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AvidXchange Ownership | Who Owns AvidXchange?

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AvidXchange Ownership Summary

AvidXchange is owned by 76.63% institutional investors, 14.70% insiders, and 8.67% 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 2.64% of its assets in AvidXchange shares.

AVDX Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAvidXchange76.63%14.70%8.67%
SectorTechnology Stocks 144.02%12.54%-56.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group18.11M8.74%$187.26M
Fmr14.89M7.18%$153.96M
Blackrock12.99M6.34%$156.67M
Blackrock funding, inc. /de12.95M6.26%$126.75M
Magnetar financial8.45M4.08%$82.71M
Fil8.26M3.99%$80.84M
Glazer capital5.13M2.48%$50.17M
Nexpoint asset management5.08M2.46%$49.78M
Aqr arbitrage4.51M2.18%$44.16M
Geode capital management4.25M2.05%$43.91M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Foundry group next2.49M100.00%$25.71M
Sapphire ventures1.87M20.19%$18.27M
Alpha square group s576.64K12.87%$6.95M
Biltmore family office2.98M4.94%$29.21M
Nexpoint asset management5.08M4.55%$49.78M
Burren capital advisors139.84K4.00%$1.37M
Bluemar capital management147.38K3.71%$1.78M
Water island capital1.96M2.74%$19.20M
Tremblant capital group2.74M2.59%$26.83M
Circumference group275.00K2.45%$2.84M

Top Buyers

HolderShares% AssetsChange
Magnetar financial8.45M0.40%8.45M
Fil8.26M0.07%8.26M
Glazer capital5.13M1.79%5.13M
Nexpoint asset management5.08M4.55%5.08M
Aqr arbitrage4.51M1.01%4.51M

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
Fil8.26M0.07%8.26M$80.84M
Glazer capital5.13M1.79%5.13M$50.17M
Nexpoint asset management5.08M4.55%5.08M$49.78M
Aqr arbitrage4.51M1.01%4.51M$44.16M
Tig advisors4.21M2.22%4.21M$41.26M

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 %
Jun 30, 20252172.84%158,567,8660.87%761.30%13431.37%59-11.94%
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-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.49M2.64%-121.66K
American Funds SMALLCAP World A5.33M2.57%2.17M
Vanguard Small Cap Index4.26M2.05%-29.16K
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
Fidelity Canadian Large Cap Sr B3.25M1.56%192.94K
Strategic Advisers Fidelity US TtlStk2.78M1.35%-1.24M
Janus Henderson Venture D2.49M1.21%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 27, 2024Praeger Michael Chief Executive OfficerSell$111.83K
Aug 27, 2024Praeger Michael Chief Executive OfficerSell$121.90K
Aug 27, 2024Praeger Michael Chief Executive OfficerSell$66.66K
Jun 10, 2025Cunningham Todd Alan See RemarksSell$612.74K
May 15, 2025Wilhite Joel See RemarksSell$76.11K

Insider Transactions Trends

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

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 (12.99M shares, 6.34%). Together, they hold 22.26% 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 2.64% of its total shares outstanding invested in 5.49M AvidXchange shares.

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