Avalara, Inc.
AVLRDelisted- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001348036
Avalara, Inc. was delisted in 2022; its insiders filed their last Form 4 on Oct 19, 2022; 385 institutions reported holding it in 13F filings for Q3 2022, worth $8.10B in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Avalara, Inc. as of Dec 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
AVLR is no longer listed, and 13F filings after Q3 2022 list far fewer holders. See Q3 2022
- Institutional holders
- 2
- −376 vs. Q3 2022
- Shares held
- 144
- −86.1M (−100.0%) vs. Q3 2022
- Total value
- $8.00K
- −$7.89B (−100.0%) vs. Q3 2022
- New holders
- 0
- 0 more added
- Sold out
- 376
- 1 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | $8.10B |
| Q2 2022 | 394 | $5.82B |
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 136 | $7.00K | 0.00% | −11−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 0 | $0 | 0.00% | −8,110,500−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −5,443,530−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −4,726,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −4,065,318−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −4,000,000−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −2,309,528−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,072,545−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,913,922−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,910,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,767,653−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −1,705,552−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,670,000−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −1,621,191−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,580,389−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −1,367,662−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −1,335,499−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,286,324−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −1,234,982−100.0% | Sold out |
| Omni Event Management Ltd | 0 | $0 | 0.00% | −1,149,926−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −1,117,017−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,111,018−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −1,077,898−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1,077,190−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −1,003,408−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −954,221−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −920,610−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −890,107−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −847,989−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −802,860−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −754,000−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −581,162−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −579,846−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −557,500−100.0% | Sold out |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −545,705−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −526,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −521,414−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −500,855−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −500,622−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −497,970−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −488,243−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −455,300−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −454,279−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −422,458−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −386,887−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −380,475−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −360,536−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −360,375−100.0% | Sold out |
| Ramius Advisors LLC | 0 | $0 | 0.00% | −350,807−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −349,283−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −348,679−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −328,471−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −320,800−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −319,813−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −318,822−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −317,072−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −297,525−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −292,917−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −282,816−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −258,659−100.0% | Sold out |
| Berry Street Capital Management LLP | 0 | $0 | 0.00% | −257,000−100.0% | Sold out |
| Barton Investment Management | 0 | $0 | 0.00% | −254,786−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −248,235−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −241,944−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −236,536−100.0% | Sold out |
| Owls Nest Partners IA, LLC | 0 | $0 | 0.00% | −236,239−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −232,033−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −224,998−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −224,251−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −213,166−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −211,546−100.0% | Sold out |
| RGM Capital, LLC | 0 | $0 | 0.00% | −211,084−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −207,107−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −203,600−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −197,052−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −186,221−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −186,153−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −177,860−100.0% | Sold out |
| Kellner Capital, LLC | 0 | $0 | 0.00% | −172,655−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −171,685−100.0% | Sold out |
| Bardin Hill Management Partners LP | 0 | $0 | 0.00% | −165,714−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −163,710−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −163,134−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −159,678−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −158,133−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −155,200−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −149,352−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −147,994−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −142,820−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −141,618−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −139,943−100.0% | Sold out |
| Chicago Capital Management, LLC | 0 | $0 | 0.00% | −129,096−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −126,087−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −123,847−100.0% | Sold out |