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Get Institutions for : 
Avidxchange Holdings, Inc. (AVDX)  
$11.22 0.00 (0.00%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 186    6
Total shares held : 
158,554,474  
% of shares held : 
80.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
5,762,532  
% of shares held change : 
  2.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.33  
Last Quarter's Ending Price : 
$12.39  
Last Quarter's Average Price
$9.99  
Change from last quarter's     
avg. price to the last closing  : 
1.23 (12.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 5,532,658
 3.49%
 
Increased Positions :
70
 18,415,517
 11.61%
 
Unchanged Positions :
40
 18,546,480
 11.7%
 
Decreased Positions :
47
-12,567,612
-7.93%
 
Closed Positions :
23
-5,618,031
-3.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LONE PINE CAPITAL LLC 25 - 2023-12-31 5,080,632 $62,949,000 0
   CAPITAL RESEARCH GLOBAL INVESTORS 336 - 2023-12-31 3,310,635 $41,019,000 0
   Foundry Group Next LLC 1 - 2024-03-31 3,000,000 $39,450,000 0
   SAPPHIRE VENTURES L.L.C. 2 - 2024-03-31 2,897,248 $38,099,000 0
   ALLIANZ ASSET MANAGEMENT AG 852 - 2023-12-31 309,563 $3,835,000 0
   HERALD INVESTMENT MANAGEMENT LTD 47 - 2023-12-31 230,000 $2,852,000 0
   Hapanowicz & Associates Financial Services Inc 10 - 2024-03-31 196,912 $2,589,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1529 - 2023-12-31 197,141 $2,443,000 0
   CAROLINAS WEALTH CONSULTING LLC 39 - 2023-12-31 158,604 $1,965,000 0
   ALLIANCEBERNSTEIN L.P. 1977 - 2023-12-31 148,200 $1,836,000 0
   MetLife Investment Advisors LLC 1304 - 2023-12-31 78,855 $977,000 0
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 785 - 2024-03-31 53,790 $707,000 0
   Accretive Wealth Partners LLC 90 - 2024-03-31 55,116 $668,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1821 - 2024-03-31 76,750 $588,000 0
   MV Capital Management Inc. 107 - 2024-03-31 38,225 $503,000 0
   NinePointTwo Capital 81 - 2023-12-31 28,774 $356,000 0
   BROWN BROTHERS HARRIMAN & CO 474 - 2024-03-31 20,403 $268,000 0
   Pictet Asset Management Holding SA 1754 - 2023-12-31 16,151 $200,000 0
   CORNERSTONE INVESTMENT PARTNERS LLC 182 - 2024-03-31 14,381 $189,000 0
   SUMMIT INVESTMENT ADVISORS INC 1308 - 2023-12-31 14,850 $184,000 0
   KINGFISHER CAPITAL LLC 160 - 2023-12-31 10,256 $127,000 0
   Bullseye Asset Management LLC 70 - 2023-12-31 9,052 $112,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1042 - 2023-12-31 8,673 $107,000 0
   SIGNATUREFD, LLC 1319 - 2024-03-31 6,000 $79,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1226 - 2024-03-31 611 $8,000 0
   Lindbrook Capital LLC 1806 - 2024-03-31 438 $6,000 0
   Anchor Investment Management LLC 828 - 2023-12-31 300 $4,000 0
   PRINCIPAL SECURITIES INC. 2666 - 2024-03-31 300 $4,000 0
   VALLEY NATIONAL ADVISERS INC 1037 - 2024-03-31 95 $1,000 0
   IFP Advisors Inc 2954 - 2023-12-31 21 $0 0
   PROEQUITIES INC. 6385 - 2024-03-31 0 $0 0
   DiNuzzo Private Wealth Inc. 1366 - 2024-03-31 8 $0 0
   CWM LLC 4742 - 2024-03-31 13 $0 0

  33 Records found
  1    
  Page 1 of 1
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