SEC 13F Intelligence

Tensile Capital Management LP / AVLRUSD

Tensile Capital Management LP’s Avalara Inc Position

Does Tensile Capital Management LP own Avalara Inc (AVLRUSD)? Not currently — the last reported position was 1.00M shares worth $92M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$92M
Q3 2022
Shares
1.00M
% of Portfolio
+14.21%
Quarters Held
16
position exited

Position History AVLRUSD

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $48MQ2 ’19: $76MQ2 ’19Q3 ’19: $82MQ4 ’19: $98MQ4 ’19Q1 ’20: $103MQ2 ’20: $170MQ2 ’20Q3 ’20: $172MQ4 ’20: $210MQ4 ’20Q1 ’21: $149MQ2 ’21: $156MQ2 ’21Q3 ’21: $157MQ4 ’21: $114MQ4 ’21Q1 ’22: $85MQ2 ’22: $74MQ2 ’22Q3 ’22: $92Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20221.00M$92M+14.21%
Q2 20221.05M$74M+12.82%
Q1 2022858.6K$85M+12.42%
Q4 2021886.5K$114M+13.76%
Q3 2021899.5K$157M+18.29%
Q2 2021965.4K$156M+17.70%
Q1 20211.12M$149M+19.54%
Q4 20201.28M$210M+24.68%
Q3 20201.35M$172M+23.04%
Q2 20201.28M$170M+25.73%
Q1 20201.38M$103M+20.32%
Q4 20191.33M$98M+12.49%
Q3 20191.21M$82M+10.38%
Q2 20191.06M$76M+10.00%
Q1 2019865.7K$48M+6.77%
Q4 2018846.7K$26M+3.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tensile Capital Management LP’s full portfolio or all institutional holders of AVLRUSD.