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

Engle 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
2021 Q1	–	Sell	-87,000	Closed	-$14.3M	–	31
2020 Q4	$14.3M	Sell	87,000 -116,000	-57%	-$18.6M	2.06%	16
2020 Q3	$25.9M	Sell	203,000 -18,000	-8%	-$2.29M	4.08%	11
2020 Q2	$29.4M	Buy	221,000 +9,800	+5%	+$963K	4.74%	12
2020 Q1	$15.8M	Sell	211,200 -66,800	-24%	-$5.45M	5.23%	9
2019 Q4	$20.4M	Sell	278,000 -14,000	-5%	-$1.02M	4.38%	11
2019 Q3	$19.6M	Buy	292,000 +27,000	+10%	+$2.18M	5.21%	7
2019 Q2	$19.1M	Buy	265,000 +110,000	+71%	+$7.1M	4.54%	10
2019 Q1	$8.65M	Buy	+155,000	New	+$7.19M	2.25%	15

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

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

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

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

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

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

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

FAM

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

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

Engle Capital Management's AVLR Position: Q1 2021 in Review

Engle Capital Management sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 87,000 shares — an estimated $14.3M sold.

Engle Capital Management first reported a position in AVLR in Q1 2019 and held it in 8 quarters. The position peaked at $29.4M in Q2 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

Engle Capital Management reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
Engle Capital Management sold 87,000 Avalara, Inc. shares in Q1 2021, an estimated $14.3M.
Engle Capital Management first reported a position in Avalara, Inc. in Q1 2019 and held it in 8 quarters.
Engle Capital Management's Avalara, Inc. position peaked at $29.4M in Q2 2020.
403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Engle Capital Management's 13F filing for Q1 2021, filed 17 May 2021.