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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
719
shares
|
$7,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
611
shares
|
$6,110
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
537
shares
|
$5,370
0.0% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
473
shares
|
$4,730
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
445
shares
|
$4,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
414
shares
|
$4,140
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
370
shares
|
$3,700
0.0% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
369
shares
|
$3,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
350
shares
|
$3,500
0.0% of portfolio
|
Q2 2025
Added 644.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
300
shares
|
$3,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
278
shares
|
$2,780
0.0% of portfolio
|
Q3 2025
Added 45.55%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
188
shares
|
$1,880
0.0% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
180
shares
|
$1,800
0.0% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
173
shares
|
$1,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
141
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
89
shares
|
$890
0.0% of portfolio
|
Q3 2025
Reduced 89.2%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
75
shares
|
$750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
68
shares
|
$680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
65
shares
|
$650
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
57
shares
|
$570
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
55
shares
|
$550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
53
shares
|
$530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
44
shares
|
$440
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$370
0.0% of portfolio
|
Q3 2023
New holding
|
|