AVDX Institutional Ownership

AVIDXCHANGE HOLDINGS INC

AVDX institutional ownership at a glance

Follow AVIDXCHANGE HOLDINGS INC institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.

Latest filing: BlackRock filed Schedule 13G amendment on May 5, 2023, reporting 9.3M shares and 4.60% beneficial ownership.

Browse recent ownership filings How Schedule 13G works Why a 13G is not a trade report

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Cross-institution intelligence

Institutional Research

This gauge summarizes recent agreement across tracked institutional activity.

Latest filing May 5, 2023

Public consensus preview Reduction leaning 30/100 institutional research score

2 tracked institutions Latest filing May 5, 2023

1 exited across 1 comparable institution.

Accumulating0

Unchanged0

Reducing0

Exited1

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week range data is not available for this security yet.

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Apr 30, 2023

BlackRock May 5, 2023 filed

Capital Research Global Investors Feb 13, 2023 filed

Detailed institutional research

See what is driving the consensus.

Unlock holder-by-holder changes, ownership history, breadth by period, disclosure timing, and filing-specific signal analysis.

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Beneficial ownership filing history

Showing 3 of 3 filing(s)

Holder	Observed / filed	Reported change	Shares	Ownership
BlackRock CIK0001364742	Apr 30, 2023 observed May 5, 2023 filed · 5d Schedule 13G amendment	Earliest Schedule 13G amendment found	9.3M	4.60%
Capital Research Global Investors CIK0001422848	Dec 30, 2022 observed Feb 13, 2023 filed · 45d Schedule 13G amendment	Exit below reporting threshold	7.0M -7.7M	3.50% -4.00 pts
Capital Research Global Investors CIK0001422848	Dec 31, 2021 observed Feb 11, 2022 filed · 42d Initial Schedule 13G	Initial Schedule 13G	14.7M	7.50%

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