AvidXchange Ownership | Who Owns AvidXchange?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AvidXchange | 76.62% | 15.00% | 8.37% |
| Sector | Technology Stocks | 38.43% | 12.63% | 48.94% |
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 |
| Geode capital management | 4.25M | 2.05% | $43.91M |
| State street | 4.03M | 1.95% | $41.68M |
| Dimensional fund advisors lp | 3.88M | 1.87% | $40.15M |
| Tremblant capital group | 3.23M | 1.56% | $33.41M |
| Bank of new york mellon | 3.05M | 1.47% | $31.52M |
| Par capital management | 3.00M | 1.45% | $31.02M |
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 |
| Alpha square group s | 576.64K | 12.87% | $6.95M |
| Biltmore family office | 2.98M | 5.18% | $30.86M |
| Bluemar capital management | 147.38K | 3.71% | $1.78M |
| Tremblant capital group | 3.23M | 3.46% | $33.41M |
| Circumference group | 275.00K | 2.45% | $2.84M |
| Advantage alpha capital partners lp | 854.66K | 2.09% | $8.84M |
| Par capital management | 3.00M | 0.92% | $31.02M |
| Herald investment management | 450.00K | 0.76% | $4.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Bnp paribas arbitrage, snc | 682.01K | 0.00% | 682.01K |
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 |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 682.01K | 0.00% | 682.01K | $7.05M |
| Hrt financial lp | 153.16K | 0.01% | 153.16K | $1.58M |
| Marshall wace, llp | 136.51K | 0.00% | 136.51K | $1.41M |
| Canada pension plan investment board | 92.20K | 0.00% | 92.20K | $953.35K |
| Brevan howard capital management lp | 48.77K | 0.00% | 48.77K | $504.26K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.61M | 2.72% | - |
| American Funds SMALLCAP World A | 5.33M | 2.57% | 2.17M |
| Vanguard Small Cap Index | 4.28M | 2.08% | -134.91K |
| iShares Russell 2000 ETF | 4.06M | 1.95% | -77.17K |
| 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 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.89M | 1.40% | -41.58K |
| Strategic Advisers Fidelity US TtlStk | 2.78M | 1.35% | -1.24M |
| Janus Henderson Venture D | 2.49M | 1.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2025 | Cunningham Todd Alan | See Remarks | Sell | $612.74K |
| May 15, 2025 | Wilhite Joel | See Remarks | Sell | $76.11K |
| May 15, 2025 | Wilhite Joel | See Remarks | Sell | $63.47K |
| May 15, 2025 | Wilhite Joel | See Remarks | Sell | $64.05K |
| May 15, 2025 | Stahl Ryan | See Remarks | Sell | $28.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 19 |
| 2025 Q1 | - | 26 |
| 2024 Q4 | - | 27 |
| 2024 Q3 | - | 24 |
| 2024 Q2 | - | 40 |
AVDX Ownership FAQ
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