AvidXchange Ownership 2024 | Who Owns AvidXchange Now?
Institutional Ownership
84.12%
Insider Ownership
15.03%
Retail Ownership
0.86%
Institutional Holders
185.00
AvidXchange Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.28% | 0.00% | 16,965,783 | -316,554 | -1.83% | 204,607,342 | Jun 30, 2024 |
| BLACKROCK INC. | 6.34% | 0.00% | 12,990,540 | 1,607,310 | 14.12% | 156,665,911 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 5.31% | 5.04% | 10,876,420 | 1,463,182 | 15.54% | 131,169,625 | Jun 30, 2024 |
| BAIN CAPITAL VENTURE INVESTORS, LLC | 4.46% | 52.59% | 9,139,898 | - | - | 110,227,170 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.17% | 3.93% | 6,493,299 | 2,025,345 | 45.33% | 78,309,186 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 3.07% | 3.52% | 6,300,000 | 800,000 | 14.55% | 75,978,000 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 2.48% | 0.50% | 5,078,341 | -2,291 | -0.05% | 61,244,792 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.24% | 0.00% | 4,597,844 | 50,779 | 1.12% | 55,449,998 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.20% | 0.03% | 4,515,719 | 1,586,510 | 54.16% | 54,459,589 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.11% | 0.01% | 4,317,134 | 230,777 | 5.65% | 52,062,485 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 2.00% | 0.16% | 4,093,610 | -979,686 | -19.31% | 49,369,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.00% | 4,064,418 | 379,278 | 10.29% | 49,026,565 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.00% | 3,709,291 | 392,083 | 11.82% | 44,734,049,000 | Jun 30, 2024 |
| FMR LLC | 1.80% | 0.00% | 3,686,876 | 2,924,641 | 383.69% | 44,463,725 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.72% | 0.01% | 3,523,875 | 213,240 | 6.44% | 42,497,933 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.64% | 0.01% | 3,355,409 | -638,363 | -15.98% | 40,466,236 | Jun 30, 2024 |
| BILTMORE FAMILY OFFICE, LLC | 1.55% | 7.04% | 3,169,147 | -106,242 | -3.24% | 38,219,909 | Jun 30, 2024 |
| FOUNDRY GROUP NEXT, LLC | 1.46% | 100.00% | 3,000,000 | - | - | 36,180,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.44% | 0.00% | 2,950,034 | -646,425 | -17.97% | 35,577,418 | Jun 30, 2024 |
| SAPPHIRE VENTURES, L.L.C. | 1.41% | 29.73% | 2,897,248 | - | - | 34,940,811 | Jun 30, 2024 |
AvidXchange's largest institutional shareholder is VANGUARD GROUP INC, holding 8.28% of the company's total share outstanding, currently valued at $204.61M. The top 10 institutional shareholders own together 39.67% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOUNDRY GROUP NEXT, LLC | 1.46% | 100.00% | 3,000,000 | - | - | 36,180,000 | Jun 30, 2024 |
| BAIN CAPITAL VENTURE INVESTORS, LLC | 4.46% | 52.59% | 9,139,898 | - | - | 110,227,170 | Jun 30, 2024 |
| SAPPHIRE VENTURES, L.L.C. | 1.41% | 29.73% | 2,897,248 | - | - | 34,940,811 | Jun 30, 2024 |
| ALPHA SQUARE GROUP S, LLC | 0.28% | 12.87% | 576,639 | 50,000 | 9.49% | 6,954,266 | Jun 30, 2024 |
| BILTMORE FAMILY OFFICE, LLC | 1.55% | 7.04% | 3,169,147 | -106,242 | -3.24% | 38,219,909 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 5.31% | 5.04% | 10,876,420 | 1,463,182 | 15.54% | 131,169,625 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.17% | 3.93% | 6,493,299 | 2,025,345 | 45.33% | 78,309,186 | Jun 30, 2024 |
| TIKVAH MANAGEMENT LLC | 0.48% | 3.86% | 982,818 | - | - | 11,852,785 | Jun 30, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.07% | 3.71% | 147,380 | -23,642 | -13.82% | 1,777,403 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 3.07% | 3.52% | 6,300,000 | 800,000 | 14.55% | 75,978,000 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1.36% | 3.04% | 2,782,265 | 248,886 | 9.82% | 33,554,116 | Jun 30, 2024 |
| TREMBLANT CAPITAL GROUP | 1.06% | 2.83% | 2,170,114 | 5,971 | 0.28% | 26,171,575 | Jun 30, 2024 |
| APERTURE INVESTORS, LLC | 0.61% | 2.20% | 1,248,067 | -298,811 | -19.32% | 15,051,688 | Jun 30, 2024 |
| AZORA CAPITAL LP | 1.31% | 1.49% | 2,692,696 | 1,823,718 | 209.87% | 32,473,914 | Jun 30, 2024 |
| HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 0.10% | 1.36% | 196,912 | - | - | 2,374,759 | Jun 30, 2024 |
| PAR CAPITAL MANAGEMENT INC | 1.27% | 0.99% | 2,600,000 | 50,000 | 1.96% | 31,356,000 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.17% | 0.92% | 347,794 | 347,794 | 100.00% | 4,194,396 | Jun 30, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | 0.17% | 0.69% | 350,000 | - | - | 4,221,000 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 1.07% | 0.51% | 2,200,392 | 618,725 | 39.12% | 26,536,728 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 2.48% | 0.50% | 5,078,341 | -2,291 | -0.05% | 61,244,792 | Jun 30, 2024 |
The largest AvidXchange shareholder by % of total assets is FOUNDRY GROUP NEXT, LLC. The company owns 3.00M shares of AvidXchange (AVDX), representing 100.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.80% | 0.00% | 3,686,876 | 2,924,641 | 383.69% | 44,463,725 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.17% | 3.93% | 6,493,299 | 2,025,345 | 45.33% | 78,309,186 | Jun 30, 2024 |
| AZORA CAPITAL LP | 1.31% | 1.49% | 2,692,696 | 1,823,718 | 209.87% | 32,473,914 | Jun 30, 2024 |
| BLACKROCK INC. | 6.34% | 0.00% | 12,990,540 | 1,607,310 | 14.12% | 156,665,911 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.20% | 0.03% | 4,515,719 | 1,586,510 | 54.16% | 54,459,589 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 5.31% | 5.04% | 10,876,420 | 1,463,182 | 15.54% | 131,169,625 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 3.07% | 3.52% | 6,300,000 | 800,000 | 14.55% | 75,978,000 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 1.07% | 0.51% | 2,200,392 | 618,725 | 39.12% | 26,536,728 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.17% | 0.02% | 2,400,262 | 590,378 | 32.62% | 28,947,161 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.00% | 3,709,291 | 392,083 | 11.82% | 44,734,049,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.00% | 4,064,418 | 379,278 | 10.29% | 49,026,565 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.13% | 0.44% | 2,318,898 | 348,061 | 17.66% | 27,965,910 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.17% | 0.92% | 347,794 | 347,794 | 100.00% | 4,194,396 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.28% | 0.02% | 581,300 | 341,300 | 142.21% | 7,010,478 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.87% | 0.06% | 1,775,697 | 274,873 | 18.31% | 21,416,511 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1.36% | 3.04% | 2,782,265 | 248,886 | 9.82% | 33,554,116 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.35% | 0.02% | 2,770,662 | 246,462 | 9.76% | 33,414,184 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.11% | 0.01% | 4,317,134 | 230,777 | 5.65% | 52,062,485 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.72% | 0.01% | 3,523,875 | 213,240 | 6.44% | 42,497,933 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.20% | 0.00% | 402,032 | 205,283 | 104.34% | 4,848,506 | Jun 30, 2024 |
As of Jun 30 2024, AvidXchange's largest institutional buyer is FMR LLC. The company purchased 2.92M stocks of AVDX, valued at $44.46M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TORNO CAPITAL, LLC | - | - | - | -1,028,800 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 2.00% | 0.16% | 4,093,610 | -979,686 | -19.31% | 49,369,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.07% | 0.00% | 140,050 | -718,574 | -83.69% | 1,689,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.19% | 0.02% | 381,126 | -684,796 | -64.24% | 4,596,380 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.01% | 0.00% | 23,740 | -655,570 | -96.51% | 286,304 | Jun 30, 2024 |
| MORGAN STANLEY | 1.44% | 0.00% | 2,950,034 | -646,425 | -17.97% | 35,577,418 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.64% | 0.01% | 3,355,409 | -638,363 | -15.98% | 40,466,236 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -439,405 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.33% | 0.00% | 684,999 | -322,447 | -32.01% | 8,261,088 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.28% | 0.00% | 16,965,783 | -316,554 | -1.83% | 204,607,342 | Jun 30, 2024 |
| APERTURE INVESTORS, LLC | 0.61% | 2.20% | 1,248,067 | -298,811 | -19.32% | 15,051,688 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.37% | 0.02% | 762,200 | -227,200 | -22.96% | 9,192,132 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -213,239 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.19% | 0.00% | 398,983 | -197,280 | -33.09% | 4,811,735 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -186,686 | -100.00% | - | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 0.48% | 0.11% | 990,090 | -180,643 | -15.43% | 11,940,485 | Jun 30, 2024 |
