Institutional shares held 151 Million
505K calls
43.6K puts
Total value of holdings $1.64B
$5.49M calls
$473K puts
Market Cap $2.21B
198,099,008 Shares Out.
Institutional ownership 76.18%
# of Institutions 201


Latest Institutional Activity in AVDX

Top Purchases

Q3 2024
Greenhouse Funds Lllp Shares Held: 10.7M ($119M)
Q3 2024
Jacobs Levy Equity Management, Inc Shares Held: 3.12M ($34.9M)
Q3 2024
Capital Research Global Investors Shares Held: 5.95M ($66.4M)
Q3 2024
North Reef Capital Management LP Shares Held: 7.8M ($87.1M)
Q3 2024
Vanguard Group Inc Shares Held: 18M ($201M)

Top Sells

Q3 2024
Bain Capital Venture Investors, LLC Shares Held: 3.47M ($38.8M)
Q3 2024
American Century Companies Inc Shares Held: 258K ($2.88M)
Q3 2024
Millennium Management LLC Shares Held: 86.5K ($966K)
Q3 2024
Morgan Stanley Shares Held: 1.63M ($18.2M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 3.44M ($38.4M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2.38M Shares
From 21 Insiders
Grant, award, or other acquisition 1.6M shares
Exercise of conversion of derivative security 691K shares
Bona fide gift 83.6K shares
Sell / Disposition
3.87M Shares
From 9 Insiders
Open market or private sale 3.78M shares
Bona fide gift 88.1K shares

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