William Blair Investment Management
AVLR

William Blair Investment Management’s Avalara, Inc. AVLR Stock Holding History

William Blair Investment 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
-1,803,089
Closed -$127M – 418
2022
Q2 		$127M Buy
1,803,089
+389,857
+28% +$32.1M 0.47% 76
2022
Q1 		$141M Sell
1,413,232
-56,587
-4% -$5.74M 0.42% 84
2021
Q4 		$190M Buy
1,469,819
+226,160
+18% +$35.3M 0.51% 69
2021
Q3 		$217M Sell
1,243,659
-18,287
-1% -$3.14M 0.61% 51
2021
Q2 		$204M Sell
1,261,946
-22,836
-2% -$3.18M 0.64% 58
2021
Q1 		$171M Sell
1,284,782
-3,195
-0.2% -$493K 0.56% 74
2020
Q4 		$212M Sell
1,287,977
-13,042
-1% -$2.09M 0.71% 47
2020
Q3 		$166M Sell
1,301,019
-152,983
-11% -$19.4M 0.65% 60
2020
Q2 		$194M Sell
1,454,002
-51,515
-3% -$5.06M 0.79% 35
2020
Q1 		$112M Sell
1,505,517
-516,088
-26% -$42.1M 0.55% 58
2019
Q4 		$148M Buy
2,021,605
+90,586
+5% +$6.58M 0.59% 53
2019
Q3 		$130M Buy
1,931,019
+45,825
+2% +$3.71M 0.56% 63
2019
Q2 		$136M Buy
+1,885,194
New +$122M 0.57% 61

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

William Blair Investment Management's AVLR Position: Q3 2022 in Review

William Blair Investment Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 1,803,089 shares — an estimated $127M sold.

William Blair Investment Management first reported a position in AVLR in Q2 2019 and held it in 13 quarters. The position peaked at $217M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • William Blair Investment Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • William Blair Investment Management sold 1,803,089 Avalara, Inc. shares in Q3 2022, an estimated $127M.
  • William Blair Investment Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 13 quarters.
  • William Blair Investment Management's Avalara, Inc. position peaked at $217M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on William Blair Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.