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.
| 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, 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 |
|---|---|---|---|---|---|
| Seeyond | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sarissa Consulting LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Keebeck Alpha, LP | – | – | – | – | Not filed |
| S. Muoio & Co. LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |