AVIDXCHANGE HOLDINGS INC (AVDX)
Institutional ownership reported to the SEC as of Q4 2025, across 17 quarters.
1
Reporting holders
$370
Reported value
0.0%
Held as options
-186
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $370 | 37 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 1 | $370 | 37 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 187 | $1.5B | 155,309,565 | 20 | 64 | 49 | 0.2% |
| Q2 2025 | 205 | $1.5B | 151,979,856 | 65 | 58 | 54 | 0.1% |
| Q1 2025 | 195 | $1.3B | 156,572,674 | 35 | 61 | 62 | 0.4% |
| Q4 2024 | 188 | $1.6B | 155,351,306 | 30 | 72 | 45 | 0.4% |
| Q3 2024 | 179 | $1.3B | 165,029,071 | 38 | 55 | 55 | 0.4% |
| Q2 2024 | 173 | $2.1B | 171,170,905 | 23 | 67 | 46 | 0.4% |
| Q1 2024 | 179 | $2.2B | 164,983,833 | 31 | 64 | 52 | 1.4% |
| Q4 2023 | 174 | $2.0B | 160,607,668 | 35 | 58 | 39 | 0.6% |
| Q3 2023 | 152 | $1.3B | 142,176,974 | 27 | 58 | 40 | 0.2% |
| Q2 2023 | 145 | $1.4B | 134,651,688 | 28 | 61 | 37 | 0.4% |
| Q1 2023 | 132 | $788.9M | 100,848,421 | 29 | 40 | 35 | 0.4% |
| Q4 2022 | 110 | $952.2M | 95,643,900 | 26 | 40 | 17 | 0.3% |
| Q3 2022 | 122 | $1.2B | 142,611,463 | 24 | 46 | 23 | 0.3% |
| Q2 2022 | 115 | $846.3M | 137,453,346 | 38 | 35 | 27 | 0.2% |
| Q1 2022 | 100 | $983.3M | 121,958,528 | 29 | 38 | 21 | 0.1% |
| Q4 2021 | 94 | $1.7B | 115,455,033 | 91 | 0 | 0 | 0.2% |