Institutional Ownership Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX). We have compiled data on the 229 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
22,229
shares
|
$220,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
21,855
shares
|
$217,238
0.0% of portfolio
|
Q2 2025
Added 70.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
21,713
shares
|
$215,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,627
shares
|
$214,972
0.0% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
21,178
shares
|
$210,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
21,173
shares
|
$210,459
0.0% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
21,061
shares
|
$209,346
0.0% of portfolio
|
Q2 2025
Reduced 45.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,553
shares
|
$204,296
0.03% of portfolio
|
Q2 2025
Added 54.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
20,403
shares
|
$202,805
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
19,946
shares
|
$198,263
0.0% of portfolio
|
Q2 2025
Added 186.75%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
19,426
shares
|
$193,094
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
19,206
shares
|
$190,907
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
19,099
shares
|
$189,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,894
shares
|
$187,806
0.0% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
18,777
shares
|
$186,643
0.12% of portfolio
|
Q1 2024
Reduced 46.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
18,182
shares
|
$180,729
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
17,670
shares
|
$175,639
0.0% of portfolio
|
Q2 2025
Reduced 62.23%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
16,724
shares
|
$166,236
0.0% of portfolio
|
Q2 2025
Reduced 43.31%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,634
shares
|
$165,341
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,841
shares
|
$157,459
0.0% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
15,304
shares
|
$152,121
0.0% of portfolio
|
Q2 2025
Reduced 86.99%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
14,917
shares
|
$148,274
0.0% of portfolio
|
Q2 2025
Reduced 58.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
13,819
shares
|
$137,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
13,183
shares
|
$131,039
0.31% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
13,144
shares
|
$130,651
0.0% of portfolio
|
Q2 2025
Added 0.91%
|