| LISANTI CAPITAL GROWTH, LLC | - | - | - | -167,715 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.14% | 0.00% | 281,237 | -156,667 | -35.78% | 3,391,719 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 0.82% | 0.23% | 1,683,986 | -151,764 | -8.27% | 20,308,871 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.83% | 0.02% | 1,707,217 | -151,764 | -8.16% | 20,589,037 | Jun 30, 2024 |
As of Jun 30 2024, AvidXchange's biggest institutional seller is TORNO CAPITAL, LLC. The company sold -1.03M shares of AVDX, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.17% | 0.92% | 347,794 | 347,794 | 100.00% | 4,194,396 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.10% | 0.00% | 200,932 | 200,932 | 100.00% | 2,423,240 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.07% | 0.04% | 152,021 | 152,021 | 100.00% | 1,833,373 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 93,503 | 93,503 | 100.00% | 1,127,646 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 76,469 | 76,469 | 100.00% | 922,216 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.03% | 0.00% | 65,310 | 65,310 | 100.00% | 787,639 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.02% | 0.00% | 46,202 | 46,202 | 100.00% | 557,196 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.01% | 42,452 | 42,452 | 100.00% | 512,396 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.02% | 0.01% | 31,400 | 31,400 | 100.00% | 378,684 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.02% | 0.00% | 31,077 | 31,077 | 100.00% | 374,789 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.01% | 0.06% | 27,506 | 27,506 | 100.00% | 331,722 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 18,698 | 18,698 | 100.00% | 225,498 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.01% | 12,713 | 12,713 | 100.00% | 153,319 | Jun 30, 2024 |
| XPONANCE, INC. | 0.01% | 0.00% | 11,018 | 11,018 | 100.00% | 132,877 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.01% | 0.09% | 10,670 | 10,670 | 100.00% | 128,680 | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | 0.00% | 0.00% | 9,556 | 9,556 | 100.00% | 115,246 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.04% | 5,500 | 5,500 | 100.00% | 66,330 | Jun 30, 2024 |
| KBC GROUP NV | 0.00% | 0.00% | 5,492 | 5,492 | 100.00% | 66,000 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | 0.00% | 1,383 | 1,383 | 100.00% | 18,186 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 284 | 284 | 100.00% | 3,371 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 250 | 250 | 100.00% | 3,015 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 241 | 241 | 100.00% | 2,906 | Jun 30, 2024 |
| CWM, LLC | - | - | 92 | 92 | 100.00% | 1,000 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 65 | 65 | 100.00% | 581 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | 13 | 13 | 100.00% | 157 | Jun 30, 2024 |
AvidXchange's largest new institutional shareholder by number of shares is ADVANTAGE ALPHA CAPITAL PARTNERS LP, purchased 347.79K shares, valued at $4.19M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TORNO CAPITAL, LLC | - | - | - | -1,028,800 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -439,405 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -213,239 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -186,686 | -100.00% | - | Jun 30, 2024 |
| LISANTI CAPITAL GROWTH, LLC | - | - | - | -167,715 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -140,527 | -100.00% | - | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | - | - | - | -84,233 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -79,227 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -78,672 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -76,777 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -76,750 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -74,431 | -100.00% | - | Jun 30, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
| CIRCUMFERENCE GROUP LLC | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -43,226 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -43,000 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -28,977 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -26,297 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -26,014 | -100.00% | - | Jun 30, 2024 |
| WATCHMAN GROUP, INC. | - | - | - | -24,197 | -100.00% | - | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | - | - | - | -23,940 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -22,346 | -100.00% | - | Jun 30, 2024 |
| ARBOR INVESTMENT ADVISORS, LLC | - | - | - | -19,112 | -100.00% | - | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -19,107 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -18,098 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -17,700 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -17,507 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -13,619 | -100.00% | - | Jun 30, 2024 |
| MBL WEALTH, LLC | - | - | - | -12,422 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -11,045 | -100.00% | - | Jun 30, 2024 |
| BULLSEYE ASSET MANAGEMENT LLC | - | - | - | -9,052 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -7,984 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -1,416 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
AvidXchange's largest sold out institutional shareholder by shares sold is TORNO CAPITAL, LLC, sold -1.03M shares, valued at -, as of undefined.
AvidXchange Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 3.02% | 2,802,614 | -50,376 | -1.77% | Jan 31, 2024 |
| BlackRock Science & Technology Trust II | 2.02% | 1,115,450 | - | - | Mar 31, 2024 |
| BlackRock Science & Technology Trust | 0.58% | 301,901 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.33% | 811,986 | -252,474 | -23.72% | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.23% | 97,806 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.20% | 106,455 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.18% | 1,816,251 | 398,078 | 28.07% | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.18% | 759,532 | 759,532 | - | Mar 28, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.15% | 1,903,411 | - | - | Jan 31, 2024 |
| Ark ETF Trust | 0.13% | 1,053,909 | 81,551 | 8.39% | Jan 31, 2024 |
| LKCM Funds | 0.10% | 378,473 | 4,364 | 1.17% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.09% | 53,633 | 53,633 | - | Feb 29, 2024 |
| NEW ECONOMY FUND | 0.08% | 372,290 | - | - | Feb 29, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.08% | 372,029 | -91,531 | -19.75% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 253,776 | 52,695 | 26.21% | Jan 31, 2024 |
| MFS SERIES TRUST I | 0.06% | 1,174,048 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.06% | 730,157 | -374,966 | -33.93% | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.05% | 406,173 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.04% | 438,230 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 265,914 | -4,224 | -1.56% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.04% | 22,482 | -182 | -0.80% | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 2,445,867 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 14,514,287 | -2,412,702 | -14.25% | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 223,000 | 110,000 | 97.35% | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.03% | 71,323 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.02% | 467,857 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.02% | 547,220 | -837,228 | -60.47% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 70,516 | 1,147 | 1.65% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 3,908 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 1,528,115 | - | - | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.01% | 345,657 | 1,935 | 0.56% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 420,595 | -1,344 | -0.32% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 114,042 | 104,920 | 1150.19% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 53,532 | - | - | Aug 31, 2023 |
| STEWARD FUNDS, INC. | 0.01% | 19,000 | 19,000 | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,631,883 | 58,887 | 3.74% | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.01% | 31,664 | 31,664 | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 55,034 | -17,048 | -23.65% | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 16,325 | 16,325 | - | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.01% | 2,204,952 | 309,689 | 16.34% | Dec 31, 2023 |
| BlackRock ETF Trust | 0.01% | 6,173 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 54,700 | - | - | Mar 31, 2024 |
