Islet Management’s Avalara, Inc. AVLR Stock Holding History

Islet 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 Q2	–	Sell	-100,000	Closed	-$13.3M	–	238
2021 Q1	$13.3M	Buy	+100,000	New	+$15.4M	0.33%	86
2020 Q3	–	Sell	-50,000	Closed	-$6.66M	–	168
2020 Q2	$6.66M	Sell	50,000 -25,000	-33%	-$2.46M	0.76%	48
2020 Q1	$5.59M	Buy	+75,000	New	+$6.11M	0.82%	44
2019 Q4	–	Sell	-75,000	Closed	-$5.05M	–	134
2019 Q3	$5.05M	Sell	75,000 -65,000	-46%	-$5.26M	0.63%	43
2019 Q2	$10.1M	Buy	140,000 +40,000	+40%	+$2.58M	1.16%	25
2019 Q1	$5.58M	Buy	+100,000	New	+$4.64M	0.64%	47

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Islet Management's AVLR Position: Q2 2021 in Review

Islet Management sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 100,000 shares — an estimated $13.3M sold.

Islet Management first reported a position in AVLR in Q1 2019 and held it in 6 quarters. The position peaked at $13.3M in Q1 2021. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

Islet Management reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
Islet Management sold 100,000 Avalara, Inc. shares in Q2 2021, an estimated $13.3M.
Islet Management first reported a position in Avalara, Inc. in Q1 2019 and held it in 6 quarters.
Islet Management's Avalara, Inc. position peaked at $13.3M in Q1 2021.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Islet Management's 13F filing for Q2 2021, filed 16 Aug 2021.