RGM Capital’s Avalara, Inc. AVLR Stock Holding History

RGM 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
2022 Q4	–	Sell	-211,084	Closed	-$19.4M	–	20
2022 Q3	$19.4M	Sell	211,084 -1,008,021	-83%	-$90.3M	1.25%	17
2022 Q2	$86.1M	Buy	1,219,105 +929,625	+321%	+$76.4M	4.5%	13
2022 Q1	$28.8M	Buy	+289,480	New	+$29.3M	1.2%	18

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

RGM Capital's AVLR Position: Q4 2022 in Review

RGM Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 211,084 shares — an estimated $19.4M sold.

RGM Capital first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $86.1M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

RGM Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
RGM Capital sold 211,084 Avalara, Inc. shares in Q4 2022, an estimated $19.4M.
RGM Capital first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
RGM Capital's Avalara, Inc. position peaked at $86.1M in Q2 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on RGM Capital's 13F filing for Q4 2022, filed 13 Feb 2023.