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Avidxchange Holdings, Inc. SEC Filings

AVDX NASDAQ

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.

Stock Titan solves that problem. Our AI turns sprawling documents into plain-English briefs, flagging cash-flow shifts, segment performance, and network security notes in seconds. Whether it’s an AvidXchange quarterly earnings report 10-Q filing, an AvidXchange 8-K material events explained, or a sudden AvidXchange Form 4 insider transactions real-time, you receive instant alerts the moment EDGAR posts the data. The platform also connects the dots: need “AvidXchange executive stock transactions Form 4” before a material announcement, or a concise view of “AvidXchange proxy statement executive compensation”? Our AI-powered summaries surface it without the jargon.

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:

  • Annual report 10-K with key metrics already highlighted
  • Quarterly 10-Q updates paired with revenue and margin drill-downs
  • Real-time Form 4 alerts for insider buys and sells
  • 8-K event summaries that translate technical language into clear impact statements
With comprehensive coverage, AI-powered summaries, and expert commentary, understanding AvidXchange SEC documents with AI is finally straightforward.

Rhea-AI Summary

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.

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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.

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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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Rhea-AI Summary

Form 4 filing overview – AvidXchange Holdings, Inc. (AVDX): On 06/26/2025, director James E. Hausman reported the acquisition of 18,916 restricted stock units (RSUs) at an exercise price of $0.00. The RSUs will vest on the earlier of the first anniversary of the grant or the next annual shareholder meeting, contingent on Mr. Hausman’s continued board service.

Following the award, the director’s aggregate beneficial ownership increased to 2,131,148 shares held directly and 720,000 shares held indirectly through the Hausman Family Trust, indicating only a modest 0.9% incremental ownership change relative to his direct stake.

No derivative transactions, dispositions, or cash purchases were disclosed. The filing does not provide financial performance metrics, but the additional equity aligns the director’s incentives with shareholders without immediate dilution pressure.

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Insider activity overview – AvidXchange Holdings (AVDX)

Director Lance F. Drummond filed a Form 4 reporting the grant of 18,916 restricted stock units (RSUs) on 06/26/2025. The RSUs were awarded at $0.00 cost as part of equity compensation and will vest on the earlier of (A) the first anniversary of the grant date or (B) the company’s next annual shareholder meeting, provided the director remains on the board through that date. Each RSU converts into one share of AVDX common stock and carries no expiration.

Following the grant, Drummond’s direct beneficial ownership increases to 82,120 common shares. No shares were sold, and no derivative securities were exercised or disposed of. The filing, dated 06/27/2025, was submitted individually by the reporting person, and no Rule 10b5-1 plan usage is indicated in the disclosure.

Overall, the transaction appears to be a routine, non-cash equity award aligned with standard director compensation practices and does not, on its face, signal a change in the company’s strategic or financial outlook.

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Key take-away: AvidXchange Holdings, Inc. (AVDX) filed a Form 4 on 27-Jun-2025 disclosing that director Oni Chukwu received 18,916 restricted stock units (RSUs) on 26-Jun-2025 under transaction code “A” (award/acquisition). The RSUs were granted at $0.00 cost as part of routine director compensation. Each RSU converts into one common share when vested.

The award will vest on the earlier of (A) the first anniversary of the grant date or (B) the next annual shareholders’ meeting, subject to Mr. Chukwu’s continued board service. After this grant, the director’s direct beneficial ownership increases to 40,276 shares.

Because the grant is non-cash and represents standard equity compensation, it creates minimal dilution (well under 0.1 % of shares outstanding) and does not reflect an open-market buy or sell decision. Nevertheless, the additional equity modestly strengthens board-shareholder alignment by tying compensation to future share performance.

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FAQ

What is the current stock price of Avidxchange Holdings (AVDX)?

The current stock price of Avidxchange Holdings (AVDX) is $9.79 as of June 28, 2025.

What is the market cap of Avidxchange Holdings (AVDX)?

The market cap of Avidxchange Holdings (AVDX) is approximately 2.0B.

What is AvidXchange Holdings, Inc. and what services does it provide?

AvidXchange Holdings, Inc. is a provider of accounts payable automation software and payment solutions. Its cloud-based SaaS platform streamlines the invoice-to-pay process for middle-market businesses and their suppliers.

How does AvidXchange generate its revenue?

The company primarily derives revenue through payment processing fees along with subscription-based software and service revenues. This diversified approach supports its robust business model in the AP automation market.

What are the key benefits of using AvidXchange’s platform?

AvidXchange’s platform automates manual AP processes, reduces costs, and improves productivity by digitizing invoice processing. It also provides real-time analytics, enhanced security, and seamless integration with multiple accounting systems.

How does AvidXchange maintain integration with existing financial systems?

The platform is designed to integrate with over 100 accounting systems, allowing for smooth data exchange and streamlined workflow processes. This ensures that companies can maintain continuity while upgrading to digital payment solutions.

What market segment does AvidXchange focus on?

AvidXchange primarily targets middle-market businesses, helping them transform their accounts payable operations by automating complex, paper-based tasks and facilitating efficient B2B payments.

How does AvidXchange differentiate itself from competitors?

The company differentiates itself through its comprehensive two-sided network that benefits both buyers and suppliers, its deep integration capabilities, and its focus on tailored AP automation solutions. Its long-standing expertise in the industry further reinforces its competitive moat.

Can AvidXchange’s solution be customized to fit specific business needs?

Yes, the platform offers configurable workflows and custom approvals, allowing businesses to tailor the AP automation process according to their specific operational requirements. This customization enhances security and process efficiency.

What impact does AvidXchange have on overall business operations?

By automating the entire invoice processing and payment cycle, AvidXchange reduces manual errors and administrative burdens. This allows finance teams to focus on strategic initiatives while enjoying improved transparency and control over expenditures.
Avidxchange Holdings, Inc.

NASDAQ:AVDX

AVDX Rankings

AVDX Stock Data

2.02B
175.05M
16.33%
78.16%
2.73%
Software - Infrastructure
Services-prepackaged Software
Link
United States
CHARLOTTE