Avidxchange HoldingsAVDX

13F holders, Q3 2025 (September 30)
200holders −19
20new positions
40sold out
6famous investors
$9.95avg. 13F price*

At the end of Q3 2025, 200 institutions reported holding Avidxchange Holdings Inc. (AVDX) in their 13F filings, down 19 from Q2 2025. 20 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($168.4M), BlackRock, Inc. ($128.3M) and UBS Group AG ($90.4M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$7.1M
Exits40$134.3M

All 13F filers, Q2 2025 → Q3 2025: 28,550,389 shares bought and 22,760,028 shares sold, net +5,790,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

Vanguard Group Inc. 0.00% Reduce -1.0% 16,923,321 $168.4M
BlackRock, Inc. 0.00% Reduce -0.4% 12,893,161 $128.3M
UBS Group AG 0.02% Add +2237.0% 9,086,515 $90.4M
Nexpoint Asset Management, L.P. 7.91% Add +74.4% 8,869,060 $88.2M
Glazer Capital, LLC 3.14% Add +66.8% 8,548,774 $85.1M
Magnetar Financial LLC 0.54% Add +0.2% 8,466,957 $84.2M
FIL Ltd 0.07% Add +0.6% 8,307,950 $82.7M
AQR Arbitrage LLC 1.86% Add +16.8% 5,268,902 $52.4M
Alliancebernstein L.P. 0.02% Add +45.9% 4,827,546 $48.0M
Geode Capital Management, LLC 0.00% Add +0.6% 4,331,537 $43.1M
Polar Asset Management Partners Inc. 1.24% Add +13.3% 4,256,608 $42.4M
State Street Corp. 0.00% Reduce -0.6% 3,976,379 $39.6M
First Trust Capital Management L.P. 2.15% Reduce -8.2% 3,343,918 $33.3M
Par Capital Management Inc. 0.97% Reduce -0.0% 3,299,292 $32.8M
TIG Advisors, LLC 2.02% Reduce -21.8% 3,294,631 $32.8M
Millennium Management 0.02% Add +31.9% 3,029,802 $30.1M
Biltmore Family Office, LLC 4.22% No change 2,984,149 $29.7M
Water Island Capital LLC 4.47% Add +47.0% 2,882,867 $28.7M
GMO 0.08% Add +170.1% 2,836,589 $28.2M
Dimensional Fund Advisors LP 0.01% Reduce -33.6% 2,543,070 $25.3M
Alpine Associates Management Inc. 1.37% No change 2,255,100 $22.4M
Picton Mahoney Asset Management 0.27% Add +68.0% 2,100,000 $20.9M
Unisphere Establishment 0.16% No change 2,040,316 $20.3M
Sapphire Ventures, L.P. 21.94% No change 1,866,248 $18.6M
Goldman Sachs Group Inc. 0.00% Add +32.5% 1,813,782 $18.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -14.4% 1,736,702 $17.3M
Janus Henderson Group PLC 0.01% No change 1,728,785 $17.2M
Northern Trust Corp. 0.00% Reduce -1.1% 1,580,365 $15.7M
Charles Schwab Investment Management Inc. 0.00% Add +1.3% 1,522,786 $15.2M
JPMorgan Chase & Co. 0.00% Reduce -43.8% 1,503,228 $15.0M
Gabelli Funds LLC 0.10% Add +25.4% 1,496,650 $14.9M
OMERS ADMINISTRATION Corp 0.11% Add +42.2% 1,482,500 $14.8M
Balyasny Asset Management L.P. 0.03% Reduce -18.1% 1,281,846 $12.8M
Calamos Advisors LLC 0.06% No change 1,000,000 $9.9M
Man Group plc 0.02% Add +0.2% 926,141 $9.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.47% Add +8.1% 918,312 $9.1M
Bank of America Corp. 0.00% Add +17.6% 913,336 $9.1M
KRYGER CAPITAL Ltd 0.87% Reduce -0.2% 755,250 $7.5M
Yakira Capital Management, Inc. 2.75% Add +245.5% 735,398 $7.3M
Morgan Stanley 0.00% Add +12.3% 728,603 $7.2M
