Welcome to our dedicated page for Avidxchange Holdings SEC filings (Ticker: AVDX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Automating invoices is what AvidXchange does best, yet its regulatory paperwork can feel anything but automated. Payment-volume revenue recognition, supplier network statistics, and risk disclosures are buried deep inside the company’s 10-K and 10-Q reports. If you have ever searched, “How do I read AvidXchange’s annual report 10-K simplified?” or “Where can I see AvidXchange insider trading Form 4 transactions?” you already know the challenge.
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Investors use these insights to track payment-volume growth, monitor take-rate trends, and compare supplier adoption across periods—analysis that traditional screeners often miss. Explore every filing type in one place:
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AvidXchange Holdings, Inc. (AVDX) is asking stockholders to approve a cash merger under an Agreement and Plan of Merger dated May 6, 2025. If approved, each outstanding share (other than rollover, canceled or dissenting shares) will be converted into the right to receive $10.00 in cash, representing a 22% premium to the May 6, 2025 closing price of $8.20. The Special Meeting will be held virtually on September 16, 2025; only holders of record as of the August 14, 2025 Record Date may vote. The Board unanimously recommends voting FOR the Merger Proposal, a non-binding Merger Compensation Proposal and an Adjournment Proposal. Barclays delivered a fairness opinion to the Board that the $10.00 consideration is fair, from a financial point of view, to holders (other than certain excluded parties). The Merger is expected to require approximately $1.9 billion of funds to close and includes termination fee provisions: a $78,000,000 Company Termination Fee and a $133,000,000 Parent Termination Fee under specified circumstances. Upon closing, AvidXchange will become a private, wholly owned subsidiary of Parent and AVDX common stock will be delisted.
AvidXchange Holdings, Inc. is the issuer referenced in this Schedule 13G/A for its common stock. The filing lists three reporting persons — Greenhouse Funds LLLP, Greenhouse GP LLC and Joseph Milano — and states that each reporting person beneficially owns 0 shares (0%) of the class. The filing also explains that the reported securities are directly owned by advisory clients of Greenhouse Funds LLLP and that none of those clients are known to beneficially own more than 5% of the outstanding common stock.
The document includes a certification that the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control of the issuer. Each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
AvidXchange (AVDX) seeks stockholder approval to be taken private via a cash merger with Arrow Borrower 2025, an affiliate of TPG and Corpay. At closing, each outstanding share will be converted into $10.00 cash, a 22% premium to the 5-6-25 close ($8.20) and 16% above the 90-day VWAP. Rollover agreements will transfer certain officers’ shares into the new Topco structure; remaining investors receive only cash unless they perfect appraisal rights under DGCL §262.
The board—acting unanimously through its independent members—deems the deal fair and recommends voting FOR: (1) the merger; (2) advisory approval of executive compensation tied to the deal; (3) the right to adjourn if votes are lacking. Adoption requires majority of all outstanding shares; failure to vote counts as AGAINST the merger only.
Financing is fully back-stopped: TPG Fund IX commits up to $1.198 bn and Corpay up to $0.730 bn in equity, supplemented by a $440 m term loan and $60 m revolver. Estimated total funds needed are $1.9 bn, covering consideration, option/RSU payouts and debt payoff. Early HSR termination and EU clearance have been received; money-transmitter approvals remain pending. Barclays provided a fairness opinion in support of the $10 price.
AvidXchange Holdings director Sonali Sambhus received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. Following this transaction, Sambhus directly owns 61,213 shares of common stock.
The RSUs were granted at $0.00 and will vest on either:
- The first anniversary of the grant date, or
- The next annual stockholder meeting
Vesting is contingent on Sambhus maintaining continuous service on the board of directors. Each RSU represents the right to receive one share of common stock upon vesting. The transaction was reported via Form 4 filing and executed by Ryan Stahl as attorney-in-fact for Sambhus.
AvidXchange Holdings, Inc. (AVDX) – Form 4 filing dated 06/27/2025
Director Arthur J. Rubado III reported the receipt of 18,916 restricted stock units (RSUs) on 06/26/2025. The RSUs were granted at $0 consideration and will vest on the earlier of (a) the first anniversary of the grant date or (b) the next annual shareholders’ meeting, provided the director remains on the board. Each RSU converts into one share of AVDX common stock upon vesting, with no stated expiration. Following the award, Rubado’s direct beneficial ownership increased to 40,276 common shares.
No derivative securities were reported, and there were no sales or dispositions. The transaction represents routine director equity compensation aimed at aligning board incentives with shareholder interests. Although non-cash in nature and immaterial to the share count, the filing provides updated ownership disclosure for investors monitoring insider activity.
AvidXchange Holdings director Asif Ramji received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. Following this transaction, Ramji's direct ownership increased to 61,213 shares.
Key details of the RSU grant:
- The RSUs were granted at $0.00 cost to the director
- Vesting occurs at the earlier of:
- First anniversary of grant date
- Next annual stockholder meeting
- Vesting is contingent on continuous board service
- Each RSU converts to one share of common stock
This equity grant appears to be part of the company's director compensation program, aligning the director's interests with shareholders through stock ownership.
AvidXchange Holdings Director James Michael McGuire received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. The RSUs were awarded at a price of $0.00 per unit, bringing McGuire's total direct common stock ownership to 84,620 shares.
The RSUs are subject to vesting conditions and will vest upon the earlier of:
- The first anniversary of the grant date
- The next annual stockholder meeting
Vesting is contingent on McGuire's continued service on the company's board of directors. Each RSU represents the right to receive one share of common stock upon vesting. The transaction was reported via Form 4 filing and executed under standard compensation arrangements for board members.
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