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, PA18.2MShares$178 Million0.0% of portfolio
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Black Rock Inc. New York, NY13MShares$127 Million0.0% of portfolio
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Greenhouse Funds Lllp Baltimore, MD10.7MShares$104 Million4.23% of portfolio
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North Reef Capital Management LP Laguna Beach, CA8.68MShares$84.5 Million3.19% of portfolio
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Foundry Group, LLC5.03MShares$49 Million20.28% of portfolio
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Geode Capital Management, LLC Boston, MA4.36MShares$42.4 Million0.0% of portfolio
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Senvest Management, LLC New York, NY4.05MShares$39.4 Million1.44% of portfolio
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State Street Corp Boston, MA3.95MShares$38.5 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.8MShares$37 Million0.01% of portfolio
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Bain Capital Venture Investors, LLC Boston, MA3.47MShares$33.8 Million100.0% 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 |
|---|---|---|---|---|---|
|
Mar 17
2025
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
92,215
-0.83%
|
$737,720
$8.25 P/Share
|
|
Mar 14
2025
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
27,336
-0.24%
|
$218,688
$8.03 P/Share
|
|
Feb 28
2025
|
Daniel Drees President |
SELL
Open market or private sale
|
Direct |
34,782
-0.72%
|
$243,474
$7.59 P/Share
|
|
Feb 28
2025
|
Daniel Drees President |
BUY
Exercise of conversion of derivative security
|
Direct |
21,429
+0.88%
|
-
|
|
Feb 28
2025
|
Angelic Gibson |
SELL
Open market or private sale
|
Direct |
23,592
-0.8%
|
$165,144
$7.59 P/Share
|
|
Feb 28
2025
|
Angelic Gibson |
BUY
Exercise of conversion of derivative security
|
Direct |
15,603
+1.04%
|
-
|
|
Feb 28
2025
|
Michael Praeger Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
58,881
-0.13%
|
$412,167
$7.59 P/Share
|
|
Feb 28
2025
|
Michael Praeger Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
50,506
+0.22%
|
-
|
|
Feb 28
2025
|
Ryan Stahl |
SELL
Open market or private sale
|
Direct |
18,916
-0.69%
|
$132,412
$7.59 P/Share
|
|
Feb 28
2025
|
Ryan Stahl |
BUY
Exercise of conversion of derivative security
|
Direct |
11,963
+0.86%
|
-
|
|
Feb 28
2025
|
Joel Wilhite |
SELL
Open market or private sale
|
Direct |
32,203
-19.27%
|
$225,421
$7.59 P/Share
|
|
Feb 28
2025
|
Joel Wilhite |
BUY
Exercise of conversion of derivative security
|
Direct |
23,977
+1.4%
|
-
|
|
Feb 28
2025
|
Todd Alan Cunningham |
SELL
Open market or private sale
|
Direct |
15,320
-0.74%
|
$107,240
$7.59 P/Share
|
|
Feb 28
2025
|
Todd Alan Cunningham |
BUY
Exercise of conversion of derivative security
|
Direct |
9,210
+0.88%
|
-
|
|
Jan 24
2025
|
Todd Alan Cunningham |
BUY
Grant, award, or other acquisition
|
Direct |
198,019
+27.87%
|
-
|
|
Jan 24
2025
|
Daniel Drees President |
BUY
Grant, award, or other acquisition
|
Direct |
435,643
+26.8%
|
-
|
|
Jan 24
2025
|
Angelic Gibson |
BUY
Grant, award, or other acquisition
|
Direct |
316,831
+30.32%
|
-
|
|
Jan 24
2025
|
Michael Praeger Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
792,079
+6.62%
|
-
|
|
Jan 24
2025
|
Ryan Stahl |
BUY
Grant, award, or other acquisition
|
Direct |
287,128
+29.89%
|
-
|
|
Jan 24
2025
|
Joel Wilhite |
BUY
Grant, award, or other acquisition
|
Direct |
415,841
+33.6%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 2.59M shares |
|---|---|
| Exercise of conversion of derivative security | 578K shares |
| Bona fide gift | 83.6K shares |
| Open market or private sale | 987K shares |
|---|---|
| Bona fide gift | 83.6K shares |