AvidXchange Ownership | Who Owns AvidXchange?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvidXchange | 75.40% | 16.24% | 8.36% |
| Sector | Technology Stocks | 44.27% | 11.93% | 43.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.11M | 8.74% | $187.26M |
| Fmr | 14.89M | 7.18% | $153.96M |
| Blackrock funding, inc. /de | 13.50M | 6.52% | $139.61M |
| Blackrock | 12.99M | 6.34% | $156.67M |
| Greenhouse funds lllp | 8.50M | 4.10% | $87.87M |
| North reef capital management lp | 7.99M | 3.86% | $82.66M |
| Senvest management | 4.89M | 2.36% | $50.53M |
| Azora capital lp | 4.36M | 2.10% | $45.07M |
| Geode capital management | 4.25M | 2.05% | $43.91M |
| State street | 4.03M | 1.95% | $41.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foundry group next | 2.49M | 100.00% | $25.71M |
| Sapphire ventures | 2.90M | 24.03% | $29.96M |
| Bain capital venture investors | 3.47M | 16.33% | $35.88M |
| Alpha square group s | 576.64K | 12.87% | $6.95M |
| Norwood investment partners, lp | 781.18K | 5.77% | $8.08M |
| Biltmore family office | 2.98M | 5.18% | $30.86M |
| North reef capital management lp | 7.99M | 3.71% | $82.66M |
| Bluemar capital management | 147.38K | 3.71% | $1.78M |
| Greenhouse funds lllp | 8.50M | 3.66% | $87.87M |
| Tremblant capital group | 3.23M | 3.46% | $33.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | 4.36M | 2.02% | 4.36M |
| Blackrock | 12.99M | 0.00% | 1.61M |
| Fmr | 14.89M | 0.01% | 1.16M |
| Arrowstreet capital, limited partnership | 995.39K | 0.01% | 995.39K |
| Jennison associates | 2.18M | 0.01% | 733.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 164.99K | 0.00% | -5.78M |
| Lone pine capital | - | - | -5.08M |
| Senvest management | 4.89M | 1.55% | -4.96M |
| Lord, abbett | - | - | -4.09M |
| Intrinsic edge capital management | - | - | -2.78M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 682.01K | 0.00% | 682.01K | $7.05M |
| Silvercrest asset management group | 463.27K | 0.03% | 463.27K | $4.79M |
| Hrt financial lp | 153.16K | 0.01% | 153.16K | $1.58M |
| Marshall wace, llp | 136.51K | 0.00% | 136.51K | $1.41M |
| Hel ved capital management | 117.18K | 0.35% | 117.18K | $1.21M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 201 | 4.69% | 156,257,617 | -3.99% | 75 | 1.22% | 117 | 11.43% | 50 | -10.71% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.61M | 2.73% | 1.12K |
| American Funds SMALLCAP World A | 5.33M | 2.57% | 2.17M |
| iShares Russell 2000 ETF | 4.58M | 2.24% | -89.67K |
| Vanguard Small Cap Index | 4.46M | 2.17% | 7.96K |
| 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 | 3.59M | 1.75% | 51.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.83M | 1.38% | 774.00 |
| Vanguard Small Cap Growth Index Inv | 2.53M | 1.23% | 10.09K |
| Lord Abbett Developing Growth A | 2.22M | 1.07% | -32.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 28, 2025 | Wilhite Joel | See Remarks | Sell | $17.75K |
| Feb 28, 2025 | Wilhite Joel | See Remarks | Sell | $31.57K |
| Feb 28, 2025 | Wilhite Joel | See Remarks | Sell | $157.39K |
| Feb 28, 2025 | Wilhite Joel | See Remarks | Sell | $37.85K |
| Feb 28, 2025 | Stahl Ryan | See Remarks | Sell | $4.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 27 |
| 2024 Q3 | - | 24 |
| 2024 Q2 | - | 40 |
| 2024 Q1 | - | 35 |
| 2023 Q4 | - | 27 |
AVDX Ownership FAQ
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