AvidXchange Ownership | Who Owns AvidXchange?
AvidXchange Ownership Summary
AvidXchange is owned by 78.52% institutional investors, 15.19% insiders, and 6.29% retail investors. Vanguard group is the largest institutional shareholder, holding 8.28% of AVDX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.81% of its assets in AvidXchange shares.
AVDX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvidXchange | 78.52% | 15.19% | 6.29% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.97M | 8.28% | $204.61M |
| Blackrock | 12.99M | 6.34% | $156.67M |
| Senvest management | 10.88M | 5.31% | $131.17M |
| Bain capital venture investors | 9.14M | 4.46% | $110.23M |
| Greenhouse funds lllp | 6.49M | 3.17% | $78.31M |
| North reef capital management lp | 6.30M | 3.07% | $75.98M |
| Jpmorgan chase | 4.60M | 2.24% | $55.45M |
| American century companies | 4.52M | 2.20% | $54.46M |
| Dimensional fund advisors lp | 4.32M | 2.11% | $52.06M |
| Geode capital management | 4.06M | 1.98% | $49.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foundry group next | 3.00M | 100.00% | $36.18M |
| Bain capital venture investors | 9.14M | 52.59% | $110.23M |
| Sapphire ventures | 2.90M | 29.73% | $34.94M |
| Alpha square group s | 576.64K | 12.87% | $6.95M |
| Biltmore family office | 3.17M | 7.04% | $38.22M |
| Senvest management | 10.88M | 5.04% | $131.17M |
| Greenhouse funds lllp | 6.49M | 3.93% | $78.31M |
| Tikvah management | 982.82K | 3.86% | $11.85M |
| Bluemar capital management | 147.38K | 3.71% | $1.78M |
| North reef capital management lp | 6.30M | 3.52% | $75.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.69M | 0.00% | 2.92M |
| Greenhouse funds lllp | 6.49M | 3.93% | 2.03M |
| Blackrock | 12.99M | 0.00% | 1.61M |
| American century companies | 4.52M | 0.03% | 1.59M |
| Senvest management | 10.88M | 5.04% | 1.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lone pine capital | - | - | -5.08M |
| Lord, abbett | - | - | -4.09M |
| Intrinsic edge capital management | - | - | -2.78M |
| Azora capital lp | - | - | -2.69M |
| Kodai capital management lp | - | - | -2.20M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Advantage alpha capital partners lp | 347.79K | 0.92% | 347.79K | $4.19M |
| Squarepoint ops | 200.93K | 0.00% | 200.93K | $2.42M |
| Corebridge financial | 93.50K | 0.01% | 93.50K | $1.13M |
| Mirae asset global etfs | 76.47K | 0.00% | 76.47K | $922.22K |
| Assenagon asset management | 46.20K | 0.00% | 46.20K | $557.20K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -29.00 |
| Valley national advisers | -95.00 |
| Massmutual trust co fsb/adv | -98.00 |
| Hillsdale investment management | -480.00 |
| Quarry lp | -1.42K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 191 | 0.53% | 162,718,003 | -5.62% | 78 | 1.11% | 105 | - | 55 | -1.79% |
| Jun 30, 2024 | 189 | -5.03% | 172,409,527 | 5.65% | 84 | 1.29% | 104 | -4.59% | 56 | - |
| Mar 31, 2024 | 199 | 3.11% | 163,187,180 | 2.58% | 80 | 1.31% | 109 | 0.93% | 56 | 19.15% |
| Dec 31, 2023 | 193 | 14.20% | 159,083,243 | 5.33% | 78 | 1.40% | 108 | 11.34% | 47 | 6.82% |
| Sep 30, 2023 | 169 | 3.68% | 151,037,319 | 6.46% | 74 | 1.49% | 97 | -5.83% | 44 | 12.82% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.78M | 2.81% | 9.09K |
| American Funds SMALLCAP World A | 5.33M | 2.57% | 2.17M |
| iShares Russell 2000 ETF | 4.49M | 2.18% | -10.09K |
| Vanguard Small Cap Index | 4.44M | 2.16% | 8.65K |
| American Century U.S. Small Cap Growth | 3.86M | 1.86% | 1.29M |
| American Century Small Cap Growth Inv | 3.86M | 1.86% | 1.29M |
| Strategic Advisers Fidelity US TtlStk | 3.31M | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.69M | 1.31% | -7.97K |
| Vanguard Small Cap Growth Index Inv | 2.44M | 1.19% | 1.36K |
| Lord Abbett Developing Growth A | 2.22M | 1.07% | -32.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2024 | Mackintosh Teresa | - | Sell | $4.41K |
| Dec 09, 2024 | HAUSMAN JAMES E | - | Sell | $281.29K |
| Dec 06, 2024 | Mackintosh Teresa | - | Sell | $152.37K |
| Dec 02, 2024 | Praeger Michael | Chief Executive Officer | Sell | $483.30K |
| Nov 29, 2024 | Gibson Angelic | See Remarks | Sell | $342.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 27 |
| 2024 Q3 | - | 24 |
| 2024 Q2 | - | 40 |
| 2024 Q1 | - | 35 |
| 2023 Q4 | - | 27 |
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