AvidXchange Holdings Inc (AVDX) Ownership

11.40 ↑0.23 (2.06%)
As of January 27, 2023, 3:58pm EST.

Institutional Ownership

BAIN CAPITAL VENTURE INVESTORS, LLC is the biggest individual institutional holder of AvidXchange Holdings Inc (AVDX), owning a total of 18.9 million shares. Combined, the top 26 institutional holders of AVDX own 70.38% of the company with a total of 139.8 million shares.

In the latest ownership report on September 30th 2022, the top 26 institutional holders increased their combined ownership of AVDX by 13.5 million shares. 10 institutions bought 17,254,464 total additional shares and increased their ownership by an average of 75.46%. However 3 institutions sold 3,707,143 total shares and decreased their ownership by an average of 11.8%.

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 13,547,321 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BAIN CAPITAL VENTURE INVESTORS, LLC9.526%0.000%18,929,29202022-09-30
Vanguard Group Inc6.659%19.512%13,231,4392,160,2422022-09-30
BlackRock Inc5.845%13.732%11,613,4851,402,1832022-09-30
Caisse De Depot Et Placement Du Quebec5.827%0.000%11,578,96802022-09-30
Biltmore Family Office, LLC4.237%124.585%8,418,8584,670,2262022-09-30
Capital Research Global Investors3.524%-34.459%7,001,882-3,681,3972022-09-30
Lone Pine Capital LLC2.557%0.000%5,080,63202022-09-30
Foundry Group, LLC2.533%0.000%5,032,96402022-09-30
Millennium Management LLC2.421%52.492%4,810,0351,655,7522022-09-30
Harbourvest Partners, LLC1.705%0.000%3,387,79202022-09-30
Lord, Abbett & Co LLC1.654%138.063%3,287,2021,906,3882022-09-30
Sapphire Ventures (GPE) I, L.L.C.1.458%0.000%2,897,24802022-09-30
State Street Corporation1.435%22.922%2,850,849531,6192022-09-30
Morgan Stanley - Brokerage Accounts1.399%-0.904%2,780,448-25,3562022-09-30
Nuveen Asset Management, LLC1.386%156.253%2,753,1151,678,7432022-09-30
Tikvah Management LLC1.385%0.000%2,752,79802022-09-30
Bank of New York Mellon Corp1.319%89.895%2,621,3721,240,9372022-09-30
Geode Capital Management, LLC1.259%61.830%2,502,581956,1552022-09-30
Deutsche Bank AG1.233%75.313%2,449,3551,052,2192022-09-30
SCGE MANAGEMENT, L.P.1.027%0.000%2,040,31602022-09-30
Sequoia Capital1.027%0.000%2,040,31602022-09-30
Par Capital Management Inc1.007%0.000%2,000,00002022-09-30
HHG PLC0.864%-0.023%1,714,903-3902022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BAIN CAPITAL VENTURE INVESTORS, LLC9.526%0.000%18,929,29202022-09-30
Vanguard Group Inc6.659%19.512%13,231,4392,160,2422022-09-30
BlackRock Inc5.845%13.732%11,613,4851,402,1832022-09-30
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
Biltmore Family Office, LLC4.237%124.585%8,418,8584,670,2262022-09-30
Capital Research Global Investors3.524%-34.459%7,001,882-3,681,3972022-09-30
Citadel Advisors Llc2.855%70.550%5,672,1842,346,3722022-06-30
Lone Pine Capital LLC2.557%0.000%5,080,63202022-09-30
Foundry Group, LLC2.533%0.000%5,032,96402022-09-30
Millennium Management LLC2.421%52.492%4,810,0351,655,7522022-09-30
Harbourvest Partners, LLC1.705%0.000%3,387,79202022-09-30
Lord, Abbett & Co LLC1.654%138.063%3,287,2021,906,3882022-09-30
Sapphire Ventures (GPE) I, L.L.C.1.458%0.000%2,897,24802022-09-30
State Street Corporation1.435%22.922%2,850,849531,6192022-09-30
Morgan Stanley - Brokerage Accounts1.399%-0.904%2,780,448-25,3562022-09-30
Nuveen Asset Management, LLC1.386%156.253%2,753,1151,678,7432022-09-30
Tikvah Management LLC1.385%0.000%2,752,79802022-09-30
Bank of New York Mellon Corp1.319%89.895%2,621,3721,240,9372022-09-30
Geode Capital Management, LLC1.259%61.830%2,502,581956,1552022-09-30
Deutsche Bank AG1.233%75.313%2,449,3551,052,2192022-09-30
SCGE MANAGEMENT, L.P.1.027%0.000%2,040,31602022-09-30
Sequoia Capital1.027%0.000%2,040,31602022-09-30
Par Capital Management Inc1.007%0.000%2,000,00002022-09-30
Sixth Street Partners Management Company, L.P.0.939%0.000%1,863,37102022-06-30
HHG PLC0.864%-0.023%1,714,903-3902022-09-30

Mutual Fund Ownership

American Funds New Economy A is the biggest individual fund holder of AvidXchange Holdings Inc (AVDX), owning a total of 3.9 million shares. Combined, the top 20 mutual fund holders of AVDX own 21.85% of the company with a total of 43.4 million shares.

In the latest ownership report on December 30th 2022, the top 20 fund holders increased their combined ownership of AVDX by 18 thousand shares. 2 funds bought 9,991 total additional shares and increased their ownership by an average of 0.45%. However 1 funds sold 28,050 total shares and decreased their ownership by an average of 0.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding AvidXchange Holdings decreased by a net total of -18,059 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF1.686%-0.830%3,350,722-28,0502022-12-30
WisdomTree Cloud Computing ETF0.567%0.783%1,127,4428,7642022-12-30
iShares Russell 2000 Growth ETF0.549%0.113%1,091,1511,2272022-12-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds New Economy A1.984%0.000%3,943,0003,943,0002022-09-30
Capital Group New Economy Comp1.984%0.000%3,943,0003,943,0002022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr1.863%6.130%3,701,044213,7832022-09-30
Vanguard Total Stock Mkt Idx Inv1.833%0.000%3,641,24402022-11-30
iShares Russell 2000 ETF1.686%-0.830%3,350,722-28,0502022-12-30
Vanguard Small Cap Index1.542%0.008%3,062,9542522022-11-30
Lord Abbett Developing Growth A1.458%78.258%2,896,0451,271,4052022-11-30
American Funds SMALLCAP World A1.231%-69.027%2,445,867-5,450,7752022-09-30
Vanguard Small Cap Value Index Inv1.074%1.521%2,134,90931,9802022-11-30
Vanguard Extended Market Index Investor0.915%0.360%1,818,4446,5192022-11-30
Xtrackers ShortDAX Daily Swap ETF 1C0.868%0.000%1,724,0281,724,0282022-09-30
Janus Henderson US Small Cap Growth0.774%0.000%1,538,10602022-09-30
Janus Henderson Venture D0.774%0.000%1,538,10602022-09-30
BGF Next Generation Technology Z2 USD0.647%5.370%1,285,50165,5172022-09-30
Fidelity® Small Cap Index0.584%1.840%1,161,19320,9802022-10-31
WisdomTree Cloud Computing ETF0.567%0.783%1,127,4428,7642022-12-30
BlackRock Science & Technology Trust II0.561%0.000%1,115,45002022-11-30
CREF Stock R10.552%-1.855%1,096,580-20,7272022-11-30
iShares Russell 2000 Growth ETF0.549%0.113%1,091,1511,2272022-12-30
TIAA-CREF Quant Small-Cap Equity Instl0.401%-1.491%796,080-12,0502022-11-30

Discussions

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bullorbear

$AVDX tomorrow will be an explosion day
I believe it!

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