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, 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 | $7.92B |
| Q2 2022 | 394 | $5.70B |
| 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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Partners Investment Advisory, LLC | 15 | $2.00K | 0.00% | −140−90.3% | Reduced |
| BDO Wealth Advisors, LLC | 10 | $2.00K | 0.00% | −65−86.7% | Reduced |
| Lindbrook Capital, LLC | 10 | $2.00K | 0.00% | −16−61.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| Lee Financial Co | 11 | $2.00K | 0.00% | +11 | New |
| Perkins Coie Trust Co | 11 | $2.00K | 0.00% | +11 | New |
| Selective Wealth Management, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Standard Family Office LLC | 13 | $2.00K | 0.00% | +13 | New |
| HM Payson & Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $3.00K | 0.00% | −2−8.7% | Reduced |
| Gemmer Asset Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 33 | $5.00K | 0.00% | −257−88.6% | Reduced |
| Enterprise Financial Services Corp | 31 | $5.00K | 0.00% | +16+106.7% | Added |
| Hantz Financial Services, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 36 | $6.00K | 0.00% | +20+125.0% | Added |
| Rockbridge Investment Management, LCC | 37 | $6.00K | 0.00% | +37 | New |
| Mizuho Securities Co. Ltd. | 40 | $7.00K | 0.00% | −15−27.3% | Reduced |
| Earnest Partners LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $9.00K | 0.00% | +47+671.4% | Added |
| Bellwether Advisors, LLC | 58 | $9.00K | 0.00% | +58 | New |
| Meeder Asset Management Inc | 64 | $10.0K | 0.00% | −2−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 80 | $12.0K | 0.00% | +80 | New |
| Strategic Blueprint, LLC | 74 | $12.0K | 0.00% | +74 | New |
| TCI Wealth Advisors, Inc. | 92 | $15.0K | 0.00% | −94−50.5% | Reduced |
| Tarbox Family Office, Inc. | 100 | $16.0K | 0.00% | +100 | New |
| JJJ Advisors Inc. | 104 | $17.0K | 0.01% | −28−21.2% | Reduced |
| FinTrust Capital Advisors, LLC | 110 | $18.0K | 0.00% | +4+3.8% | Added |
| Carroll Financial Associates, Inc. | 142 | $22.0K | 0.00% | +50+54.3% | Added |
| KB Financial Partners, LLC | 159 | $26.0K | 0.01% | −19−10.7% | Reduced |
| Berman Capital Advisors, LLC | 200 | $31.0K | 0.00% | +186+1,328.6% | Added |
| Shell Asset Management Co | 221 | $36.0K | 0.00% | −248−52.9% | Reduced |
| IFP Advisors, Inc | 223 | $36.0K | 0.00% | +158+243.1% | Added |
| State of Wyoming | 227 | $37.0K | 0.02% | +227 | New |
| Cullen/Frost Bankers, Inc. | 256 | $41.0K | 0.00% | +256 | New |
| Manchester Capital Management LLC | 305 | $49.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 315 | $51.0K | 0.01% | +88+38.8% | Added |
| American Portfolios Advisors | 328 | $53.1K | 0.00% | −5−1.5% | Reduced |
| CVA Family Office, LLC | 404 | $65.0K | 0.02% | +394+3,940.0% | Added |
| Exane Derivatives | 427 | $67.0K | 0.02% | +410+2,411.8% | Added |
| FourThought Financial, LLC | 481 | $77.0K | 0.01% | −6−1.2% | Reduced |
| State of Alaska, Department of Revenue | 539 | $87.0K | 0.00% | −6,479−92.3% | Reduced |
| Perennial Advisors, LLC | 660 | $107.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 722 | $116.7K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 889 | $144.0K | 0.03% | −261−22.7% | Reduced |
| First Horizon Advisors, Inc. | 900 | $145.0K | 0.01% | +141+18.6% | Added |
| STRS Ohio | 913 | $147.0K | 0.00% | −9,220−91.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,006 | $163.0K | 0.00% | +182+22.1% | Added |
