AVDX AvidXchange Holdings, Inc.

XNAS 10.00 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

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.

AVDX $10.00 —

What changed

Recent filings, trades and moves
Key stats
$10.00
IV Rank (30D)
0.03
Straddle Price
$0.08
P/C Vol Ratio (Nov 21 expiry)
1.21
Market Cap
$2.1B
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
Exchange
XNAS
Market Cap
$2.1B
Employees
1,600
List Date
2021-10-13
CIK
0001858257
Last Earnings
Aug 7 before open · +0.0% vs ±19.8% expected
Headquarters
Charlotte, NC
Homepage
https://www.avidxchange.com

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.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Insufficient price history — listed 1855 days ago. Seasonality patterns need at least one full year of data.
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:
Date Range: 2023-10-17T00:00:00 – 2025-10-14T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: AVDX

Executive Summary

Overall assessment: NEUTRAL (confidence level 6/10)

Key drivers:

  • Bullish technical signals from MACD and Bollinger Bands
  • Neutral RSI reading suggests no strong momentum
  • Moderate volatility with a beta of 0.85 vs SPY

Primary risks:

  • Overbought conditions in the short-term, potentially leading to a correction
  • Earnings date approaching on 2025-11-05, which could impact price action

Investment thesis: AVDX is poised for a moderate upswing, but caution should be exercised due to its overbought condition. The stock's recent performance has been driven by positive fundamental factors, and we expect this trend to continue in the short-term.

Recent news sentiment impact: No recent news available, which reduces market noise and allows technical signals to dominate price action.

Technical Analysis

Trend Direction

  • Short-term (1-4 weeks): Uptrend
  • Medium-term (1-3 months): Uptrend
  • Long-term (3-12 months): Sideways trend

Support/Resistance Levels

  • Upper Bollinger Band: $9.99
  • Middle Bollinger Band: $9.96
  • Lower Bollinger Band: $9.92
  • SMA 20: $9.96
  • SMA 50: $9.93

Momentum Signals

  • RSI (14): 67.80 (neutral)
  • MACD: Bullish signal with a reading of 0.01 above the signal line.
  • Bollinger Bands: Overbought condition, price touching the upper band.

Volume Analysis

  • Volume SMA 20: 2233433.45
  • On-Balance Volume (OBV): 120946795.00
  • Volume Rate of Change: 170.31%

News & Sentiment Analysis

Recent Headlines Summary

No recent news available, which reduces market noise and allows technical signals to dominate price action.

Sentiment Assessment

Neutral sentiment due to lack of recent news.

Catalyst Identification

Upcoming earnings date on 2025-11-05 could impact price action. No other notable catalysts are scheduled in the near-term.

Risk & Volatility Assessment

Beta Interpretation

Beta of 0.85 vs SPY indicates moderate volatility, with the stock generally following market movements.

Volatility Regime

Current volatility is relatively low compared to historical levels.

Options Market Signals

  • IV Rank: Medium (33.5%)
  • Current IV: 137.0% (historically high)
  • Expected Move: $0.00 (36 DTE), 7-DTE: $0.00
  • Volume Flow: 33 calls vs 40 puts (neutral sentiment)
  • Open Interest: 850 calls vs 243 puts (neutral sentiment)

Downside Protection

Support levels:

  • SMA 20: $9.96
  • Lower Bollinger Band: $9.92

Risk management considerations: Position sizing and stop-loss levels should be adjusted to reflect the stock's overbought condition.

Market Context & Positioning

Sector Performance

AVDX is relatively strong compared to its sector, with a beta of 0.85 vs SPY indicating moderate volatility.

Institutional Activity

Institutional interest is neutral, with no notable buying or selling pressure.

Correlation Analysis

R-squared interpretation: AVDX has a low correlation with the market (0.39), suggesting that it may not be heavily influenced by broader market trends.

Key Levels & Action Items

Critical Price Levels

  • Upper Bollinger Band: $9.99
  • Middle Bollinger Band: $9.96
  • Lower Bollinger Band: $9.92

Breakout/Breakdown Levels

  • SMA 20: $9.96 (support)
  • SMA 50: $9.93 (support)

Time-Sensitive Catalysts

Upcoming earnings date on 2025-11-05.

Risk Management

Stop-loss levels should be set around the lower Bollinger Band ($9.92) to protect against potential downside risks. Position sizing should also take into account the stock's overbought condition.

