Vista Equity Partners Management’s Avalara, Inc. AVLR Stock Holding History

Vista Equity Partners 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 Q4	–	Sell	-163,710	Closed	-$15M	–	35
2022 Q3	$15M	Sell	163,710 -23,104	-12%	-$2.07M	0.24%	19
2022 Q2	$13.2M	Buy	186,814 +116,238	+165%	+$9.56M	0.23%	18
2022 Q1	$7.02M	Buy	+70,576	New	+$7.15M	0.06%	27
2019 Q3	–	Sell	-307,637	Closed	-$22.2M	–	32
2019 Q2	$22.2M	Sell	307,637 -484,947	-61%	-$31.3M	4.19%	9
2019 Q1	$44.2M	Buy	792,584 +557,884	+238%	+$25.9M	7.57%	3
2018 Q4	$7.31M	Buy	234,700 +164,700	+235%	+$5.32M	0.87%	17
2018 Q3	$2.44M	Buy	70,000 +10,000	+17%	+$414K	0.22%	23
2018 Q2	$3.2M	Buy	+60,000	New	+$2.85M	0.32%	22

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

Vista Equity Partners Management's AVLR Position: Q4 2022 in Review

Vista Equity Partners Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 163,710 shares — an estimated $15M sold.

Vista Equity Partners Management first reported a position in AVLR in Q2 2018 and held it in 8 quarters. The position peaked at $44.2M in Q1 2019. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Vista Equity Partners Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Vista Equity Partners Management sold 163,710 Avalara, Inc. shares in Q4 2022, an estimated $15M.
Vista Equity Partners Management first reported a position in Avalara, Inc. in Q2 2018 and held it in 8 quarters.
Vista Equity Partners Management's Avalara, Inc. position peaked at $44.2M in Q1 2019.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Vista Equity Partners Management's 13F filing for Q4 2022, filed 14 Feb 2023.