Avalara Inc (AVLR) Ownership

93.48 ↓0.01 (-0.01%)

As of October 18, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Avalara Inc (AVLR), owning a total of 8.1 million shares. Combined, the top 32 institutional holders of AVLR own 66.19% of the company with a total of 58.6 million shares.

In the latest ownership report on September 30th 2022, the top 32 institutional holders increased their combined ownership of AVLR by 17 million shares. 19 institutions bought 24,986,473 total additional shares and increased their ownership by an average of 448.77%. However 5 institutions sold 7,951,215 total shares and decreased their ownership by an average of 40.06%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Avalara increased by a net total of 17,035,258 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.158%	1.269%	8,110,500	101,657	2022-09-30
BlackRock Inc	6.147%	-5.139%	5,443,530	-294,911	2022-09-30
Pentwater Capital Management LP	5.337%	0.000%	4,726,000	4,726,000	2022-09-30
Beryl Capital Management LLC	2.608%	0.000%	2,309,528	2,309,528	2022-09-30
Balyasny Asset Management LLC	2.340%	6,676.340%	2,072,545	2,041,960	2022-09-30
Wellington Management Company LLP	2.161%	-59.497%	1,913,922	-2,811,438	2022-09-30
Fidelity International Ltd	2.157%	0.000%	1,910,000	1,910,000	2022-09-30
JPMorgan Chase & Co	1.996%	1,076.830%	1,767,653	1,617,448	2022-09-30
State Street Corporation	1.926%	1.181%	1,705,552	19,901	2022-09-30
Adage Capital Partners Gp LLC	1.886%	0.000%	1,670,000	1,670,000	2022-09-30
Glazer Capital, LLC	1.831%	0.000%	1,621,191	1,621,191	2022-09-30
Millennium Management LLC	1.785%	489.128%	1,580,389	1,312,130	2022-09-30
HHG PLC	1.544%	-69.005%	1,367,662	-3,044,816	2022-09-30
Davidson Kempner Capital Management LP	1.508%	0.000%	1,335,499	1,335,499	2022-09-30
Bank of America Corp	1.453%	203.193%	1,286,324	862,065	2022-09-30
First Trust Capital Management L.P.	1.395%	0.000%	1,234,982	1,234,982	2022-09-30
Omni Event Management Ltd	1.299%	0.000%	1,149,926	1,149,926	2022-09-30
Westchester Capital Management LLC	1.261%	0.000%	1,117,017	1,117,017	2022-09-30
Geode Capital Management, LLC	1.255%	2.074%	1,111,018	22,569	2022-09-30
Kayne Anderson Rudnick Investment Management LLC	1.216%	-61.900%	1,077,190	-1,750,050	2022-09-30
Tensile Capital Management LLC	1.133%	-4.747%	1,003,408	-50,000	2022-09-30
Test Hedge Fund Mgmt	1.078%	0.000%	954,221	954,221	2022-09-30
Goldman Sachs Group Inc	1.040%	76.567%	920,610	399,217	2022-09-30
Water Island Capital LLC	0.656%	0.000%	581,162	581,162	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.158%	1.269%	8,110,500	101,657	2022-09-30
BlackRock Inc	6.147%	-5.139%	5,443,530	-294,911	2022-09-30
Pentwater Capital Management LP	5.337%	0.000%	4,726,000	4,726,000	2022-09-30
Franklin Resources Inc	3.710%	-22.139%	3,285,590	-934,218	2022-06-30
Beryl Capital Management LLC	2.608%	0.000%	2,309,528	2,309,528	2022-09-30
Balyasny Asset Management LLC	2.340%	6,676.340%	2,072,545	2,041,960	2022-09-30
Meritage Group LP	2.327%	12.310%	2,060,932	225,887	2022-06-30
Wellington Management Company LLP	2.161%	-59.497%	1,913,922	-2,811,438	2022-09-30
Fidelity International Ltd	2.157%	0.000%	1,910,000	1,910,000	2022-09-30
JPMorgan Chase & Co	1.996%	1,076.830%	1,767,653	1,617,448	2022-09-30
State Street Corporation	1.926%	1.181%	1,705,552	19,901	2022-09-30
Adage Capital Partners Gp LLC	1.886%	0.000%	1,670,000	1,670,000	2022-09-30
Glazer Capital, LLC	1.831%	0.000%	1,621,191	1,621,191	2022-09-30
Millennium Management LLC	1.785%	489.128%	1,580,389	1,312,130	2022-09-30
HHG PLC	1.544%	-69.005%	1,367,662	-3,044,816	2022-09-30
Davidson Kempner Capital Management LP	1.508%	0.000%	1,335,499	1,335,499	2022-09-30
Bank of America Corp	1.453%	203.193%	1,286,324	862,065	2022-09-30
Ameriprise Financial Inc	1.424%	-9.778%	1,261,125	-136,669	2022-06-30
First Trust Capital Management L.P.	1.395%	0.000%	1,234,982	1,234,982	2022-09-30
Allspring Global Investments Holdings, LLC	1.350%	1.039%	1,195,676	12,293	2022-06-30
Omni Event Management Ltd	1.299%	0.000%	1,149,926	1,149,926	2022-09-30
Westchester Capital Management LLC	1.261%	0.000%	1,117,017	1,117,017	2022-09-30
Geode Capital Management, LLC	1.255%	2.074%	1,111,018	22,569	2022-09-30
Kayne Anderson Rudnick Investment Management LLC	1.216%	-61.900%	1,077,190	-1,750,050	2022-09-30
Tensile Capital Management LLC	1.133%	-4.747%	1,003,408	-50,000	2022-09-30
Test Hedge Fund Mgmt	1.078%	0.000%	954,221	954,221	2022-09-30
Goldman Sachs Group Inc	1.040%	76.567%	920,610	399,217	2022-09-30
FMR Inc	0.915%	40.238%	809,945	232,394	2022-06-30
ClearBridge Advisors, LLC	0.835%	43.151%	739,222	222,829	2022-06-30
Citadel Advisors Llc	0.825%	142.257%	730,846	429,164	2022-06-30
Water Island Capital LLC	0.656%	0.000%	581,162	581,162	2022-09-30
Deutsche Bank AG	0.639%	43.805%	565,789	172,348	2022-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Avalara Inc (AVLR), owning a total of 2.6 million shares. Combined, the top 26 mutual fund holders of AVLR own 15.83% of the company with a total of 14 million shares.

In the latest ownership report on September 30th 2022, the top 26 fund holders increased their combined ownership of AVLR by 1.5 million shares. 7 funds bought 3,059,253 total additional shares and increased their ownership by an average of 2.78%. However 11 funds sold 1,605,912 total shares and decreased their ownership by an average of 17.88%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Avalara increased by a net total of 1,453,341 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.972%	1.307%	2,631,608	33,962	2022-09-30
First Trust Merger Arbitrage Cl I	1.379%	0.000%	1,221,556	1,221,556	2022-09-30
The Merger Fund A	1.133%	0.000%	1,003,719	1,003,719	2022-09-30
Fidelity Canadian Large Cap Sr B	1.073%	-5.000%	950,000	-50,000	2022-09-30
Virtus KAR Small-Cap Growth I	0.712%	-43.978%	630,805	-495,195	2022-09-30
Janus Henderson US SMID Cap Growth	0.672%	-4.791%	595,080	-29,942	2022-09-30
Janus Henderson Triton D	0.672%	-4.791%	595,080	-29,942	2022-09-30
Janus Henderson US Research Growth Eq	0.600%	-44.081%	531,696	-419,136	2022-09-30
Janus Henderson Research D	0.600%	-44.081%	531,696	-419,136	2022-09-30
Fidelity Canadian Large Cp Mlt Ast Bs O	0.495%	0.000%	438,000	438,000	2022-09-30
Fidelity® Extended Market Index	0.494%	-1.104%	437,289	-4,880	2022-09-30
Fidelity Monthly Income Series F	0.356%	0.000%	315,355	315,355	2022-09-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.343%	17.232%	304,100	44,700	2022-09-30
Fidelity® Select Software & IT Svcs Port	0.322%	0.000%	285,100	0	2022-09-30
Allspring Growth Inst	0.316%	-28.205%	280,172	-110,065	2022-09-30
Fidelity Concntr Val Priv Pool Sr F	0.251%	-4.310%	222,000	-10,000	2022-09-30
Fidelity® Small Cap Growth	0.249%	0.000%	220,503	0	2022-09-30
Fidelity® Mid Cap Index	0.246%	0.908%	217,879	1,961	2022-09-30
BGF Next Generation Technology Z2 USD	0.246%	-6.363%	217,685	-14,793	2022-09-30
Wellington CIF II Growth	0.233%	-9.971%	206,082	-22,823	2022-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.972%	1.307%	2,631,608	33,962	2022-09-30
First Trust Merger Arbitrage Cl I	1.379%	0.000%	1,221,556	1,221,556	2022-09-30
The Merger Fund A	1.133%	0.000%	1,003,719	1,003,719	2022-09-30
Fidelity Canadian Large Cap Sr B	1.073%	-5.000%	950,000	-50,000	2022-09-30
Virtus KAR Mid-Cap Growth A	0.716%	-3.167%	634,438	-20,750	2022-06-30
Virtus KAR Small-Cap Growth I	0.712%	-43.978%	630,805	-495,195	2022-09-30
Janus Henderson US SMID Cap Growth	0.672%	-4.791%	595,080	-29,942	2022-09-30
Janus Henderson Triton D	0.672%	-4.791%	595,080	-29,942	2022-09-30
Janus Henderson US Research Growth Eq	0.600%	-44.081%	531,696	-419,136	2022-09-30
Janus Henderson Research D	0.600%	-44.081%	531,696	-419,136	2022-09-30
Fidelity Canadian Large Cp Mlt Ast Bs O	0.495%	0.000%	438,000	438,000	2022-09-30
Fidelity® Extended Market Index	0.494%	-1.104%	437,289	-4,880	2022-09-30
BGF World Technology A2	0.477%	0.000%	422,408	0	2022-08-31
Man GLG Event Driven Alternative IN USD	0.385%	0.000%	341,233	341,233	2022-08-31
Fidelity Monthly Income Series F	0.356%	0.000%	315,355	315,355	2022-09-30
Picton Mahoney Fortified Arbtrg Pl Alt F	0.343%	17.232%	304,100	44,700	2022-09-30
Arbitrage R	0.335%	0.000%	296,408	296,408	2022-08-31
Fidelity® Select Software & IT Svcs Port	0.322%	0.000%	285,100	0	2022-09-30
Allspring Growth Inst	0.316%	-28.205%	280,172	-110,065	2022-09-30
Russell 1000 Index Fund	0.291%	5.571%	257,779	13,602	2022-06-30
Peregrine Capital Mgt Large Cap Growth	0.265%	0.000%	234,583	0	2022-08-31
Fidelity Concntr Val Priv Pool Sr F	0.251%	-4.310%	222,000	-10,000	2022-09-30
Fidelity® Small Cap Growth	0.249%	0.000%	220,503	0	2022-09-30
Fidelity® Mid Cap Index	0.246%	0.908%	217,879	1,961	2022-09-30
BGF Next Generation Technology Z2 USD	0.246%	-6.363%	217,685	-14,793	2022-09-30
Wellington CIF II Growth	0.233%	-9.971%	206,082	-22,823	2022-09-30