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 |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 3,000 | $275.0K | 0.44% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,913 | $267.0K | 0.01% | +18+0.6% | Added |
| Seeyond | 2,857 | $262.0K | 0.03% | −3,113−52.1% | Reduced |
| ProShare Advisors LLC | 2,790 | $256.0K | 0.00% | −596−17.6% | Reduced |
| Vontobel Holding Ltd. | 2,769 | $255.0K | 0.00% | −3,514−55.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,685 | $246.0K | 0.00% | +2,685 | New |
| Impax Asset Management Group plc | 2,619 | $240.0K | 0.00% | +2,619 | 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 |
| Gotham Asset Management, LLC | 2,538 | $233.0K | 0.01% | +2,538 | New |
| Engineers Gate Manager LP | 2,440 | $224.0K | 0.01% | −48,422−95.2% | Reduced |
| Oppenheimer Asset Management Inc. | 2,385 | $219.0K | 0.00% | −98,618−97.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,306 | $212.0K | 0.01% | −6,267−73.1% | Reduced |
| Wolverine Trading, LLC | 2,262 | $207.0K | 0.01% | +2,262 | New |
| E. Ohman J:or Asset Management AB | 2,200 | $202.0K | 0.01% | +2,200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $184.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,906 | $175.0K | 0.00% | −8,975−82.5% | Reduced |
| Umb Bank N A | 1,700 | $156.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,600 | $147.0K | 0.05% | −1,800−52.9% | Reduced |
| Macquarie Group Ltd | 1,558 | $143.0K | 0.00% | −50−3.1% | Reduced |
| CWM, LLC | 1,458 | $134.0K | 0.00% | −76−5.0% | Reduced |
| American International Group, Inc. | 1,358 | $125.0K | 0.00% | +5+0.4% | Added |
| Swedbank AB | 1,298 | $119.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 1,300 | $119.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,250 | $115.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,138 | $104.0K | 0.01% | +623+121.0% | Added |
| Private Trust Co NA | 1,000 | $92.0K | 0.01% | −51−4.9% | Reduced |
| Ossiam | 1,004 | $92.0K | 0.00% | +1,004 | New |
| First Horizon Advisors, Inc. | 834 | $76.0K | 0.00% | −841−50.2% | Reduced |
| Longfellow Investment Management Co LLC | 782 | $72.0K | 0.01% | +782 | New |
| Advisors Asset Management, Inc. | 766 | $70.0K | 0.00% | +121+18.8% | Added |
| Wolff Wiese Magana LLC | 716 | $66.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 599 | $55.0K | 0.01% | −198−24.8% | Reduced |
| CVA Family Office, LLC | 454 | $42.0K | 0.01% | −20−4.2% | Reduced |
| Spire Wealth Management | 429 | $39.0K | 0.00% | −166−27.9% | Reduced |
| Wipfli Financial Advisors LLC, | 392 | $36.0K | 0.00% | +392 | New |
| Activest Wealth Management | 380 | $35.0K | 0.01% | +380 | New |
| 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 |
| 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 |
| Achmea Investment Management B.V. | 189 | $18.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 179 | $16.0K | 0.02% | +179 | New |
| Tradition Wealth Management, LLC | 170 | $16.0K | 0.00% | +170 | New |
| MCF Advisors LLC | 162 | $15.0K | 0.00% | +162 | New |
| Lindbrook Capital, LLC | 142 | $13.0K | 0.00% | +8+6.0% | Added |
| Annapolis Financial Services, LLC | 135 | $12.0K | 0.00% | +135 | New |
| Quent Capital, LLC | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 147 | $8.00K | 0.00% | +3+2.1% | Added |
| American Portfolios Advisors | 83 | $7.62K | 0.00% | −209−71.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $7.00K | 0.00% | +80 | New |
| 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 |
| 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 |
| National Pension Service | 42 | $3.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Leonteq Securities AG | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6 | $0 | 0.00% | −392−98.5% | Reduced |
| Massmutual Trust Co FSB | 3 | $0 | 0.00% | −16−84.2% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,458,745−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −2,060,932−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,803,089−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −1,247,158−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −1,200,600−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,036,831−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −884,705−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −739,222−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −614,522−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −613,160−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −485,663−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −355,013−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −275,505−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −247,100−100.0% | Sold out |