Pat Dorsey - Dorsey Asset Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  Avalara Inc (AVLR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 5.55 SEC
2020   Q3 293,390 5.55 Add 2.18% 0.12 $127.34 $37,360,000 SEC
2020   Q2 287,138 6.17 Reduce 58.46% 7.61 $133.09 $38,215,000 SEC
2020   Q1 691,309 13.02 Reduce 43.87% 7.79 $74.60 $51,572,000 SEC
2019   Q4 1,231,614 17.75 Add 29.86% 4.08 $73.25 $90,216,000 SEC
2019   Q3 948,414 14.98 Reduce 13.25% 2.34 $67.29 $63,819,000 SEC
2019   Q2 1,093,272 17.64 Buy 17.64 $72.20 $78,934,000 SEC