AvidXchange Holdings, Inc. Common Stock(AVDX)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Snapshot
$9.99
52-Week Range
$9.74 – $10.02
IV Rank (30D)
33.53
Straddle Price
$0.00
P/C Vol Ratio
1.21
Market Cap
$2.1B
Info
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNAS
Market Cap
$2.1B

AvidXchange Holdings Inc is a provider of AP automation software and payment solutions for middle-market businesses and their suppliers. It generates the majority of its sales from Payment revenue followed by Software revenue and Services revenue. The company generates revenue in the United States.

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan -1.71% 4
Feb -9.03% 4
Mar -5.56% 4
Apr -3.17% 4
May +13.01% 4
Jun -3.68% 4
Jul +10.11% 4
Aug -3.12% 4
Sep -0.41% 4
Oct -0.08% 5
Nov +12.54% 4
Dec -4.35% 4
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $9.96
SMA 50: $9.93
SMA 200: $9.44
Current: $10.00
EMA 12: $9.97
EMA 26: $9.95
MACD: 0.0143 | Signal: 0.0020
BULLISH
ADX (14): 37.86
TREND
+DI: 25.74
−DI: 11.30
Momentum Oscillators
RSI (14): 67.80
NEUTRAL
Stoch %K: 64.26
Stoch %D: 56.73
Williams %R: -25.00
Volume & Volatility
BB Upper: $9.99
BB Lower: $9.92
OVERBOUGHT
OBV: 105,248,505
Vol SMA 20: 2,232,026
Vol ROC: 170.32%
ATR: $0.02
True Range: $0.02
HV 20: 2.5%
HV 30: 2.2%
HV 60: 2.0%

Data Summary
Data Points: 500
Last Updated: 2026-06-12T21:15:15.833000
Date Range: 2023-10-17T00:00:00 – 2025-10-14T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
3 of 5 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-07-31 After-Close 15.07% 7.92% 0.53x Within
2024-11-06 Pre-Market 16.28% 12.56% 0.77x Within
2025-02-26 Pre-Market 9.56% 19.13% 2.00x Exceeded
2025-05-07 Pre-Market 12.80% 18.69% 1.46x Exceeded
2025-08-07 Pre-Market 19.76% 0.00% 0.00x Within
Options Activity
IV Rank (30D)
33.53
IV Rank (7D)
100
Avg IV
137.0%
Straddle (30D)
$0.00
Straddle (7D)
$0.00
P/C Volume
1.21
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Volatility Surface

Enter a ticker to render the implied volatility surface.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.08
Correlation (SPY)
39.5%
0.16
Ann. Volatility
2.1%
SPY Volatility
10.4%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2025-09-30
Diluted shares outstanding: 207,531,501 (as of 2025-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

4 filers1,130,465 shares$13.34M value0.54% of float
# Filer Shares Value % of Total % of Float Period
1 ARK Investment Management LLC 990,090 $11.94M 89.53% 0.48% 2024-06-30
2 Burren Capital Advisors Ltd 139,842 $1.39M 10.43% 0.07% 2025-09-30
3 Essential Partners LLC 531 $5.20K 0.04% <0.01% 2025-06-30
4 Hemington Wealth Management 2 $0 0.00% 0.00% 2025-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2025-10-15
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2025-10-15 ONI CHUKWU Director Disp (D) −40,276 EDGAR
2025-10-15 James Michael McGuire Director Disp (D) −84,620 EDGAR
2025-10-15 Asif Ramji Director Disp (D) −61,213 EDGAR
2025-10-15 Teresa Mackintosh Director Disp (D) −65,904 EDGAR
2025-10-15 Sonali Sambhus Director Disp (D) −61,213 EDGAR
2025-10-15 JAMES E HAUSMAN Director Disp (D) −2,851,148 EDGAR
2025-10-15 Arthur J III Rubado Director Disp (D) −40,276 EDGAR
2025-10-15 Lance F. Drummond Director Disp (D) −82,120 EDGAR
2025-10-15 Todd Alan Cunningham See Remarks Disp (D) −491,075 EDGAR
2025-10-15 Ryan Stahl See Remarks Mixed −684,866 EDGAR
2025-10-15 Angelic Gibson See Remarks Disp (D) −716,036 EDGAR
2025-10-15 Michael Praeger Chief Executive Officer Mixed −15,133,721 EDGAR
2025-10-15 Daniel Drees President Mixed −1,159,806 EDGAR
2025-10-15 Joel Wilhite See Remarks Disp (D) −804,014 EDGAR
2025-09-11 Ryan Stahl See Remarks Exer (M) +18,640 $3.79 $70.6K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
7 insiders · @ $10.00
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Bain Capital Venture Partners 2014, L.P. 10%+ Owner 23,383,240 $233.83M $0 1 2021-10-19
2 BCV AX Investors, L.P. 10%+ Owner 18,929,292 $189.29M $0 1 2022-03-18
3 Matthew C Harris Director 9,139,898 $91.40M -$95.19M 7 2024-03-04
4 Michael Praeger Chief Executive Officer 1,226,422 $12.26M -$9.28M 37 2025-10-15
5 NIGEL W MORRIS Director 1,214,090 $12.14M $0 1 2021-10-19
6 John C. Morris Director 323,298 $3.23M $0 1 2021-10-19
7 Wendy J. Murdock Director 43,616 $436.2K $0 4 2023-06-26
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

TTM Revenue$0.4B
TTM Net Income$-0.0B
TTM EPS$-0.05