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 |
|---|---|---|---|---|---|
| Hunting Hill Global Capital, LLC | 4,000 | $367.0K | 0.22% | +4,000 | New |
| Monarch Partners Asset Management LLC | 4,355 | $400.0K | 0.12% | −2,230−33.9% | Reduced |
| Cubist Systematic Strategies, LLC | 4,390 | $403.0K | 0.00% | −136,095−96.9% | Reduced |
| Pier Capital, LLC | 4,444 | $408.0K | 0.07% | −4,781−51.8% | Reduced |
| LPL Financial LLC | 4,479 | $411.0K | 0.00% | −5,288−54.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,841 | $444.0K | 0.01% | +60+1.3% | Added |
| Gries Financial LLC | 4,918 | $451.0K | 0.19% | −1,200−19.6% | Reduced |
| Nordea Investment Management AB | 4,900 | $452.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,930 | $453.0K | 0.06% | −1,988−28.7% | Reduced |
| Baillie Gifford & Co | 4,975 | $457.0K | 0.00% | +222+4.7% | Added |
| Willow Creek Wealth Management Inc. | 4,981 | $457.0K | 0.09% | +4,981 | New |
| Meiji Yasuda Life Insurance Co | 5,026 | $461.0K | 0.01% | +1,320+35.6% | Added |
| PenderFund Capital Management Ltd. | 3,800 | $482.0K | 0.15% | +3,800 | New |
| MetLife Investment Management | 5,376 | $493.5K | 0.00% | +3+0.1% | Added |
| Kestra Advisory Services, LLC | 5,501 | $505.0K | 0.01% | −1,251−18.5% | Reduced |
| Intech Investment Management LLC | 5,664 | $520.0K | 0.00% | −171−2.9% | Reduced |
| Proequities, Inc. | 5,760 | $529.0K | 0.05% | −724−11.2% | Reduced |
| TD Asset Management Inc | 5,813 | $533.0K | 0.00% | −300−4.9% | Reduced |
| Westpac Banking Corp | 5,920 | $543.5K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,936 | $545.0K | 0.07% | −4,030−40.4% | Reduced |
| Telemetry Investments, L.L.C. | 6,000 | $551.0K | 0.90% | +6,000 | New |
| BlueCrest Capital Management Ltd | 6,000 | $551.0K | 0.05% | +6,000 | New |
| Maryland State Retirement & Pension System | 6,305 | $579.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 6,332 | $582.0K | 0.01% | −172−2.6% | Reduced |
| Private Advisor Group, LLC | 6,544 | $601.0K | 0.01% | −681−9.4% | Reduced |
| Tudor Investment Corp Et Al | 6,577 | $604.0K | 0.01% | +1,627+32.9% | Added |
| HighTower Advisors, LLC | 6,650 | $613.0K | 0.00% | −11,739−63.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,700 | $615.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 6,914 | $635.0K | 0.00% | +163+2.4% | Added |
| BCK Capital Management LP | 7,205 | $661.0K | 0.47% | +7,205 | New |
| Robeco Institutional Asset Management B.V. | 7,334 | $672.0K | 0.00% | +5,503+300.5% | Added |
| Panagora Asset Management Inc | 7,566 | $695.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,793 | $715.0K | 0.87% | −2,448−23.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,127 | $715.0K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 7,806 | $717.0K | 0.27% | +140+1.8% | Added |
| Synovus Financial Corp | 7,864 | $723.0K | 0.01% | +2,583+48.9% | Added |
| Delphia (USA) Inc. | 7,939 | $729.0K | 0.83% | −3,365−29.8% | Reduced |
| DekaBank Deutsche Girozentrale | 8,372 | $754.0K | 0.00% | +170+2.1% | Added |
| Twin Tree Management, LP | 8,369 | $768.0K | 0.02% | +8,369 | New |
| Park Avenue Securities LLC | 8,394 | $771.0K | 0.02% | −7,213−46.2% | Reduced |
| Silvercrest Asset Management Group LLC | 8,560 | $786.0K | 0.01% | −21,444−71.5% | Reduced |
| British Columbia Investment Management Corp | 8,572 | $787.0K | 0.01% | −124,475−93.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,870 | $814.0K | 0.00% | −1,395−13.6% | Reduced |
| Pure Financial Advisors, Inc. | 8,972 | $824.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 9,104 | $836.0K | 0.04% | +690+8.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,412 | $864.0K | 0.01% | +4,955+111.2% | Added |
| Natixis Investment Managers International | 9,663 | $887.0K | 0.07% | −1,996−17.1% | Reduced |
| Victory Capital Management Inc | 9,722 | $892.0K | 0.00% | −1,881−16.2% | Reduced |
| Principal Financial Group Inc | 9,994 | $917.0K | 0.00% | −3,955−28.4% | Reduced |
| Nissay Asset Management Corp | 10,109 | $928.0K | 0.01% | +428+4.4% | Added |
| The PNC Financial Services Group, Inc. | 10,218 | $937.0K | 0.00% | −1,199−10.5% | Reduced |
| Xponance, Inc. | 10,312 | $947.0K | 0.02% | +230+2.3% | Added |
| M&T Bank Corp | 10,722 | $983.0K | 0.00% | −14,888−58.1% | Reduced |
| Truist Financial Corp | 10,854 | $996.0K | 0.00% | −12,472−53.5% | Reduced |
| Bayesian Capital Management, LP | 11,039 | $1.01M | 0.21% | +11,039 | New |
| Silvant Capital Management LLC | 11,098 | $1.02M | 0.07% | −46−0.4% | Reduced |
| Thrivent Financial for Lutherans | 11,370 | $1.04M | 0.00% | −228,903−95.3% | Reduced |
| Storebrand Asset Management AS | 11,763 | $1.08M | 0.01% | 00.0% | Unchanged |
| Sagefield Capital LP | 12,100 | $1.11M | 0.35% | +12,100 | New |
| APG Asset Management N.V. | 11,920 | $1.12M | 0.00% | +8,581+257.0% | Added |
| Canada Pension Plan Investment Board | 12,550 | $1.15M | 0.00% | +2,900+30.1% | Added |
| Teacher Retirement System of Texas | 12,576 | $1.15M | 0.01% | −814−6.1% | Reduced |
| Atria Investments LLC | 12,772 | $1.17M | 0.03% | −4,510−26.1% | Reduced |
| Gulf International Bank (UK) Ltd | 12,850 | $1.18M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,100 | $1.20M | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 13,134 | $1.21M | 0.01% | −500−3.7% | Reduced |
| Cetera Investment Advisers | 13,329 | $1.22M | 0.02% | −374−2.7% | Reduced |
| IFM Investors Pty Ltd | 13,805 | $1.27M | 0.02% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 13,962 | $1.28M | 0.08% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 14,000 | $1.29M | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14,060 | $1.29M | 0.12% | +285+2.1% | Added |
| Rockefeller Capital Management L.P. | 14,126 | $1.29M | 0.01% | +878+6.6% | Added |
| Baird Financial Group, Inc. | 14,398 | $1.32M | 0.00% | −4,087−22.1% | Reduced |
| Pendal Group Limited | 14,666 | $1.35M | 0.01% | +14,666 | New |
| Shay Capital LLC | 14,908 | $1.37M | 0.68% | +14,908 | New |
| Utah Retirement Systems | 15,300 | $1.40M | 0.02% | +100+0.7% | Added |
| Russell Investments Group, Ltd. | 17,033 | $1.56M | 0.00% | +13+0.1% | Added |
| Alps Advisors Inc | 17,246 | $1.58M | 0.01% | +17,246 | New |
| Diametric Capital, LP | 17,409 | $1.60M | 0.81% | +17,409 | New |
| TownSquare Capital, LLC | 17,454 | $1.60M | 0.05% | −24,610−58.5% | Reduced |
| Tredje AP-fonden | 17,811 | $1.64M | 0.03% | +17,811 | New |
| Bamco Inc | 18,719 | $1.72M | 0.01% | −389,814−95.4% | Reduced |
| Toronto Dominion Bank | 18,934 | $1.74M | 0.00% | −152−0.8% | Reduced |
| Riverbridge Partners LLC | 19,762 | $1.81M | 0.03% | −1,409,576−98.6% | Reduced |
| BNP Paribas Arbitrage, SA | 19,809 | $1.82M | 0.00% | −58,094−74.6% | Reduced |
| MML Investors Services, LLC | 19,882 | $1.82M | 0.01% | −8,171−29.1% | Reduced |
| Amalgamated Bank | 20,027 | $1.84M | 0.02% | +504+2.6% | Added |
| Squarepoint Ops LLC | 20,785 | $1.91M | 0.02% | −253,711−92.4% | Reduced |
| Advisor Group Holdings, Inc. | 21,250 | $1.95M | 0.00% | −15,306−41.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,021 | $2.02M | 1.05% | +75+0.3% | Added |
| S. Muoio & Co. LLC | 22,515 | $2.07M | 2.73% | +22,515 | New |
| Motley Fool Asset Management LLC | 23,658 | $2.17M | 0.21% | −36,421−60.6% | Reduced |
| Pathstone Family Office, LLC | 23,719 | $2.18M | 0.04% | +19,983+534.9% | Added |
| Arizona State Retirement System | 24,123 | $2.21M | 0.02% | −294−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,188 | $2.22M | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 24,448 | $2.24M | 0.13% | −4,490−15.5% | Reduced |
| Stifel Financial Corp | 24,703 | $2.27M | 0.00% | −54,644−68.9% | Reduced |
| Mizuho Securities USA LLC | 25,000 | $2.29M | 0.31% | +25,000 | New |
| George Kaiser Family Foundation | 25,169 | $2.31M | 0.41% | −14,926−37.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 25,505 | $2.34M | 0.02% | +11,200+78.3% | Added |