Generated
News
All AVDX news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
10 of 14 under expected move
Avg Expected Move
12.78%
Avg Actual Move
9.21%
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
2021-11-16 Pre-Market 13.82% 6.36% 0.46x Within
2022-03-07 Pre-Market 7.43% 0.23% 0.03x Within
2022-05-05 Pre-Market 9.32% 8.84% 0.95x Within
2023-03-01 Pre-Market 12.16% 9.65% 0.79x Within
2023-05-03 Pre-Market 15.07% 9.01% 0.60x Within
2023-08-02 Pre-Market 10.12% 10.84% 1.07x Exceeded
2023-11-08 Pre-Market 13.45% 15.19% 1.13x Exceeded
2024-02-28 Pre-Market 16.06% 4.53% 0.28x Within
2024-05-08 Pre-Market 7.76% 3.25% 0.42x Within
2024-07-31 After-Close 15.10% 7.72% 0.51x Within
2024-11-06 Pre-Market 16.47% 13.88% 0.84x Within
2025-02-26 Pre-Market 9.56% 20.71% 2.17x Exceeded
2025-05-07 Pre-Market 12.80% 18.78% 1.47x Exceeded
2025-08-07 Pre-Market 19.76% 0.00% 0.00x Within

Earnings calendar: this week’s reports with expected vs actual moves →

AVDX Options Activity & IV Rank

AVDX IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 7.5%
7-DTE IV: —
Expected Move: $0.08
7-DTE Move: $2.77
Days to Exp: 38 (2025-11-21)

Options Flow · Nov 21 expiry

Call Volume: 33
Put Volume: 40
P/C Volume: 1.212
NEUTRAL
Call OI: 818
Put OI: 228
P/C OI: 0.279
Total OI: 1,046

ATM Options Pricing

ATM Call: $0.05
ATM Put: $0.03
Call %: 0.5%
Put %: 0.2%

Chain Summary

Chain Volume: 1,193
Chain OI: 6,461
Last Updated: 10/14/2025
Spread Scanner
Full Algorithm Docs ↗

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

Stage 1 — Base Score

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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. 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 →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 100th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
100%
vs own history
GEX tilt
+0.78
OI-weighted, today
Vanna tilt
-0.92
δ-sensitivity to IV
Charm tilt
-0.77
δ-decay vs time
Vanna tilt -0.92: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.77: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 1k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 14 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 14 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)
IV Rank (30 DTE)0.0LowOct 14

Embed AVDX IV rank

AVDX's 30-day IV rank (90 sessions) with its 52-week rank, at-the-money IV and a 90-session trend. Updates after each close. Paste the code into any web page or blog post. Email newsletters drop iframes, so link to the page there.

Theme
Preview
Straddle Price (30 DTE)$0.08Oct 14
Beta Analysis
Insufficient price history — listed 1855 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.

AVDX Institutional Ownership (13F)

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.

# Filer Shares Value % of Total % of Float Period
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

AVDX Insider Trading (Form 4)

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 Rubado III 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
Other −134,652 · Disp −550,214
 −684,866 — EDGAR
2025-10-15 Angelic Gibson See Remarks Disp (D) −716,036 — EDGAR
2025-10-15 Michael Praeger Chief Executive Officer Mixed
Other −12,936,504 · Disp −2,197,217
 −15,133,721 — EDGAR
2025-10-15 Daniel Drees President Mixed
Other −232,377 · Disp −927,429
 −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.

AVDX Insider Holdings

1 insider · @ $10.00
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 Michael Praeger Chief Executive Officer 1,226,422 $12.26M -$9.28M 37 2025-10-15
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.

AVDX Board & Officers

As of SEC filings through Oct 15, 2025
Changes in the last 10 years (62)
Oct 15, 2025Todd Alan Cunningham reported in an SEC filing no longer being Chief People Officer, Senior Vice President
Oct 15, 2025Teresa Mackintosh reported in an SEC filing no longer being a director
Oct 15, 2025Sonali Sambhus reported in an SEC filing no longer being a director
Oct 15, 2025Ryan Stahl reported in an SEC filing no longer being General Counsel and Secretary, Senior Vice President
Oct 15, 2025Oni Chukwu reported in an SEC filing no longer being a director
Oct 15, 2025Michael Praeger reported in an SEC filing no longer being a director
Oct 15, 2025Michael Praeger reported in an SEC filing no longer being Chief Executive Officer
Oct 15, 2025Lance F. Drummond reported in an SEC filing no longer being a director
Oct 15, 2025Joel Wilhite reported in an SEC filing no longer being Chief Financial Officer, Senior Vice President
Oct 15, 2025James Michael McGuire reported in an SEC filing no longer being a director
Oct 15, 2025James E Hausman reported in an SEC filing no longer being a director
Oct 15, 2025Daniel Drees reported in an SEC filing no longer being President
Oct 15, 2025Asif Ramji reported in an SEC filing no longer being a director
Oct 15, 2025Arthur J Rubado III reported in an SEC filing no longer being a director
Oct 15, 2025Angelic Gibson reported in an SEC filing no longer being Chief Information Officer, Senior Vice President
Mar 21, 2024The company announced the departure of Wendy J. Murdock from the board in an SEC filing
Mar 21, 2024The company announced the departure of Matthew C Harris from the board in an SEC filing
Mar 21, 2024Oni Chukwu became a director
Mar 21, 2024Arthur J Rubado III became a director
Mar 10, 2023Michael Praeger listed as Chief Executive Officer (previously President and Chief Executive Officer) in SEC filings
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

