| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| GLAZER CAPITAL, LLC | 6.1% | $125,143,647 | 12,577,251 | Glazer Capital, LLC | 03 Oct 2025 | |||
| Senvest Management, LLC | 2.4% | $38,457,975 | 4,886,655 | SENVEST MANAGEMENT, LLC | 31 Dec 2024 | |||
| FMR LLC | 0.1% | -101% | $2,732,508 | -$182,951,824 | 277,694 | -99% | FMR LLC | 30 Jun 2025 |
As of 30 Sep 2025, 197 institutional investors reported holding 165,083,310 shares of AvidXchange Holdings, Inc. - Common Stock, $0.001 par value per share (AVDX). This represents 80% of the company’s total 207,545,396 outstanding shares.
The largest institutional shareholders of AvidXchange Holdings, Inc. - Common Stock, $0.001 par value per share (AVDX) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.2% | 16,923,321 | -0.98% | 0% | $168,387,044 |
| BlackRock, Inc. | 6.2% | 12,893,161 | -0.41% | 0% | $128,286,950 |
| UBS Group AG | 4.4% | 9,086,515 | +2237% | 0.02% | $90,410,824 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 4.3% | 8,869,060 | +74% | 7.8% | $88,247,147 |
| GLAZER CAPITAL, LLC | 4.1% | 8,548,774 | +67% | 2.9% | $85,060,000 |
| Magnetar Financial LLC | 4.1% | 8,466,957 | +0.23% | 0.51% | $84,246,222 |
| FIL Ltd | 4% | 8,307,950 | +0.61% | 0.07% | $82,664,103 |
| AQR Arbitrage LLC | 2.5% | 5,268,902 | +17% | 1.3% | $52,425,575 |
| ALLIANCEBERNSTEIN L.P. | 2.3% | 4,827,546 | +46% | 0.02% | $48,034,083 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 4,331,537 | +0.64% | 0% | $43,105,011 |
| Polar Asset Management Partners Inc. | 2.1% | 4,256,608 | +13% | 0.86% | $42,353,250 |
| STATE STREET CORP | 1.9% | 3,976,379 | -0.55% | 0% | $39,564,971 |
| First Trust Capital Management L.P. | 1.6% | 3,343,918 | -8.2% | 2.1% | $33,271,984 |
| PAR CAPITAL MANAGEMENT INC | 1.6% | 3,299,292 | -0.02% | 0.97% | $32,827,955 |
| TIG Advisors, LLC | 1.6% | 3,294,631 | -22% | 2% | $32,781,578 |
| MILLENNIUM MANAGEMENT LLC | 1.5% | 3,029,802 | +32% | 0.02% | $30,146,530 |
| Biltmore Family Office, LLC | 1.4% | 2,984,149 | 0% | 4.2% | $29,692,278 |
| WATER ISLAND CAPITAL LLC | 1.4% | 2,882,867 | +47% | 4.1% | $28,684,527 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1.4% | 2,836,589 | +170% | 0.08% | $28,224,061 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 2,543,070 | -34% | 0.01% | $25,303,590 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1.1% | 2,255,100 | 0% | 1.4% | $22,438,246 |
| PICTON MAHONEY ASSET MANAGEMENT | 1% | 2,100,000 | +68% | 0.27% | $20,895,000 |
| Unisphere Establishment | 0.98% | 2,040,316 | 0% | 0.16% | $20,301,144 |
| SAPPHIRE VENTURES, L.L.C. | 0.9% | 1,866,248 | 0% | 22% | $18,569,168 |
| GOLDMAN SACHS GROUP INC | 0.87% | 1,813,782 | +32% | 0% | $18,047,131 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 0 | $0 | -$7,861,359 | $10.00 | 0 |
| 2025 Q3 | 165,083,310 | $1,642,592,248 | +$60,091,927 | $9.95 | 197 |
| 2025 Q2 | 159,311,650 | $1,559,675,754 | +$66,896,309 | $9.79 | 218 |
| 2025 Q1 | 158,763,595 | $1,345,993,661 | +$4,604,026 | $8.48 | 206 |
| 2024 Q4 | 156,522,216 | $1,618,440,070 | -$58,392,904 | $10.34 | 200 |
| 2024 Q3 | 162,678,884 | $1,319,333,712 | -$166,956,051 | $8.11 | 186 |
| 2024 Q2 | 171,682,497 | $2,070,497,022 | +$101,059,686 | $12.06 | 183 |
| 2024 Q1 | 163,094,360 | $2,144,564,221 | +$55,909,937 | $13.15 | 189 |
| 2023 Q4 | 159,189,989 | $1,972,365,539 | +$82,522,102 | $12.39 | 183 |
| 2023 Q3 | 151,499,161 | $1,436,033,451 | +$86,268,484 | $9.48 | 168 |
| 2023 Q2 | 141,728,077 | $1,471,137,475 | +$89,258,817 | $10.38 | 156 |
| 2023 Q1 | 134,124,621 | $1,046,368,540 | -$37,878,638 | $7.80 | 154 |
| 2022 Q4 | 137,240,862 | $1,364,174,171 | -$13,265,751 | $9.94 | 131 |
| 2022 Q3 | 140,873,767 | $1,186,166,599 | +$56,322,680 | $8.42 | 120 |
| 2022 Q2 | 137,442,262 | $843,893,471 | +$86,160,340 | $6.14 | 111 |
| 2022 Q1 | 121,946,013 | $981,502,744 | +$37,896,215 | $8.05 | 98 |
| 2021 Q4 | 115,408,112 | $1,723,051,595 | +$1,634,006,599 | $15.06 | 92 |