Advantage Alpha Capital Partners LP 2.05% Reduce -4.8% 685,238 $6.8M
Jennison Associates LLC 0.00% Reduce -70.2% 673,130 $6.7M
Nuveen, LLC 0.00% Reduce -2.8% 537,239 $5.3M
Bank of New York Mellon Corp 0.00% Reduce -54.4% 526,054 $5.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.66% No change 500,000 $5.0M
Qube Research & Technologies Ltd 0.01% Reduce -19.5% 476,437 $4.7M
Absolute Gestao de Investimentos Ltda. 0.59% New 451,998 $4.5M
King Luther Capital Management Corp. 0.02% No change 451,632 $4.5M
Harvest Management LLC 2.18% Add +257.2% 446,500 $4.4M
GAMCO Investors 0.04% Add +115.2% 439,000 $4.4M
Y-Intercept (Hong Kong) Ltd 0.10% Add +377.1% 423,615 $4.2M
Voloridge Investment Management, LLC 0.01% Reduce -45.8% 400,257 $4.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -40.5% 389,614 $3.9M
Susquehanna International Group, LLP 0.01% Add +80.2% 377,534 $3.8M
Carmignac Gestion 0.06% Add +74.9% 375,768 $3.7M
New York Life Investment Management LLC 0.03% Add +5.5% 361,097 $3.6M
Swiss National Bank 0.00% Add +2.5% 340,300 $3.4M
American Century Companies Inc. 0.00% Add +40.6% 315,160 $3.1M
Principal Financial Group Inc. 0.00% Add +2250.8% 284,640 $2.8M
Jane Street Group, LLC 0.00% Add +31.5% 284,174 $2.8M
Citadel Advisors 0.00% Reduce -23.7% 271,825 $2.7M
Barclays PLC 0.00% Reduce -19.2% 269,784 $2.7M
Vestcor Inc 0.08% No change 266,032 $2.6M
Rhumbline Advisers 0.00% Reduce -3.0% 248,532 $2.5M
AQR Capital Management 0.00% Add +9.5% 248,125 $2.5M
AlphaQuest LLC 0.16% Add +436.5% 244,346 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 239,330 $2.4M
Varenne Capital Partners 0.48% Add +133810.5% 228,987 $2.3M
Groupe la Francaise 0.03% No change 225,000 $2.2M
Tidal Investments LLC 0.01% Add +8.1% 215,829 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +10.9% 214,638 $2.1M
Legal & General Group Plc 0.00% Add +1.1% 211,033 $2.1M
Marshall Wace, LLP 0.00% Add +440.6% 208,339 $2.1M
Invesco Ltd. 0.00% Add +12.7% 204,616 $2.0M
Public Employees Retirement System of Ohio 0.01% Add +131.6% 193,600 $1.9M
Wolverine Asset Management LLC 0.12% Add +71.4% 171,513 $1.7M
Abc Arbitrage SA 0.16% New 167,369 $1.7M
California State Teachers Retirement System 0.00% Reduce -11.8% 165,230 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +5.9% 160,682 $1.6M
FMR LLC 0.00% Reduce -42.3% 160,245 $1.6M
Credit Industriel Et Commercial 0.34% No change 150,000 $1.5M
Deutsche Bank AG 0.00% Add +11.8% 147,799 $1.5M
Burren Capital Advisors Ltd 4.22% No change 139,842 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 119,400 $1.2M
Prelude Capital Management, LLC 0.09% No change 114,226 $1.1M
Wells Fargo & Company 0.00% Add +22.5% 108,176 $1.1M
MetLife Investment Management, LLC 0.01% No change 105,076 $1.0M
D. E. Shaw & Co. 0.00% Reduce -37.2% 104,647 $1.0M
Ceera Investments, LLC 0.32% No change 104,520 $1.0M
Creative Planning 0.00% Add +17.5% 94,352 $939K
Canada Pension Plan Investment Board 0.00% No change 92,200 $917K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +42.5% 90,560 $901K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.7% 90,087 $896K
Squarepoint Ops LLC 0.00% Reduce -42.9% 83,890 $835K
PDT Partners, LLC 0.05% Reduce -74.1% 83,385 $830K
Oxford Asset Management LLP 0.26% Reduce -67.1% 80,089 $797K
STRS Ohio 0.00% No change 79,600 $792K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 79,407 $790K
Intech Investment Management LLC 0.01% Reduce -21.0% 74,201 $738K
Verition Fund Management LLC 0.00% Reduce -81.5% 73,836 $735K
Virtu Financial LLC 0.04% Add +76.3% 73,185 $728K
BCK Capital Management LP 0.71% Reduce -7.2% 66,806 $665K
Rockefeller Capital Management L.P. 0.00% No change 64,622 $643K
Manufacturers Life Insurance Company, The 0.00% Reduce -32.3% 62,526 $622K
XTX Topco Ltd 0.03% Reduce -1.4% 62,284 $620K
ProShare Advisors LLC 0.00% Reduce -12.4% 57,432 $571K
New York State Common Retirement Fund 0.00% No change 53,873 $536K
Arizona State Retirement System 0.00% Add +2.5% 51,926 $517K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% No change 50,000 $498K
Citigroup Inc. 0.00% Reduce -52.1% 48,434 $482K
DC Investments Management, LLC 0.20% No change 48,202 $480K
SG Americas Securities, LLC 0.00% Add +221.4% 47,946 $477K
Ieq Capital, LLC 0.00% Add +9.7% 47,396 $472K
Police & Firemen's Retirement System of New Jersey 0.00% Add +17.7% 47,370 $471K
Prosperity Consulting Group, LLC 0.02% Reduce -10.6% 46,860 $466K
BNP Paribas Financial Markets 0.00% Add +26.8% 43,281 $431K
Teacher Retirement System of Texas 0.00% Reduce -8.1% 43,026 $428K
State Board of Administration of Florida Retirement System 0.00% No change 42,650 $424K
Handelsbanken Fonder AB 0.00% No change 38,800 $386K
Royal Bank of Canada 0.00% Add +1.6% 37,283 $371K
Pictet Asset Management Holding SA 0.00% No change 31,465 $313K
Voya Investment Management LLC 0.00% Reduce -35.7% 30,668 $305K
Quantinno Capital Management LP 0.00% Add +33.8% 25,271 $251K
Guggenheim Capital LLC 0.00% Reduce -0.0% 25,111 $250K
PenderFund Capital Management Ltd. 0.09% Reduce -54.4% 23,100 $230K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.2% 22,534 $224K
Prudential Financial Inc. 0.00% Add +1.8% 22,255 $221K
Sei Investments Co. 0.00% No change 22,229 $221K
NorthCoast Asset Management LLC 0.00% Reduce -0.7% 21,558 $215K
Victory Capital Management Inc. 0.00% Add +8.7% 21,119 $210K
Two Sigma Advisers, LP 0.00% Reduce -55.8% 20,900 $208K
Brown Brothers Harriman & Co. 0.00% No change 20,403 $203K
Neo Ivy Capital Management 0.05% Reduce -86.5% 19,932 $198K
Cwm, LLC 0.00% Reduce -2.1% 19,534 $194K
Russell Investments Group, Ltd. 0.00% Add +21.2% 18,543 $185K
CIBC Bancorp USA Inc. 0.00% — 18,220 $181K
State of Wisconsin Investment Board 0.00% Add +2.1% 18,047 $180K
Mercer Global Advisors Inc. 0.00% Add +28.4% 17,746 $177K
Cibc World Market Inc. 0.00% New 15,900 $158K
Mirabella Financial Services LLP 0.01% New 15,703 $156K
Ameritas Investment Partners, Inc. 0.00% Reduce -21.5% 14,280 $142K
Xponance LLC 0.00% Add +1.3% 13,313 $132K
Mackenzie Financial Corp. 0.00% No change 11,221 $112K
O'shaughnessy Asset Management, LLC 0.00% New 11,043 $110K
Brown Advisory Inc. 0.00% Reduce -48.2% 10,978 $109K
Bragg Financial Advisors, Inc 0.00% Reduce -57.6% 10,896 $108K
Eastover Investment Advisors LLC 0.05% No change 10,641 $106K
FourThought Financial Partners, LLC 0.01% New 10,384 $103K
Mariner, LLC 0.00% New 10,339 $103K
Murchinson Ltd. 0.02% New 10,100 $100K
Walleye Trading LLC 0.00% New 10,000 $100K
State of Alaska, Department of Revenue 0.00% New 8,569 $85K
Longfellow Investment Management Co. LLC 0.02% No change 7,609 $76K
Nisa Investment Advisors, LLC 0.00% No change 6,481 $64K
Amalgamated Bank 0.00% No change 6,019 $60K
Salem Investment Counselors Inc. 0.00% No change 6,000 $60K
Signaturefd, LLC 0.00% No change 6,000 $60K
KBC Group NV 0.00% No change 5,877 $58K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.0% 5,129 $51K
Arax Advisory Partners 0.00% Add +4289.0% 3,994 $40K
Versant Capital Management, Inc 0.01% Add +4.9% 3,865 $38K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +3.4% 1,773 $18K
Optiver Holding B.V. 0.00% Add +57.4% 1,305 $13K
GAMMA Investing LLC 0.00% Add +7.5% 930 $9K
Jones Financial Companies LLLP 0.00% No change 719 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 611 $6K
Essential Partners LLC 0.00% Add +3.4% 549 $5K
EverSource Wealth Advisors, LLC 0.00% Add +2.7% 537 $5K
Osaic Holdings, Inc. 0.00% Add +0.2% 473 $5K
Whittier Trust Co. 0.00% New 445 $4K
Sterling Capital Management LLC 0.00% Reduce -2.8% 414 $4K
Rothschild Investment LLC 0.00% Reduce -21.3% 370 $4K
Quadrant Capital Group LLC 0.00% New 369 $4K
True Wealth Design, LLC 0.00% No change 350 $3K
Anchor Investment Management, LLC 0.00% No change 300 $3K
Smartleaf Asset Management LLC 0.00% Add +45.5% 278 $3K
Covestor Ltd 0.00% Reduce -14.9% 188 $2K
Farther Finance Advisors, LLC 0.00% Add +31.4% 180 $2K
Parkside Financial Bank & Trust 0.00% No change 173 $2K
Parallel Advisors, LLC 0.00% Reduce -30.9% 141 $1K
FNY Investment Advisers, LLC 0.00% Reduce -10.0% 180 $1K
Quarry LP 0.00% Reduce -89.2% 89 $886
JPL Wealth Management, LLC 0.00% New 75 $747
Sunbelt Securities, Inc. 0.00% New 68 $677
Larson Financial Group LLC 0.00% No change 65 $647
Principal Securities, Inc. 0.00% New 57 $567
Turning Point Benefit Group, Inc. 0.00% New 55 $548
Physician Wealth Advisors, Inc. 0.00% No change 53 $528
Allworth Financial LP 0.00% No change 44 $438
IFP Advisors, Inc 0.00% Add +0.0% 37 $368
Root Financial Partners, LLC 0.00% New 34 $338
PNC Financial Services Group, Inc. 0.00% New 23 $229
SBI Securities Co., Ltd. 0.00% No change 8 $80
Advisory Services Network, LLC 0.00% New 7 $70
SJS Investment Consulting Inc. 0.00% No change 4 $40
JFS Wealth Advisors, LLC 0.00% No change 2 $20
Wealthspire Advisors, LLC 0.00% New 1 $10
Rialto Wealth Management, LLC 0.00% No change 1 $10
Bay Harbor Wealth Management, LLC 0.00% No change 1 $9
Hemington Wealth Management 0.00% No change 2 $0

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