Institutional Ownership
Vanguard Group Inc is the biggest individual institutional holder of AvidXchange Holdings Inc (AVDX), owning a total of 17.9 million shares. Combined, the top 36 institutional holders of AVDX own 85.38% of the company with a total of 173.1 million shares.
In the latest ownership report on December 31st 2023, the top 36 institutional holders increased their combined ownership of AVDX by 4.3 million shares. 10 institutions bought 12,147,024 total additional shares and increased their ownership by an average of 178.97%. However 6 institutions sold 7,864,430 total shares and decreased their ownership by an average of 15.19%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of AvidXchange Holdings increased by a net total of 4,282,594 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Vanguard Group Inc | 8.756% | -3.198% | 17,890,929 | -591,082 | 2023-12-31 |
BlackRock Inc | 5.710% | 9.321% | 11,665,960 | 994,670 | 2023-12-31 |
BAIN CAPITAL VENTURE INVESTORS, LLC | 5.697% | -17.681% | 11,639,898 | -2,500,000 | 2023-12-31 |
RIMA MANAGEMENT, LLC | 4.736% | -21.325% | 9,675,695 | -2,622,531 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 2.923% | 215.311% | 5,972,753 | 4,078,510 | 2023-12-31 |
Lord, Abbett & Co LLC | 2.741% | 3.668% | 5,600,949 | 198,165 | 2023-12-31 |
Lone Pine Capital LLC | 2.487% | 0.000% | 5,080,632 | 0 | 2023-12-31 |
JPMorgan Chase & Co | 2.144% | 1,426.260% | 4,380,820 | 4,093,790 | 2023-12-31 |
Bank of New York Mellon Corp | 2.109% | -6.757% | 4,309,531 | -312,275 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 1.892% | 17.934% | 3,864,725 | 587,692 | 2023-12-31 |
Geode Capital Management, LLC | 1.738% | 5.435% | 3,550,877 | 183,026 | 2023-12-31 |
Biltmore Family Office, LLC | 1.630% | -0.001% | 3,331,297 | -20 | 2023-12-31 |
Capital Research Global Investors | 1.620% | 0.000% | 3,310,635 | 0 | 2023-12-31 |
State Street Corporation | 1.587% | 6.342% | 3,242,962 | 193,391 | 2023-12-31 |
Sapphire Ventures (GPE) I, L.L.C. | 1.418% | 0.000% | 2,897,248 | 0 | 2023-12-31 |
Intrinsic Edge Capital Management, LLC | 1.363% | 79.946% | 2,785,445 | 1,237,508 | 2023-12-31 |
Par Capital Management Inc | 1.346% | 10.000% | 2,750,000 | 250,000 | 2023-12-31 |
Millennium Management LLC | 1.234% | -42.170% | 2,521,226 | -1,838,522 | 2023-12-31 |
HHG PLC | 1.213% | 15.481% | 2,463,633 | 330,272 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Vanguard Group Inc | 8.756% | -3.198% | 17,890,929 | -591,082 | 2023-12-31 |
BlackRock Inc | 5.710% | 9.321% | 11,665,960 | 994,670 | 2023-12-31 |
BAIN CAPITAL VENTURE INVESTORS, LLC | 5.697% | -17.681% | 11,639,898 | -2,500,000 | 2023-12-31 |
Caisse De Depot Et Placement Du Quebec | 5.827% | 0.000% | 11,578,968 | 0 | 2022-09-30 |
Temasek Holdings Ltd. | 5.305% | -8.150% | 10,528,954 | -934,218 | 2022-06-30 |
RIMA MANAGEMENT, LLC | 4.736% | -21.325% | 9,675,695 | -2,622,531 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 2.923% | 215.311% | 5,972,753 | 4,078,510 | 2023-12-31 |
Lord, Abbett & Co LLC | 2.741% | 3.668% | 5,600,949 | 198,165 | 2023-12-31 |
Lone Pine Capital LLC | 2.487% | 0.000% | 5,080,632 | 0 | 2023-12-31 |
Foundry Group, LLC | 2.523% | 0.000% | 5,032,964 | 0 | 2022-09-30 |
Foundry Group LLC | 2.523% | 0.000% | 5,032,964 | 0 | 2022-09-30 |
North Reef Capital Management LP | 2.207% | 64.486% | 4,510,000 | 1,768,120 | 2023-09-30 |
JPMorgan Chase & Co | 2.144% | 1,426.260% | 4,380,820 | 4,093,790 | 2023-12-31 |
Bank of New York Mellon Corp | 2.109% | -6.757% | 4,309,531 | -312,275 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 1.892% | 17.934% | 3,864,725 | 587,692 | 2023-12-31 |
Geode Capital Management, LLC | 1.738% | 5.435% | 3,550,877 | 183,026 | 2023-12-31 |
Harbourvest Partners, LLC | 1.685% | 0.000% | 3,387,792 | 0 | 2022-12-31 |
Biltmore Family Office, LLC | 1.630% | -0.001% | 3,331,297 | -20 | 2023-12-31 |
Capital Research Global Investors | 1.620% | 0.000% | 3,310,635 | 0 | 2023-12-31 |
State Street Corporation | 1.587% | 6.342% | 3,242,962 | 193,391 | 2023-12-31 |
Citadel Advisors Llc | 1.533% | 56.302% | 3,082,808 | 1,110,468 | 2022-12-31 |
Foundry Group Next, LLC | 1.468% | -25.000% | 3,000,000 | -1,000,000 | 2023-09-30 |
Sapphire Ventures (GPE) I, L.L.C. | 1.418% | 0.000% | 2,897,248 | 0 | 2023-12-31 |
Intrinsic Edge Capital Management, LLC | 1.363% | 79.946% | 2,785,445 | 1,237,508 | 2023-12-31 |
Par Capital Management Inc | 1.346% | 10.000% | 2,750,000 | 250,000 | 2023-12-31 |
Nuveen Asset Management, LLC | 1.320% | -5.779% | 2,667,558 | -163,624 | 2023-06-30 |
Millennium Management LLC | 1.234% | -42.170% | 2,521,226 | -1,838,522 | 2023-12-31 |
Southpoint Capital Advisors LP | 1.231% | 0.000% | 2,500,000 | 2,500,000 | 2023-09-30 |
HHG PLC | 1.213% | 15.481% | 2,463,633 | 330,272 | 2023-12-31 |
Deutsche Bank AG | 1.233% | 75.313% | 2,449,355 | 1,052,219 | 2022-09-30 |
Azora Capital LP | 1.161% | 258.394% | 2,346,429 | 1,691,722 | 2023-06-30 |
Tikvah Management LLC | 1.126% | -16.892% | 2,287,798 | -465,000 | 2023-09-30 |
SCGE MANAGEMENT, L.P. | 1.027% | 0.000% | 2,040,316 | 0 | 2022-09-30 |
Sequoia Capital | 1.027% | 0.000% | 2,040,316 | 0 | 2022-09-30 |
Sixth Street Partners Management Company, L.P. | 0.922% | 0.000% | 1,863,371 | 0 | 2023-03-31 |
Providence Equity Partners L.L.C. | 0.915% | 0.000% | 1,841,665 | 1,841,665 | 2023-03-31 |
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