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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, Q4 2021

Institutional positions in Avalara, Inc. as of Dec 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
423
+37 vs. Q3 2021
Shares held
80.2M
+916.7K (+1.2%) vs. Q3 2021
Total value
$10.4B
−$3.51B (−25.3%) vs. Q3 2021
New holders
91
153 more added
Sold out
54
129 more reduced

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 423 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 heldQ4 2021: $10.4B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q3 2021.

Institutions holding AVLR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Disciplined Investments, LLC22$3.00K0.00%00.0%Unchanged
Lee Financial Co25$3.00K0.00%+14+127.3%Added
Bellevue Asset Management, LLC19$2.00K0.00%−2−9.5%Reduced
Bell Investment Advisors, Inc14$2.00K0.00%−10−41.7%Reduced
Selective Wealth Management, Inc.13$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC16$2.00K0.00%+16New
Steward Partners Investment Advisory, LLC16$2.00K0.00%+16New
Sierra Capital LLC17$2.00K0.00%+17New
Standard Family Office LLC13$2.00K0.02%+13New
Masso Torrence Wealth Management Inc.17$2.00K0.00%+17New
Patriot Financial Group Insurance Agency, LLC6$1.00K0.00%−24−80.0%Reduced
Lindbrook Capital, LLC10$1.00K0.00%−18−64.3%Reduced
Baystate Wealth Management LLC4$1.00K0.00%00.0%Unchanged
Glassman Wealth Services5$1.00K0.00%−1−16.7%Reduced
Addison Advisors LLC7$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.00K0.00%+5New
Benjamin Edwards Inc4$1.00K0.00%+4New
JFS Wealth Advisors, LLC9$1.00K0.00%+9New
Harvest Group Wealth Management, LLC5$1.00K0.00%+5New
Leonteq Securities AG2$2580.00%−1,998−99.9%Reduced
Lazard Asset Management LLC6$00.00%−5−45.5%Reduced
Schubert & Co2$00.00%+2New
Snowden Capital Advisors LLC6$00.00%+6New
Woodline Partners LP0$00.00%−93,754−100.0%Sold out
HRT Financial LP0$00.00%−44,409−100.0%Sold out
Quantum Capital Management, LLC0$00.00%−41,070−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−30,870−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−16,000−100.0%Sold out
Sante Capital Fund, LP0$00.00%−15,471−100.0%Sold out
Oribel Capital Management, LP0$00.00%−13,500−100.0%Sold out
Kentucky Farm Bureau Mutual Insurance Co0$00.00%−12,000−100.0%Sold out
Fortis Capital Management LLC0$00.00%−9,167−100.0%Sold out
CX Institutional0$00.00%−7,739−100.0%Sold out
ETF Managers Group, LLC0$00.00%−7,209−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−6,261−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,529−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−4,510−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−4,091−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−3,672−100.0%Sold out
Winton Group Ltd0$00.00%−3,442−100.0%Sold out
Washington Trust Co0$00.00%−2,926−100.0%Sold out
Advisory Research Inc0$00.00%−2,494−100.0%Sold out
IBM Retirement Fund0$00.00%−2,414−100.0%Sold out
Independent Financial Group, LLC0$00.00%−2,305−100.0%Sold out
Paradigm Financial Advisors, LLC0$00.00%−1,760−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−1,753−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−1,738−100.0%Sold out
Ieq Capital, LLC0$00.00%−1,725−100.0%Sold out
Sandbox Financial Partners, LLC0$00.00%−1,704−100.0%Sold out
Wedbush Securities Inc0$00.00%−1,538−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−1,500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,452−100.0%Sold out
Intrust Bank NA0$00.00%−1,451−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−1,446−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,386−100.0%Sold out
Raymond James Trust N.A.0$00.00%−1,368−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−1,322−100.0%Sold out
National Asset Management, Inc.0$00.00%−1,256−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,201−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−1,235−100.0%Sold out
Barings LLC0$00.00%−1,170−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,130−100.0%Sold out
SG Americas Securities, LLC0$00.00%−600−100.0%Sold out
Exane Derivatives0$00.00%−475−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−200−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−183−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−141−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−100−100.0%Sold out
Meeder Asset Management Inc0$00.00%−64−100.0%Sold out
Allworth Financial LP0$00.00%−62−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−42−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−25−100.0%Sold out
HM Payson & Co0$00.00%−20−100.0%Sold out
Perkins Coie Trust Co0$00.00%−11−100.0%Sold out
BDO Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Private Capital Group, LLC0$00.00%−10−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−6−100.0%Sold out
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Landsberg, Bennett, & Dubbaneh LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
World Asset Management Inc––––Not filed
Berman Capital Advisors, LLC––––Not filed