| First Horizon Corp | 1,068 | $172.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,082 | $175.0K | 0.05% | +378+53.7% | Added |
| Schroder Investment Management Group | 1,113 | $180.0K | 0.00% | +1,113 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,164 | $188.0K | 0.00% | −3,020−72.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,173 | $190.0K | 0.00% | +223+23.5% | Added |
| First Pacific Advisors, LP | 1,220 | $197.0K | 0.00% | −205−14.4% | Reduced |
| Susquehanna International Group, LLP | 1,249 | $202.0K | 0.00% | −26,708−95.5% | Reduced |
| Raymond James Trust N.A. | 1,272 | $206.0K | 0.01% | +1,272 | New |
| World Asset Management Inc | 1,339 | $217.0K | 0.02% | −79−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,389 | $225.0K | 0.05% | +1,389 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $227.0K | 0.01% | +600+75.0% | Added |
| Bank of Montreal | 1,391 | $229.0K | 0.00% | −180−11.5% | Reduced |
| Jackson Square Capital, LLC | 1,428 | $231.0K | 0.07% | −113−7.3% | Reduced |
| Intrust Bank NA | 1,429 | $231.0K | 0.03% | +1,429 | New |
| Vestcor Inc | 1,434 | $232.0K | 0.01% | +1,434 | New |
| Heritage Wealth Management, LLC | 1,441 | $233.0K | 0.09% | +1,441 | New |
| HighPoint Advisor Group LLC | 1,476 | $239.0K | 0.02% | −328−18.2% | Reduced |
| Venture Visionary Partners LLC | 1,500 | $242.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,674 | $245.0K | 0.04% | +1,274+318.5% | Added |
| Pallas Capital Advisors LLC | 1,500 | $252.0K | 0.04% | +1,500 | New |
| Oppenheimer & Co Inc | 1,572 | $254.0K | 0.00% | +1,572 | New |
| Canada Pension Plan Investment Board | 1,575 | $255.0K | 0.00% | −4,123−72.4% | Reduced |
| Wedbush Securities Inc | 1,592 | $258.0K | 0.01% | +1,592 | New |
| Capital Asset Advisory Services LLC | 1,596 | $258.0K | 0.03% | +1,596 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,600 | $259.0K | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,600 | $259.0K | 0.24% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,613 | $261.0K | 0.00% | −20,141−92.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,635 | $265.0K | 0.01% | +1,635 | New |
| Spouting Rock Asset Management, LLC | 1,647 | $266.0K | 0.08% | +116+7.6% | Added |
| Montecito Bank & Trust | 1,672 | $271.0K | 0.05% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,678 | $272.0K | 0.02% | +1,678 | New |
| Sandbox Financial Partners, LLC | 1,689 | $273.0K | 0.20% | +113+7.2% | Added |
| Redwood Investments, LLC | 1,713 | $277.0K | 0.02% | −351−17.0% | Reduced |
| National Asset Management, Inc. | 1,732 | $278.0K | 0.01% | −1,548−47.2% | Reduced |
| Montanaro Asset Management Ltd | 1,750 | $283.0K | 0.04% | +1,750 | New |
| Parallel Advisors, LLC | 1,786 | $289.0K | 0.01% | +78+4.6% | Added |
| American International Group, Inc. | 1,790 | $290.0K | 0.00% | −60−3.2% | Reduced |
| Standard Life Aberdeen plc | 1,798 | $291.0K | 0.00% | −1,288−41.7% | Reduced |
| Cerity Partners LLC | 1,802 | $292.0K | 0.01% | +1,802 | New |
| Capital Investment Advisory Services, LLC | 1,835 | $297.0K | 0.04% | −100−5.2% | Reduced |
| PFG Advisors | 1,844 | $298.0K | 0.03% | −5,169−73.7% | Reduced |
| Paradigm Financial Advisors, LLC | 1,910 | $309.0K | 0.07% | −270−12.4% | Reduced |
| HBK Sorce Advisory LLC | 1,964 | $318.0K | 0.02% | +5+0.3% | Added |
| Mercer Global Advisors Inc | 1,979 | $320.0K | 0.00% | +142+7.7% | Added |
| Zeke Capital Advisors, LLC | 1,975 | $320.0K | 0.02% | +1,975 | New |