Institutional shares held 171 Million
290K calls
27.7K puts
Total value of holdings $1.71B
$2.9M calls
$277K puts
Market Cap $1.98B
198,099,008 Shares Out.
Institutional ownership 86.47%
# of Institutions 214


Latest Institutional Activity in AVDX

Top Purchases

Q3 2025
Ubs Group Ag Shares Held: 9.09M ($90.9M)
Q3 2025
Magnetar Financial LLC Shares Held: 8.47M ($84.7M)
Q3 2025
Highland Capital Management Fund Advisors, L.P. Shares Held: 8.87M ($88.7M)
Q3 2025
Glazer Capital, LLC Shares Held: 8.55M ($85.5M)
Q3 2025
Grantham, Mayo, Van Otterloo & Co. LLC Shares Held: 2.84M ($28.4M)

Top Sells

Q3 2025
Jennison Associates LLC Shares Held: 673K ($6.73M)
Q3 2025
Dimensional Fund Advisors LP Shares Held: 2.54M ($25.4M)
Q3 2025
Tig Advisors, LLC Shares Held: 3.29M ($32.9M)
Q3 2025
Voloridge Investment Management, LLC Shares Held: 400K ($4M)
Q3 2025
Verition Fund Management LLC Shares Held: 73.8K ($738K)

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
2.98M Shares
From 20 Insiders
Grant, award, or other acquisition 2.6M shares
Exercise of conversion of derivative security 384K shares
Sell / Disposition
23M Shares
From 31 Insiders
Sale (or disposition) back to the issuer 8.97M shares
Payment of exercise price or tax liability 105K shares
Open market or private sale 591K shares
Other acquisition or disposition 13.3M shares

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