AvidXchange Holdings, Inc.

NasdaqGS:AVDX Stock Report

Market Cap: US$1.7b

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
28 Feb 25SellUS$60,668Angelic GibsonIndividual7,989US$7.59
28 Feb 25SellUS$63,600Michael PraegerIndividual8,375US$7.59
28 Feb 25SellUS$52,801Ryan StahlIndividual6,953US$7.59
28 Feb 25SellUS$62,468Joel WilhiteIndividual8,226US$7.59
28 Feb 25SellUS$46,399Todd CunninghamIndividual6,110US$7.59
28 Feb 25SellUS$101,403Daniel DreesIndividual13,353US$7.59
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

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 Companies163,2240.0798%
Individual Insiders18,150,2758.88%
General Public27,698,34813.5%
Institutions158,429,40477.5%

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

Top Shareholders

Top 25 shareholders own 66.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.86%
The Vanguard Group, Inc.
18,110,051US$153.2m0.65%no data
7.28%
FMR LLC
14,889,228US$126.0m8.41%0.01%
6.94%
Michael Praeger
14,183,900US$120.0m0%no data
6.6%
BlackRock, Inc.
13,501,654US$114.2m1.79%no data
4.16%
Greenhouse Funds LLLP
8,498,322US$71.9m-20.4%3.49%
3.91%
North Reef Capital Management LP
7,994,000US$67.6m2.49%3.26%
2.39%
Senvest Management, LLC
4,886,655US$41.3m-50.4%1.27%
2.13%
Azora Capital LP
4,358,498US$36.9m0%1.85%
2.08%
Geode Capital Management, LLC
4,245,927US$35.9m-0.48%no data
1.97%
State Street Global Advisors, Inc.
4,031,285US$34.1m7.11%no data
1.9%
Dimensional Fund Advisors LP
3,882,786US$32.8m-2.71%no data
1.7%
Bain Capital, LP
3,469,949US$29.4m0%0.41%
1.66%
Jacobs Levy Equity Management Inc
3,397,658US$28.7m8.74%0.11%
1.58%
Tremblant Capital Group
3,231,149US$27.3m2.34%2.93%
1.49%
BNY Asset Management
3,047,569US$25.8m-3.38%no data
1.47%
Par Capital Management, Inc.
3,000,000US$25.4m-10.5%0.88%
1.46%
Biltmore Family Office, LLC
2,984,149US$25.2m-4.48%4.48%
1.42%
Sapphire Ventures, LLC
2,897,248US$24.5m0%23.42%
1.38%
James Hausman
2,815,144US$23.8m-0.88%no data
1.22%
Foundry Group,LLC
2,486,791US$21.0m0%100.0%
1.08%
Janus Henderson Group plc
2,199,833US$18.6m-9.93%0.01%
1.06%
Jennison Associates LLC
2,176,525US$18.4m50.9%0.01%
1%
The Olayan Group
2,040,316US$17.3m0%0.11%
0.83%
Point72 Asset Management, L.P.
1,700,334US$14.4m73.3%0.03%
0.82%
Rockefeller & Co. LLC
1,673,858US$14.2m-27.7%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/21 16:51
End of Day Share Price 2025/03/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

AvidXchange Holdings, Inc. is covered by 20 analysts. 15 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