Precision Wealth Strategies, LLC - AVALARA INC ownership

Quarter-by-quarter ownership
Precision Wealth Strategies, LLC ownership history of AVALARA INC
ValueSharesWeighting
Q2 2022$346,000
-7.0%
4,183
+12.0%
0.27%
+23.1%
Q1 2022$372,000
-30.2%
3,734
-9.6%
0.22%
-42.4%
Q4 2021$533,000
-15.1%
4,131
+15.0%
0.38%
-21.0%
Q3 2021$628,000
+34.5%
3,591
+24.5%
0.49%
+20.9%
Q2 2021$467,000
+37.8%
2,885
+13.5%
0.40%
+23.3%
Q1 2021$339,000
+7.3%
2,541
+32.6%
0.33%
-5.0%
Q4 2020$316,0001,9160.34%
Other shareholders
AVALARA INC shareholders Q3 2023
NameSharesValueWeighting ↓
Sageview Capital 2,456,865$177,386,000100.00%
Battery Partners IX, LLC 8,210,192$592,776,00080.19%
Dorsey Asset Management 1,093,272$78,934,00017.64%
Tensile Capital Management 1,057,544$76,355,00010.00%
Engle Capital Management, L.P. 265,000$19,133,0004.54%
Shannon River Fund Management LLC 382,134$27,590,0004.38%
VISTA EQUITY PARTNERS MANAGEMENT, LLC 307,637$22,211,0004.19%
Whale Rock Capital Management 2,811,729$203,007,0003.48%
ELEMENT CAPITAL MANAGEMENT LLC 628,100$45,349,0003.09%
Maytus Capital Management, LLC 66,000$4,765,0002.32%
View complete list of AVALARA INC shareholders