Avid Xchange Holdings, Inc. AVDX
We take great care to ensure that the data presented and summarized in this overview for AvidXchange Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AVDX
View all-
Vanguard Group Inc Valley Forge, PA17.3MShares$186 Million0.0% of portfolio
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Black Rock Inc. New York, NY11.4MShares$123 Million0.0% of portfolio
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Senvest Management, LLC New York, NY9.41MShares$102 Million4.78% of portfolio
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Bain Capital Venture Investors, LLC Boston, MA9.14MShares$98.6 Million92.07% of portfolio
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North Reef Capital Management LP Laguna Beach, CA5.5MShares$59.3 Million3.77% of portfolio
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Stephen Mandel Lone Pine Capital LLC | Greenwich, Ct5.08MShares$54.8 Million0.53% of portfolio
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Lord, Abbett & Co. LLC Jersey City, NJ5.07MShares$54.7 Million0.22% of portfolio
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Foundry Group, LLC5.03MShares$54.3 Million20.28% of portfolio
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Jpmorgan Chase & CO New York, NY4.55MShares$49.1 Million0.01% of portfolio
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Greenhouse Funds Lllp Baltimore, MD4.47MShares$48.2 Million3.55% of portfolio
Latest Institutional Activity in AVDX
Top Purchases
Top Sells
About AVDX
AvidXchange Holdings, Inc. provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in North America. The company offers AP automation software, a SaaS-based solution that automates and digitizes capture, review, approval, and payment of invoices for buyers; the AvidPay network that connects two-sided payments with buyers and suppliers; and cash flow manager that provides cash management solutions. Its platform offers electronic invoice capture, workflow routing, and automated payments solutions. The company markets its solutions through direct salesforces; strategic channel partnerships; and software and technology business partners. It serves real estate, homeowners associations, construction, financial services, healthcare facilities, social services, education, and media sectors. The company was incorporated in 2000 and is headquartered in Charlotte, North Carolina.
Insider Transactions at AVDX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 23
2024
|
Todd Alan Cunningham |
SELL
Open market or private sale
|
Direct |
28,424
-7.8%
|
$312,664
$11.02 P/Share
|
|
May 20
2024
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
43,738
-0.42%
|
$481,118
$11.11 P/Share
|
|
May 16
2024
|
Joel Wilhite |
SELL
Open market or private sale
|
Direct |
5,496
-0.39%
|
$60,456
$11.21 P/Share
|
|
May 16
2024
|
Todd Alan Cunningham |
SELL
Open market or private sale
|
Direct |
1,566
-0.14%
|
$17,226
$11.21 P/Share
|
|
May 16
2024
|
Daniel Drees President |
SELL
Open market or private sale
|
Direct |
6,118
-0.27%
|
$67,298
$11.21 P/Share
|
|
May 16
2024
|
Angelic Gibson |
SELL
Open market or private sale
|
Direct |
3,626
-0.28%
|
$39,886
$11.21 P/Share
|
|
May 16
2024
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
11,299
-0.04%
|
$124,289
$11.21 P/Share
|
|
May 16
2024
|
Ryan Stahl |
SELL
Open market or private sale
|
Direct |
5,238
-0.34%
|
$57,618
$11.21 P/Share
|
|
May 15
2024
|
Joel Wilhite |
SELL
Open market or private sale
|
Direct |
12,363
-0.87%
|
$135,993
$11.24 P/Share
|
|
May 15
2024
|
Joel Wilhite |
BUY
Exercise of conversion of derivative security
|
Direct |
23,976
+2.46%
|
-
|
|
May 15
2024
|
Todd Alan Cunningham |
SELL
Open market or private sale
|
Direct |
3,524
-0.32%
|
$38,764
$11.24 P/Share
|
|
May 15
2024
|
Todd Alan Cunningham |
BUY
Exercise of conversion of derivative security
|
Direct |
9,206
+1.23%
|
-
|
|
May 15
2024
|
Daniel Drees President |
SELL
Open market or private sale
|
Direct |
13,762
-0.6%
|
$151,382
$11.24 P/Share
|
|
May 15
2024
|
Daniel Drees President |
BUY
Exercise of conversion of derivative security
|
Direct |
21,424
+1.37%
|
-
|
|
May 15
2024
|
Angelic Gibson |
SELL
Open market or private sale
|
Direct |
8,156
-0.61%
|
$89,716
$11.24 P/Share
|
|
May 15
2024
|
Angelic Gibson |
BUY
Exercise of conversion of derivative security
|
Direct |
15,603
+1.73%
|
-
|
|
May 15
2024
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
25,418
-0.08%
|
$279,598
$11.24 P/Share
|
|
May 15
2024
|
Michael Praeger Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
50,505
+0.24%
|
-
|
|
May 15
2024
|
Ryan Stahl |
SELL
Open market or private sale
|
Direct |
6,028
-0.51%
|
$66,308
$11.24 P/Share
|
|
May 15
2024
|
Ryan Stahl |
BUY
Exercise of conversion of derivative security
|
Direct |
11,962
+1.48%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 1.57M shares |
|---|---|
| Exercise of conversion of derivative security | 696K shares |
| Bona fide gift | 205K shares |
| Open market or private sale | 6.19M shares |
|---|---|
| Bona fide gift | 209K shares |