Broad Bay Capital Management’s Avalara, Inc. AVLR Stock Holding History

Broad Bay Capital Management’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
2020 Q4	–	Sell	-184,000	Closed	-$23.4M	–	18
2020 Q3	$23.4M	Sell	184,000 -120,000	-39%	-$15.2M	3.41%	10
2020 Q2	$40.5M	Sell	304,000 -218,500	-42%	-$21.5M	7.23%	8
2020 Q1	$39M	Buy	522,500 +279,500	+115%	+$22.8M	10.72%	3
2019 Q4	$17.8M	Buy	+243,000	New	+$17.7M	4.24%	11

Other funds holding AVLR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Broad Bay Capital Management's AVLR Position: Q4 2020 in Review

Broad Bay Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 184,000 shares — an estimated $23.4M sold.

Broad Bay Capital Management first reported a position in AVLR in Q4 2019 and held it in 4 quarters. The position peaked at $40.5M in Q2 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

Broad Bay Capital Management reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
Broad Bay Capital Management sold 184,000 Avalara, Inc. shares in Q4 2020, an estimated $23.4M.
Broad Bay Capital Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 4 quarters.
Broad Bay Capital Management's Avalara, Inc. position peaked at $40.5M in Q2 2020.
440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Broad Bay Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.