Avalara Inc

Q3 2022 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Comerica Bank

NEW

Shares715,000

Change+715,000

Value$0

Filed 2023-08-22

Voya Investment Management LLC

CLOSED

Shares0 from 114,330,000

Change-114,330,000 (-100%)

Value$0 (-$111.1M)

Filed 2025-02-07

Wolverine Asset Management LLC

CLOSED

Shares0 from 100,826,000

Change-100,826,000 (-100%)

Value$0 (-$97.9K)

Filed 2023-08-07

Franklin Resources Inc

CLOSED

Shares0 from 85,000,000

Change-85,000,000 (-100%)

Value$0 (-$82.6K)

Filed 2023-08-11

Lynrock Lake LP

CLOSED

Shares0 from 72,400,000

Change-72,400,000 (-100%)

Value$0 (-$70.4K)

Filed 2023-08-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 54,754,000

Change-54,754,000 (-100%)

Value$0 (-$53.1K)

Filed 2023-08-14

Westchester Capital Management, LLC

CLOSED

Shares0 from 49,002,000

Change-49,002,000 (-100%)

Value$0 (-$47.6K)

Filed 2023-08-14

Steelhead Partners LLC

CLOSED

Shares0 from 41,639,000

Change-41,639,000 (-100%)

Value$0 (-$40.4K)

Filed 2023-08-14

Calamos Advisors LLC

CLOSED

Shares0 from 40,027,000

Change-40,027,000 (-100%)

Value$0 (-$38.8K)

Filed 2023-07-28

Zazove Associates LLC

CLOSED

Shares0 from 32,888,000

Change-32,888,000 (-100%)

Value$0 (-$31.9K)

Filed 2023-08-07

Camden Asset Management L P

CLOSED

Shares0 from 28,000,000

Change-28,000,000 (-100%)

Value$0 (-$27.1K)

Filed 2023-08-11

Empyrean Capital Partners, LP

CLOSED

Shares0 from 26,518,000

Change-26,518,000 (-100%)

Value$0 (-$25.6K)

Filed 2023-08-14

Ameriprise Financial Inc

CLOSED

Shares0 from 23,479,000

Change-23,479,000 (-100%)

Value$0 (-$22.7K)

Filed 2023-08-14

State Street Corp

CLOSED

Shares0 from 22,330,000

Change-22,330,000 (-100%)

Value$0 (-$21.6K)

Filed 2023-08-14

Advent Capital Management

CLOSED

Shares0 from 20,500,000

Change-20,500,000 (-100%)

Value$0 (-$19.9K)

Filed 2023-08-11

Aequim Alternative Investments LP

CLOSED

Shares0 from 20,000,000

Change-20,000,000 (-100%)

Value$0 (-$19.4K)

Filed 2023-08-10

Point72 Asset Management, L.P.

CLOSED

Shares0 from 18,476,000

Change-18,476,000 (-100%)

Value$0 (-$17.9K)

Filed 2023-08-14

JPMorgan Chase & Co

CLOSED

Shares0 from 16,693,000

Change-16,693,000 (-100%)

Value$0 (-$16.2K)

Filed 2023-08-11

Alkeon Capital Management LLC

CLOSED

Shares0 from 11,100,000

Change-11,100,000 (-100%)

Value$0 (-$10.7K)

Filed 2023-08-14

Invesco Ltd.

CLOSED

Shares0 from 10,800,000

Change-10,800,000 (-100%)

Value$0 (-$10.4K)

Filed 2023-08-11

BlackRock Inc.

CLOSED

Shares0 from 8,500,000

Change-8,500,000 (-100%)

Value$0 (-$8.2K)

Filed 2023-08-11

FMR LLC

CLOSED

Shares0 from 7,150,000

Change-7,150,000 (-100%)

Value$0 (-$6.9M)

Filed 2026-11-05

Wellington Management Group LLP

CLOSED

Shares0 from 6,607,000

Change-6,607,000 (-100%)

Value$0 (-$6.4K)

Filed 2023-08-14

Nuveen Asset Management, LLC

CLOSED

Shares0 from 6,212,000

Change-6,212,000 (-100%)

Value$0 (-$600.7K)

Filed 2023-08-16

Amundi

CLOSED

Shares0 from 5,100,000

Change-5,100,000 (-100%)

Value$0 (-$4.9K)

Filed 2023-08-14

Edmond de Rothschild Holding S.A.

CLOSED

Shares0 from 5,070,000

Change-5,070,000 (-100%)

Value$0 (-$4.9K)

Filed 2023-08-09

Arena Investors LP

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.9M)

Filed 2023-08-14

Toronto Dominion Bank

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.8K)

Filed 2024-02-14

Mint Tower Capital Management B.V.

