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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
CWM, LLC63,100$10.2M0.08%––
Huntington National Bank73,547$9.81M0.12%––
Arthedge Capital Management, LLC51,400$9.71M5.31%––
Brighton Jones LLC71,014$9.47M0.56%––
Cubist Systematic Strategies, LLC70,035$9.35M0.12%––
British Columbia Investment Management Corp68,432$9.13M0.07%––
Parametric Portfolio Associates LLC67,795$9.05M0.01%––
Allianz Asset Management GmbH67,121$8.96M0.01%––
Royal Bank of Canada65,945$8.80M0.00%––
D. E. Shaw & Co., Inc.65,389$8.72M0.01%––
Highside Global Management LLC63,000$8.41M3.41%––
HSBC Holdings PLC58,799$7.84M0.01%––
Marshall Wace, LLP58,612$7.82M0.04%––
Blair William & Co58,512$7.81M0.03%––
Worldquant Millennium Advisors LLC58,398$7.79M0.17%––
Lagoda Investment Management, L.P.55,662$7.43M3.71%––
Gamble Jones Investment Counsel55,387$7.39M0.50%––
Shannon River Fund Management LLC52,000$6.94M0.63%––
Ci Investments Inc.51,277$6.84M0.03%––
Barclays PLC50,826$6.78M0.01%––
State of New Jersey Common Pension Fund D48,867$6.52M0.02%––
Mitsubishi UFJ Trust & Banking Corp48,078$6.44M0.01%––
TD Asset Management Inc48,210$6.43M0.01%––
Royce & Associates LP46,600$6.22M0.04%––
Stifel Financial Corp46,344$6.18M0.01%––
UBS Group AG44,387$5.92M0.00%––
Public Employees Retirement System of Ohio43,800$5.84M0.02%––
Financial Partners Capital Management LLC41,886$5.59M1.13%––
Crosslink Capital Inc41,362$5.52M1.00%––
Quantum Capital Management, LLC40,566$5.41M0.72%––
Russell Investments Group, Ltd.38,632$5.14M0.01%––
Voya Investment Management LLC38,234$5.10M0.01%––
Advantage Alpha Capital Partners LP36,894$4.92M1.04%––
TownSquare Capital, LLC36,830$4.92M0.19%––
Raymond James & Associates36,796$4.91M0.00%––
First Washington CORP36,573$4.88M1.93%––
Parcion Private Wealth LLC36,546$4.88M0.55%––
Asset Management One Co.,Ltd.35,994$4.80M0.02%––
Victory Capital Management Inc35,830$4.78M0.00%––
Driehaus Capital Management LLC34,100$4.55M0.07%––
Daiwa Securities Group Inc.32,807$4.38M0.03%––
Jane Street Group, LLC32,507$4.34M0.01%––
O'Shares Investment Advisers, LLC32,369$4.32M0.32%––
Cinctive Capital Management LP32,195$4.30M0.27%––
Comerica Bank28,754$4.22M0.03%––
Treasurer of the State of North Carolina31,500$4.20M0.03%––
Merrion Investment Management Co, LLC30,319$4.04M3.38%––
Truist Financial Corp30,182$4.03M0.01%––
Quilter Plc30,045$4.01M0.13%––
Sanders Morris Harris LLC27,703$3.89M0.82%––
Pictet Asset Management Ltd29,100$3.88M0.00%––
Advisor Group Holdings, Inc.28,931$3.86M0.01%––
Storebrand Asset Management AS28,927$3.86M0.02%––
Susquehanna International Group, LLP27,957$3.73M0.00%––
Baird Financial Group, Inc.27,594$3.68M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund26,800$3.58M0.03%––
M&T Bank Corp26,376$3.52M0.02%––
AMP Capital Investors Ltd26,449$3.51M0.02%––
Capital Fund Management S.A.25,272$3.37M0.12%––
Osterweis Capital Management Inc24,930$3.33M0.18%––
Tudor Investment Corp Et Al24,328$3.25M0.07%––
Arizona State Retirement System23,165$3.09M0.03%––
Archford Capital Strategies, LLC20,433$3.08M0.82%––
Employees Retirement System of Texas23,052$3.08M0.04%––
Oppenheimer Asset Management Inc.22,926$3.06M0.05%––
Atria Investments LLC22,091$2.95M0.07%––
Manufacturers Life Insurance Company, The21,754$2.90M0.00%––
Duality Advisers, LP21,274$2.84M0.25%––
Azzad Asset Management Inc19,487$2.60M0.43%––
Susquehanna Fundamental Investments, LLC18,617$2.48M0.04%––
Next Century Growth Investors LLC18,313$2.44M0.19%––
Marshall Wace North America L.P.18,032$2.41M0.01%––
BNP Paribas Arbitrage, SA17,829$2.38M0.01%––
Evolutionary Tree Capital Management, LLC17,820$2.38M1.41%––
AQR Capital Management LLC18,038$2.34M0.00%––
USS Investment Management Ltd17,391$2.32M0.02%––
Oregon Public Employees Retirement Fund16,858$2.25M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.16,595$2.21M0.01%––
Teacher Retirement System of Texas16,491$2.20M0.01%––
Man Group plc16,107$2.15M0.01%––
NN Investment Partners Holdings N.V.16,113$2.15M0.01%––
Utah Retirement Systems15,800$2.11M0.03%––
Amalgamated Bank15,264$2.04M0.08%––
Blue Zone Wealth Advisors, LLC14,898$1.99M0.85%––
Signaturefd, LLC14,670$1.96M0.09%––
Zurcher Kantonalbank (Zurich Cantonalbank)14,436$1.93M0.01%––
HighTower Advisors, LLC14,352$1.92M0.01%––
MML Investors Services, LLC14,370$1.92M0.02%––
Vontobel Holding Ltd.14,328$1.91M0.01%––
Silvant Capital Management LLC14,322$1.91M0.33%––
Tiedemann Advisors, LLC14,141$1.89M0.08%––
Quadrature Capital Ltd14,062$1.88M0.09%––
Handelsbanken Fonder AB14,000$1.87M0.01%––
Fortis Capital Management LLC13,502$1.80M1.04%––
National Pension Service13,400$1.79M0.00%––
Brewin Dolphin Wealth Management Ltd13,381$1.79M0.27%––
Connor, Clark & Lunn Investment Management Ltd.13,291$1.77M0.01%––
Gulf International Bank (UK) Ltd12,990$1.73M0.02%––
Laird Norton Trust Company, LLC10,437$1.72M0.19%––
Advisors Capital Management, LLC12,505$1.67M0.06%––