AvidXchange Ownership | Who Owns AvidXchange?


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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


TypeName% Inst% Insiders% Retail
StockAvidXchange78.52%15.19%6.29%
SectorTechnology Stocks 54.54%11.27%34.19%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group16.97M8.28%$204.61M
Blackrock12.99M6.34%$156.67M
Senvest management10.88M5.31%$131.17M
Bain capital venture investors9.14M4.46%$110.23M
Greenhouse funds lllp6.49M3.17%$78.31M
North reef capital management lp6.30M3.07%$75.98M
Jpmorgan chase4.60M2.24%$55.45M
American century companies4.52M2.20%$54.46M
Dimensional fund advisors lp4.32M2.11%$52.06M
Geode capital management4.06M1.98%$49.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Foundry group next3.00M100.00%$36.18M
Bain capital venture investors9.14M52.59%$110.23M
Sapphire ventures2.90M29.73%$34.94M
Alpha square group s576.64K12.87%$6.95M
Biltmore family office3.17M7.04%$38.22M
Senvest management10.88M5.04%$131.17M
Greenhouse funds lllp6.49M3.93%$78.31M
Tikvah management982.82K3.86%$11.85M
Bluemar capital management147.38K3.71%$1.78M
North reef capital management lp6.30M3.52%$75.98M

Top Buyers

HolderShares% AssetsChange
Fmr3.69M0.00%2.92M
Greenhouse funds lllp6.49M3.93%2.03M
Blackrock12.99M0.00%1.61M
American century companies4.52M0.03%1.59M
Senvest management10.88M5.04%1.46M

Top Sellers

HolderShares% AssetsChange
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

HolderShares% AssetsChangeValue
Advantage alpha capital partners lp347.79K0.92%347.79K$4.19M
Squarepoint ops200.93K0.00%200.93K$2.42M
Corebridge financial93.50K0.01%93.50K$1.13M
Mirae asset global etfs76.47K0.00%76.47K$922.22K
Assenagon asset management46.20K0.00%46.20K$557.20K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20231693.68%151,037,3196.46%741.49%97-5.83%4412.82%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.78M2.81%9.09K
American Funds SMALLCAP World A5.33M2.57%2.17M
iShares Russell 2000 ETF4.49M2.18%-10.09K
Vanguard Small Cap Index4.44M2.16%8.65K
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 TtlStk3.31M1.59%-
Vanguard Institutional Extnd Mkt Idx Tr2.69M1.31%-7.97K
Vanguard Small Cap Growth Index Inv2.44M1.19%1.36K
Lord Abbett Developing Growth A2.22M1.07%-32.05K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 02, 2024Praeger Michael Chief Executive OfficerSell$483.30K
Nov 29, 2024Gibson Angelic See RemarksSell$342.30K
Nov 22, 2024Cunningham Todd Alan See RemarksSell$137.50K
Nov 15, 2024Wilhite Joel See RemarksSell$39.14K
Nov 15, 2024Wilhite Joel See RemarksSell$69.63K

Insider Transactions Trends


DateBuySell
2024 Q4-24
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 (16.97M shares, 8.28%), Blackrock (12.99M shares, 6.34%), and Senvest management (10.88M shares, 5.31%). Together, they hold 19.93% 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 3M AvidXchange shares, valued at 36.18M$.

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 2.81% of its total shares outstanding invested in 5.78M AvidXchange shares.

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