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.8K)

Filed 2023-08-10

Moore Capital Management, LP

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.8K)

Filed 2023-08-14

Shenkman Capital Management Inc

CLOSED

Shares0 from 4,868,000

Change-4,868,000 (-100%)

Value$0 (-$4.6K)

Filed 2023-08-10

Morgan Stanley

CLOSED

Shares0 from 3,575,000

Change-3,575,000 (-100%)

Value$0 (-$3.5K)

Filed 2023-08-14

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CLOSED

Shares0 from 3,550,000

Change-3,550,000 (-100%)

Value$0 (-$3.4M)

Filed 2026-05-04

Deutsche Bank Ag\

CLOSED

Shares0 from 3,500,000

Change-3,500,000 (-100%)

Value$0 (-$3.4K)

Filed 2023-08-14

New York State Common Retirement Fund

CLOSED

Shares0 from 3,197,000

Change-3,197,000 (-100%)

Value$0 (-$3.1K)

Filed 2025-10-08

Water Island Capital LLC

CLOSED

Shares0 from 3,000,000

Change-3,000,000 (-100%)

Value$0 (-$2.9K)

Filed 2024-11-14

Putnam Investments LLC

CLOSED

Shares0 from 2,114,000

Change-2,114,000 (-100%)

Value$0 (-$2.0K)

Filed 2023-08-14

AXA S.A.

CLOSED

Shares0 from 800,000

Change-800,000 (-100%)

Value$0 (-$774.8K)

Filed 2023-08-14

Liberty Mutual Group Asset Management Inc.

CLOSED

Shares0 from 775,000

Change-775,000 (-100%)

Value$0 (-$749)

Filed 2025-02-14

Verition Fund Management LLC

CLOSED

Shares0 from 750,000

Change-750,000 (-100%)

Value$0 (-$729)

Filed 2023-08-14

Prelude Capital Management, LLC

CLOSED

Shares0 from 750,000

Change-750,000 (-100%)

Value$0 (-$729)

Filed 2023-08-14

HN Saltoro Capital, LP

CLOSED

Shares0 from 750,000

Change-750,000 (-100%)

Value$0 (-$729)

Filed 2023-08-09

Wells Fargo & Company

CLOSED

Shares0 from 290,000

Change-290,000 (-100%)

Value$0 (-$281)

Filed 2023-08-15

Jane Street Group, LLC

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$97)

Filed 2023-08-14

Barclays PLC

CLOSED

Shares0 from 73,000

Change-73,000 (-100%)

Value$0 (-$71)

Filed 2023-09-20

Lake Street Advisors Group, LLC

CLOSED

Shares0 from 31,000

Change-31,000 (-100%)

Value$0 (-$30)

Filed 2023-08-10

Context Capital Management, LLC

CLOSED

Shares0 from 6,985

Change-6,985 (-100%)

Value$0 (-$6.8K)

Filed 2023-08-10

K2 Principal Fund, L.P.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$968)

Filed 2023-08-15

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

AGF Investments Inc.

N/A

Shares— from 1,450,000

Change-1,450,000 (-100%)

Value—

Havens Advisors LLC

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Jefferies Group LLC

N/A

Shares— from 307,000

Change-307,000 (-100%)

