.4M
Balyasny Asset Management L.P. 0.07% Add +391.6% 3,397,113 $28.8M
Tremblant Capital Group 3.53% Add +5.1% 3,396,880 $28.8M
Par Capital Management Inc. 0.94% Add +10.0% 3,300,000 $28.0M
Jennison Associates LLC 0.02% Add +45.7% 3,171,634 $26.9M
Biltmore Family Office, LLC 4.31% No change 2,984,149 $25.3M
Sapphire Ventures, L.P. 23.37% No change 2,897,248 $24.6M
Bank of New York Mellon Corp 0.00% Reduce -5.9% 2,868,823 $24.3M
Janus Henderson Group PLC 0.01% Add +23.0% 2,706,664 $22.7M
Foundry Group Next, LLC 100.00% No change 2,486,791 $21.1M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -32.4% 2,296,244 $19.5M
Unisphere Establishment 0.15% No change 2,040,316 $17.3M
Northern Trust Corp. 0.00% Reduce -2.4% 1,613,829 $13.7M
Thrivent Financial for Lutherans 0.03% New 1,609,370 $13.6M
Rockefeller Capital Management L.P. 0.03% Reduce -5.2% 1,587,107 $13.5M
Amova Asset Management Americas, Inc. 0.17% Reduce -2.2% 1,554,952 $13.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -2.2% 1,554,952 $13.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 1,507,713 $12.8M
Trexquant Investment LP 0.12% Add +60.7% 1,175,487 $10.0M
Deutsche Bank AG 0.00% Reduce -1.3% 1,089,314 $9.2M
Morgan Stanley 0.00% Reduce -29.1% 1,075,241 $9.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +1.1% 1,006,503 $8.5M
Tikvah Management LLC 2.89% No change 982,818 $8.3M
Ameriprise Financial Inc. 0.00% Add +352.2% 977,349 $8.3M
UBS Group AG 0.00% Reduce -1.9% 966,552 $8.2M
Voloridge Investment Management, LLC 0.03% Add +71.5% 956,094 $8.1M
ARK Investment Management 0.08% Reduce -9.7% 943,393 $8.0M
Advantage Alpha Capital Partners LP 1.78% Add +0.2% 856,450 $7.3M
Goldman Sachs Group Inc. 0.00% Reduce -15.0% 811,149 $6.9M
King Luther Capital Management Corp. 0.03% Add +0.1% 726,712 $6.2M
Assenagon Asset Management S.A. 0.01% Add +305.0% 722,907 $6.1M
Alliancebernstein L.P. 0.00% Add +20.1% 664,590 $5.6M
Silvercrest Asset Management Group LLC 0.04% Add +36.5% 632,466 $5.4M
Nuveen, LLC 0.00% — 630,814 $5.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -18.0% 618,454 $5.2M
Bank of America Corp. 0.00% Reduce -25.1% 565,189 $4.8M
Providence Capital Advisors, LLC 0.91% Reduce -9.8% 513,565 $4.4M
Meridiem Capital Partners LP 0.47% New 507,762 $4.3M
BNP Paribas Financial Markets 0.00% Reduce -26.0% 504,798 $4.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.80% Add +11.1% 500,000 $4.2M
Envestnet Asset Management Inc. 0.00% Add +6.4% 494,944 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.7% 469,037 $4.0M
Susquehanna International Group, LLP 0.01% Add +335.5% 433,373 $3.7M
Citadel Advisors 0.00% Reduce -56.1% 379,508 $3.2M
Circumference Group LLC 3.89% Add +34.5% 370,000 $3.1M
JPMorgan Chase & Co. 0.00% Reduce -83.9% 346,966 $2.9M
Swiss National Bank 0.00% Add +3.6% 338,800 $2.9M
PDT Partners, LLC 0.19% No change 309,693 $2.6M
Marshall Wace, LLP 0.00% Add +113.1% 290,909 $2.5M
Edgestream Partners, L.P. 0.07% Add +166.6% 251,389 $2.1M
AQR Capital Management 0.00% Reduce -59.1% 244,835 $2.1M
Rhumbline Advisers 0.00% Add +3.6% 243,261 $2.1M
Qube Research & Technologies Ltd 0.00% Reduce -73.1% 231,254 $2.0M
Barclays PLC 0.00% Reduce -27.4% 225,382 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +7.5% 212,118 $1.8M
Hapanowicz & Associates Financial Services, Inc 0.93% No change 196,912 $1.7M
Legal & General Group Plc 0.00% Add +2.2% 194,749 $1.7M
California State Teachers Retirement System 0.00% Add +21.3% 189,313 $1.6M
First Trust Advisors LP 0.00% New 180,027 $1.5M
Millennium Management 0.00% Reduce -57.0% 177,560 $1.5M
Invesco Ltd. 0.00% Add +8.5% 170,011 $1.4M
Capital Research Global Investors 0.00% No change 164,986 $1.4M
HRT Financial LP 0.01% Reduce -0.4% 152,562 $1.3M