| FORUM FUNDS | 0.01% | 15,000 | -1,350 | -8.26% | Mar 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.01% | 451,393 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 309,413 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 105,377 | 27,048 | 34.53% | Mar 31, 2024 |
| AMG FUNDS | 0.01% | 164,000 | 10,000 | 6.49% | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 14,850 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 418,561 | 89,945 | 27.37% | Mar 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 150,443 | 58,275 | 63.23% | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 49,891 | 26,967 | 117.64% | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 98,040 | -7,866 | -7.43% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 3,222,674 | 958,274 | 42.32% | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 217,069 | 217,069 | - | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 297,373 | - | - | Jan 31, 2024 |
| Federated Hermes Index Trust | 0.00% | 625 | - | - | Jan 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 45,244 | -2,000 | -4.23% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 80,255 | - | - | Mar 28, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.00% | 26,100 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 461,496 | - | - | Feb 29, 2024 |
| JPMORGAN TRUST II | 0.00% | 2,305,008 | - | - | Feb 29, 2024 |
| Brown Advisory Funds | 0.00% | 85,445 | 7,307 | 9.35% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 958,099 | 170,087 | 21.58% | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 9,200 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 18,200 | 17,100 | 1554.55% | Mar 28, 2024 |
| Global X Funds | 0.00% | 76,750 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 49,254 | -10,447 | -17.50% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 893,053 | 31,315 | 3.63% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 6,976 | -389 | -5.28% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 72,016 | -21,847 | -23.28% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 31,512 | 1,030 | 3.38% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 379,808 | -39,190 | -9.35% | Feb 29, 2024 |
| Series Portfolios Trust | 0.00% | 7,841 | - | - | Jan 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.00% | 79,118 | 2,302 | 3.00% | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 15,648 | 4,130 | 35.86% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 10,592 | 10,592 | - | Mar 28, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 56,800 | - | - | Feb 29, 2024 |
| Voya PARTNERS INC | 0.00% | 91,100 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 12,133 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 232,207 | -10,032 | -4.14% | Feb 29, 2024 |
| LAZARD FUNDS INC | 0.00% | 37,700 | 34,567 | 1103.32% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,445 | - | - | Mar 31, 2024 |
| BlackRock ESG Capital Allocation Trust | 0.00% | 52,283 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 52,400 | -1,200 | -2.24% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 61,577 | 60 | 0.10% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 23,967 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 14,900 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 82,624 | 59,302 | 254.27% | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 36,300 | - | - | Feb 29, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 20,900 | - | - | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 14,251 | - | - | Feb 29, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 149,310 | 131,240 | 726.29% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 65,278 | - | - | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 24,518 | 6,289 | 34.50% | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 523,231 | -35,547 | -6.36% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 39,920 | -11,693 | -22.66% | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 854,585 | - | - | Feb 29, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 3,925 | - | - | Feb 29, 2024 |
| BlackRock Capital Allocation Trust | 0.00% | 34,263 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 8,174 | 1,248 | 18.02% | Jan 31, 2024 |
AvidXchange's largest mutual fund holder by % of total assets is "LORD ABBETT DEVELOPING GROWTH FUND, INC.", owning 2.80M shares, compromising 3.02% of its total assets.