AVDX Proposed Insider Sales (Form 144)

Latest: 2025-06-13
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-06-13 144/A Cunningham Todd Alan Officer 62,585 $610.2K 2025-06-10 Merrill Lynch — EDGAR
2025-03-14 Michael Praeger Officer 119,551 $946.8K 2025-03-14 Goldman Sachs & Co. LLC 10b5-1 EDGAR
2024-12-13 144/A Mackintosh Teresa Board Member 400 $4.3K 2024-12-10 Merrill — EDGAR
2024-12-09 JAMES HAUSMAN Director 25,000 $281.3K 2024-12-09 Morgan Stanley Smith Barney LLC … — EDGAR
2024-12-06 TERESA MACKINTOSH Director 13,316 $152.4K 2024-12-06 Morgan Stanley Smith Barney LLC … — EDGAR
2024-12-02 Michael S. Praeger Officer 42,377 $481.8K 2024-12-02 Goldman Sachs & Co. LLC 10b5-1 EDGAR
2024-11-29 Gibson Angelic Officer 15,000 $170.2K 2024-11-29 Merrill Lynch 10b5-1 EDGAR
2024-11-25 Cunningham Todd Alan Officer 12,500 $136.7K 2024-11-22 Merrill Lynch 10b5-1 EDGAR
2024-11-08 Cunningham Todd Alan Officer 12,500 $124.2K 2024-11-07 Merrill Lynch 10b5-1 EDGAR
2024-11-06 RYAN STAHL Officer 5,140 $43.7K 2024-11-06 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
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.

Trailing P/E
—
TTM Diluted EPS
$-0.05
TTM Revenue
$446.72M
TTM Net Income
$-8.06M
TTM Op. Cash Flow
$83.61M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '252025-06-30$110.57M$-9.46M$-0.05$23.21M
Q1 '252025-03-31$107.94M$-7.31M$-0.04$7.40M
Q4 '242024-12-31$115.44M$4.67M$0.02$28.45M
Q3 '242024-09-30$112.77M$4.05M$0.02$24.55M
Q2 '242024-06-30$105.13M$436.00K—$25.28M
Q1 '242024-03-31$105.60M$-1.01M—$-6.35M
Q4 '232023-12-31$104.06M$-4.47M$-0.02$19.44M
Q3 '232023-09-30$98.68M$-8.09M$-0.04$5.66M
Q2 '232023-06-30$91.15M$-18.77M$-0.09$8.98M
Q1 '232023-03-31$86.82M$-15.99M$-0.08$-25.63M
Q4 '222022-12-31$86.17M$-25.03M$-0.12$1.16M
Q3 '222022-09-30$82.41M$-25.37M$-0.13$875.00K
Q2 2025 • period ending 2025-06-30 • filed 2025-08-07
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
—
P/S
—
EV/EBITDA
—
EV/Sales
—
ROE
-1.2%
ROA
-0.4%
Div Yield
—
FCF Yield
—
Debt/Equity
0.10
Current Ratio
—
Market Cap
$0.00
as of 2025-10-15

AVDX vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
MSFT Microsoft Corp $3.96T 27.1 +17.9% +9.9% 14
PLTR Palantir Technologies Inc. Class A Commo $406.8B 120.5 +87.1% +2.6% 17
ORCL Oracle Corp $367.8B 21.6 +17.4% −35.6% 45
SAP SAP SE $269.8B — — −1.5% 4
CRWD CrowdStrike Holdings, Inc. Class A Commo $231.2B 3914.5 +24.3% +107.1% 73
SHOP Shopify Inc. Class A subordinate voting $188.6B 90.2 +32.5% −5.9% 25
CRM Salesforce, Inc. $175.7B 19.6 +11.2% −15.4% 85
NOW SERVICENOW, INC. $103.4B 72.8 +21.8% −31.4% 0
AVDX AvidXchange Holdings, Inc. Common Stock $2.1B — — −3.6% —
Peer median $250.5B 72.8 +21.8% −3.7% 21

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
4.94M
SI % of Float
3.15%
Days to Cover
1.92
Short Vol Ratio
35.6%
Free Float
156.77M
Float %
75.5%
Short interest 2025-10-15 • Short volume 2025-10-14 • Float 2025-08-15