AvidXchange Ownership | Who Owns AvidXchange?


OverviewForecastRevenueFinancialsChartTranscripts

AvidXchange Ownership Summary


AvidXchange is owned by 76.62% institutional investors, 15.00% insiders, and 8.37% 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 2.72% of its assets in AvidXchange shares.

AVDX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAvidXchange76.62%15.00%8.37%
SectorTechnology Stocks 38.43%12.63%48.94%

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
Geode capital management4.25M2.05%$43.91M
State street4.03M1.95%$41.68M
Dimensional fund advisors lp3.88M1.87%$40.15M
Tremblant capital group3.23M1.56%$33.41M
Bank of new york mellon3.05M1.47%$31.52M
Par capital management3.00M1.45%$31.02M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Foundry group next2.49M100.00%$25.71M
Sapphire ventures2.90M24.03%$29.96M
Alpha square group s576.64K12.87%$6.95M
Biltmore family office2.98M5.18%$30.86M
Bluemar capital management147.38K3.71%$1.78M
Tremblant capital group3.23M3.46%$33.41M
Circumference group275.00K2.45%$2.84M
Advantage alpha capital partners lp854.66K2.09%$8.84M
Par capital management3.00M0.92%$31.02M
Herald investment management450.00K0.76%$4.65M

Top Buyers

HolderShares% AssetsChange
Blackrock12.99M0.00%1.61M
Fmr14.89M0.01%1.16M
Arrowstreet capital, limited partnership995.39K0.01%995.39K
Jennison associates2.18M0.01%733.86K
Bnp paribas arbitrage, snc682.01K0.00%682.01K

Top Sellers

HolderShares% AssetsChange
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

HolderShares% AssetsChangeValue
Bnp paribas arbitrage, snc682.01K0.00%682.01K$7.05M
Hrt financial lp153.16K0.01%153.16K$1.58M
Marshall wace, llp136.51K0.00%136.51K$1.41M
Canada pension plan investment board92.20K0.00%92.20K$953.35K
Brevan howard capital management lp48.77K0.00%48.77K$504.26K

Sold Out

HolderChange
Dinuzzo private wealth-2.00
Global financial private client-4.00
Creekmur asset management-13.00
Pnc financial services group-14.00
Federated hermes-15.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20252102.44%157,088,6160.29%761.34%102-15.70%6836.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.61M2.72%-
American Funds SMALLCAP World A5.33M2.57%2.17M
Vanguard Small Cap Index4.28M2.08%-134.91K
iShares Russell 2000 ETF4.06M1.95%-77.17K
American Century U.S. Small Cap Growth3.86M1.86%1.29M
American Century Small Cap Growth Inv3.86M1.86%1.29M
Fidelity Balanced3.41M1.65%-1.94M
Vanguard Institutional Extnd Mkt Idx Tr2.89M1.40%-41.58K
Strategic Advisers Fidelity US TtlStk2.78M1.35%-1.24M
Janus Henderson Venture D2.49M1.21%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 10, 2025Cunningham Todd Alan See RemarksSell$612.74K
May 15, 2025Wilhite Joel See RemarksSell$76.11K
May 15, 2025Wilhite Joel See RemarksSell$63.47K
May 15, 2025Wilhite Joel See RemarksSell$64.05K
May 15, 2025Stahl Ryan See RemarksSell$28.77K

Insider Transactions Trends


DateBuySell
2025 Q2-19
2025 Q1-26
2024 Q4-27
2024 Q3-24
2024 Q2-40

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 2.72% 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