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 |
|---|---|---|---|---|---|
| Spearhead Capital Advisors, LLC | 3,067 | $305.0K | 0.04% | −150−4.7% | Reduced |
| Impax Asset Management Group plc | 3,062 | $305.0K | 0.00% | −6−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,006 | $299.0K | 0.01% | +236+8.5% | Added |
| Montanaro Asset Management Ltd | 3,000 | $299.0K | 0.04% | +550+22.4% | Added |
| Signaturefd, LLC | 2,946 | $293.0K | 0.01% | +258+9.6% | Added |
| Conway Capital Management, Inc. | 2,875 | $286.1K | 0.18% | −1,065−27.0% | Reduced |
| Manufacturers Life Insurance Company, The | 2,872 | $285.8K | 0.00% | +1,323+85.4% | Added |
| Oppenheimer & Co Inc | 2,851 | $283.0K | 0.01% | +935+48.8% | Added |
| Captrust Financial Advisors | 2,834 | $282.0K | 0.00% | +994+54.0% | Added |
| Lattice Capital Management, LLC | 3,000 | $274.5K | 0.40% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,752 | $274.0K | 0.03% | +2,256+454.8% | Added |
| Mercer Global Advisors Inc | 2,616 | $260.0K | 0.00% | +394+17.7% | Added |
| Pendal Group Limited | 2,556 | $254.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,397 | $241.0K | 0.00% | +1,663+226.6% | Added |
| Nisa Investment Advisors, LLC | 2,400 | $239.0K | 0.00% | +2,400 | 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 |
| Mirabella Financial Services LLP | 2,360 | $235.0K | 0.03% | +2,360 | New |
| Caxton Associates LP | 2,342 | $233.0K | 0.02% | +2,342 | New |
| Fortis Capital Management LLC | 2,107 | $210.0K | 0.11% | +2,107 | New |
| Edmond de Rothschild Holding S.A. | 2,086 | $208.0K | 0.00% | +252+13.7% | Added |
| 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 |
| Boothbay Fund Management, LLC | 2,031 | $202.0K | 0.01% | +2,031 | New |
| Heritage Wealth Management, LLC | 2,014 | $200.0K | 0.05% | +2,014 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $199.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,940 | $195.0K | 0.01% | +39+2.1% | Added |
| SG Americas Securities, LLC | 1,893 | $188.0K | 0.00% | +1,893 | New |
| Umb Bank N A | 1,700 | $169.0K | 0.00% | +592+53.4% | Added |
| American International Group, Inc. | 1,626 | $162.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,608 | $160.0K | 0.00% | −942,224−99.8% | Reduced |
| Parkside Financial Bank & Trust | 1,492 | $149.0K | 0.04% | +465+45.3% | 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 |
| Vestcor Inc | 1,374 | $137.0K | 0.00% | +309+29.0% | Added |
| Swedbank AB | 1,298 | $129.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 1,300 | $129.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,187 | $118.0K | 0.13% | +1,187 | New |
| Ten Capital Wealth Advisors, LLC | 1,000 | $100.0K | 0.04% | +500+100.0% | Added |
| First Horizon Advisors, Inc. | 792 | $79.0K | 0.00% | −1,066−57.4% | Reduced |
| Aquatic Capital Management LLC | 700 | $70.0K | 0.10% | −800−53.3% | Reduced |
| Exane Derivatives | 699 | $69.6K | 0.02% | +699 | New |
| Benjamin Edwards Inc | 673 | $67.0K | 0.02% | +669+16,725.0% | Added |
| TCWP LLC | 624 | $62.0K | 0.01% | +624 | New |
| Cullen/Frost Bankers, Inc. | 561 | $56.0K | 0.00% | +305+119.1% | Added |
| Robeco Institutional Asset Management B.V. | 525 | $52.0K | 0.00% | +525 | New |
| Harel Insurance Investments & Financial Services Ltd. | 510 | $51.0K | 0.00% | −475−48.2% | Reduced |
| Fifth Third Bancorp | 411 | $41.0K | 0.00% | +411 | New |
| Lazard Asset Management LLC | 401 | $39.0K | 0.00% | +395+6,583.3% | Added |
| CVA Family Office, LLC | 369 | $37.0K | 0.01% | −5−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 353 | $35.1K | 0.00% | +164+86.8% | Added |
| American Portfolios Advisors | 338 | $33.6K | 0.00% | −7−2.0% | Reduced |
| Quadrant Capital Group LLC | 334 | $33.0K | 0.00% | −5−1.5% | Reduced |
| Jefferies Group LLC | 282 | $28.1K | 0.00% | −394−58.3% | Reduced |
| IFP Advisors, Inc | 424 | $21.0K | 0.00% | +157+58.8% | Added |
| Federation des caisses Desjardins du Quebec | 206 | $20.5K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 189 | $19.0K | 0.00% | −4,195−95.7% | Reduced |
| Quent Capital, LLC | 156 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 154 | $15.0K | 0.01% | +154 | New |
| Lindbrook Capital, LLC | 137 | $14.0K | 0.00% | +127+1,270.0% | 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 |
| 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 |
| Meeder Asset Management Inc | 85 | $8.00K | 0.00% | +85 | New |
| GHP Investment Advisors, Inc. | 76 | $8.00K | 0.00% | +76 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Rockbridge Investment Management, LCC | 37 | $3.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |