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

Evolutionary Tree 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
2022 Q3	–	Sell	-50,557	Closed	-$3.57M	–	39
2022 Q2	$3.57M	Sell	50,557 -10,488	-17%	-$862K	3.89%	10
2022 Q1	$6.08M	Sell	61,045 -5,358	-8%	-$543K	4.22%	8
2021 Q4	$8.57M	Buy	66,403 +37,796	+132%	+$5.9M	4.12%	9
2021 Q3	$5M	Buy	28,607 +2,402	+9%	+$413K	2.22%	20
2021 Q2	$4.24M	Buy	26,205 +8,385	+47%	+$1.17M	1.96%	25
2021 Q1	$2.38M	Buy	17,820 +9,457	+113%	+$1.46M	1.41%	27
2020 Q4	$1.38M	Buy	+8,363	New	+$1.34M	1.05%	32

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

Evolutionary Tree Capital Management's AVLR Position: Q3 2022 in Review

Evolutionary Tree Capital Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 50,557 shares — an estimated $3.57M sold.

Evolutionary Tree Capital Management first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $8.57M in Q4 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Evolutionary Tree Capital Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Evolutionary Tree Capital Management sold 50,557 Avalara, Inc. shares in Q3 2022, an estimated $3.57M.
Evolutionary Tree Capital Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Evolutionary Tree Capital Management's Avalara, Inc. position peaked at $8.57M in Q4 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Evolutionary Tree Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.