Guru Ownership Over Time
Guru Analysis for AvidXchange Holdings, Inc. (AVDX)
AvidXchange Holdings, Inc. (AVDX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $35.24 M.
Top institutional holders include Jeremy Grantham and Mario Gabelli.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $20.87 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 170.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.08% | Add 170.1% | 2,836,589 | $28.22 M | Q3 2025 | |
| 0.04% | Add 115.2% | 439,000 | $4.37 M | Q3 2025 | |
| 0.00% | Add 9.5% | 248,125 | $2.47 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AvidXchange Holdings, Inc. (AVDX)
Top Guru holders include Jeremy Grantham ($28.22 M), Mario Gabelli ($4.37 M), Cliff Asness ($2.47 M). Collectively, tracked Gurus hold 3.52 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $20.87 M, with 3 Gurus buying and 5 Gurus selling.
In the recent quarter, 0 Gurus reduced their positions, and 5 Gurus sold out of AVDX completely. Total sell value was $41.19 M.
Yes, 0 Gurus opened new positions in AVDX, and 3 added to their existing holdings. Total buy value was $20.32 M.