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Avalara Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: AVLR insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of AVLR?
Owner TypeNumber of SharesOwnership Percentage
State or Government37,8260.0427%
Individual Insiders1,703,1931.92%
General Public4,475,1345.05%
Institutions82,341,72993%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.6%.


Top Shareholders

Top 25 shareholders own 61.08% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.04%
The Vanguard Group, Inc.
8,008,843US$748.7m5.51%0.02%
6.48%
BlackRock, Inc.
5,738,441US$536.4m-15.6%0.01%
5.34%
Wellington Management Group LLP
4,725,360US$441.7m-23.3%0.08%
4.98%
Janus Henderson Group plc
4,412,478US$412.5m6.68%0.24%
3.7%
Franklin Resources, Inc.
3,277,508US$306.4m-22.2%0.14%
3.19%
Kayne Anderson Rudnick Investment Management, LLC
2,827,240US$264.3m-1.73%0.79%
2.78%
Echo Street Capital Management, LLC
2,458,745US$229.8m23.1%2.2%
2.33%
Meritage Group LP
2,060,932US$192.7m12.3%6.01%
2.19%
Parnassus Investments, LLC
1,937,590US$181.1m3.55%0.47%
2.09%
William Blair Investment Management, LLC
1,852,338US$173.2m24.8%0.33%
1.9%
State Street Global Advisors, Inc.
1,685,651US$157.6m-3.51%0.01%
1.61%
Riverbridge Partners, LLC
1,429,338US$133.6m-4.76%2.18%
1.42%
Columbia Management Investment Advisers, LLC
1,261,125US$117.9m-9.78%0.04%
1.41%
Wasatch Advisors Inc
1,247,158US$116.6m34.6%0.6%
1.38%
Fred Alger Management, LLC
1,225,099US$114.5m2.93%0.56%
1.38%
RGM Capital, LLC
1,219,105US$114.0m321%6.06%
1.36%
Rivulet Capital, LLC
1,200,600US$112.2m0%6.16%
1.35%
Allspring Global Investments, LLC
1,195,676US$111.8m1.04%0.18%
1.23%
Geode Capital Management, LLC
1,088,449US$101.7m0.82%0.01%
1.19%
Tensile Capital Management LP
1,053,408US$98.5m22.7%13.95%
1%
Westfield Capital Management Company, L.P.
884,705US$82.7m-26%0.67%
0.99%
Alkeon Capital Management, LLC
879,403US$82.2m-44.4%0.74%
0.99%
Praesidium Investment Management Company, LLC
874,654US$81.8m0%7.21%
0.91%
FMR LLC
808,209US$75.6m48.7%0.01%
0.83%
ClearBridge Investments, LLC
739,222US$69.1m43.2%0.07%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2022/10/19 08:20
End of Day Share Price 2022/10/18 00:00
Earnings2022/06/30
Annual Earnings2021/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Avalara, Inc. is covered by 21 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew DeGasperiBerenberg
Daniel JesterBMO Capital Markets Equity Research
Bradley SillsBofA Global Research