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 215 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $991 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,893
shares
|
$95,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
13,861
shares
|
$95,502
0.0% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
13,729
shares
|
$94,592
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
13,226
shares
|
$91,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,213
shares
|
$91,037
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
13,183
shares
|
$90,830
0.31% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
12,465
shares
|
$85,883
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
12,459
shares
|
$85,842
0.0% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
11,932
shares
|
$82,211
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
11,638
shares
|
$80,185
0.0% of portfolio
|
Q4 2024
Reduced 87.33%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
11,221
shares
|
$77,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
11,165
shares
|
$76,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
10,896
shares
|
$75,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,256
shares
|
$70,663
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,029
shares
|
$69,099
0.0% of portfolio
|
Q3 2022
Reduced 37.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
9,556
shares
|
$65,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
8,836
shares
|
$60,880
0.0% of portfolio
|
Q4 2024
Added 60.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,621
shares
|
$59,398
0.0% of portfolio
|
Q4 2024
Reduced 64.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,576
shares
|
$59,088
0.0% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,651
shares
|
$45,825
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,164
shares
|
$42,469
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,518
shares
|
$38,019
0.01% of portfolio
|
Q4 2024
Added 126.61%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
5,302
shares
|
$36,530
0.0% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
3,950
shares
|
$27,215
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
3,494
shares
|
$24,073
0.0% of portfolio
|
Q4 2024
Reduced 35.85%
|