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, Q3 2022
Institutional positions in Avalara, Inc. as of Sep 30, 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, so this page shows Q3 2022. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 385
- −4 vs. Q2 2022
- Shares held
- 86.2M
- +5.59M (+6.9%) vs. Q2 2022
- Total value
- $7.92B
- +$2.22B (+38.9%) vs. Q2 2022
- New holders
- 110
- 88 more added
- Sold out
- 114
- 145 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Avalara, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 6 | $0 | 0.00% | −392−98.5% | Reduced |
| Massmutual Trust Co FSB | 3 | $0 | 0.00% | −16−84.2% | Reduced |
| Leonteq Securities AG | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6 | $1.00K | 0.00% | −604−99.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 11 | $1.00K | 0.00% | −223−95.3% | Reduced |
| Zions Bancorporation, N.A. | 10 | $1.00K | 0.00% | −13−56.5% | Reduced |
| Money Concepts Capital Corp | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $1.00K | 0.00% | +7+116.7% | Added |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Brown Brothers Harriman & Co | 22 | $2.00K | 0.00% | −330,628−100.0% | Reduced |
| Disciplined Investments, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $2.00K | 0.00% | +11+122.2% | Added |
| Standard Family Office LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 19 | $2.00K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | +22 | New |
| Meeder Asset Management Inc | 29 | $3.00K | 0.00% | −39−57.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $3.00K | 0.00% | −37−54.4% | Reduced |
| Crewe Advisors LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 42 | $3.85K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $4.00K | 0.00% | −1,516−97.2% | Reduced |
| Mizuho Securities Co. Ltd. | 42 | $4.00K | 0.00% | +2+5.0% | Added |
| Elequin Capital LP | 40 | $4.00K | 0.00% | −35−46.7% | Reduced |
| Harbour Investments, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 70 | $6.00K | 0.00% | −1,959−96.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 65 | $6.00K | 0.00% | +65 | New |
| AlphaMark Advisors, LLC | 62 | $6.00K | 0.00% | +62 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $7.00K | 0.00% | +80 | New |
| American Portfolios Advisors | 83 | $7.62K | 0.00% | −209−71.6% | Reduced |
| IFP Advisors, Inc | 147 | $8.00K | 0.00% | +3+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $9.00K | 0.00% | −700−87.5% | Reduced |
| Covestor Ltd | 93 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Weiss Asset Management LP | 100 | $9.00K | 0.00% | +100 | New |
| Quent Capital, LLC | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $12.0K | 0.00% | +135 | New |
| Lindbrook Capital, LLC | 142 | $13.0K | 0.00% | +8+6.0% | Added |
| MCF Advisors LLC | 162 | $15.0K | 0.00% | +162 | New |
| Riverview Trust Co | 179 | $16.0K | 0.02% | +179 | New |
| Tradition Wealth Management, LLC | 170 | $16.0K | 0.00% | +170 | New |
| Achmea Investment Management B.V. | 189 | $18.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 224 | $21.0K | 0.00% | −4,754−95.5% | Reduced |
| Parallel Advisors, LLC | 233 | $21.0K | 0.00% | −1,621−87.4% | Reduced |
| National Bank of Canada | 340 | $31.0K | 0.00% | −21,151−98.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 334 | $31.0K | 0.00% | −17−4.8% | Reduced |
| Activest Wealth Management | 380 | $35.0K | 0.01% | +380 | New |
| Wipfli Financial Advisors LLC, | 392 | $36.0K | 0.00% | +392 | New |
| Spire Wealth Management | 429 | $39.0K | 0.00% | −166−27.9% | Reduced |
| CVA Family Office, LLC | 454 | $42.0K | 0.01% | −20−4.2% | Reduced |
| Quadrant Capital Group LLC | 599 | $55.0K | 0.01% | −198−24.8% | Reduced |
| Wolff Wiese Magana LLC | 716 | $66.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 766 | $70.0K | 0.00% | +121+18.8% | Added |
| Longfellow Investment Management Co LLC | 782 | $72.0K | 0.01% | +782 | New |
| First Horizon Advisors, Inc. | 834 | $76.0K | 0.00% | −841−50.2% | Reduced |
| Private Trust Co NA | 1,000 | $92.0K | 0.01% | −51−4.9% | Reduced |
| Ossiam | 1,004 | $92.0K | 0.00% | +1,004 | New |
| Ellevest, Inc. | 1,138 | $104.0K | 0.01% | +623+121.0% | Added |
| Ten Capital Wealth Advisors, LLC | 1,250 | $115.0K | 0.05% | 00.0% | Unchanged |
| Bellevue Group AG | 1,300 | $119.0K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 1,298 | $119.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,358 | $125.0K | 0.00% | +5+0.4% | Added |
| CWM, LLC | 1,458 | $134.0K | 0.00% | −76−5.0% | Reduced |
| Macquarie Group Ltd | 1,558 | $143.0K | 0.00% | −50−3.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,600 | $147.0K | 0.05% | −1,800−52.9% | Reduced |
| Umb Bank N A | 1,700 | $156.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,906 | $175.0K | 0.00% | −8,975−82.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $184.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,200 | $202.0K | 0.01% | +2,200 | New |
| Wolverine Trading, LLC | 2,262 | $207.0K | 0.01% | +2,262 | New |
| Vestmark Advisory Solutions, Inc. | 2,306 | $212.0K | 0.01% | −6,267−73.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,385 | $219.0K | 0.00% | −98,618−97.6% | Reduced |
| Engineers Gate Manager LP | 2,440 | $224.0K | 0.01% | −48,422−95.2% | Reduced |
| Gotham Asset Management, LLC | 2,538 | $233.0K | 0.01% | +2,538 | New |
| Point72 Hong Kong Ltd | 2,606 | $239.0K | 0.01% | −9,737−78.9% | Reduced |
| Commonwealth Equity Services, LLC | 2,610 | $239.0K | 0.00% | −2,168−45.4% | Reduced |
| Impax Asset Management Group plc | 2,619 | $240.0K | 0.00% | +2,619 | New |
| Arrowstreet Capital, Limited Partnership | 2,685 | $246.0K | 0.00% | +2,685 | New |
| Vontobel Holding Ltd. | 2,769 | $255.0K | 0.00% | −3,514−55.9% | Reduced |
| ProShare Advisors LLC | 2,790 | $256.0K | 0.00% | −596−17.6% | Reduced |
| Seeyond | 2,857 | $262.0K | 0.03% | −3,113−52.1% | Reduced |
| Summit Trail Advisors, LLC | 2,913 | $267.0K | 0.01% | +18+0.6% | Added |
| Lattice Capital Management, LLC | 3,000 | $275.0K | 0.44% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,000 | $275.4K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 2,846 | $283.0K | 0.00% | −120,736−97.7% | Reduced |
| Signaturefd, LLC | 3,082 | $283.0K | 0.01% | −233−7.0% | Reduced |
| Twelve Points Wealth Management LLC | 3,208 | $294.0K | 0.23% | −336−9.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,200 | $294.0K | 0.01% | +3,200 | New |
| Wellington Shields Capital Management, LLC | 3,250 | $298.0K | 0.07% | −945−22.5% | Reduced |
| CIBC Asset Management Inc | 3,293 | $302.0K | 0.00% | 00.0% | Unchanged |
| qPULA Trading Management LP | 3,300 | $303.0K | 2.66% | +3,300 | New |
| Prudential Financial Inc | 3,410 | $313.0K | 0.00% | −2,656−43.8% | Reduced |
| Icon Wealth Advisors, LLC | 3,499 | $321.0K | 0.04% | +3,499 | New |
| KRS Capital Management, LLC | 3,535 | $324.0K | 0.49% | −835−19.1% | Reduced |
| Archford Capital Strategies, LLC | 3,715 | $341.0K | 0.09% | −17,896−82.8% | Reduced |
| Bridgefront Capital, LLC | 3,771 | $346.0K | 0.35% | +3,771 | New |
| Mariner, LLC | 3,818 | $350.0K | 0.00% | +3,818 | New |
| SG Americas Securities, LLC | 3,984 | $366.0K | 0.01% | +2,399+151.4% | Added |