AvidXchange Holdings, Inc.

NasdaqGS:AVDX Stock Report

Market Cap: US$2.2b

AvidXchange Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:AVDX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Dec 24SellUS$4,414Teresa MackintoshIndividual400US$11.04
09 Dec 24SellUS$281,288James HausmanIndividual25,000US$11.25
06 Dec 24SellUS$152,370Teresa MackintoshIndividual13,316US$11.44
02 Dec 24SellUS$483,297Michael PraegerIndividual42,377US$11.40
23 Aug 24SellUS$383,195Joel WilhiteIndividual47,308US$8.10
23 May 24SellUS$313,289Todd CunninghamIndividual28,424US$11.02
12 Mar 24SellUS$325,000Angelic GibsonIndividual25,000US$13.00
08 Mar 24SellUS$1,348,625Michael PraegerIndividual105,386US$12.80
01 Mar 24SellUS$31,994Todd CunninghamIndividual2,433US$13.15
01 Mar 24SellUS$206,284Daniel DreesIndividual15,687US$13.15
01 Mar 24SellUS$12,795Angelic GibsonIndividual973US$13.15
01 Mar 24SellUS$35,321Ryan StahlIndividual2,686US$13.15
01 Mar 24SellUS$189,544Michael PraegerIndividual14,414US$13.15
01 Mar 24SellUS$11,243Joel WilhiteIndividual855US$13.15
29 Feb 24SellUS$32,575,000Bain Capital, LPCompany2,500,000US$13.03

Insider Trading Volume

Insider Buying: AVDX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AVDX?
Owner TypeNumber of SharesOwnership Percentage
Public Companies163,2240.0793%
Hedge Funds10,675,1345.19%
Individual Insiders17,865,4818.68%
General Public21,417,65510.4%
Institutions155,604,47575.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.75%
The Vanguard Group, Inc.
17,993,641US$190.0m6.06%no data
6.89%
Michael Praeger
14,183,899US$149.8m0%no data
6.68%
FMR LLC
13,733,569US$145.0m273%0.01%
6.45%
BlackRock, Inc.
13,263,870US$140.1m2.1%no data
5.19%
Greenhouse Funds LLLP
10,675,134US$112.7m64.4%5.15%
4.78%
Senvest Management, LLC
9,843,010US$103.9m-9.5%2.93%
3.79%
North Reef Capital Management LP
7,800,000US$82.4m23.8%3.55%
2.89%
Capital Research and Management Company
5,948,167US$62.8m68.8%no data
2.07%
Geode Capital Management, LLC
4,266,265US$45.1m4.97%no data
1.94%
Dimensional Fund Advisors LP
3,990,763US$42.1m-7.56%0.01%
1.83%
State Street Global Advisors, Inc.
3,763,694US$39.7m1.47%no data
1.81%
Nikko Asset Management Co., Ltd.
3,724,450US$39.3m118%0.01%
1.69%
Bain Capital, LP
3,469,949US$36.6m-62%0.5%
1.63%
Par Capital Management, Inc.
3,350,000US$35.4m28.9%0.87%
1.53%
Tremblant Capital Group
3,157,347US$33.3m45.5%3.48%
1.53%
BNY Asset Management
3,154,280US$33.3m-5.71%0.01%
1.52%
Jacobs Levy Equity Management Inc
3,124,464US$33.0m0%0.13%
1.52%
Biltmore Family Office, LLC
3,124,147US$33.0m-1.42%5.55%
1.41%
Sapphire Ventures, LLC
2,897,248US$30.6m0%23.98%
1.37%
James Hausman
2,815,144US$29.7m-0.88%no data
1.35%
JP Morgan Asset Management
2,785,648US$29.4m-36.5%no data
1.21%
Foundry Group,LLC
2,486,791US$26.3m-17.1%100.0%
1.19%
Janus Henderson Group plc
2,442,293US$25.8m-0.06%0.01%
1.13%
Rockefeller & Co. LLC
2,314,653US$24.4m30.4%0.06%
0.99%
The Olayan Group
2,040,316US$21.5m0%0.15%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 19:14
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AvidXchange Holdings, Inc. is covered by 20 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David KoningBaird
Ramsey El-AssalBarclays
Rufus HoneBMO Capital Markets Equity Research