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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
Merriman Wealth Management, LLC2,513$335.0K0.04%––
Precision Wealth Strategies, LLC2,541$339.0K0.33%––
Rockefeller Capital Management L.P.2,572$343.0K0.00%––
Independent Financial Group, LLC2,586$345.1K0.04%––
Meiji Yasuda Life Insurance Co2,790$372.0K0.01%––
IBM Retirement Fund2,845$380.0K0.03%––
Park Avenue Securities LLC2,884$385.0K0.01%––
Janney Montgomery Scott LLC2,927$391.0K0.00%––
Mackenzie Financial Corp2,954$394.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,009$401.0K0.04%––
Pier Capital, LLC3,048$407.0K0.04%––
Standard Life Aberdeen plc3,086$412.0K0.00%––
Wolverine Trading, LLC3,321$416.0K0.01%––
ExodusPoint Capital Management, LP3,179$424.0K0.01%––
CIBC Private Wealth Group, LLC3,261$435.0K0.00%––
National Asset Management, Inc.3,280$438.0K0.02%––
Prudential Financial Inc3,312$442.0K0.00%––
Nordea Investment Management AB3,454$448.0K0.00%––
Los Angeles Capital Management LLC3,390$452.0K0.00%––
Wolff Wiese Magana LLC3,420$457.0K0.36%––
First Republic Investment Management, Inc.3,510$468.0K0.00%––
Conway Capital Management, Inc.3,645$486.4K0.36%––
CIBC World Markets Inc.3,675$490.0K0.00%––
Cambridge Investment Research Advisors, Inc.3,692$493.0K0.00%––
Valmark Advisers, Inc.3,833$511.0K0.01%––
Cetera Investment Advisers3,853$514.0K0.01%––
Illinois Municipal Retirement Fund4,077$544.0K0.02%––
Achmea Investment Management B.V.4,195$559.0K0.02%––
Vigilare Wealth Management4,250$567.0K0.40%––
ProShare Advisors LLC4,330$578.0K0.00%––
Advisory Services Network, LLC4,376$584.0K0.02%––
Commonwealth Equity Services, LLC4,402$587.0K0.00%––
Y-Intercept (Hong Kong) Ltd4,775$598.0K0.16%––
Icon Wealth Partners, LLC4,543$606.0K0.08%––
FDx Advisors, Inc.4,629$618.0K0.02%––
Panagora Asset Management Inc4,699$627.0K0.00%––
Eaton Vance Management4,708$628.0K0.00%––
Seeyond4,804$640.0K0.06%––
Sumitomo Mitsui DS Asset Management Company, Ltd4,843$646.0K0.02%––
RBF Capital, LLC5,000$667.0K0.04%––
MYDA Advisors LLC5,000$667.0K0.21%––
RMB Capital Management, LLC5,052$674.0K0.02%––
Ergoteles LLC5,099$680.0K0.02%––
Brown Advisory Inc5,191$693.0K0.00%––
Tocqueville Asset Management L.P.5,300$707.0K0.01%––
Avitas Wealth Management LLC5,314$709.0K0.14%––
Candriam Luxembourg S.C.A.4,510$711.0K0.01%––
Symmetry Partners, LLC5,418$723.0K0.05%––
B. Metzler seel. Sohn & Co. Holding AG5,682$758.0K0.01%––
Canada Pension Plan Investment Board5,698$760.0K0.00%––
Westpac Banking Corp5,920$789.9K0.01%––
Ameritas Investment Partners, Inc.4,800$791.0K0.03%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,937$792.2K0.00%––
Metropolitan Life Insurance Co5,993$799.6K0.01%––
Baker Tilly Wealth Management, LLC5,992$800.0K0.16%––
Atlas Capital Advisors LLC6,000$800.6K0.16%––
Nellore Capital Management LLC6,000$801.0K0.39%––
Maryland State Retirement & Pension System6,305$841.0K0.03%––
Mission Creek Capital Partners, Inc.6,464$862.0K0.13%––
Private Advisor Group, LLC6,498$867.0K0.01%––
Weiss Multi-Strategy Advisers LLC6,516$869.0K0.02%––
Oribel Capital Management, LP6,600$880.0K0.17%––
State of Alaska, Department of Revenue7,018$936.0K0.01%––
PFG Advisors7,013$936.0K0.12%––
Proequities, Inc.7,051$941.0K0.07%––
LPL Financial LLC7,085$945.0K0.00%––
DekaBank Deutsche Girozentrale8,307$1.03M0.00%––
Impax Asset Management Group plc7,879$1.05M0.01%––
Oak Ridge Investments LLC7,980$1.06M0.10%––
IFM Investors Pty Ltd8,262$1.10M0.03%––
KBC Group NV8,405$1.12M0.00%––
Nissay Asset Management Corp8,529$1.14M0.01%––
Xponance, Inc.8,594$1.15M0.02%––
AlphaCrest Capital Management LLC8,700$1.16M0.06%––
Silvercrest Asset Management Group LLC8,931$1.19M0.01%––
First Growth Investment Manager LP9,000$1.20M0.92%––
APG Asset Management N.V.10,739$1.22M0.00%––
Principal Financial Group Inc9,294$1.24M0.00%––
Lee Capital Holdings LLC9,375$1.25M0.57%––
Aviva PLC9,516$1.27M0.01%––
Stephens Inc9,936$1.33M0.02%––
The PNC Financial Services Group, Inc.10,005$1.33M0.00%––
Twinbeech Capital LP10,119$1.35M0.20%––
STRS Ohio10,133$1.35M0.01%––
Raymond James Financial Services Advisors, Inc.10,130$1.35M0.00%––
Harel Insurance Investments & Financial Services Ltd.4,184$1.37M0.03%––
Occudo Quantitative Strategies LP10,348$1.38M0.30%––
Toronto Dominion Bank10,855$1.45M0.00%––
Paragon Advisors, LLC10,916$1.46M0.79%––
Pure Financial Advisors, Inc.10,961$1.46M0.15%––
Quantbot Technologies LP11,101$1.48M0.14%––
Skandinaviska Enskilda Banken AB (publ)11,200$1.49M0.01%––
Ensign Peak Advisors, Inc11,458$1.53M0.00%––
DnB Asset Management AS11,539$1.54M0.01%––
Paloma Partners Management Co11,544$1.54M0.05%––
Engineers Gate Manager LP11,696$1.56M0.08%––
Tower Research Capital LLC (TRC)11,760$1.57M0.03%––
Jump Financial, LLC11,834$1.58M0.15%––
Bullseye Asset Management LLC11,914$1.59M0.59%––
Deltec Asset Management LLC12,000$1.60M0.24%––