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Avalara, Inc.

AVLRDelisted Oct 19, 2022
Industry
Services-Prepackaged Software
SEC CIK
0001348036

Avalara, Inc. was delisted on Oct 19, 2022; its insiders filed their last Form 4 on Oct 19, 2022; 385 institutions reported holding it in 13F filings for Q3 2022, worth $7.92B in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Avalara, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
403
No complete 13F data for Q4 2020
Shares held
75.9M
No complete 13F data for Q4 2020
Total value
$10.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AVLR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 403 institutions
Q1 2021: 403 institutionsQ2 2021: 402 institutionsQ3 2021: 392 institutionsQ4 2021: 423 institutionsQ1 2022: 408 institutionsQ2 2022: 394 institutionsQ3 2022: 385 institutionsQ4 2022: 2 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $10.1B
Q1 2021: $10.1BQ2 2021: $12.6BQ3 2021: $13.9BQ4 2021: $10.4BQ1 2022: $7.90BQ2 2022: $5.70BQ3 2022: $7.92BQ4 2022: $8.00KQ1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding AVLR and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20222$8.00K
Q3 2022385$7.92B
Q2 2022394$5.70B
Q1 2022408$7.90B
Q4 2021423$10.4B
Q3 2021392$13.9B
Q2 2021402$12.6B
Q1 2021403$10.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Avalara, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AVLR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc7,558,868$1.01B0.03%––
BlackRock Inc.7,297,098$973.7M0.03%––
Price T Rowe Associates Inc5,740,120$765.9M0.08%––
Kayne Anderson Rudnick Investment Management LLC3,332,842$444.7M1.19%––
Franklin Resources Inc3,219,980$429.6M0.17%––
Wellington Management Group LLP3,087,201$411.9M0.07%––
Janus Henderson Group PLC3,048,670$406.8M0.19%––
Alkeon Capital Management LLC2,635,628$351.7M1.34%––
Fred Alger Management, LLC2,210,288$294.9M0.77%––
Morgan Stanley1,839,914$245.5M0.04%––
State Street Corp1,512,530$201.8M0.01%––
JPMorgan Chase & Co1,490,624$198.9M0.03%––
Invesco Ltd.1,464,995$195.5M0.05%––
William Blair Investment Management, LLC1,284,782$171.4M0.56%––
Wells Fargo & Company1,210,044$161.5M0.04%––
Tensile Capital Management LP1,116,118$148.9M19.54%––
Geode Capital Management, LLC1,053,346$140.4M0.02%––
Ameriprise Financial Inc938,199$125.2M0.04%––
Capital Research Global Investors893,133$119.2M0.03%––
Artisan Partners Limited Partnership793,493$105.9M0.14%––
Bank of America Corp762,202$101.7M0.01%––
TimesSquare Capital Management, LLC731,865$97.7M0.84%––
Alliancebernstein L.P.702,804$93.8M0.04%––
Sumitomo Mitsui Trust Holdings, Inc.665,438$88.8M0.06%––
Goldman Sachs Group Inc635,594$84.8M0.03%––
Norges Bank631,776$84.3M0.02%––
Macquarie Group Ltd557,766$74.4M0.11%––
Wasatch Advisors Inc548,697$73.2M0.33%––
Northern Trust Corp537,515$71.7M0.01%––
US Bancorp519,958$69.4M0.14%––
First Trust Advisors LP503,272$67.2M0.08%––
Renaissance Technologies LLC499,200$66.6M0.08%––
Echo Street Capital Management LLC497,805$66.4M0.59%––
Bank of New York Mellon Corp453,881$60.6M0.01%––
SQN Investors LP446,402$59.6M3.16%––
Charles Schwab Investment Management Inc424,139$56.6M0.02%––
Nuveen Asset Management, LLC390,398$52.1M0.02%––
Lord, Abbett & Co. LLC349,105$46.6M0.12%––
Swiss National Bank309,000$41.2M0.03%––
Nikko Asset Management Americas, Inc.304,992$40.7M0.20%––
Blackstone Group Inc.300,000$40.0M0.09%––
Polar Capital Holdings Plc292,697$39.1M0.24%––
FMR LLC285,061$38.0M0.00%––
Barton Investment Management272,785$36.4M3.39%––
Millennium Management LLC268,163$35.8M0.05%––
Putnam Investments LLC266,901$35.6M0.06%––
Jennison Associates LLC262,764$35.1M0.03%––
Legal & General Group Plc254,249$33.9M0.01%––
UBS Asset Management Americas Inc254,246$33.9M0.02%––
Riverbridge Partners LLC246,326$32.9M0.37%––
Peregrine Capital Management LLC245,482$32.8M0.61%––
Swedbank AB245,446$32.7M0.07%––
Westfield Capital Management Co LP231,243$30.9M0.19%––
Deutsche Bank AG226,204$30.2M0.02%––
New York State Common Retirement Fund223,846$29.9M0.03%––
Neuberger Berman Group LLC208,465$27.8M0.03%––
California Public Employees Retirement System194,324$25.9M0.02%––
Two Sigma Investments, LP188,303$25.1M0.08%––
Cota Capital Management, LLC184,109$24.6M5.40%––
Thrivent Financial for Lutherans183,490$24.5M0.05%––
Bamco Inc181,527$24.2M0.06%––
Loomis Sayles & Co L P180,025$24.0M0.03%––
Dimensional Fund Advisors LP178,865$23.9M0.01%––
Assenagon Asset Management S.A.171,646$22.9M0.12%––
Gries Financial LLC180,386$21.8M6.97%––
Federated Hermes, Inc.154,348$20.6M0.04%––
California State Teachers Retirement System153,590$20.5M0.03%––
Capital International Investors150,778$20.1M0.01%––
Parnassus Investments146,177$19.5M0.05%––
Wellington Shields Capital Management, LLC142,684$19.0M1.81%––
1832 Asset Management L.P.145,500$18.3M0.04%––
Envestnet Asset Management Inc134,184$17.9M0.01%––
Two Sigma Advisers, LP129,700$17.3M0.05%––
Amundi Asset Management US, Inc.128,976$17.2M0.01%––
Massachusetts Financial Services Co127,796$17.1M0.01%––
black-and-white Capital LP122,000$16.3M2.01%––
Great West Life Assurance Co121,914$16.2M0.04%––
Nomura Asset Management Co Ltd121,600$16.2M0.10%––
United Capital Financial Advisers, LLC119,041$15.9M0.09%––
Westwood Management Corp118,500$15.8M1.40%––
State of Wisconsin Investment Board117,071$15.6M0.03%––
Owls Nest Partners IA, LLC116,500$15.5M9.07%––
Voloridge Investment Management, LLC115,671$15.4M0.11%––
SEI Investments Co110,753$14.8M0.04%––
Citadel Advisors LLC107,681$14.4M0.02%––
Thornburg Investment Management Inc106,105$14.2M0.16%––
State Board of Administration of Florida Retirement System105,369$14.1M0.03%––
Ivy Lane Capital Management, LLC103,000$13.7M11.83%––
Tiger Global Management LLCSuperinvestorTiger Global Management100,000$13.3M0.03%––
Islet Management, LP100,000$13.3M0.68%––
CIBC Asset Management Inc97,615$13.0M0.06%––
Conestoga Capital Advisors, LLC93,454$12.5M0.19%––
Citigroup Inc92,395$12.3M0.01%––
Axiom Investors LLC89,021$11.9M0.21%––
Public Employees Retirement Association of Colorado85,585$11.4M0.05%––
Arrowstreet Capital, Limited Partnership84,201$11.2M0.02%––
Rhumbline Advisers84,187$11.2M0.02%––
Motley Fool Asset Management LLC84,000$11.2M0.81%––
Motley Fool Wealth Management, LLC78,696$10.5M0.47%––
Credit Suisse AG76,617$10.2M0.01%––