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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
Arthedge Capital Management, LLC51,400$9.71M5.31%––
Huntington National Bank73,547$9.81M0.12%––
CWM, LLC63,100$10.2M0.08%––
Credit Suisse AG76,617$10.2M0.01%––
Motley Fool Wealth Management, LLC78,696$10.5M0.47%––
Motley Fool Asset Management LLC84,000$11.2M0.81%––
Rhumbline Advisers84,187$11.2M0.02%––
Arrowstreet Capital, Limited Partnership84,201$11.2M0.02%––
Public Employees Retirement Association of Colorado85,585$11.4M0.05%––
Axiom Investors LLC89,021$11.9M0.21%––
Citigroup Inc92,395$12.3M0.01%––
Conestoga Capital Advisors, LLC93,454$12.5M0.19%––
CIBC Asset Management Inc97,615$13.0M0.06%––
Tiger Global Management LLCSuperinvestorTiger Global Management100,000$13.3M0.03%––
Islet Management, LP100,000$13.3M0.68%––
Ivy Lane Capital Management, LLC103,000$13.7M11.83%––
State Board of Administration of Florida Retirement System105,369$14.1M0.03%––
Thornburg Investment Management Inc106,105$14.2M0.16%––
Citadel Advisors LLC107,681$14.4M0.02%––
SEI Investments Co110,753$14.8M0.04%––
Voloridge Investment Management, LLC115,671$15.4M0.11%––
Owls Nest Partners IA, LLC116,500$15.5M9.07%––
State of Wisconsin Investment Board117,071$15.6M0.03%––
Westwood Management Corp118,500$15.8M1.40%––
United Capital Financial Advisers, LLC119,041$15.9M0.09%––
Nomura Asset Management Co Ltd121,600$16.2M0.10%––
Great West Life Assurance Co121,914$16.2M0.04%––
black-and-white Capital LP122,000$16.3M2.01%––
Massachusetts Financial Services Co127,796$17.1M0.01%––
Amundi Asset Management US, Inc.128,976$17.2M0.01%––
Two Sigma Advisers, LP129,700$17.3M0.05%––
Envestnet Asset Management Inc134,184$17.9M0.01%––
1832 Asset Management L.P.145,500$18.3M0.04%––
Wellington Shields Capital Management, LLC142,684$19.0M1.81%––
Parnassus Investments146,177$19.5M0.05%––
Capital International Investors150,778$20.1M0.01%––
California State Teachers Retirement System153,590$20.5M0.03%––
Federated Hermes, Inc.154,348$20.6M0.04%––
Gries Financial LLC180,386$21.8M6.97%––
Assenagon Asset Management S.A.171,646$22.9M0.12%––
Dimensional Fund Advisors LP178,865$23.9M0.01%––
Loomis Sayles & Co L P180,025$24.0M0.03%––
Bamco Inc181,527$24.2M0.06%––
Thrivent Financial for Lutherans183,490$24.5M0.05%––
Cota Capital Management, LLC184,109$24.6M5.40%––
Two Sigma Investments, LP188,303$25.1M0.08%––
California Public Employees Retirement System194,324$25.9M0.02%––
Neuberger Berman Group LLC208,465$27.8M0.03%––
New York State Common Retirement Fund223,846$29.9M0.03%––
Deutsche Bank AG226,204$30.2M0.02%––
Westfield Capital Management Co LP231,243$30.9M0.19%––
Swedbank AB245,446$32.7M0.07%––
Peregrine Capital Management LLC245,482$32.8M0.61%––
Riverbridge Partners LLC246,326$32.9M0.37%––
UBS Asset Management Americas Inc254,246$33.9M0.02%––
Legal & General Group Plc254,249$33.9M0.01%––
Jennison Associates LLC262,764$35.1M0.03%––
Putnam Investments LLC266,901$35.6M0.06%––
Millennium Management LLC268,163$35.8M0.05%––
Barton Investment Management272,785$36.4M3.39%––
FMR LLC285,061$38.0M0.00%––
Polar Capital Holdings Plc292,697$39.1M0.24%––
Blackstone Group Inc.300,000$40.0M0.09%––
Nikko Asset Management Americas, Inc.304,992$40.7M0.20%––
Swiss National Bank309,000$41.2M0.03%––
Lord, Abbett & Co. LLC349,105$46.6M0.12%––
Nuveen Asset Management, LLC390,398$52.1M0.02%––
Charles Schwab Investment Management Inc424,139$56.6M0.02%––
SQN Investors LP446,402$59.6M3.16%––
Bank of New York Mellon Corp453,881$60.6M0.01%––
Echo Street Capital Management LLC497,805$66.4M0.59%––
Renaissance Technologies LLC499,200$66.6M0.08%––
First Trust Advisors LP503,272$67.2M0.08%––
US Bancorp519,958$69.4M0.14%––
Northern Trust Corp537,515$71.7M0.01%––
Wasatch Advisors Inc548,697$73.2M0.33%––
Macquarie Group Ltd557,766$74.4M0.11%––
Norges Bank631,776$84.3M0.02%––
Goldman Sachs Group Inc635,594$84.8M0.03%––
Sumitomo Mitsui Trust Holdings, Inc.665,438$88.8M0.06%––
Alliancebernstein L.P.702,804$93.8M0.04%––
TimesSquare Capital Management, LLC731,865$97.7M0.84%––
Bank of America Corp762,202$101.7M0.01%––
Artisan Partners Limited Partnership793,493$105.9M0.14%––
Capital Research Global Investors893,133$119.2M0.03%––
Ameriprise Financial Inc938,199$125.2M0.04%––
Geode Capital Management, LLC1,053,346$140.4M0.02%––
Tensile Capital Management LP1,116,118$148.9M19.54%––
Wells Fargo & Company1,210,044$161.5M0.04%––
William Blair Investment Management, LLC1,284,782$171.4M0.56%––
Invesco Ltd.1,464,995$195.5M0.05%––
JPMorgan Chase & Co1,490,624$198.9M0.03%––
State Street Corp1,512,530$201.8M0.01%––
Morgan Stanley1,839,914$245.5M0.04%––
Fred Alger Management, LLC2,210,288$294.9M0.77%––
Alkeon Capital Management LLC2,635,628$351.7M1.34%––
Janus Henderson Group PLC3,048,670$406.8M0.19%––
Wellington Management Group LLP3,087,201$411.9M0.07%––
Franklin Resources Inc3,219,980$429.6M0.17%––
Kayne Anderson Rudnick Investment Management LLC3,332,842$444.7M1.19%––