Avalara, Inc.
AVLRDelisted- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001348036
Avalara, Inc. was delisted in 2022; its insiders filed their last Form 4 on Oct 19, 2022; 385 institutions reported holding it in 13F filings for Q3 2022, worth $8.10B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Avalara, Inc. as of Jun 30, 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
- 402
- 0 vs. Q1 2021
- Shares held
- 77.9M
- +2.11M (+2.8%) vs. Q1 2021
- Total value
- $12.6B
- +$2.49B (+24.6%) vs. Q1 2021
- New holders
- 60
- 182 more added
- Sold out
- 60
- 115 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 2 | $8.00K |
| Q3 2022 | 385 | $8.10B |
| Q2 2022 | 394 | $5.82B |
| Q1 2022 | 408 | $7.90B |
| Q4 2021 | 423 | $10.4B |
| Q3 2021 | 392 | $13.9B |
| Q2 2021 | 402 | $12.6B |
| Q1 2021 | 403 | $10.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,560,083 | $1.22B | 0.03% | +1,2150.0% | Added |
| BlackRock Inc. | 6,920,417 | $1.12B | 0.03% | −376,681−5.2% | Reduced |
| Price T Rowe Associates Inc | 5,500,358 | $890.0M | 0.08% | −239,762−4.2% | Reduced |
| Wellington Management Group LLP | 5,105,289 | $826.0M | 0.14% | +2,018,088+65.4% | Added |
| Franklin Resources Inc | 3,366,169 | $544.6M | 0.21% | +146,189+4.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,228,062 | $522.3M | 1.29% | −104,780−3.1% | Reduced |
| Janus Henderson Group PLC | 3,126,379 | $505.8M | 0.22% | +77,709+2.5% | Added |
| Alkeon Capital Management LLC | 2,722,768 | $440.5M | 1.56% | +87,140+3.3% | Added |
| Fred Alger Management, LLC | 2,069,203 | $334.8M | 0.79% | −141,085−6.4% | Reduced |
| Morgan Stanley | 1,882,808 | $304.6M | 0.04% | +42,894+2.3% | Added |
| State Street Corp | 1,727,386 | $279.5M | 0.01% | +214,856+14.2% | Added |
| Invesco Ltd. | 1,720,491 | $278.4M | 0.07% | +255,496+17.4% | Added |
| Ameriprise Financial Inc | 1,538,220 | $248.9M | 0.08% | +600,021+64.0% | Added |
| Wells Fargo & Company | 1,451,817 | $234.9M | 0.05% | +241,773+20.0% | Added |
| William Blair Investment Management, LLC | 1,261,946 | $204.2M | 0.64% | −22,836−1.8% | Reduced |
| JPMorgan Chase & Co | 1,243,869 | $201.3M | 0.03% | −246,755−16.6% | Reduced |
| Geode Capital Management, LLC | 1,010,304 | $163.2M | 0.02% | −43,042−4.1% | Reduced |
| Bank of America Corp | 1,005,959 | $162.8M | 0.02% | +243,757+32.0% | Added |
| Tensile Capital Management LP | 965,418 | $156.2M | 17.70% | −150,700−13.5% | Reduced |
| Capital Research Global Investors | 838,436 | $135.7M | 0.03% | −54,697−6.1% | Reduced |
| Macquarie Group Ltd | 804,029 | $130.1M | 0.11% | +246,263+44.2% | Added |
| Artisan Partners Limited Partnership | 790,391 | $127.9M | 0.15% | −3,102−0.4% | Reduced |
| Riverbridge Partners LLC | 756,222 | $122.4M | 1.24% | +509,896+207.0% | Added |
| FMR LLC | 736,864 | $119.2M | 0.01% | +451,803+158.5% | Added |
| Goldman Sachs Group Inc | 723,741 | $117.1M | 0.03% | +88,147+13.9% | Added |
| TimesSquare Capital Management, LLC | 721,665 | $116.8M | 0.96% | −10,200−1.4% | Reduced |
