Dorsey Asset Management’s Avalara, Inc. AVLR Stock Holding History

Dorsey Asset 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	-293,390	Closed	-$37.4M	–	11
2020 Q3	$37.4M	Buy	293,390 +6,252	+2%	+$794K	5.55%	9
2020 Q2	$38.2M	Sell	287,138 -404,171	-58%	-$39.7M	6.18%	8
2020 Q1	$51.6M	Sell	691,309 -540,305	-44%	-$44M	13.02%	4
2019 Q4	$90.2M	Buy	1,231,614 +283,200	+30%	+$20.6M	17.75%	2
2019 Q3	$63.8M	Sell	948,414 -144,858	-13%	-$11.7M	14.98%	2
2019 Q2	$78.9M	Buy	+1,093,272	New	+$70.6M	17.64%	2

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

Dorsey Asset Management's AVLR Position: Q4 2020 in Review

Dorsey Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 293,390 shares — an estimated $37.4M sold.

Dorsey Asset Management first reported a position in AVLR in Q2 2019 and held it in 6 quarters. The position peaked at $90.2M in Q4 2019. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

Dorsey Asset Management reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
Dorsey Asset Management sold 293,390 Avalara, Inc. shares in Q4 2020, an estimated $37.4M.
Dorsey Asset Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 6 quarters.
Dorsey Asset Management's Avalara, Inc. position peaked at $90.2M in Q4 2019.
440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Dorsey Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.