AvidXchange Ownership | Who Owns AvidXchange?


OverviewForecastRevenueFinancialsChartTranscripts

AvidXchange Ownership Summary


AvidXchange is owned by 75.40% institutional investors, 16.24% insiders, and 8.36% retail investors. Vanguard group is the largest institutional shareholder, holding 8.74% of AVDX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.73% of its assets in AvidXchange shares.

AVDX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAvidXchange75.40%16.24%8.36%
SectorTechnology Stocks 44.27%11.93%43.80%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group18.11M8.74%$187.26M
Fmr14.89M7.18%$153.96M
Blackrock funding, inc. /de13.50M6.52%$139.61M
Blackrock12.99M6.34%$156.67M
Greenhouse funds lllp8.50M4.10%$87.87M
North reef capital management lp7.99M3.86%$82.66M
Senvest management4.89M2.36%$50.53M
Azora capital lp4.36M2.10%$45.07M
Geode capital management4.25M2.05%$43.91M
State street4.03M1.95%$41.68M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Foundry group next2.49M100.00%$25.71M
Sapphire ventures2.90M24.03%$29.96M
Bain capital venture investors3.47M16.33%$35.88M
Alpha square group s576.64K12.87%$6.95M
Norwood investment partners, lp781.18K5.77%$8.08M
Biltmore family office2.98M5.18%$30.86M
North reef capital management lp7.99M3.71%$82.66M
Bluemar capital management147.38K3.71%$1.78M
Greenhouse funds lllp8.50M3.66%$87.87M
Tremblant capital group3.23M3.46%$33.41M

Top Buyers

HolderShares% AssetsChange
Azora capital lp4.36M2.02%4.36M
Blackrock12.99M0.00%1.61M
Fmr14.89M0.01%1.16M
Arrowstreet capital, limited partnership995.39K0.01%995.39K
Jennison associates2.18M0.01%733.86K

Top Sellers

HolderShares% AssetsChange
Capital research global investors164.99K0.00%-5.78M
Lone pine capital---5.08M
Senvest management4.89M1.55%-4.96M
Lord, abbett---4.09M
Intrinsic edge capital management---2.78M

New Positions

HolderShares% AssetsChangeValue
Bnp paribas arbitrage, snc682.01K0.00%682.01K$7.05M
Silvercrest asset management group463.27K0.03%463.27K$4.79M
Hrt financial lp153.16K0.01%153.16K$1.58M
Marshall wace, llp136.51K0.00%136.51K$1.41M
Hel ved capital management117.18K0.35%117.18K$1.21M

Sold Out

HolderChange
Creekmur asset management-13.00
Federated hermes-15.00
Nelson, van denburg & campbell wealth management group-29.00
Lindbrook capital-58.00
Fortitude family office-88.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242014.69%156,257,617-3.99%751.22%11711.43%50-10.71%
Sep 30, 20241910.53%162,718,003-5.62%781.11%105-55-1.79%
Jun 30, 2024189-5.03%172,409,5275.65%841.29%104-4.59%56-
Mar 31, 20241993.11%163,187,1802.58%801.31%1090.93%5619.15%
Dec 31, 202319314.20%159,083,2435.33%781.40%10811.34%476.82%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.61M2.73%1.12K
American Funds SMALLCAP World A5.33M2.57%2.17M
iShares Russell 2000 ETF4.58M2.24%-89.67K
Vanguard Small Cap Index4.46M2.17%7.96K
American Century U.S. Small Cap Growth3.86M1.86%1.29M
American Century Small Cap Growth Inv3.86M1.86%1.29M
Strategic Advisers Fidelity US TtlStk3.59M1.75%51.75K
Vanguard Institutional Extnd Mkt Idx Tr2.83M1.38%774.00
Vanguard Small Cap Growth Index Inv2.53M1.23%10.09K
Lord Abbett Developing Growth A2.22M1.07%-32.05K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 28, 2025Wilhite Joel See RemarksSell$17.75K
Feb 28, 2025Wilhite Joel See RemarksSell$31.57K
Feb 28, 2025Wilhite Joel See RemarksSell$157.39K
Feb 28, 2025Wilhite Joel See RemarksSell$37.85K
Feb 28, 2025Stahl Ryan See RemarksSell$4.73K

Insider Transactions Trends


DateBuySell
2024 Q4-27
2024 Q3-24
2024 Q2-40
2024 Q1-35
2023 Q4-27

AVDX Ownership FAQ


Who owns the most shares of AvidXchange?

AvidXchange’s largest shareholders are Vanguard group (18.11M shares, 8.74%), Fmr (14.89M shares, 7.18%), and Blackrock funding, inc. /de (13.5M shares, 6.52%). Together, they hold 22.44% of AvidXchange’s total shares outstanding.

Does Blackrock own AvidXchange?

Yes, BlackRock owns 6.34% of AvidXchange, totaling 12.99M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 156.67M$. In the last quarter, BlackRock increased its holdings by 1.61M shares, a 14.12% change.

Who is AvidXchange’s biggest shareholder by percentage of total assets invested?

Foundry group next is AvidXchange’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 2.49M AvidXchange shares, valued at 25.71M$.

Who is the top mutual fund holder of AvidXchange shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of AvidXchange shares, with 2.73% of its total shares outstanding invested in 5.61M AvidXchange shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools