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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
470
shares
|
$4,671
0.0% of portfolio
|
Q2 2025
Added 67.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
426
shares
|
$4,234
0.0% of portfolio
|
Q2 2025
Added 140.68%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
356
shares
|
$3,538
0.0% of portfolio
|
Q2 2025
Added 3855.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
350
shares
|
$3,479
0.0% of portfolio
|
Q2 2025
Added 644.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
300
shares
|
$2,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
221
shares
|
$2,196
0.0% of portfolio
|
Q2 2025
Added 1478.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$2,027
0.0% of portfolio
|
Q2 2025
Added 316.33%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$1,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
191
shares
|
$1,898
0.0% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
173
shares
|
$1,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Varenne Capital Partners
|
Aug 12, 2025 Q2 2025 |
171
shares
|
$1,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
137
shares
|
$1,361
0.0% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
91
shares
|
$904
0.0% of portfolio
|
Q1 2025
Reduced 71.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$646
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
53
shares
|
$526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
44
shares
|
$437
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$367
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
30
shares
|
$298
0.0% of portfolio
|
Q2 2025
Reduced 90.63%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
8
shares
|
$79
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
4
shares
|
$39
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
New holding
|