AvidXchange Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 185 | -7.04% |
| 31 Mar, 24 | 199 | 3.11% |
| 31 Dec, 23 | 193 | 14.20% |
| 30 Sep, 23 | 169 | 3.68% |
| 30 Jun, 23 | 163 | 2.52% |
| 31 Mar, 23 | 159 | 18.66% |
| 31 Dec, 22 | 134 | 6.35% |
| 30 Sep, 22 | 126 | 7.69% |
| 30 Jun, 22 | 117 | 12.50% |
| 31 Mar, 22 | 104 | 8.33% |
| 31 Dec, 21 | 96 | - |
As of 30 Jun 24, 185 institutions are holding AvidXchange's shares, representing a decrease of -7.04% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 172,349,319 | 5.61% |
| 31 Mar, 24 | 163,187,180 | 2.58% |
| 31 Dec, 23 | 159,083,243 | 5.33% |
| 30 Sep, 23 | 151,037,319 | 6.46% |
| 30 Jun, 23 | 141,871,376 | 5.50% |
| 31 Mar, 23 | 134,473,207 | -1.83% |
| 31 Dec, 22 | 136,984,718 | -2.73% |
| 30 Sep, 22 | 140,830,152 | 2.46% |
| 30 Jun, 22 | 137,453,524 | 12.68% |
| 31 Mar, 22 | 121,984,189 | 5.70% |
| 31 Dec, 21 | 115,408,112 | - |
AvidXchange (AVDX) has 172.35M shares outstanding as of 30 Jun 24, up 5.61% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 84.12% | 1.29% |
| 31 Mar, 24 | 80.83% | 1.31% |
| 31 Dec, 23 | 78.55% | 1.40% |
| 30 Sep, 23 | 74.93% | 1.49% |
| 30 Jun, 23 | 70.97% | 1.57% |
| 31 Mar, 23 | 67.27% | 1.41% |
| 31 Dec, 22 | 69.17% | 1.37% |
| 30 Sep, 22 | 71.04% | 1.47% |
| 30 Jun, 22 | 69.47% | 1.81% |
| 31 Mar, 22 | 61.92% | 1.43% |
| 31 Dec, 21 | 65.80% | - |
As of 30 Jun 24, AvidXchange is held by 84.12% institutional shareholders, representing a 1.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 102 | -6.42% |
| 31 Mar, 24 | 109 | 0.93% |
| 31 Dec, 23 | 108 | 11.34% |
| 30 Sep, 23 | 97 | -5.83% |
| 30 Jun, 23 | 103 | 19.77% |
| 31 Mar, 23 | 86 | 7.50% |
| 31 Dec, 22 | 80 | 19.40% |
| 30 Sep, 22 | 67 | -8.22% |
| 30 Jun, 22 | 73 | 7.35% |
| 31 Mar, 22 | 68 | -26.09% |
| 31 Dec, 21 | 92 | - |
102 institutional shareholders have increased their position in AVDX stock as of 30 Jun 24 compared to 109 in the previous quarter (a -6.42% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | -1.79% |
| 31 Mar, 24 | 56 | 19.15% |
| 31 Dec, 23 | 47 | 6.82% |
| 30 Sep, 23 | 44 | 12.82% |
| 30 Jun, 23 | 39 | -11.36% |
| 31 Mar, 23 | 44 | 69.23% |
| 31 Dec, 22 | 26 | - |
| 30 Sep, 22 | 26 | - |
| 30 Jun, 22 | 26 | 30.00% |
| 31 Mar, 22 | 20 | - |
| 31 Dec, 21 | - | - |
55 institutional shareholders have reduced their position in AVDX stock as of 30 Jun 24 compared to 56 in the previous quarter (a -1.79% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 185 | -7.04% | 172,349,319 | 5.61% | 84.12% | 1.29% | 102 | -6.42% | 55 | -1.79% |
| 31 Mar, 24 | 199 | 3.11% | 163,187,180 | 2.58% | 80.83% | 1.31% | 109 | 0.93% | 56 | 19.15% |
| 31 Dec, 23 | 193 | 14.20% | 159,083,243 | 5.33% | 78.55% | 1.40% | 108 | 11.34% | 47 | 6.82% |
| 30 Sep, 23 | 169 | 3.68% | 151,037,319 | 6.46% | 74.93% | 1.49% | 97 | -5.83% | 44 | 12.82% |
| 30 Jun, 23 | 163 | 2.52% | 141,871,376 | 5.50% | 70.97% | 1.57% | 103 | 19.77% | 39 | -11.36% |
| 31 Mar, 23 | 159 | 18.66% | 134,473,207 | -1.83% | 67.27% | 1.41% | 86 | 7.50% | 44 | 69.23% |
| 31 Dec, 22 | 134 | 6.35% | 136,984,718 | -2.73% | 69.17% | 1.37% | 80 | 19.40% | 26 | - |
| 30 Sep, 22 | 126 | 7.69% | 140,830,152 | 2.46% | 71.04% | 1.47% | 67 | -8.22% | 26 | - |
| 30 Jun, 22 | 117 | 12.50% | 137,453,524 | 12.68% | 69.47% | 1.81% | 73 | 7.35% | 26 | 30.00% |
| 31 Mar, 22 | 104 | 8.33% | 121,984,189 | 5.70% | 61.92% | 1.43% | 68 | -26.09% | 20 | - |
| 31 Dec, 21 | 96 | - | 115,408,112 | - | 65.80% | - | 92 | - | - | - |
AvidXchange Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of AvidXchange's stock was made by Praeger Michael on Jun 13 2024, selling 29,192 shares at $10.85 per share (valued at $316.67K).
AvidXchange Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 13 | 53 | 24.53% |
| Q1 2024 | 28 | 55 | 50.91% |
| Q4 2023 | 19 | 47 | 40.43% |
| Q3 2023 | 18 | 38 | 47.37% |
| Q2 2023 | 28 | 44 | 63.64% |
| Q1 2023 | 34 | 54 | 62.96% |
| Q4 2022 | 18 | 35 | 51.43% |
| Q3 2022 | 3 | 9 | 33.33% |
| Q2 2022 | 8 | 15 | 53.33% |
| Q1 2022 | 11 | 14 | 78.57% |
| Q4 2021 | 34 | 52 | 65.38% |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 1 | - |
| Q1 2020 | - | 2 | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | - | 1 | - |
| Q3 2018 | 1 | - | - |
| Q2 2018 | - | 1 | - |
| Q4 2017 | - | 1 | - |
| Q4 2015 | - | - | - |
13 total buy trades, and 53 total sell trades (buy/sell ratio of 0.25%) were made by AvidXchange's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 40 | - |
| Q1 2024 | - | 35 | - |
| Q4 2023 | - | 27 | - |
| Q3 2023 | - | 20 | - |
| Q2 2023 | - | 23 | - |
| Q1 2023 | - | 34 | - |
| Q4 2022 | - | 15 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 5 | - |
| Q1 2022 | 3 | 6 | 50.00% |
| Q4 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | - | - |
| Q4 2017 | - | - | - |
| Q4 2015 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 40 open market sell trades of AvidXchange's stocks.
AvidXchange Peer Ownership
AVDX Ownership FAQ
Who Owns AvidXchange?
AvidXchange is owned by institutional shareholders (84.12%), insiders (15.03%), and public (0.86%). The largest institutional shareholder of AvidXchange is VANGUARD GROUP INC (8.28% of total shares) and the top mutual fund owner is LORD ABBETT DEVELOPING GROWTH FUND, INC. (3.02% of total shares).
Who are the major institutional shareholders of AvidXchange?
AvidXchange's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., SENVEST MANAGEMENT, LLC, BAIN CAPITAL VENTURE INVESTORS, LLC, and GREENHOUSE FUNDS LLLP. The top five shareholders own together 27.56% of the company's share outstanding.
How many AvidXchange shareholders are there?
As of Jun 2024, there are 185 institutional shareholders of AvidXchange.
What percentage of AvidXchange is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 16.97M shares of AvidXchange, representing 8.28% of the company's total shares outstanding, valued at $204.61M (as of Jun 2024).
What percentage of AvidXchange is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 12.99M shares of AvidXchange (AVDX), compromising 6.34% of the company, valued at $156.67M.
What percentage of AvidXchange is owned by SENVEST MANAGEMENT, LLC?
SENVEST MANAGEMENT, LLC is the third largest holder of AvidXchange. The company owns 10.88M of the company's shares outstanding (worth $131.17M).