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 02, 2024 | Praeger Michael | Chief Executive Officer | Sell | $483.30K |
Nov 29, 2024 | Gibson Angelic | See Remarks | Sell | $342.30K |
Nov 22, 2024 | Cunningham Todd Alan | See Remarks | Sell | $137.50K |
Nov 15, 2024 | Wilhite Joel | See Remarks | Sell | $39.14K |
Nov 15, 2024 | Wilhite Joel | See Remarks | Sell | $69.63K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 24 |
2024 Q3 | - | 24 |
2024 Q2 | - | 40 |
2024 Q1 | - | 35 |
2023 Q4 | - | 27 |
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