Avitas Wealth Management LLC - AVALARA INC ownership

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of AVALARA INC
ValueSharesWeighting
Q2 2022$209,000
-71.3%
2,965
-47.5%
0.05%
-62.3%
Q4 2021$729,000
-39.0%
5,646
-17.4%
0.12%
-44.0%
Q3 2021$1,195,000
+34.7%
6,838
+24.7%
0.22%
+38.0%
Q2 2021$887,000
+25.1%
5,485
+3.2%
0.16%
+13.7%
Q1 2021$709,000
-37.2%
5,314
-22.4%
0.14%
-39.3%
Q4 2020$1,129,000
+65.1%
6,848
+27.5%
0.23%
+19.9%
Q3 2020$684,000
-19.3%
5,373
-15.7%
0.19%
-32.3%
Q2 2020$848,0006,3740.28%
Other shareholders
AVALARA INC shareholders Q3 2023
NameSharesValueWeighting ↓
Tensile Capital Management 886,540$114,461,00013.76%
IVY LANE CAPITAL MANAGEMENT, LLC 130,000$16,784,00011.81%
Owls Nest Partners IA, LLC 180,707$23,331,0008.90%
Cota Capital Management, LLC 337,018$43,512,0007.45%
KIDS CAPITAL MANAGEMENT, L.P. 55,000$7,101,0006.06%
Evolutionary Tree Capital Management, LLC 66,403$8,573,0004.12%
Lakehouse Capital Pty Ltd 56,336$7,274,0004.09%
Lagoda Investment Management, L.P. 64,088$8,274,0003.92%
Deccan Value Investors L.P. 663,132$85,617,0003.36%
Barton Investment Management 288,000$37,184,0003.23%
View complete list of AVALARA INC shareholders