AvidXchange Ownership | Who Owns AvidXchange?
AvidXchange Ownership Summary
AvidXchange is owned by 15.33% institutional investors, 14.70% insiders, and 69.97% retail investors. Vanguard group is the largest institutional shareholder, holding 8.18% of AVDX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.64% of its assets in AvidXchange shares.
AVDX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvidXchange | 15.33% | 14.70% | 69.97% |
| Sector | Technology Stocks | 50.70% | 12.61% | 36.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.92M | 8.18% | $168.39M |
| Blackrock | 12.99M | 6.34% | $156.67M |
| Blackrock funding, inc. /de | 12.89M | 6.23% | $128.29M |
| Ubs group | 9.09M | 4.39% | $90.41M |
| Nexpoint asset management | 8.87M | 4.29% | $88.25M |
| Glazer capital | 8.55M | 4.13% | $85.06M |
| Magnetar financial | 8.47M | 4.09% | $84.25M |
| Fil | 8.31M | 4.01% | $82.66B |
| Aqr arbitrage | 5.27M | 2.55% | $52.43M |
| Alliancebernstein | 4.83M | 2.33% | $48.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foundry group next | 2.49M | 100.00% | $25.71M |
| Sapphire ventures | 1.87M | 21.94% | $18.57M |
| Alpha square group s | 576.64K | 12.87% | $6.95M |
| Nexpoint asset management | 8.87M | 7.67% | $88.25M |
| Biltmore family office | 2.98M | 4.22% | $29.69M |
| Burren capital advisors | 139.84K | 4.22% | $1.39M |
| Bluemar capital management | 147.38K | 3.71% | $1.78M |
| Water island capital | 2.88M | 3.62% | $28.68M |
| Glazer capital | 8.55M | 2.86% | $85.06M |
| Yakira capital management | 735.40K | 2.56% | $7.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 9.09M | 0.01% | 8.70M |
| Nexpoint asset management | 8.87M | 7.67% | 3.78M |
| First trust capital management | 3.64M | 2.41% | 3.64M |
| Glazer capital | 8.55M | 2.86% | 3.42M |
| Grantham, mayo, van otterloo | 2.84M | 0.08% | 1.79M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenhouse funds lllp | - | - | -10.68M |
| North reef capital management lp | - | - | -8.68M |
| Lone pine capital | - | - | -5.08M |
| Azora capital lp | - | - | -4.36M |
| Lord, abbett | - | - | -4.09M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust capital management | 3.64M | 2.41% | 3.64M | $35.67M |
| Herald investment management | 500.00K | 0.66% | 500.00K | $4.97M |
| Absolute gestao de investimentos ltda. | 452.00K | 0.58% | 452.00K | $4.50M |
| Abc arbitrage sa | 167.37K | 0.16% | 167.37K | $1.67M |
| Cibc world market | 15.90K | 0.00% | 15.90K | $158.21K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Dinuzzo private wealth | -2.00 |
| Global financial private client | -4.00 |
| Creekmur asset management | -13.00 |
| Federated hermes | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 64 | -69.52% | 31,716,228 | -79.18% | 15 | 0.28% | 25 | -80.92% | 15 | -72.73% |
| Jun 30, 2025 | 217 | 2.84% | 158,567,866 | 0.87% | 76 | 1.30% | 134 | 31.37% | 59 | -11.94% |
| Mar 31, 2025 | 210 | 2.44% | 157,088,616 | 0.29% | 76 | 1.34% | 102 | -15.70% | 68 | 36.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.49M | 2.64% | -121.66K |
| American Funds SMALLCAP World A | 5.33M | 2.57% | 2.17M |
| Vanguard Small Cap Index | 4.26M | 2.05% | -29.16K |
| iShares Russell 2000 ETF | 4.15M | 2.00% | - |
| 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 |
| Fidelity Balanced | 3.41M | 1.65% | -1.94M |
| Fidelity Canadian Large Cap Sr B | 3.25M | 1.56% | 192.94K |
| First Trust Merger Arbitrage Cl I | 2.93M | 1.41% | 2.93M |
| Strategic Advisers Fidelity US TtlStk | 2.78M | 1.35% | -1.24M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2024 | Praeger Michael | Chief Executive Officer | Sell | $111.83K |
| Aug 27, 2024 | Praeger Michael | Chief Executive Officer | Sell | $121.90K |
| Aug 27, 2024 | Praeger Michael | Chief Executive Officer | Sell | $66.66K |
| Jun 10, 2025 | Cunningham Todd Alan | See Remarks | Sell | $612.74K |
| May 15, 2025 | Wilhite Joel | See Remarks | Sell | $76.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 19 |
| 2025 Q1 | - | 26 |
| 2024 Q4 | - | 27 |
AVDX Ownership FAQ
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