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, Q3 2021
Institutional positions in Avalara, Inc. as of Sep 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
- 392
- −6 vs. Q2 2021
- Shares held
- 79.3M
- +1.67M (+2.2%) vs. Q2 2021
- Total value
- $13.9B
- +$1.30B (+10.3%) vs. Q2 2021
- New holders
- 35
- 160 more added
- Sold out
- 41
- 132 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 1,935 | $338.0K | 0.04% | +100+5.4% | Added |
| First Horizon Advisors, Inc. | 1,947 | $339.0K | 0.01% | +1,047+116.3% | Added |
| Mercer Global Advisors Inc | 1,951 | $341.0K | 0.00% | −28−1.4% | Reduced |
| Parallel Advisors, LLC | 1,969 | $344.0K | 0.01% | +183+10.2% | Added |
| Zeke Capital Advisors, LLC | 1,975 | $345.0K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,998 | $349.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,000 | $349.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 2,000 | $350.0K | 0.04% | +250+14.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 2,028 | $358.0K | 0.05% | +2,028 | New |
| First Bank & Trust | 2,083 | $364.0K | 0.17% | −40−1.9% | Reduced |
| Captrust Financial Advisors | 2,121 | $371.0K | 0.00% | −84−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,125 | $372.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,214 | $387.0K | 0.10% | +540+32.3% | Added |
| NEXT Financial Group, Inc | 2,225 | $389.0K | 0.03% | +51+2.3% | Added |
| Bellevue Group AG | 2,300 | $402.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,305 | $402.8K | 0.04% | +50+2.2% | Added |
| IBM Retirement Fund | 2,414 | $422.0K | 0.03% | +18+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 2,422 | $423.0K | 0.01% | −1,700−41.2% | Reduced |
| Advisory Research Inc | 2,494 | $436.0K | 0.03% | +278+12.5% | Added |
| Spire Wealth Management | 2,544 | $445.0K | 0.01% | +38+1.5% | Added |
| Kestra Advisory Services, LLC | 2,874 | $502.0K | 0.01% | +824+40.2% | Added |
| Washington Trust Co | 2,926 | $511.0K | 0.01% | +50+1.7% | Added |
| Redpoint Investment Management Pty Ltd | 3,001 | $524.0K | 0.04% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 3,009 | $526.0K | 0.07% | +148+5.2% | Added |
| CIBC World Markets Inc. | 3,099 | $542.0K | 0.00% | +71+2.3% | Added |
| Summit Trail Advisors, LLC | 3,109 | $543.0K | 0.04% | +3,109 | New |
| Conway Capital Management, Inc. | 3,245 | $567.1K | 0.38% | +175+5.7% | Added |
| CIBC Private Wealth Group, LLC | 3,261 | $570.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 3,442 | $602.0K | 0.03% | −1,197−25.8% | Reduced |
| Precision Wealth Strategies, LLC | 3,591 | $628.0K | 0.49% | +706+24.5% | Added |
| Jackson Square Capital, LLC | 3,672 | $642.0K | 0.21% | +2,244+157.1% | Added |
| JustInvest LLC | 3,728 | $652.0K | 0.06% | −473−11.3% | Reduced |
| Wolff Wiese Magana LLC | 3,744 | $655.0K | 0.46% | +157+4.4% | Added |
| Vigilare Wealth Management | 4,005 | $700.0K | 0.43% | −545−12.0% | Reduced |
| Eaton Vance Management | 4,210 | $704.0K | 0.00% | +182+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,034 | $705.0K | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,730 | $707.0K | 0.00% | −158−4.1% | Reduced |
| Valmark Advisers, Inc. | 4,085 | $714.0K | 0.01% | +96+2.4% | Added |
| Advisory Services Network, LLC | 4,090 | $715.0K | 0.02% | −59−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,091 | $715.0K | 0.00% | +4,091 | New |
| Mirova US LLC | 4,155 | $726.0K | 0.02% | +4,155 | New |
| Nordea Investment Management AB | 4,162 | $730.0K | 0.00% | +708+20.5% | Added |
| Achmea Investment Management B.V. | 4,384 | $766.0K | 0.02% | +189+4.5% | Added |
| Candriam Luxembourg S.C.A. | 4,510 | $788.0K | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 4,530 | $792.0K | 0.08% | −40−0.9% | Reduced |
| Boothbay Fund Management, LLC | 4,529 | $792.0K | 0.03% | +929+25.8% | Added |
| ProShare Advisors LLC | 4,566 | $798.0K | 0.00% | −51−1.1% | Reduced |
