Purchases and Sales Made in Q4 2023 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.09M+ 1426.26% |
$31.1M - $51.4M
|
4.38M
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.08M+ 215.31% |
$31M - $51.2M
|
5.97M
$61.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.02M+ 102.46% |
$23M - $38M
|
5.97M
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
2.64MNew |
$20.1M - $33.2M
|
2.64M
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
2.04MNew |
$15.5M - $25.6M
|
2.04M
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.65MNew |
$12.5M - $20.7M
|
1.65M
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
1.24M+ 79.95% |
$9.41M - $15.5M
|
2.79M
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
995K+ 9.32% |
$7.56M - $12.5M
|
11.7M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
963KNew |
$7.32M - $12.1M
|
963K
$9.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
722KNew |
$5.49M - $9.07M
|
722K
$7.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
588K+ 17.93% |
$4.47M - $7.38M
|
3.86M
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
556K+ 871.21% |
$4.23M - $6.98M
|
620K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
489K+ 3516.55% |
$3.71M - $6.14M
|
503K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
447K+ 438.16% |
$3.4M - $5.61M
|
549K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
381K+ 25.32% |
$2.9M - $4.79M
|
1.89M
$19.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
372K+ 24.73% |
$2.83M - $4.68M
|
1.88M
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
372K+ 24.73% |
$2.83M - $4.68M
|
1.88M
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
353K+ 24.64% |
$2.68M - $4.43M
|
1.78M
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
330K+ 15.48% |
$2.51M - $4.15M
|
2.46M
$25.5M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
313KNew |
$2.38M - $3.93M
|
313K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
252K+ 163.93% |
$1.92M - $3.17M
|
406K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
250K+ 10.0% |
$1.9M - $3.14M
|
2.75M
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
228K+ 3611.13% |
$1.73M - $2.86M
|
234K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
220KNew |
$1.68M - $2.77M
|
220K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
212K+ 14.67% |
$1.61M - $2.66M
|
1.66M
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
210K+ 350.64% |
$1.59M - $2.64M
|
270K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
208K+ 42.27% |
$1.58M - $2.61M
|
700K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
208KNew |
$1.58M - $2.61M
|
208K
$2.15M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
198K+ 3.67% |
$1.51M - $2.49M
|
5.6M
$58M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
198K+ 3.67% |
$1.51M - $2.49M
|
5.6M
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
193K+ 6.34% |
$1.47M - $2.43M
|
3.24M
$33.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
193KNew |
$1.47M - $2.43M
|
193K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
183K+ 5.43% |
$1.39M - $2.3M
|
3.55M
$36.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
181K+ 337.26% |
$1.38M - $2.27M
|
235K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
163KNew |
$1.24M - $2.05M
|
163K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
163KNew |
$1.24M - $2.04M
|
163K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160K+ 52.69% |
$1.22M - $2.02M
|
465K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
160K+ 69.44% |
$1.21M - $2M
|
389K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
159KNew |
$1.21M - $2M
|
159K
$1.65M
|
|
|
Jun 07, 2024
Q4 2023
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
159KNew |
$1.21M - $2M
|
159K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
151KNew |
$1.15M - $1.9M
|
151K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
120KNew |
$909K - $1.5M
|
120K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
111KNew |
$845K - $1.4M
|
111K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
107KNew |
$811K - $1.34M
|
107K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
106KNew |
$805K - $1.33M
|
106K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Circumference Group LLC
Little Rock, AR |
BUY
|
- |
105KNew |
$798K - $1.32M
|
105K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
103K+ 454.91% |
$782K - $1.29M
|
126K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
102K+ 10.11% |
$774K - $1.28M
|
1.11M
$11.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
101K+ 36.98% |
$765K - $1.26M
|
373K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
70.4KNew |
$535K - $884K
|
70.4K
$729K
|