BPI
AVLR

Battery Partners IX’s Avalara, Inc. AVLR Stock Holding History

Battery Partners IX’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
2019
Q4 		– Sell
-1,327,604
Closed -$89.3M – 5
2019
Q3 		$89.3M Sell
1,327,604
-2,777,492
-68% -$225M 51.69% 1
2019
Q2 		$296M Sell
4,105,096
-1,009,999
-20% -$65.2M 77.86% 1
2019
Q1 		$285M Sell
5,115,095
-570,649
-10% -$26.5M 75.49% 1
2018
Q4 		$177M Hold
5,685,744
– – 64.61% 1
2018
Q3 		$199M Hold
5,685,744
– – 64.08% 1
2018
Q2 		$303M Buy
+5,685,744
New +$270M 74.19% 1

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Battery Partners IX's AVLR Position: Q4 2019 in Review

Battery Partners IX sold out of Avalara, Inc. (AVLR) in Q4 2019, closing a stake of 1,327,604 shares — an estimated $89.3M sold.

Battery Partners IX first reported a position in AVLR in Q2 2018 and held it in 6 quarters. The position peaked at $303M in Q2 2018. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

  • Battery Partners IX reported no remaining Avalara, Inc. position as of Q4 2019 after selling out during the quarter.
  • Battery Partners IX sold 1,327,604 Avalara, Inc. shares in Q4 2019, an estimated $89.3M.
  • Battery Partners IX first reported a position in Avalara, Inc. in Q2 2018 and held it in 6 quarters.
  • Battery Partners IX's Avalara, Inc. position peaked at $303M in Q2 2018.
  • 271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on Battery Partners IX's 13F filing for Q4 2019, filed 14 Feb 2020.