Security Name: AVIDXCHANGE HOLDINGS INC
Ticker: AVDX
Security Type: EQU
Exchange: US
CUSIP: 05368X102

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $2.08B - 187 -
2024-09-30 $1.30B -37.2% 192 +2.7%
2024-12-31 $1.60B +22.6% 190 -1.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
FOUNDRY GROUP NEXT, LLC $25.7M 2,486K 100.0%
SAPPHIRE VENTURES, L.L.C. $30.0M 2,897K 24.0%
BAIN CAPITAL VENTURE INVESTORS, LLC $35.9M 3,469K 16.3%
NORWOOD INVESTMENT PARTNERS, LP $8.1M 781K 5.8%
BILTMORE FAMILY OFFICE, LLC $30.9M 2,984K 5.2%
NORTH REEF CAPITAL MANAGEMENT LP $82.7M 7,994K 3.7%
GREENHOUSE FUNDS LLLP $87.9M 8,498K 3.7%
TREMBLANT CAPITAL GROUP $33.4M 3,231K 3.5%
TIKVAH MANAGEMENT LLC $10.2M 982K 2.8%
CIRCUMFERENCE GROUP LLC $2.8M 275K 2.5%
ADVANTAGE ALPHA CAPITAL PARTNERS LP $8.8M 854K 2.1%
AZORA CAPITAL LP $45.1M 4,358K 2.0%
SENVEST MANAGEMENT, LLC $50.5M 4,886K 1.6%
PROVIDENCE CAPITAL ADVISORS, LLC $5.9M 569K 1.2%
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC $2.0M 196K 1.0%
PAR CAPITAL MANAGEMENT INC $31.0M 3,000K 0.9%
HORRELL CAPITAL MANAGEMENT, INC. $2.8M 275K 0.8%
HERALD INVESTMENT MANAGEMENT LTD $4.7M 450K 0.8%
NEO IVY CAPITAL MANAGEMENT $2.4M 231K 0.5%
HEL VED CAPITAL MANAGEMENT LTD $1.2M 117K 0.4%
OLYMPIAD RESEARCH LP $0.3M 32K 0.4%
PDT PARTNERS, LLC $3.2M 309K 0.3%
CAROLINAS WEALTH CONSULTING LLC $1.1M 104K 0.2%
PHARVISION ADVISERS, LLC $0.2M 22K 0.2%
UNISPHERE ESTABLISHMENT $21.1M 2,040K 0.2%

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