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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 0 | $0 | 0.00% | −225,493−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −182,654−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −176,305−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −154,322−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −156,739−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −142,037−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −128,966−100.0% | Sold out |
| Lakehouse Capital Pty Ltd | 0 | $0 | 0.00% | −119,957−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −99,096−100.0% | Sold out |
| Westwood Management Corp | 0 | $0 | 0.00% | −92,250−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −77,801−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −76,329−100.0% | Sold out |
| Lagoda Investment Management, L.P. | 0 | $0 | 0.00% | −74,860−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −62,197−100.0% | Sold out |
| Nellore Capital Management LLC | 0 | $0 | 0.00% | −58,172−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −57,388−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −54,479−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −52,096−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −50,557−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −49,249−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −48,050−100.0% | Sold out |
| Kids Capital Management, L.P. | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,144−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −36,743−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,675−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −32,539−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −30,160−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −30,075−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,019−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −26,817−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −24,116−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,201−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −20,401−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −19,880−100.0% | Sold out |
| First Growth Investment Manager LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Brooktree Capital Management | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,035−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −15,196−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −12,928−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −11,891−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,707−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,745−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −9,337−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −7,178−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −4,968−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −4,899−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −4,687−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,599−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,723−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Montanaro Asset Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Harvest Group Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |