AvidXchange Holdings Inc (AVDX) Ownership

10.34 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of AvidXchange Holdings Inc (AVDX), owning a total of 18 million shares. Combined, the top 43 institutional holders of AVDX own 103.06% of the company with a total of 210.3 million shares.

In the latest ownership report on September 30th 2024, the top 43 institutional holders increased their combined ownership of AVDX by 15.4 million shares. 10 institutions bought 24,298,825 total additional shares and increased their ownership by an average of 51.63%. However 8 institutions sold 8,941,181 total shares and decreased their ownership by an average of 16.08%.

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 15,357,644 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	8.746%	6.058%	17,993,641	1,027,858	2024-09-30
FMR Inc	6.676%	272.504%	13,733,769	10,046,893	2024-09-30
Greenhouse Funds LLLP	5.189%	64.402%	10,675,134	4,181,835	2024-09-30
RIMA MANAGEMENT, LLC	4.785%	-9.501%	9,843,010	-1,033,410	2024-09-30
North Reef Capital Management LP	3.792%	23.810%	7,800,000	1,500,000	2024-09-30
Capital Research Global Investors	2.891%	68.796%	5,948,167	2,424,292	2024-09-30
Geode Capital Management, LLC	2.074%	4.966%	4,266,265	201,847	2024-09-30
Dimensional Fund Advisors, Inc.	1.940%	-7.560%	3,990,763	-326,371	2024-09-30
State Street Corp	1.830%	1.467%	3,763,694	54,403	2024-09-30
BAIN CAPITAL VENTURE INVESTORS, LLC	1.687%	-62.035%	3,469,949	-5,669,949	2024-09-30
JPMorgan Chase & Co	1.671%	-25.247%	3,437,034	-1,160,810	2024-09-30
Par Capital Management Inc	1.628%	28.846%	3,350,000	750,000	2024-09-30
Bank of New York Mellon Corp	1.538%	-5.693%	3,164,395	-191,014	2024-09-30
Tremblant Capital Group	1.535%	45.492%	3,157,347	987,233	2024-09-30
Jacobs Levy Equity Management, Inc.	1.519%	0.000%	3,124,464	3,124,464	2024-09-30
Biltmore Family Office, LLC	1.519%	-1.420%	3,124,147	-45,000	2024-09-30
Sapphire Ventures (GPE) I, L.L.C.	1.408%	0.000%	2,897,248	0	2024-09-30
Foundry Group Next, LLC	1.209%	-17.107%	2,486,791	-513,209	2024-09-30
HHG PLC	1.187%	-0.058%	2,442,293	-1,418	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.746%	6.058%	17,993,641	1,027,858	2024-09-30
FMR Inc	6.676%	272.504%	13,733,769	10,046,893	2024-09-30
BlackRock Inc	6.315%	14.120%	12,990,540	1,607,310	2024-06-30
Caisse De Depot Et Placement Du Quebec	5.827%	0.000%	11,578,968	0	2022-09-30
Greenhouse Funds LLLP	5.189%	64.402%	10,675,134	4,181,835	2024-09-30
Temasek Holdings Ltd.	5.305%	-8.150%	10,528,954	-934,218	2022-06-30
RIMA MANAGEMENT, LLC	4.785%	-9.501%	9,843,010	-1,033,410	2024-09-30
North Reef Capital Management LP	3.792%	23.810%	7,800,000	1,500,000	2024-09-30
Capital Research Global Investors	2.891%	68.796%	5,948,167	2,424,292	2024-09-30
Morgan Stanley - Brokerage Accounts	2.871%	-17.974%	5,900,068	-1,292,850	2024-06-30
Lone Pine Capital LLC	2.471%	-0.045%	5,078,341	-2,291	2024-06-30
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
American Century Companies Inc	2.197%	54.162%	4,515,719	1,586,510	2024-06-30
Geode Capital Management, LLC	2.074%	4.966%	4,266,265	201,847	2024-09-30
Lord, Abbett & Co LLC	1.992%	-19.311%	4,093,610	-979,686	2024-06-30
Dimensional Fund Advisors, Inc.	1.940%	-7.560%	3,990,763	-326,371	2024-09-30
State Street Corp	1.830%	1.467%	3,763,694	54,403	2024-09-30
BAIN CAPITAL VENTURE INVESTORS, LLC	1.687%	-62.035%	3,469,949	-5,669,949	2024-09-30
JPMorgan Chase & Co	1.671%	-25.247%	3,437,034	-1,160,810	2024-09-30
Harbourvest Partners, LLC	1.685%	0.000%	3,387,792	0	2022-12-31
Par Capital Management Inc	1.628%	28.846%	3,350,000	750,000	2024-09-30
State Street Corporation	1.596%	2.290%	3,317,208	74,246	2024-03-31
Bank of New York Mellon Corp	1.538%	-5.693%	3,164,395	-191,014	2024-09-30
Tremblant Capital Group	1.535%	45.492%	3,157,347	987,233	2024-09-30
Jacobs Levy Equity Management, Inc.	1.519%	0.000%	3,124,464	3,124,464	2024-09-30
Biltmore Family Office, LLC	1.519%	-1.420%	3,124,147	-45,000	2024-09-30
Citadel Advisors Llc	1.533%	56.302%	3,082,808	1,110,468	2022-12-31
Sapphire Ventures (GPE) I, L.L.C.	1.408%	0.000%	2,897,248	0	2024-09-30
Nuveen Asset Management, LLC	1.320%	-5.779%	2,667,558	-163,624	2023-06-30
Intrinsic Edge Capital Management, LLC	1.226%	-9.049%	2,533,379	-252,066	2024-03-31
Millennium Management LLC	1.221%	-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
Foundry Group Next, LLC	1.209%	-17.107%	2,486,791	-513,209	2024-09-30
Deutsche Bank AG	1.233%	75.313%	2,449,355	1,052,219	2022-09-30
HHG PLC	1.187%	-0.058%	2,442,293	-1,418	2024-09-30
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
Unisphere Establishment	0.988%	0.000%	2,040,316	2,040,316	2023-12-31
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