| Alliancebernstein L.P. | 707,756 | $114.5M | 0.05% | +4,952+0.7% | Added |
| Echo Street Capital Management LLC | 699,285 | $113.1M | 0.87% | +201,480+40.5% | Added |
| Norges Bank | 616,315 | $99.7M | 0.02% | −15,461−2.4% | Reduced |
| Wasatch Advisors Inc | 579,876 | $93.8M | 0.38% | +31,179+5.7% | Added |
| Northern Trust Corp | 548,767 | $88.8M | 0.02% | +11,252+2.1% | Added |
| US Bancorp | 510,815 | $82.7M | 0.15% | −9,143−1.8% | Reduced |
| Bamco Inc | 508,982 | $82.4M | 0.19% | +327,455+180.4% | Added |
| Polar Capital Holdings Plc | 475,055 | $76.9M | 0.33% | +182,358+62.3% | Added |
| Bank of New York Mellon Corp | 462,229 | $74.8M | 0.01% | +8,348+1.8% | Added |
| Charles Schwab Investment Management Inc | 437,003 | $70.7M | 0.02% | +12,864+3.0% | Added |
| Nuveen Asset Management, LLC | 411,543 | $66.6M | 0.02% | +21,145+5.4% | Added |
| First Trust Advisors LP | 360,472 | $58.3M | 0.06% | −142,800−28.4% | Reduced |
| Westfield Capital Management Co LP | 349,180 | $56.5M | 0.34% | +117,937+51.0% | Added |
| Swiss National Bank | 348,275 | $56.4M | 0.03% | +39,275+12.7% | Added |
| Peregrine Capital Management LLC | 343,887 | $55.6M | 1.00% | +98,405+40.1% | Added |
| Swedbank AB | 337,798 | $54.7M | 0.10% | +92,352+37.6% | Added |
| Deutsche Bank AG | 305,403 | $49.4M | 0.02% | +79,199+35.0% | Added |
| Clearbridge Investments, LLC | 300,944 | $48.7M | 0.03% | +300,944 | New |
| Barton Investment Management | 280,421 | $45.4M | 3.72% | +7,636+2.8% | Added |
| UBS Asset Management Americas Inc | 266,293 | $43.1M | 0.02% | +12,047+4.7% | Added |
| Jennison Associates LLC | 257,303 | $41.6M | 0.03% | −5,461−2.1% | Reduced |
| Legal & General Group Plc | 249,995 | $40.4M | 0.01% | −4,254−1.7% | Reduced |
| Envestnet Asset Management Inc | 242,690 | $39.3M | 0.02% | +108,506+80.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 236,729 | $38.3M | 0.02% | −428,709−64.4% | Reduced |
| Cota Capital Management, LLC | 226,471 | $36.6M | 6.35% | +42,362+23.0% | Added |
| New York State Common Retirement Fund | 224,959 | $36.4M | 0.04% | +1,113+0.5% | Added |
| Neuberger Berman Group LLC | 209,264 | $33.9M | 0.03% | +799+0.4% | Added |
| Thrivent Financial for Lutherans | 192,210 | $31.1M | 0.06% | +8,720+4.8% | Added |
| Gries Financial LLC | 180,210 | $30.3M | 9.72% | −176−0.1% | Reduced |
| Loomis Sayles & Co L P | 187,198 | $30.3M | 0.04% | +7,173+4.0% | Added |
| Point72 Asset Management, L.P. | 184,506 | $29.9M | 0.15% | +184,506 | New |
| black-and-white Capital LP | 176,000 | $28.5M | 4.97% | +54,000+44.3% | Added |
| Dimensional Fund Advisors LP | 175,211 | $28.4M | 0.01% | −3,654−2.0% | Reduced |
| Parnassus Investments | 174,337 | $28.2M | 0.06% | +28,160+19.3% | Added |
| California Public Employees Retirement System | 171,640 | $27.8M | 0.02% | −22,684−11.7% | Reduced |
| Owls Nest Partners IA, LLC | 152,030 | $24.6M | 11.33% | +35,530+30.5% | Added |
| California State Teachers Retirement System | 151,487 | $24.5M | 0.03% | −2,103−1.4% | Reduced |
| Capital International Investors | 151,015 | $24.4M | 0.01% | +237+0.2% | Added |
| Federated Hermes, Inc. | 150,000 | $24.3M | 0.05% | −4,348−2.8% | Reduced |
| Voloridge Investment Management, LLC | 138,641 | $22.4M | 0.16% | +22,970+19.9% | Added |
| State of Wisconsin Investment Board | 134,539 | $21.8M | 0.05% | +17,468+14.9% | Added |
| Amundi | 133,581 | $21.6M | 0.02% | +133,581 | New |
| Nomura Asset Management Co Ltd | 133,260 | $21.6M | 0.12% | +11,660+9.6% | Added |
| Millennium Management LLC | 132,672 | $21.5M | 0.03% | −135,491−50.5% | Reduced |
| Massachusetts Financial Services Co | 127,431 | $20.6M | 0.01% | −365−0.3% | Reduced |
| SEI Investments Co | 122,367 | $19.7M | 0.04% | +11,614+10.5% | Added |
| Ivy Lane Capital Management, LLC | 121,000 | $19.6M | 13.85% | +18,000+17.5% | Added |
| Westwood Management Corp | 119,550 | $19.3M | 1.56% | +1,050+0.9% | Added |
| United Capital Financial Advisers, LLC | 118,785 | $19.2M | 0.10% | −256−0.2% | Reduced |
| Great West Life Assurance Co | 114,270 | $18.5M | 0.04% | −7,644−6.3% | Reduced |
| State Board of Administration of Florida Retirement System | 105,146 | $17.0M | 0.03% | −223−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 102,109 | $16.5M | 0.24% | +8,655+9.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 100,000 | $16.2M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 95,001 | $15.4M | 0.00% | +29,056+44.1% | Added |
| Polar Asset Management Partners Inc. | 92,100 | $14.9M | 0.18% | +92,100 | New |
| Motley Fool Asset Management LLC | 89,000 | $14.4M | 0.95% | +5,000+6.0% | Added |
| Citigroup Inc | 87,500 | $14.2M | 0.01% | −4,895−5.3% | Reduced |
| CIBC Asset Management Inc | 85,953 | $13.9M | 0.06% | −11,662−11.9% | Reduced |
| Public Employees Retirement Association of Colorado | 85,585 | $13.8M | 0.06% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 83,085 | $13.4M | 0.08% | +14,653+21.4% | Added |
| Rhumbline Advisers | 81,132 | $13.1M | 0.02% | −3,055−3.6% | Reduced |
| Credit Suisse AG | 77,480 | $12.7M | 0.01% | +863+1.1% | Added |
| Motley Fool Wealth Management, LLC | 77,995 | $12.6M | 0.53% | −701−0.9% | Reduced |
| Stifel Financial Corp | 75,268 | $12.2M | 0.02% | +28,924+62.4% | Added |
| Huntington National Bank | 73,605 | $11.9M | 0.12% | +58+0.1% | Added |
| Parametric Portfolio Associates LLC | 71,782 | $11.6M | 0.01% | +3,987+5.9% | Added |
| Putnam Investments LLC | 71,400 | $11.6M | 0.02% | −195,501−73.2% | Reduced |
| Brighton Jones LLC | 69,901 | $11.3M | 0.58% | −1,113−1.6% | Reduced |
| 2Xideas AG | 68,868 | $11.1M | 1.00% | +68,868 | New |
| Allianz Asset Management GmbH | 68,572 | $11.1M | 0.01% | +1,451+2.2% | Added |
| Raymond James & Associates | 64,812 | $10.5M | 0.01% | +28,016+76.1% | Added |
| Blair William & Co | 63,662 | $10.3M | 0.04% | +5,150+8.8% | Added |
| Oppenheimer Asset Management Inc. | 63,333 | $10.2M | 0.15% | +40,407+176.2% | Added |
| CWM, LLC | 63,100 | $10.2M | 0.08% | 00.0% | Unchanged |