Value—

	Status
Comerica Bank	NEW	715,000	—	+715,000	—	—	$0	—	2023-08-22
Voya Investment Management LLC	CLOSED	0	114,330,000	-114,330,000	-100%	$111.1M	$0	-$111.1M	2025-02-07
Wolverine Asset Management LLC	CLOSED	0	100,826,000	-100,826,000	-100%	$97.9K	$0	-$97.9K	2023-08-07
Franklin Resources Inc	CLOSED	0	85,000,000	-85,000,000	-100%	$82.6K	$0	-$82.6K	2023-08-11
Lynrock Lake LP	CLOSED	0	72,400,000	-72,400,000	-100%	$70.4K	$0	-$70.4K	2023-08-14
D. E. Shaw & Co., Inc.	CLOSED	0	54,754,000	-54,754,000	-100%	$53.1K	$0	-$53.1K	2023-08-14
Westchester Capital Management, LLC	CLOSED	0	49,002,000	-49,002,000	-100%	$47.6K	$0	-$47.6K	2023-08-14
Steelhead Partners LLC	CLOSED	0	41,639,000	-41,639,000	-100%	$40.4K	$0	-$40.4K	2023-08-14
Calamos Advisors LLC	CLOSED	0	40,027,000	-40,027,000	-100%	$38.8K	$0	-$38.8K	2023-07-28
Zazove Associates LLC	CLOSED	0	32,888,000	-32,888,000	-100%	$31.9K	$0	-$31.9K	2023-08-07
Camden Asset Management L P	CLOSED	0	28,000,000	-28,000,000	-100%	$27.1K	$0	-$27.1K	2023-08-11
Empyrean Capital Partners, LP	CLOSED	0	26,518,000	-26,518,000	-100%	$25.6K	$0	-$25.6K	2023-08-14
Ameriprise Financial Inc	CLOSED	0	23,479,000	-23,479,000	-100%	$22.7K	$0	-$22.7K	2023-08-14
State Street Corp	CLOSED	0	22,330,000	-22,330,000	-100%	$21.6K	$0	-$21.6K	2023-08-14
Advent Capital Management	CLOSED	0	20,500,000	-20,500,000	-100%	$19.9K	$0	-$19.9K	2023-08-11
Aequim Alternative Investments LP	CLOSED	0	20,000,000	-20,000,000	-100%	$19.4K	$0	-$19.4K	2023-08-10
Point72 Asset Management, L.P.	CLOSED	0	18,476,000	-18,476,000	-100%	$17.9K	$0	-$17.9K	2023-08-14
JPMorgan Chase & Co	CLOSED	0	16,693,000	-16,693,000	-100%	$16.2K	$0	-$16.2K	2023-08-11
Alkeon Capital Management LLC	CLOSED	0	11,100,000	-11,100,000	-100%	$10.7K	$0	-$10.7K	2023-08-14
Invesco Ltd.	CLOSED	0	10,800,000	-10,800,000	-100%	$10.4K	$0	-$10.4K	2023-08-11
BlackRock Inc.	CLOSED	0	8,500,000	-8,500,000	-100%	$8.2K	$0	-$8.2K	2023-08-11
FMR LLC	CLOSED	0	7,150,000	-7,150,000	-100%	$6.9M	$0	-$6.9M	2026-11-05
Wellington Management Group LLP	CLOSED	0	6,607,000	-6,607,000	-100%	$6.4K	$0	-$6.4K	2023-08-14
Nuveen Asset Management, LLC	CLOSED	0	6,212,000	-6,212,000	-100%	$600.7K	$0	-$600.7K	2023-08-16
Amundi	CLOSED	0	5,100,000	-5,100,000	-100%	$4.9K	$0	-$4.9K	2023-08-14
Edmond de Rothschild Holding S.A.	CLOSED	0	5,070,000	-5,070,000	-100%	$4.9K	$0	-$4.9K	2023-08-09
Arena Investors LP	CLOSED	0	5,000,000	-5,000,000	-100%	$4.9M	$0	-$4.9M	2023-08-14
Toronto Dominion Bank	CLOSED	0	5,000,000	-5,000,000	-100%	$4.8K	$0	-$4.8K	2024-02-14
Mint Tower Capital Management B.V.	CLOSED	0	5,000,000	-5,000,000	-100%	$4.8K	$0	-$4.8K	2023-08-10
Moore Capital Management, LP	CLOSED	0	5,000,000	-5,000,000	-100%	$4.8K	$0	-$4.8K	2023-08-14
Shenkman Capital Management Inc	CLOSED	0	4,868,000	-4,868,000	-100%	$4.6K	$0	-$4.6K	2023-08-10
Morgan Stanley	CLOSED	0	3,575,000	-3,575,000	-100%	$3.5K	$0	-$3.5K	2023-08-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	CLOSED	0	3,550,000	-3,550,000	-100%	$3.4M	$0	-$3.4M	2026-05-04
Deutsche Bank Ag\	CLOSED	0	3,500,000	-3,500,000	-100%	$3.4K	$0	-$3.4K	2023-08-14
New York State Common Retirement Fund	CLOSED	0	3,197,000	-3,197,000	-100%	$3.1K	$0	-$3.1K	2025-10-08
Water Island Capital LLC	CLOSED	0	3,000,000	-3,000,000	-100%	$2.9K	$0	-$2.9K	2024-11-14
Putnam Investments LLC	CLOSED	0	2,114,000	-2,114,000	-100%	$2.0K	$0	-$2.0K	2023-08-14
AXA S.A.	CLOSED	0	800,000	-800,000	-100%	$774.8K	$0	-$774.8K	2023-08-14
Liberty Mutual Group Asset Management Inc.	CLOSED	0	775,000	-775,000	-100%	$749	$0	-$749	2025-02-14
Verition Fund Management LLC	CLOSED	0	750,000	-750,000	-100%	$729	$0	-$729	2023-08-14
Prelude Capital Management, LLC	CLOSED	0	750,000	-750,000	-100%	$729	$0	-$729	2023-08-14
HN Saltoro Capital, LP	CLOSED	0	750,000	-750,000	-100%	$729	$0	-$729	2023-08-09
Wells Fargo & Company	CLOSED	0	290,000	-290,000	-100%	$281	$0	-$281	2023-08-15
Jane Street Group, LLC	CLOSED	0	100,000	-100,000	-100%	$97	$0	-$97	2023-08-14
Barclays PLC	CLOSED	0	73,000	-73,000	-100%	$71	$0	-$71	2023-09-20
Lake Street Advisors Group, LLC	CLOSED	0	31,000	-31,000	-100%	$30	$0	-$30	2023-08-10
Context Capital Management, LLC	CLOSED	0	6,985	-6,985	-100%	$6.8K	$0	-$6.8K	2023-08-10
K2 Principal Fund, L.P.	CLOSED	0	1,000	-1,000	-100%	$968	$0	-$968	2023-08-15
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-08-10
AGF Investments Inc.	N/A	—	1,450,000	-1,450,000	-100%	$1.4K	—	—	—
Havens Advisors LLC	N/A	—	1,000,000	-1,000,000	-100%	$970	—	—	—
Jefferies Group LLC	N/A	—	307,000	-307,000	-100%	$297.2K	—	—	—

Showing 52 of 52 institutions