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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
Assetmark, Inc2$00.00%––
Glassman Wealth Services1$00.00%––
Meridian Wealth Partners, LLC3$00.00%––
Baystate Wealth Management LLC8$1.00K0.00%––
Berman Capital Advisors, LLC14$1.00K0.00%––
CVA Family Office, LLC10$1.00K0.00%––
Concord Wealth Partners7$1.00K0.00%––
Enterprise Financial Services Corp15$2.00K0.00%––
Northwestern Mutual Wealth Management Co12$2.00K0.00%––
Liberty Wealth Management LLC16$2.00K0.00%––
Exane Derivatives17$2.27K0.00%––
HM Payson & Co20$3.00K0.00%––
Gemmer Asset Management LLC25$3.00K0.00%––
Zions Bancorporation, N.A.20$3.00K0.00%––
Versant Capital Management, Inc22$3.00K0.00%––
Lindbrook Capital, LLC26$3.00K0.00%––
Bellevue Asset Management, LLC23$3.00K0.00%––
Disciplined Investments, LLC22$3.00K0.00%––
Hantz Financial Services, Inc.35$5.00K0.00%––
IMA Wealth, Inc.39$5.00K0.00%––
Earnest Partners LLC46$6.00K0.00%––
Smithfield Trust Co50$7.00K0.00%––
Mizuho Securities Co. Ltd.55$7.00K0.00%––
Meeder Asset Management Inc66$9.00K0.00%––
IFP Advisors, Inc65$9.00K0.00%––
Newbridge Financial Services Group, Inc.70$9.00K0.01%––
BDO Wealth Advisors, LLC75$10.0K0.00%––
NEXT Financial Group, Inc85$11.0K0.00%––
Washington Trust Co88$12.0K0.00%––
Carroll Financial Associates, Inc.92$12.0K0.00%––
FinTrust Capital Advisors, LLC106$14.0K0.00%––
Geneos Wealth Management Inc.99$14.0K0.00%––
JJJ Advisors Inc.132$18.0K0.01%––
Exchange Traded Concepts, LLC139$19.0K0.00%––
Steward Partners Investment Advisory, LLC155$20.7K0.00%––
Altshuler Shaham Ltd158$21.0K0.00%––
KB Financial Partners, LLC178$24.0K0.01%––
TCI Wealth Advisors, Inc.186$25.0K0.01%––
Penserra Capital Management LLC202$26.0K0.00%––
Quadrant Capital Group LLC227$30.0K0.00%––
Tobam290$39.0K0.00%––
Manchester Capital Management LLC305$41.0K0.01%––
American Portfolios Advisors333$44.4K0.00%––
Cutler Group LP361$48.0K0.00%––
WealthShield Partners, LLC400$53.0K0.01%––
Shell Asset Management Co469$63.0K0.00%––
FourThought Financial, LLC487$64.0K0.01%––
Eudaimonia Partners, LLC550$73.0K0.02%––
Perennial Advisors, LLC660$88.0K0.03%––
Captrust Financial Advisors675$90.0K0.00%––
Parkside Financial Bank & Trust704$94.0K0.03%––
Federation des caisses Desjardins du Quebec722$96.4K0.00%––
Sowell Financial Services LLC808$100.0K0.00%––
First Horizon Advisors, Inc.759$101.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt800$107.0K0.01%––
O'Shaughnessy Asset Management, LLC824$110.0K0.00%––
RMR Wealth Builders929$124.0K0.03%––
Edmond de Rothschild Holding S.A.950$127.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital1,002$134.0K0.00%––
Simplex Trading, LLC1,037$138.0K0.01%––
PEAK6 Investments LLC1,060$141.0K0.00%––
First Horizon Corp1,068$142.0K0.01%––
Evolution Wealth Advisors, LLC1,150$153.0K0.03%––
International Assets Investment Management, LLC954$157.0K0.01%––
First Pacific Advisors, LP1,425$190.0K0.00%––
Robeco Institutional Asset Management B.V.1,480$197.0K0.00%––
Gluskin Sheff & Assoc Inc1,500$200.0K0.01%––
Venture Visionary Partners LLC1,500$200.0K0.02%––
World Asset Management Inc1,418$201.0K0.02%––
Spouting Rock Asset Management, LLC1,531$204.0K0.06%––
Jackson Square Capital, LLC1,541$206.0K0.08%––
Healthcare of Ontario Pension Plan Trust Fund1,600$213.0K0.00%––
Hummer Financial Advisory Services Inc1,600$213.0K0.21%––
Boothbay Fund Management, LLC1,608$215.0K0.01%––
Montecito Bank & Trust1,672$223.0K0.05%––
Sandbox Financial Partners, LLC1,576$223.0K0.18%––
Bank of Montreal1,571$225.0K0.00%––
Redpoint Investment Management Pty Ltd1,702$227.0K0.02%––
Parallel Advisors, LLC1,708$228.0K0.01%––
Mercer Global Advisors Inc1,837$245.0K0.00%––
Rehmann Capital Advisory Group1,857$247.0K0.03%––
American International Group, Inc.1,850$247.0K0.00%––
HighPoint Advisor Group LLC1,804$257.0K0.03%––
Capital Investment Advisory Services, LLC1,935$258.0K0.04%––
HBK Sorce Advisory LLC1,959$261.0K0.02%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000$267.0K0.00%––
Redwood Investments, LLC2,064$275.0K0.02%––
First Bank & Trust2,065$276.0K0.14%––
Spire Wealth Management2,081$278.0K0.01%––
Segall Bryant & Hamill, LLC2,105$280.0K0.00%––
Dorsey & Whitney Trust CO LLC2,125$283.0K0.03%––
Squarepoint Ops LLC2,127$284.0K0.00%––
Winton Group Ltd2,138$285.0K0.02%––
Symphony Financial, Ltd. Co.2,016$285.0K0.08%––
Paradigm Financial Advisors, LLC2,180$291.0K0.07%––
SG Americas Securities, LLC2,268$303.0K0.00%––
Vestmark Advisory Solutions, Inc.2,360$315.0K0.03%––
Vident Investment Advisory, LLC2,397$320.0K0.01%––
FORA Capital, LLC2,471$330.0K0.11%––
Spearhead Capital Advisors, LLC2,481$331.0K0.05%––