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of AvidXchange Holdings Inc (AVDX), owning a total of 5.6 million shares. Combined, the top 47 mutual fund holders of AVDX own 46.49% of the company with a total of 95.2 million shares.

In the latest ownership report on November 30th 2024, the top 47 fund holders increased their combined ownership of AVDX by 43 thousand shares. 4 funds bought 127,832 total additional shares and increased their ownership by an average of 1.13%. However 1 funds sold 170,600 total shares and decreased their ownership by an average of 2.95%.

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 -42,768 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.725%	-2.953%	5,606,241	-170,600	2024-11-30
iShares Russell 2000 ETF	2.400%	0.000%	4,937,621	0	2024-11-30
Vanguard Small Cap Index	2.170%	0.588%	4,463,497	26,100	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.348%	3.155%	2,773,437	84,827	2024-11-30
Vanguard Small Cap Growth Index Inv	1.194%	0.650%	2,456,822	15,865	2024-11-30
iShares Russell 2000 Growth ETF	0.766%	0.000%	1,574,740	0	2024-11-30
ARK Fintech Innovation ETF	0.559%	0.000%	1,149,110	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.498%	0.000%	1,025,242	0	2024-11-30
Schwab US Small-Cap ETF™	0.448%	0.113%	921,560	1,040	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.725%	-2.953%	5,606,241	-170,600	2024-11-30
American Funds SMALLCAP World A	2.592%	68.847%	5,333,181	2,174,592	2024-09-30
iShares Russell 2000 ETF	2.400%	0.000%	4,937,621	0	2024-11-30
Vanguard Small Cap Index	2.170%	0.588%	4,463,497	26,100	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.033%	12.842%	4,108,860	467,616	2023-03-31
Capital Group New Economy Comp	1.977%	0.000%	3,943,000	0	2022-12-31
American Funds New Economy A	1.977%	0.000%	3,943,000	0	2022-12-31
American Century Small Cap Growth Inv	1.859%	50.155%	3,864,199	1,290,727	2024-06-30
American Century U.S. Small Cap Growth	1.859%	50.155%	3,864,199	1,290,727	2024-06-30
Strategic Advisers Fidelity US TtlStk	1.689%	5.005%	3,474,382	165,600	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.348%	3.155%	2,773,437	84,827	2024-11-30
Vanguard Small Cap Growth Index Inv	1.194%	0.650%	2,456,822	15,865	2024-11-30
Lord Abbett Developing Growth A	1.066%	-1.426%	2,216,044	-32,051	2024-07-31
Janus Henderson US Small Cap Growth	1.058%	0.000%	2,177,088	0	2024-09-30
Fidelity Small Cap Growth	1.035%	729.977%	2,151,450	1,892,232	2024-07-31
Fidelity Balanced	1.024%	2,989.110%	2,128,400	2,059,500	2024-07-31
Janus Henderson Venture D	0.959%	-9.349%	1,973,557	-203,531	2024-10-31
Vanguard Extended Market Index Investor	0.911%	-0.020%	1,841,274	-366	2023-08-31
Fidelity Small Cap Index	0.861%	-0.896%	1,770,838	-16,008	2024-09-30
Global FinTech Stock Mother	0.844%	-9.285%	1,736,824	-177,764	2024-06-07
Xtrackers ShortDAX Daily Swap ETF 1C	0.857%	0.000%	1,724,028	1,724,028	2022-09-30
Xtrackers ShortDAX Dly Swp ETF 1C	0.857%	0.000%	1,724,028	1,724,028	2022-09-30
iShares Russell 2000 Growth ETF	0.766%	0.000%	1,574,740	0	2024-11-30
JPMorgan Small Cap Growth A	0.747%	-1.033%	1,536,823	-16,048	2024-10-31
Fidelity® Small Cap Index	0.709%	2.700%	1,440,575	37,877	2023-10-31
Vanguard Small Cap Value Index Inv	0.674%	-0.009%	1,400,784	-122	2024-08-31
BGF Next Generation Technology Z2 USD	0.667%	0.000%	1,342,325	0	2023-02-28
CREF Stock R1	0.647%	-3.798%	1,307,504	-51,624	2023-07-31
Fidelity Advisor Stock Selec Mid Cp I	0.583%	-1.424%	1,199,135	-17,327	2024-10-31
MFS New Discovery I	0.565%	0.000%	1,174,048	0	2024-07-31
ARK Fintech Innovation ETF	0.559%	0.000%	1,149,110	0	2024-11-30
Vanguard Explorer Inv	0.544%	12.701%	1,105,123	124,542	2023-09-30
BlackRock Science and Tech Term ord	0.529%	0.000%	1,054,924	0	2023-02-28
BlackRock Science & Technology Trust II	0.529%	0.000%	1,054,924	0	2023-02-28
Fidelity Extended Market Index	0.502%	-6.387%	1,032,351	-70,438	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.498%	0.000%	1,025,242	0	2024-11-30
FIAM Small Cap Core CIT Cl B	0.470%	-3.545%	966,000	-35,500	2024-09-30
BNY Mellon Sm/Md Cp Gr I	0.462%	-2.833%	950,927	-27,726	2024-10-31
WisdomTree Cloud Computing ETF	0.455%	-2.343%	924,390	-22,180	2023-11-30
Schwab US Small-Cap ETF™	0.448%	0.113%	921,560	1,040	2024-11-30
Vanguard Strategic Equity Inv	0.449%	-28.218%	917,392	-360,626	2023-12-31
Fidelity® Extended Market Index	0.451%	0.000%	916,920	0	2023-11-30
DFA US Small Cap I	0.427%	-2.619%	887,622	-23,870	2024-09-30
DFA US Micro Cap I	0.394%	7.333%	795,499	54,346	2023-08-31
TIAA-CREF Quant Small-Cap Equity Instl	0.382%	0.000%	769,100	0	2023-03-31
Federated Hermes MDT Small Cap Core IS	0.371%	108.534%	750,661	390,690	2023-06-30
Federated Hermes MDT SCC Institutional	0.371%	108.534%	750,661	390,690	2023-06-30