| Panagora Asset Management Inc | 4,598 | $804.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,636 | $810.0K | 0.00% | −555−10.7% | Reduced |
| State of Alaska, Department of Revenue | 4,730 | $826.0K | 0.01% | +4,191+777.6% | Added |
| Seeyond | 4,776 | $834.0K | 0.08% | −49−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,800 | $838.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,798 | $838.0K | 0.00% | +393+8.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,806 | $839.0K | 0.02% | −28−0.6% | Reduced |
| RBF Capital, LLC | 5,000 | $874.0K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 5,269 | $920.0K | 0.05% | +5,269 | New |
| Symmetry Partners, LLC | 5,518 | $928.0K | 0.06% | +100+1.8% | Added |
| Signaturefd, LLC | 5,611 | $981.0K | 0.03% | −9,187−62.1% | Reduced |
| Metropolitan Life Insurance Co | 5,680 | $992.7K | 0.01% | −186−3.2% | Reduced |
| Atlas Capital Advisors LLC | 5,700 | $996.2K | 0.16% | −300−5.0% | Reduced |
| Voya Financial Advisors, Inc. | 5,757 | $1.01M | 0.12% | +510+9.7% | Added |
| APG Asset Management N.V. | 6,739 | $1.02M | 0.00% | −1,300−16.2% | Reduced |
| Westpac Banking Corp | 5,920 | $1.03M | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,261 | $1.09M | 0.01% | +6,261 | New |
| Bell Bank | 6,308 | $1.10M | 0.14% | +345+5.8% | Added |
| Maryland State Retirement & Pension System | 6,305 | $1.10M | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,349 | $1.11M | 0.08% | −276−4.2% | Reduced |
| MYDA Advisors LLC | 6,400 | $1.12M | 0.41% | −3,600−36.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 6,816 | $1.19M | 0.02% | +1,046+18.1% | Added |
| Avitas Wealth Management LLC | 6,838 | $1.20M | 0.22% | +1,353+24.7% | Added |
| TD Asset Management Inc | 7,159 | $1.25M | 0.00% | −180−2.5% | Reduced |
| ETF Managers Group, LLC | 7,209 | $1.26M | 0.02% | −7,657−51.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,542 | $1.32M | 0.25% | +335+4.6% | Added |
| Tocqueville Asset Management L.P. | 7,600 | $1.33M | 0.02% | +2,150+39.4% | Added |
| CX Institutional | 7,739 | $1.35M | 0.11% | −820−9.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,785 | $1.36M | 0.18% | +928+13.5% | Added |
| HighTower Advisors, LLC | 7,914 | $1.38M | 0.00% | −8,067−50.5% | Reduced |
| Jane Street Group, LLC | 7,891 | $1.38M | 0.00% | +299+3.9% | Added |
| Oak Ridge Investments LLC | 8,022 | $1.40M | 0.12% | −64−0.8% | Reduced |
| Stephens Inc | 8,290 | $1.45M | 0.02% | −2,291−21.7% | Reduced |
| KBC Group NV | 8,405 | $1.47M | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 8,611 | $1.50M | 0.16% | +441+5.4% | Added |
| Park Avenue Securities LLC | 8,909 | $1.56M | 0.03% | +1,051+13.4% | Added |
| Nissay Asset Management Corp | 8,915 | $1.56M | 0.01% | +362+4.2% | Added |
| Fortis Capital Management LLC | 9,167 | $1.60M | 0.93% | +9,167 | New |
| FDx Advisors, Inc. | 9,426 | $1.65M | 0.05% | +417+4.6% | Added |
| DekaBank Deutsche Girozentrale | 9,615 | $1.67M | 0.00% | +1,049+12.2% | Added |
| Xponance, Inc. | 9,634 | $1.68M | 0.03% | −231−2.3% | Reduced |
| Private Advisor Group, LLC | 9,848 | $1.72M | 0.01% | +1,751+21.6% | Added |
| The PNC Financial Services Group, Inc. | 10,016 | $1.75M | 0.00% | −25−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 10,140 | $1.77M | 0.14% | −199−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,260 | $1.79M | 0.00% | +58+0.6% | Added |
| Proequities, Inc. | 10,710 | $1.87M | 0.11% | +449+4.4% | Added |
| IFM Investors Pty Ltd | 10,937 | $1.91M | 0.04% | +354+3.3% | Added |
| BNP Paribas Arbitrage, SA | 11,007 | $1.92M | 0.00% | −1,373−11.1% | Reduced |
| Toronto Dominion Bank | 11,222 | $1.96M | 0.00% | −308−2.7% | Reduced |
| Salem Investment Counselors Inc | 11,235 | $1.96M | 0.11% | −1,350−10.7% | Reduced |
| First Republic Investment Management, Inc. | 11,634 | $2.03M | 0.00% | +249+2.2% | Added |
| Ensign Peak Advisors, Inc | 11,687 | $2.04M | 0.00% | +229+2.0% | Added |