AvidXchange Holdings Inc (AVDX) Ownership

13.46 ↑0.33 (2.51%)
As of March 28, 2024, 10:52am EST.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.756%-3.198%17,890,929-591,0822023-12-31
BlackRock Inc5.710%9.321%11,665,960994,6702023-12-31
BAIN CAPITAL VENTURE INVESTORS, LLC5.697%-17.681%11,639,898-2,500,0002023-12-31
RIMA MANAGEMENT, LLC4.736%-21.325%9,675,695-2,622,5312023-12-31
Morgan Stanley - Brokerage Accounts2.923%215.311%5,972,7534,078,5102023-12-31
Lord, Abbett & Co LLC2.741%3.668%5,600,949198,1652023-12-31
Lone Pine Capital LLC2.487%0.000%5,080,63202023-12-31
JPMorgan Chase & Co2.144%1,426.260%4,380,8204,093,7902023-12-31
Bank of New York Mellon Corp2.109%-6.757%4,309,531-312,2752023-12-31
Dimensional Fund Advisors, Inc.1.892%17.934%3,864,725587,6922023-12-31
Geode Capital Management, LLC1.738%5.435%3,550,877183,0262023-12-31
Biltmore Family Office, LLC1.630%-0.001%3,331,297-202023-12-31
Capital Research Global Investors1.620%0.000%3,310,63502023-12-31
State Street Corporation1.587%6.342%3,242,962193,3912023-12-31
Sapphire Ventures (GPE) I, L.L.C.1.418%0.000%2,897,24802023-12-31
Intrinsic Edge Capital Management, LLC1.363%79.946%2,785,4451,237,5082023-12-31
Par Capital Management Inc1.346%10.000%2,750,000250,0002023-12-31
Millennium Management LLC1.234%-42.170%2,521,226-1,838,5222023-12-31
HHG PLC1.213%15.481%2,463,633330,2722023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.756%-3.198%17,890,929-591,0822023-12-31
BlackRock Inc5.710%9.321%11,665,960994,6702023-12-31
BAIN CAPITAL VENTURE INVESTORS, LLC5.697%-17.681%11,639,898-2,500,0002023-12-31
Caisse De Depot Et Placement Du Quebec5.827%0.000%11,578,96802022-09-30
Temasek Holdings Ltd.5.305%-8.150%10,528,954-934,2182022-06-30
RIMA MANAGEMENT, LLC4.736%-21.325%9,675,695-2,622,5312023-12-31
Morgan Stanley - Brokerage Accounts2.923%215.311%5,972,7534,078,5102023-12-31
Lord, Abbett & Co LLC2.741%3.668%5,600,949198,1652023-12-31
Lone Pine Capital LLC2.487%0.000%5,080,63202023-12-31
Foundry Group, LLC2.523%0.000%5,032,96402022-09-30
Foundry Group LLC2.523%0.000%5,032,96402022-09-30
North Reef Capital Management LP2.207%64.486%4,510,0001,768,1202023-09-30
JPMorgan Chase & Co2.144%1,426.260%4,380,8204,093,7902023-12-31
Bank of New York Mellon Corp2.109%-6.757%4,309,531-312,2752023-12-31
Dimensional Fund Advisors, Inc.1.892%17.934%3,864,725587,6922023-12-31
Geode Capital Management, LLC1.738%5.435%3,550,877183,0262023-12-31
Harbourvest Partners, LLC1.685%0.000%3,387,79202022-12-31
Biltmore Family Office, LLC1.630%-0.001%3,331,297-202023-12-31
Capital Research Global Investors1.620%0.000%3,310,63502023-12-31
State Street Corporation1.587%6.342%3,242,962193,3912023-12-31
Citadel Advisors Llc1.533%56.302%3,082,8081,110,4682022-12-31
Foundry Group Next, LLC1.468%-25.000%3,000,000-1,000,0002023-09-30
Sapphire Ventures (GPE) I, L.L.C.1.418%0.000%2,897,24802023-12-31
Intrinsic Edge Capital Management, LLC1.363%79.946%2,785,4451,237,5082023-12-31
Par Capital Management Inc1.346%10.000%2,750,000250,0002023-12-31
Nuveen Asset Management, LLC1.320%-5.779%2,667,558-163,6242023-06-30
Millennium Management LLC1.234%-42.170%2,521,226-1,838,5222023-12-31
Southpoint Capital Advisors LP1.231%0.000%2,500,0002,500,0002023-09-30
HHG PLC1.213%15.481%2,463,633330,2722023-12-31
Deutsche Bank AG1.233%75.313%2,449,3551,052,2192022-09-30
Azora Capital LP1.161%258.394%2,346,4291,691,7222023-06-30
Tikvah Management LLC1.126%-16.892%2,287,798-465,0002023-09-30
SCGE MANAGEMENT, L.P.1.027%0.000%2,040,31602022-09-30
Sequoia Capital1.027%0.000%2,040,31602022-09-30
Sixth Street Partners Management Company, L.P.0.922%0.000%1,863,37102023-03-31
Providence Equity Partners L.L.C.0.915%0.000%1,841,6651,841,6652023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of AvidXchange Holdings Inc (AVDX), owning a total of 5 million shares. Combined, the top 40 mutual fund holders of AVDX own 36.31% of the company with a total of 73.7 million shares.

