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 2022
Institutional positions in Avalara, Inc. as of Mar 31, 2022. 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
- 408
- −11 vs. Q4 2021
- Shares held
- 79.4M
- −800.7K (−1.0%) vs. Q4 2021
- Total value
- $7.90B
- −$2.45B (−23.7%) vs. Q4 2021
- New holders
- 65
- 169 more added
- Sold out
- 76
- 133 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Schubert & Co | 4 | $0 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.00K | 0.00% | +10+200.0% | Added |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8 | $1.00K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| Allworth Financial LP | 9 | $1.00K | 0.00% | +9 | New |
| Cordant, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 16 | $2.00K | 0.00% | −6−27.3% | Reduced |
| Sierra Capital LLC | 23 | $2.00K | 0.00% | +6+35.3% | Added |
| Bellevue Asset Management, LLC | 17 | $2.00K | 0.00% | −2−10.5% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $2.00K | 0.00% | +14+155.6% | Added |
| Albion Financial Group | 18 | $2.00K | 0.00% | +18 | New |
| Benjamin F. Edwards & Company, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Prospera Financial Services Inc | 18 | $2.00K | 0.00% | +18 | New |
| Ellevest, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Zions Bancorporation, N.A. | 22 | $2.00K | 0.00% | +22 | New |
| Hantz Financial Services, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $3.00K | 0.00% | +4+18.2% | Added |
| Rockbridge Investment Management, LCC | 37 | $3.76K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 42 | $4.00K | 0.00% | +42 | New |
| Concord Wealth Partners | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Sandy Cove Advisors, LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 57 | $6.00K | 0.00% | +16+39.0% | Added |
| Bessemer Group Inc | 71 | $7.00K | 0.00% | −9−11.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 71 | $7.00K | 0.00% | +65+1,083.3% | Added |
| Elequin Capital LP | 74 | $7.00K | 0.00% | +74 | New |
| Meeder Asset Management Inc | 85 | $8.00K | 0.00% | +85 | New |
| GHP Investment Advisors, Inc. | 76 | $8.00K | 0.00% | +76 | New |
| TCI Wealth Advisors, Inc. | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 95 | $9.00K | 0.00% | +79+493.8% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $10.0K | 0.00% | −21−17.4% | Reduced |
| FinTrust Capital Advisors, LLC | 103 | $10.0K | 0.00% | −7−6.4% | Reduced |
| Covestor Ltd | 97 | $10.0K | 0.01% | +38+64.4% | Added |
| Lindbrook Capital, LLC | 137 | $14.0K | 0.00% | +127+1,270.0% | Added |
| Riverview Trust Co | 154 | $15.0K | 0.01% | +154 | New |
| Quent Capital, LLC | 156 | $16.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 189 | $19.0K | 0.00% | −4,195−95.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 206 | $20.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 424 | $21.0K | 0.00% | +157+58.8% | Added |
| Jefferies Group LLC | 282 | $28.1K | 0.00% | −394−58.3% | Reduced |
| Quadrant Capital Group LLC | 334 | $33.0K | 0.00% | −5−1.5% | Reduced |
| American Portfolios Advisors | 338 | $33.6K | 0.00% | −7−2.0% | Reduced |
| Koshinski Asset Management, Inc. | 353 | $35.1K | 0.00% | +164+86.8% | Added |
| CVA Family Office, LLC | 369 | $37.0K | 0.01% | −5−1.3% | Reduced |
| Lazard Asset Management LLC | 401 | $39.0K | 0.00% | +395+6,583.3% | Added |
| Fifth Third Bancorp | 411 | $41.0K | 0.00% | +411 | New |
| Harel Insurance Investments & Financial Services Ltd. | 510 | $51.0K | 0.00% | −475−48.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 525 | $52.0K | 0.00% | +525 | New |
| Cullen/Frost Bankers, Inc. | 561 | $56.0K | 0.00% | +305+119.1% | Added |
| TCWP LLC | 624 | $62.0K | 0.01% | +624 | New |
| Benjamin Edwards Inc | 673 | $67.0K | 0.02% | +669+16,725.0% | Added |
| Exane Derivatives | 699 | $69.6K | 0.02% | +699 | New |
| Aquatic Capital Management LLC | 700 | $70.0K | 0.10% | −800−53.3% | Reduced |
| First Horizon Advisors, Inc. | 792 | $79.0K | 0.00% | −1,066−57.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,000 | $100.0K | 0.04% | +500+100.0% | Added |
| Commons Capital, LLC | 1,187 | $118.0K | 0.13% | +1,187 | New |
| Bellevue Group AG | 1,300 | $129.0K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $129.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,374 | $137.0K | 0.00% | +309+29.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $139.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,397 | $139.0K | 0.01% | +1,397 | New |
| Parkside Financial Bank & Trust | 1,492 | $149.0K | 0.04% | +465+45.3% | Added |
| Macquarie Group Ltd | 1,608 | $160.0K | 0.00% | −942,224−99.8% | Reduced |
| American International Group, Inc. | 1,626 | $162.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,700 | $169.0K | 0.00% | +592+53.4% | Added |
| SG Americas Securities, LLC | 1,893 | $188.0K | 0.00% | +1,893 | New |
| Parallel Advisors, LLC | 1,940 | $195.0K | 0.01% | +39+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $199.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,014 | $200.0K | 0.05% | +2,014 | New |
| Boothbay Fund Management, LLC | 2,031 | $202.0K | 0.01% | +2,031 | New |
| Guggenheim Capital LLC | 2,053 | $204.0K | 0.00% | −929−31.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,051 | $204.0K | 0.00% | +90+4.6% | Added |
| Gladstone Institutional Advisory LLC | 2,051 | $204.0K | 0.01% | +2,051 | New |
| Edmond de Rothschild Holding S.A. | 2,086 | $208.0K | 0.00% | +252+13.7% | Added |
| Fortis Capital Management LLC | 2,107 | $210.0K | 0.11% | +2,107 | New |
| Caxton Associates LP | 2,342 | $233.0K | 0.02% | +2,342 | New |
| Mirabella Financial Services LLP | 2,360 | $235.0K | 0.03% | +2,360 | New |
| Spire Wealth Management | 2,378 | $237.0K | 0.01% | −44−1.8% | Reduced |
| Wedbush Securities Inc | 2,381 | $237.0K | 0.01% | +2,381 | New |
| Nisa Investment Advisors, LLC | 2,400 | $239.0K | 0.00% | +2,400 | New |
| Schroder Investment Management Group | 2,397 | $241.0K | 0.00% | +1,663+226.6% | Added |
| Pendal Group Limited | 2,556 | $254.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,616 | $260.0K | 0.00% | +394+17.7% | Added |
| FourThought Financial, LLC | 2,752 | $274.0K | 0.03% | +2,256+454.8% | Added |
| Lattice Capital Management, LLC | 3,000 | $274.5K | 0.40% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,834 | $282.0K | 0.00% | +994+54.0% | Added |