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 |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
12,319
shares
|
$122,450
0.01% of portfolio
|
Q2 2025
Reduced 91.91%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
12,108
shares
|
$120,353
0.0% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
11,221
shares
|
$111,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
10,641
shares
|
$105,771
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,256
shares
|
$101,944
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,029
shares
|
$99,688
0.0% of portfolio
|
Q3 2022
Reduced 37.06%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
7,609
shares
|
$75,633
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,481
shares
|
$64,421
0.0% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
6,019
shares
|
$59,828
0.0% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,000
shares
|
$59,640
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,000
shares
|
$59,640
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,877
shares
|
$58,417
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
5,695
shares
|
$56,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,683
shares
|
$36,609
0.01% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$29,820
0.0% of portfolio
|
Q2 2025
Reduced 96.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,000
shares
|
$19,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,715
shares
|
$17,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,066
shares
|
$10,596
0.0% of portfolio
|
Q2 2025
Reduced 66.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
865
shares
|
$8,598
0.0% of portfolio
|
Q2 2025
Added 79.83%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
829
shares
|
$8,240
0.0% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
824
shares
|
$8,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
719
shares
|
$7,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
611
shares
|
$6,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
523
shares
|
$5,198
0.0% of portfolio
|
Q2 2025
Added 112.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
472
shares
|
$4,691
0.0% of portfolio
|
Q2 2025
Added 210.53%
|