Artisan Partners

Artisan Partners’s Avalara, Inc. AVLR Stock Holding History

Artisan Partners’s Portfolio AVLR Stock Details AVLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-613,160	Closed	-$43.3M	–	343
2022 Q2	$43.3M	Sell	613,160 -106,281	-15%	-$8.74M	0.07%	222
2022 Q1	$71.6M	Buy	719,441 +4,643	+0.6%	+$471K	0.1%	201
2021 Q4	$92.3M	Sell	714,798 -51,579	-7%	-$8.05M	0.11%	189
2021 Q3	$134M	Sell	766,377 -24,014	-3%	-$4.13M	0.16%	141
2021 Q2	$128M	Sell	790,391 -3,102	-0.4%	-$432K	0.15%	151
2021 Q1	$106M	Buy	793,493 +17,917	+2%	+$2.76M	0.14%	167
2020 Q4	$128M	Buy	775,576 +18,524	+2%	+$2.96M	0.16%	148
2020 Q3	$96.4M	Buy	757,052 +11,435	+2%	+$1.45M	0.14%	154
2020 Q2	$99.2M	Buy	745,617 +38,426	+5%	+$3.78M	0.16%	142
2020 Q1	$52.8M	Buy	707,191 +90,740	+15%	+$7.4M	0.11%	174
2019 Q4	$45.2M	Buy	616,451 +212,754	+53%	+$15.5M	0.08%	194
2019 Q3	$27.2M	Buy	403,697 +63,188	+19%	+$5.11M	0.05%	220
2019 Q2	$24.6M	Buy	340,509 +197,655	+138%	+$12.8M	0.05%	224
2019 Q1	$7.97M	Buy	+142,854	New	+$6.63M	0.02%	249

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return