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AVLR

Avalara, Inc.

Delisted

AVLR was delisted on the 18th of October, 2022.

160 hedge funds and large institutions have $3.06B invested in Avalara, Inc. in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

231% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 16

197% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $6.62M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

100% more capital invested

Capital invested by funds: $1.53B → $3.06B (+$1.53B)

78% more funds holding

Funds holding: 90160 (+70)

Holders
160
Holders Change
+70
Holders Change %
+77.78%
% of All Funds
3.46%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.19%
New
84
Increased
53
Reduced
16
Closed
14
Calls
$19.6M
Puts
$6.62M
Net Calls
+$13M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sageview Capital
Connecticut
$573M -$242M -5,220,000 -34%
WP
2
Warburg Pincus
New York
$517M -$218M -4,700,000 -34%
BPI
3
Battery Partners IX
Massachusetts
$285M -$26.5M -570,649 -10%
FAM
4
Fred Alger Management
New York
$167M +$50.7M +1,093,287 +58%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$154M +$105M +2,258,145 +443%
Vanguard Group
6
Vanguard Group
Pennsylvania
$131M +$81.6M +1,757,549 +296%
BlackRock
7
BlackRock
New York
$111M +$41.4M +892,636 +81%
TCM
8
TimesSquare Capital Management
New York
$102M +$84.5M +1,821,025 New
Alkeon Capital Management
9
Alkeon Capital Management
New York
$97.2M +$80.9M +1,742,382 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$88.6M +$72.7M +1,566,072 +7,090%
Capital World Investors
11
Capital World Investors
California
$80.8M +$12.2M +263,000 +22%
TCM
12
Tensile Capital Management
California
$48.3M +$882K +19,003 +2%
VEPM
13
Vista Equity Partners Management
California
$44.2M +$25.9M +557,884 +238%
TCG
14
Tremblant Capital Group
Florida
$42.8M +$35.6M +767,084 New
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$31M -$3.15M -67,905 -11%
Invesco
16
Invesco
Georgia
$30.2M +$248K +5,334 +1%
Morgan Stanley
17
Morgan Stanley
New York
$26.5M -$251K -5,401 -1%
State Street
18
State Street
Massachusetts
$26.4M +$14.7M +316,640 +203%
SRFM
19
Shannon River Fund Management
New York
$22.7M +$9.05M +195,106 +92%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.6M +$10.6M +227,359 +128%
CAM
21
Cortina Asset Management
Wisconsin
$22.4M +$5.13M +110,461 +38%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$21M +$17.5M +376,181 New
Northern Trust
23
Northern Trust
Illinois
$16.4M +$9.14M +196,929 +203%
Two Sigma Investments
24
Two Sigma Investments
New York
$15.7M +$13.1M +281,558 New
Millennium Management
25
Millennium Management
New York
$13.5M +$7.29M +157,143 +184%

AVLR Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Avalara, Inc. (AVLR) for Q1 2019, worth a combined $3.06B — up 100% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AVLR positions and 14 closed out — a net gain of 70 holders — while 53 added to existing stakes and 16 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Sageview Capital, cutting an estimated $242M.

  • 160 institutional investors held Avalara, Inc. (AVLR) as of Q1 2019, up from 90 in Q4 2018.
  • Funds reported $3.06B of Avalara, Inc. stock for Q1 2019, up 100% quarter-over-quarter.
  • 84 funds opened new Avalara, Inc. positions in Q1 2019 and 14 closed out, a net change of +70 holders.
  • The largest Avalara, Inc. buyer in Q1 2019 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Avalara, Inc. seller in Q1 2019 was Sageview Capital, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2019.