Conestoga Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Conestoga Capital Advisors’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	-142,037	Closed	-$10M	–	140
2022 Q2	$10M	Sell	142,037 -864	-0.6%	-$71K	0.18%	69
2022 Q1	$14.2M	Buy	142,901 +36,929	+35%	+$3.74M	0.21%	68
2021 Q4	$13.7M	Buy	105,972 +745	+0.7%	+$116K	0.18%	70
2021 Q3	$18.4M	Buy	105,227 +3,118	+3%	+$536K	0.25%	66
2021 Q2	$16.5M	Buy	102,109 +8,655	+9%	+$1.21M	0.24%	71
2021 Q1	$12.5M	Buy	93,454 +50,504	+118%	+$7.79M	0.19%	69
2020 Q4	$7.08M	Buy	+42,950	New	+$6.87M	0.11%	72

Other funds holding AVLR

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

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

Conestoga Capital Advisors's AVLR Position: Q3 2022 in Review

Conestoga Capital Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 142,037 shares — an estimated $10M sold.

Conestoga Capital Advisors first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $18.4M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Conestoga Capital Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Conestoga Capital Advisors sold 142,037 Avalara, Inc. shares in Q3 2022, an estimated $10M.
Conestoga Capital Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Conestoga Capital Advisors's Avalara, Inc. position peaked at $18.4M in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Conestoga Capital Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.