AvidXchange Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 17.99 M | $145.93 M | 6.06% | 8.68% |
| FMR LLC | 11/13/2024 | 13.73 M | $111.38 M | 272.50% | 6.63% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 13.26 M | $107.57 M | 100.00% | 6.40% |
| GREENHOUSE FUNDS LLLP | 11/14/2024 | 10.68 M | $86.58 M | 64.40% | 5.15% |
| SENVEST MANAGEMENT, LLC | 11/12/2024 | 9.84 M | $79.83 M | -9.50% | 4.75% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2024 | 7.80 M | $63.26 M | 23.81% | 3.76% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 5.95 M | $48.24 M | 68.80% | 2.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 4.27 M | $34.61 M | 4.97% | 2.06% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.99 M | $32.37 M | -7.56% | 1.93% |
| STATE STREET CORP | 11/14/2024 | 3.76 M | $30.52 M | 1.47% | 1.82% |
| BAIN CAPITAL VENTURE INVESTORS, LLC | 11/14/2024 | 3.47 M | $28.14 B | -62.04% | 1.67% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.44 M | $27.87 M | -25.25% | 1.66% |
| PAR CAPITAL MANAGEMENT INC | 11/14/2024 | 3.35 M | $27.17 M | 28.85% | 1.62% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 3.16 M | $25.66 M | -5.69% | 1.53% |
| TREMBLANT CAPITAL GROUP | 11/14/2024 | 3.16 M | $25.61 M | 45.49% | 1.52% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 3.12 M | $25.34 M | 100.00% | 1.51% |
| BILTMORE FAMILY OFFICE, LLC | 11/12/2024 | 3.12 M | $25.34 M | -1.42% | 1.51% |
| SAPPHIRE VENTURES, L.L.C. | 11/04/2024 | 2.90 M | $23.50 M | 0.00% | 1.40% |
| FOUNDRY GROUP NEXT, LLC | 11/12/2024 | 2.49 M | $20.17 B | -17.11% | 1.20% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 2.44 M | $19.81 M | -0.06% | 1.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 2.31 M | $18.78 M | 30.35% | 1.12% |
| UNISPHERE ESTABLISHMENT | 11/14/2024 | 2.04 M | $16.55 M | 0.00% | 0.98% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 2.00 M | $16.18 M | -13.95% | 0.96% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.86 M | $15.10 M | 9.08% | 0.90% |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 11/07/2024 | 1.86 M | $15.10 M | 10.58% | 0.90% |
| MORGAN STANLEY | 11/14/2024 | 1.63 M | $13.24 M | -44.67% | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.53 M | $12.40 M | 8.12% | 0.74% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 1.44 M | $11.70 M | -39.90% | 0.70% |
| ARK INVESTMENT MANAGEMENT LLC | 10/31/2024 | 1.16 M | $9.42 M | 17.36% | 0.56% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 998,870 | $8.10 M | 162.08% | 0.48% |
| TIKVAH MANAGEMENT LLC | 11/12/2024 | 982,818 | $7.97 M | 0.00% | 0.47% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 976,610 | $7.92 M | 100.00% | 0.47% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 890,466 | $7.22 M | 30.00% | 0.43% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 801,087 | $6.50 M | 52.09% | 0.39% |
| UBS GROUP AG | 11/14/2024 | 762,318 | $6.18 M | 91.07% | 0.37% |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 11/13/2024 | 750,282 | $6.08 M | 115.73% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 725,326 | $5.88 M | 88.17% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 715,751 | $5.80 M | -6.18% | 0.35% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/08/2024 | 686,354 | $5.57 M | -2.22% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 673,240 | $5.46 M | 4,492.99% | 0.32% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 658,537 | $5.34 M | 227.74% | 0.32% |
| PROVIDENCE CAPITAL ADVISORS, LLC | 11/13/2024 | 649,565 | $5.27 M | 709.56% | 0.31% |
| ALPHA SQUARE GROUP S, LLC | 11/14/2024 | 621,639 | $5.04 M | 7.80% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 500,336 | $4.06 M | 0.86% | 0.24% |
| NORWOOD INVESTMENT PARTNERS, LP | 11/12/2024 | 480,625 | $3.90 M | 100.00% | 0.23% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 471,922 | $3.83 M | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 470,705 | $3.82 M | 100.00% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 465,500 | $3.78 M | -3.76% | 0.22% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/13/2024 | 450,000 | $3.65 M | 28.57% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 444,684 | $3.61 M | 42.99% | 0.21% |
AvidXchange Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 236 institutional investors and hedge funds held shares of AvidXchange Holdings, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 17.99 M
FMR LLC: 13.73 M
BlackRock Funding, Inc. /DE: 13.26 M
Greenhouse Funds LLLP: 10.68 M
Senvest Management, LLC: 9.84 M
North Reef Capital Management LP: 7.8 M
78.54% of AvidXchange Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 178.07 M shares in the last 24 months. This purchase volume represents approximately $1.85 B in transactions.