HolderBook

AVALARA INC (AVLR)

Institutional ownership reported to the SEC as of Q4 2022, across 17 quarters.

2
Reporting holders
$8
Reported value
0.0%
Held as options
-387
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
IFP Advisors, Inc$71360.00%11q-7.5%
Ronald Blue Trust, Inc.$180.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 20222$81440010.0%
Q3 2022389$8.2B88,686,354110781461.5%
Q2 2022394$5.9B82,331,589491651262.1%
Q1 2022408$8.0B79,421,423661651261.0%
Q4 2021421$10.5B80,414,329621481201.5%
Q3 2021393$14.0B79,305,097321511190.9%
Q2 2021407$12.8B77,908,415601711091.2%
Q1 2021400$10.2B75,923,097461591271.0%
Q4 2020442$12.5B74,809,821761551221.5%
Q3 2020382$9.8B75,527,700771481031.5%
Q2 2020347$9.8B72,347,224126991001.9%
Q1 2020263$5.3B70,000,34149100840.8%
Q4 2019275$4.7B63,362,7845599831.7%
Q3 2019252$4.4B62,819,9766496642.7%
Q2 2019236$4.7B63,478,7969871481.5%
Q1 2019165$3.1B54,807,7038652170.9%
Q4 201893$1.5B49,198,8261130.4%