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 214 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
13,183
shares
|
$131,830
0.31% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
11,221
shares
|
$112,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,043
shares
|
$110,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,978
shares
|
$109,780
0.0% of portfolio
|
Q3 2025
Reduced 48.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
10,896
shares
|
$108,960
0.0% of portfolio
|
Q3 2025
Reduced 57.65%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2025 Q3 2025 |
10,641
shares
|
$106,410
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
10,384
shares
|
$103,840
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,339
shares
|
$103,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,256
shares
|
$102,560
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Murchinson Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,100
shares
|
$101,000
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,029
shares
|
$100,290
0.0% of portfolio
|
Q3 2022
Reduced 37.06%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$100,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
8,569
shares
|
$85,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,609
shares
|
$76,090
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,481
shares
|
$64,810
0.0% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
6,019
shares
|
$60,190
0.0% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,000
shares
|
$60,000
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
6,000
shares
|
$60,000
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,877
shares
|
$58,770
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,129
shares
|
$51,290
0.0% of portfolio
|
Q3 2025
Reduced 79.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,994
shares
|
$39,940
0.0% of portfolio
|
Q3 2025
Added 4289.01%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
3,865
shares
|
$38,650
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,773
shares
|
$17,730
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,305
shares
|
$13,050
0.0% of portfolio
|
Q3 2025
Added 57.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
930
shares
|
$9,300
0.0% of portfolio
|
Q3 2025
Added 7.51%
|
|