Dark Forest Capital Management LP 0.06% Add +219.7% 152,363 $1.3M
Citigroup Inc. 0.00% Reduce -20.3% 142,068 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +13.3% 138,837 $1.2M
Renaissance Technologies 0.00% Add +369.3% 138,900 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 119,400 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -31.3% 117,602 $997K
American Century Companies Inc. 0.00% Add +213.3% 111,371 $944K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 105,076 $891K
Carolinas Wealth Consulting LLC 0.19% No change 104,586 $887K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.1% 103,909 $881K
Wells Fargo & Company 0.00% Add +0.3% 103,190 $875K
D. E. Shaw & Co. 0.00% New 100,037 $848K
Manufacturers Life Insurance Company, The 0.00% Add +3.5% 99,676 $845K
Maverick Capital 0.01% New 98,448 $835K
Simplex Trading, LLC 0.03% New 92,530 $784K
Canada Pension Plan Investment Board 0.00% No change 92,200 $782K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 85,145 $722K
Intech Investment Management LLC 0.01% Add +31.2% 81,255 $689K
Verition Fund Management LLC 0.00% Add +82.0% 80,075 $679K
Brevan Howard Capital Management LP 0.02% Add +62.5% 79,243 $672K
Great Lakes Advisors, LLC 0.01% Reduce -28.9% 74,944 $636K
Numerai GP LLC 0.10% New 63,648 $540K
Gsa Capital Partners LLP 0.05% Reduce -40.7% 63,234 $536K
Graham Capital Management, L.P. 0.02% New 59,725 $506K
ExodusPoint Capital Management, LP 0.01% Reduce -73.9% 59,660 $506K
New York State Common Retirement Fund 0.00% No change 53,873 $457K
Prosperity Consulting Group, LLC 0.03% No change 52,388 $444K
Creative Planning 0.00% Add +28.1% 52,126 $442K
Jane Street Group, LLC 0.00% Reduce -6.6% 51,087 $433K
Arizona State Retirement System 0.00% Add +3.9% 50,126 $425K
Accretive Wealth Partners, LLC 0.15% New 51,024 $418K
DC Investments Management, LLC 0.21% New 48,202 $409K
Voya Investment Management LLC 0.00% Reduce -9.6% 47,254 $401K
State of Wisconsin Investment Board 0.00% Reduce -0.1% 46,778 $397K
Bailard, Inc. 0.01% No change 46,596 $395K
Bank of Montreal 0.00% New 46,581 $395K
State of Wyoming 0.05% Reduce -23.6% 45,498 $386K
State Board of Administration of Florida Retirement System 0.00% No change 42,650 $362K
Handelsbanken Fonder AB 0.00% No change 42,200 $358K
Two Sigma Advisers, LP 0.00% Add +19.7% 38,900 $330K
Cibc World Markets Corp. 0.00% Add +137.1% 38,565 $327K
MV Capital Management, Inc. 0.03% No change 38,225 $324K
ProShare Advisors LLC 0.00% Reduce -23.1% 37,623 $319K
Police & Firemen's Retirement System of New Jersey 0.00% No change 37,117 $315K
KLP Kapitalforvaltning As 0.00% No change 36,000 $305K
SG Americas Securities, LLC 0.00% Add +208.9% 35,947 $305K
AlphaQuest LLC 0.03% Reduce -50.9% 34,913 $296K
EntryPoint Capital, LLC 0.13% New 32,351 $274K
Ceera Investments, LLC 0.09% New 30,700 $260K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.9% 30,164 $256K
Keybank National Association 0.00% Add +41.0% 29,503 $250K
Bridgefront Capital, LLC 0.07% Add +36.6% 28,226 $239K
Landscape Capital Management, L.L.C. 0.02% No change 27,933 $237K
Engineers Gate Manager LP 0.00% New 26,795 $227K
Pictet Asset Management Holding SA 0.00% No change 26,767 $227K
Squarepoint Ops LLC 0.00% Reduce -93.5% 26,286 $223K
Lighthouse Investment Partners, LLC 0.01% Reduce -42.6% 25,415 $216K
Teacher Retirement System of Texas 0.00% New 25,308 $215K
HSBC Holdings PLC 0.00% Reduce -60.9% 24,624 $208K
NorthCoast Asset Management LLC 0.00% New 21,713 $184K
Brown Brothers Harriman & Co. 0.00% No change 20,403 $173K
STRS Ohio 0.00% No change 20,300 $172K
Olympiad Research LP 0.20% Reduce -39.3% 19,971 $169K
Victory Capital Management Inc. 0.00% Reduce -4.5% 19,370 $164K
Cresset Asset Management, LLC 0.00% Reduce -33.4% 19,242 $163K
