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 223 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,000
shares
|
$59,100
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,977
shares
|
$58,873
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,260
shares
|
$51,811
0.0% of portfolio
|
Q1 2025
Reduced 38.99%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
4,332
shares
|
$42,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,228
shares
|
$41,645
0.0% of portfolio
|
Q1 2025
Added 93.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,079
shares
|
$40,178
0.0% of portfolio
|
Q1 2025
Reduced 88.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,683
shares
|
$36,277
0.01% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
3,210
shares
|
$31,618
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,102
shares
|
$30,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
2,402
shares
|
$23,659
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$19,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
1,071
shares
|
$10,549
0.0% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
826
shares
|
$8,136
0.0% of portfolio
|
Q4 2024
Reduced 43.58%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
611
shares
|
$6,018
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
320
shares
|
$3,152
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
300
shares
|
$2,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
280
shares
|
$2,758
0.0% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
267
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
246
shares
|
$2,423
0.0% of portfolio
|
Q1 2025
Added 123.64%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
229
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Added 316.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
188
shares
|
$1,851
0.0% of portfolio
|
Q4 2024
Reduced 37.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
187
shares
|
$1,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
177
shares
|
$1,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
137
shares
|
$1,349
0.0% of portfolio
|
Q2 2025
Added 20.18%
|