Purchases and Sales Made in Q1 2025 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q1 2025. The information is specifically focused on institutions that hold shares of AvidXchange Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
544K+ 305.03% |
$3.75M - $5.89M
|
723K
$5.88M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
157K+ 166.57% |
$1.08M - $1.7M
|
251K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
30.7KNew |
$212K - $332K
|
30.7K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8K+ 6.4% |
$205K - $322K
|
495K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
25.3KNew |
$174K - $274K
|
25.3K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.3K+ 208.88% |
$167K - $263K
|
35.9K
$292K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10.6KNew |
$73.3K - $115K
|
10.6K
$86.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.58K+ 40.99% |
$59.1K - $92.7K
|
29.5K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.52K+ 3.63% |
$58.7K - $92.1K
|
243K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.63K+ 816.63% |
$25K - $39.3K
|
4.08K
$33.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.44K+ 801.17% |
$23.7K - $37.2K
|
3.87K
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.87K+ 3.87% |
$12.9K - $20.2K
|
50.1K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
717+ 13.52% |
$4.94K - $7.75K
|
6.02K
$48.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
566+ 4.54% |
$3.9K - $6.12K
|
13K
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
209+ 1.26% |
$1.44K - $2.26K
|
16.8K
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$310 - $486
|
45
$366
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 256.25% |
$282 - $443
|
57
$463
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 12.0% |
$207 - $324
|
280
$2.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 5.26% |
$20.7 - $32.4
|
60
$488
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$13.8 - $21.6
|
4
$32.5
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$6.89 - $10.8
|
5
$40.7
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 30.0% |
$20.7 - $32.4
|
7
$56.9
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49- 30.06% |
$338 - $530
|
114
$927
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 57.02% |
$448 - $703
|
49
$398
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-142- 2.3% |
$978 - $1.54K
|
6.02K
$49K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-209- 71.33% |
$1.44K - $2.26K
|
84
$683
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-674- 10.13% |
$4.64K - $7.29K
|
5.98K
$48.6K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-902- 4.45% |
$6.21K - $9.75K
|
19.4K
$157K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.12K- 7.46% |
$7.71K - $12.1K
|
13.9K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 18.89% |
$11.2K - $17.5K
|
6.96K
$56.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.6K- 88.21% |
$24.8K - $38.9K
|
481
$3.91K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-35.1K- 2.21% |
$242K - $380K
|
1.55M
$12.6M
|