Ieq Capital, LLC 0.00% New 18,207 $154K
Ameritas Investment Partners, Inc. 0.01% No change 18,182 $154K
Captrust Financial Advisors 0.00% Reduce -2.1% 18,054 $153K
Bridgewater Associates 0.00% New 18,032 $153K
Fox Run Management, L.L.C. 0.02% Reduce -56.2% 17,267 $146K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.3% 16,838 $143K
Farringdon Capital, Ltd. 0.07% Add +39.9% 16,695 $142K
Quantinno Capital Management LP 0.00% New 16,583 $141K
Prelude Capital Management, LLC 0.01% Reduce -39.3% 15,976 $135K
Commonwealth Equity Services, LLC 0.00% New 15,693 $133K
Ardsley Advisory Partners LP 0.03% New 15,000 $127K
Schonfeld Strategic Advisors LLC 0.00% New 14,767 $125K
Principal Financial Group Inc. 0.00% Reduce -7.5% 13,875 $118K
Two Sigma Securities, LLC 0.02% New 13,315 $113K
Raymond James Financial Inc. 0.00% Add +18.5% 13,228 $112K
Amundi 0.00% No change 13,861 $111K
Xponance LLC 0.00% Add +4.5% 13,025 $110K
Prudential Financial Inc. 0.00% Add +2.8% 12,815 $109K
Blueshift Asset Management, LLC 0.04% New 12,063 $102K
Jain Global LLC 0.00% New 11,406 $97K
Mackenzie Financial Corp. 0.00% No change 11,221 $95K
Bragg Financial Advisors, Inc 0.00% No change 10,896 $92K
Gotham Asset Management 0.00% New 10,778 $91K
Eastover Investment Advisors LLC 0.04% New 10,641 $90K
Walleye Trading LLC 0.00% New 10,566 $90K
Corton Capital Inc. 0.29% New 10,304 $87K
Salem Investment Counselors Inc. 0.00% No change 9,556 $81K
Aster Capital Management (DIFC) Ltd 0.01% New 10,613 $81K
KBC Group NV 0.00% No change 8,836 $75K
Cwm, LLC 0.00% Reduce -18.9% 6,956 $59K
Signaturefd, LLC 0.00% Reduce -2.3% 6,022 $51K
Amalgamated Bank 0.00% Add +13.5% 6,019 $51K
Nisa Investment Advisors, LLC 0.00% Reduce -10.1% 5,977 $51K
Royal Bank of Canada 0.00% Reduce -39.0% 5,260 $44K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 4,332 $37K
Tower Research Capital LLC (TRC) 0.00% Add +93.1% 4,228 $36K
Versant Capital Management, Inc 0.01% Add +801.2% 3,866 $33K
Advisors Asset Management, Inc. 0.00% Reduce -8.1% 3,210 $27K
SVB Wealth LLC 0.00% New 3,102 $26K
Summit Securities Group LLC 0.01% New 2,402 $20K
Capital Advisors, Ltd. LLC 0.00% No change 2,000 $17K
Optiver Holding B.V. 0.00% Add +42.4% 1,071 $9K
Osaic Holdings, Inc. 0.00% Add +77.3% 826 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 611 $5K
GAMMA Investing LLC 0.00% Add +8.1% 481 $4K
US Bancorp \de 0.00% Reduce -99.5% 320 $3K
Anchor Investment Management, LLC 0.00% No change 300 $3K
Rothschild Investment LLC 0.00% Add +12.0% 280 $2K
Smartleaf Asset Management LLC 0.00% Reduce -21.9% 267 $2K
EverSource Wealth Advisors, LLC 0.00% Add +123.6% 246 $2K
Principal Securities, Inc. 0.00% No change 188 $2K
Huntington National Bank 0.00% Reduce -18.2% 229 $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 -30.1% 114 $971
Arax Advisory Partners 0.00% Reduce -71.8% 91 $772
SBI Securities Co., Ltd. 0.00% Reduce -71.3% 84 $712
Larson Financial Group LLC 0.00% Add +256.3% 57 $483
Allworth Financial LP 0.00% Add +5.3% 60 $473
Parallel Advisors, LLC 0.00% Reduce -57.0% 49 $416
True Wealth Design, LLC 0.00% Reduce -86.3% 47 $399
Stephens Consulting, LLC 0.00% New 45 $382
IFP Advisors, Inc 0.00% No change 26 $220
Quadrant Capital Group LLC 0.00% Reduce -96.4% 17 $145
PNC Financial Services Group, Inc. 0.00% Reduce -96.3% 14 $119
Caitong International Asset Management Co., Ltd 0.00% New 9 $76
JFS Wealth Advisors, LLC 0.00% Reduce -30.0% 7 $60
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 5 $43
Global Financial Private Client, LLC 0.00% Add +100.0% 4 $34
Lazard Asset Management LLC 0.00% Reduce -90.8% 28 $0
Hemington Wealth Management 0.00% Reduce -91.3% 2 $0
Covestor Ltd 0.00% No change 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.