Jackson Square Capital’s Avalara, Inc. AVLR Stock Holding History

Jackson Square Capital’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 Q4	–	Sell	-3,672	Closed	-$642K	–	196
2021 Q3	$642K	Buy	3,672 +2,244	+157%	+$386K	0.21%	92
2021 Q2	$231K	Sell	1,428 -113	-7%	-$15.8K	0.07%	168
2021 Q1	$206K	Sell	1,541 -26,248	-94%	-$4.05M	0.08%	163
2020 Q4	$4.58M	Sell	27,789 -3,828	-12%	-$612K	1.76%	19
2020 Q3	$4.03M	Sell	31,617 -2,173	-6%	-$276K	1.77%	16
2020 Q2	$4.5M	Buy	33,790 +7,651	+29%	+$752K	2.27%	9
2020 Q1	$1.95M	Buy	26,139 +7,304	+39%	+$595K	1.52%	24
2019 Q4	$1.38M	Buy	+18,835	New	+$1.37M	0.8%	43

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

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

Jackson Square Capital's AVLR Position: Q4 2021 in Review

Jackson Square Capital sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 3,672 shares — an estimated $642K sold.

Jackson Square Capital first reported a position in AVLR in Q4 2019 and held it in 8 quarters. The position peaked at $4.58M in Q4 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Jackson Square Capital reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Jackson Square Capital sold 3,672 Avalara, Inc. shares in Q4 2021, an estimated $642K.
Jackson Square Capital first reported a position in Avalara, Inc. in Q4 2019 and held it in 8 quarters.
Jackson Square Capital's Avalara, Inc. position peaked at $4.58M in Q4 2020.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Jackson Square Capital's 13F filing for Q4 2021, filed 19 Jan 2022.