In the latest ownership report on February 29th 2024, the top 40 fund holders increased their combined ownership of AVDX by 64 thousand shares. 4 funds bought 82,970 total additional shares and increased their ownership by an average of 0.99%. However 3 funds sold 18,966 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding AvidXchange Holdings increased by a net total of 64,004 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.446%-0.338%4,997,957-16,9722024-02-29
Vanguard Small Cap Index2.050%0.933%4,188,63638,7182024-02-29
iShares Russell 2000 ETF1.795%-0.016%3,666,595-5992024-02-29
Vanguard Small Cap Value Index Inv1.401%0.834%2,861,66823,6762024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.232%0.071%2,517,7181,7762024-02-29
iShares Russell 2000 Growth ETF0.587%-0.116%1,200,125-1,3952024-02-29
ARK Fintech Innovation ETF0.505%0.000%1,031,64402024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.442%2.127%902,54218,8002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.446%-0.338%4,997,957-16,9722024-02-29
Vanguard Small Cap Index2.050%0.933%4,188,63638,7182024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.033%12.842%4,108,860467,6162023-03-31
Capital Group New Economy Comp1.977%0.000%3,943,00002022-12-31
American Funds New Economy A1.977%0.000%3,943,00002022-12-31
iShares Russell 2000 ETF1.795%-0.016%3,666,595-5992024-02-29
Vanguard Small Cap Value Index Inv1.401%0.834%2,861,66823,6762024-02-29
Lord Abbett Developing Growth A1.372%-1.254%2,802,614-35,5972024-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.232%0.071%2,517,7181,7762024-02-29
American Funds SMALLCAP World A1.197%0.000%2,445,86702023-12-31
JPMorgan Small Cap Growth A1.096%-2.841%2,239,535-65,4732024-01-31
Janus Henderson US Small Cap Growth1.079%16.340%2,204,952309,6892023-12-31
Janus Henderson Venture D1.079%16.340%2,204,952309,6892023-12-31
Vanguard Extended Market Index Investor0.911%-0.020%1,841,274-3662023-08-31
BNY Mellon Sm/Md Cp Gr I0.854%-4.968%1,745,423-91,2522024-01-31
Xtrackers ShortDAX Dly Swp ETF 1C0.857%0.000%1,724,0281,724,0282022-09-30
Xtrackers ShortDAX Daily Swap ETF 1C0.857%0.000%1,724,0281,724,0282022-09-30
American Century Small Cap Growth Inv0.744%37.561%1,520,978415,2992023-12-31
American Century U.S. Small Cap Growth0.744%37.561%1,520,978415,2992023-12-31
Fidelity Small Cap Index0.729%1.324%1,488,45019,4522023-12-31
Fidelity® Small Cap Index0.709%2.700%1,440,57537,8772023-10-31
BGF Next Generation Technology Z2 USD0.667%0.000%1,342,32502023-02-28
CREF Stock R10.647%-3.798%1,307,504-51,6242023-07-31
iShares Russell 2000 Growth ETF0.587%-0.116%1,200,125-1,3952024-02-29
MFS New Discovery I0.575%0.000%1,174,04802024-01-31
Vanguard Explorer Inv0.544%12.701%1,105,123124,5422023-09-30
BlackRock Science and Tech Term ord0.529%0.000%1,054,92402023-02-28
BlackRock Science & Technology Trust II0.529%0.000%1,054,92402023-02-28
ARK Fintech Innovation ETF0.505%0.000%1,031,64402024-02-29
Fidelity Extended Market Index0.465%0.969%950,6229,1232024-01-31
WisdomTree Cloud Computing ETF0.455%-2.343%924,390-22,1802023-11-30
Vanguard Strategic Equity Inv0.449%-28.218%917,392-360,6262023-12-31
Fidelity® Extended Market Index0.451%0.000%916,92002023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.442%2.127%902,54218,8002024-02-29
DFA US Small Cap I0.436%-1.057%886,245-9,4682023-12-31
DFA US Micro Cap I0.394%7.333%795,49954,3462023-08-31
TIAA-CREF Quant Small-Cap Equity Instl0.382%0.000%769,10002023-03-31
Schwab US Small-Cap ETF™0.373%0.182%754,0861,3682023-09-29
Federated Hermes MDT Small Cap Core IS0.371%108.534%750,661390,6902023-06-30
Federated Hermes MDT SCC Institutional0.371%108.534%750,661390,6902023-06-30

Discussions

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glaglewd

$AVDX Short again!! 😀 😀

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