Skip to main content

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 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
−$7.90B (−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.

Institutional holdersQ4 2022: 2 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 2022: $8.00K
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 2022

Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q3 2022.

Institutions holding AVLR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank0$00.00%−18,934−100.0%Sold out
Bamco Inc0$00.00%−18,719−100.0%Sold out
Tredje AP-fonden0$00.00%−17,811−100.0%Sold out
TownSquare Capital, LLC0$00.00%−17,454−100.0%Sold out
Diametric Capital, LP0$00.00%−17,409−100.0%Sold out
Alps Advisors Inc0$00.00%−17,246−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−17,033−100.0%Sold out
Utah Retirement Systems0$00.00%−15,300−100.0%Sold out
Shay Capital LLC0$00.00%−14,908−100.0%Sold out
Pendal Group Limited0$00.00%−14,666−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−14,398−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−14,126−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−14,060−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−14,000−100.0%Sold out
Tiedemann Advisors, LLC0$00.00%−13,962−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−13,805−100.0%Sold out
Cetera Investment Advisers0$00.00%−13,329−100.0%Sold out
DnB Asset Management AS0$00.00%−13,134−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−13,100−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−12,850−100.0%Sold out
Atria Investments LLC0$00.00%−12,772−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−12,576−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−12,550−100.0%Sold out
APG Asset Management N.V.0$00.00%−11,920−100.0%Sold out
Sagefield Capital LP0$00.00%−12,100−100.0%Sold out
Storebrand Asset Management AS0$00.00%−11,763−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−11,370−100.0%Sold out
Silvant Capital Management LLC0$00.00%−11,098−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−11,039−100.0%Sold out
Truist Financial Corp0$00.00%−10,854−100.0%Sold out
M&T Bank Corp0$00.00%−10,722−100.0%Sold out
Xponance, Inc.0$00.00%−10,312−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−10,218−100.0%Sold out
Nissay Asset Management Corp0$00.00%−10,109−100.0%Sold out
Principal Financial Group Inc0$00.00%−9,994−100.0%Sold out
Victory Capital Management Inc0$00.00%−9,722−100.0%Sold out
Natixis Investment Managers International0$00.00%−9,663−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−9,412−100.0%Sold out
JustInvest LLC0$00.00%−9,104−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−8,972−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−8,870−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−8,572−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−8,560−100.0%Sold out
Park Avenue Securities LLC0$00.00%−8,394−100.0%Sold out
Twin Tree Management, LP0$00.00%−8,369−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−8,372−100.0%Sold out
Delphia (USA) Inc.0$00.00%−7,939−100.0%Sold out
Synovus Financial Corp0$00.00%−7,864−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−7,806−100.0%Sold out
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund0$00.00%−10,127−100.0%Sold out
Corton Capital Inc.0$00.00%−7,793−100.0%Sold out
Panagora Asset Management Inc0$00.00%−7,566−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−7,334−100.0%Sold out
BCK Capital Management LP0$00.00%−7,205−100.0%Sold out
KBC Group NV0$00.00%−6,914−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−6,700−100.0%Sold out
HighTower Advisors, LLC0$00.00%−6,650−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−6,577−100.0%Sold out
Private Advisor Group, LLC0$00.00%−6,544−100.0%Sold out
Commerce Bank0$00.00%−6,332−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−6,305−100.0%Sold out
Telemetry Investments, L.L.C.0$00.00%−6,000−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−6,000−100.0%Sold out
Quantinno Capital Management LP0$00.00%−5,936−100.0%Sold out
Westpac Banking Corp0$00.00%−5,920−100.0%Sold out
TD Asset Management Inc0$00.00%−5,813−100.0%Sold out
Proequities, Inc.0$00.00%−5,760−100.0%Sold out
Intech Investment Management LLC0$00.00%−5,664−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−5,501−100.0%Sold out
MetLife Investment Management0$00.00%−5,376−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−3,800−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,026−100.0%Sold out
Baillie Gifford & Co0$00.00%−4,975−100.0%Sold out
Willow Creek Wealth Management Inc.0$00.00%−4,981−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−4,930−100.0%Sold out
Nordea Investment Management AB0$00.00%−4,900−100.0%Sold out
Gries Financial LLC0$00.00%−4,918−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−4,841−100.0%Sold out
LPL Financial LLC0$00.00%−4,479−100.0%Sold out
Pier Capital, LLC0$00.00%−4,444−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−4,390−100.0%Sold out
Monarch Partners Asset Management LLC0$00.00%−4,355−100.0%Sold out
Hunting Hill Global Capital, LLC0$00.00%−4,000−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,984−100.0%Sold out
Mariner, LLC0$00.00%−3,818−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,771−100.0%Sold out
Archford Capital Strategies, LLC0$00.00%−3,715−100.0%Sold out
KRS Capital Management, LLC0$00.00%−3,535−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−3,499−100.0%Sold out
Prudential Financial Inc0$00.00%−3,410−100.0%Sold out
qPULA Trading Management LP0$00.00%−3,300−100.0%Sold out
CIBC Asset Management Inc0$00.00%−3,293−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−3,250−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−3,200−100.0%Sold out
Twelve Points Wealth Management LLC0$00.00%−3,208−100.0%Sold out
Comerica Bank0$00.00%−2,846−100.0%Sold out
Signaturefd, LLC0$00.00%−3,082−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−3,000−100.0%Sold out
Lattice Capital Management, LLC0$00.00%−3,000−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−2,913−100.0%Sold out