Advisory Research’s Alteryx Inc AYX Stock Holding History

Advisory Research’s Portfolio AYX Stock Details AYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,221	Closed	-$366K	–	357
2020 Q3	$366K	Sell	3,221 -8,262	-72%	-$1.12M	0.04%	255
2020 Q2	$1.89M	Buy	11,483 +8,096	+239%	+$1.05M	0.17%	114
2020 Q1	$322K	Buy	+3,387	New	+$421K	0.02%	237

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Advisory Research's AYX Position: Q4 2020 in Review

Advisory Research sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 3,221 shares — an estimated $366K sold.

Advisory Research first reported a position in AYX in Q1 2020 and held it in 3 quarters. The position peaked at $1.89M in Q2 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

Advisory Research reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 3,221 Alteryx Inc shares in Q4 2020, an estimated $366K.
Advisory Research first reported a position in Alteryx Inc in Q1 2020 and held it in 3 quarters.
Advisory Research's Alteryx Inc position peaked at $1.89M in Q2 2020.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.