Alkeon Capital Management

Alkeon Capital Management’s Alteryx Inc AYX Stock Holding History

Alkeon Capital Management’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
2023 Q3	–	Hold	0	–	–	–	132
2023 Q2	–	Hold	0	–	–	–	147
2023 Q1	–	Hold	0	–	–	–	150
2022 Q4	–	Sell	-2,634,360	Closed	-$126M	–	150
2022 Q3	$147M	Sell	2,634,360 -189,596	-7%	-$11.1M	1.01%	46
2022 Q2	$137M	Buy	2,823,956 +43,630	+2%	+$2.61M	0.82%	62
2022 Q1	$199M	Buy	2,780,326 +964,560	+53%	+$56.9M	0.89%	57
2021 Q4	$110M	Sell	1,815,766 -179,560	-9%	-$12.4M	0.38%	92
2021 Q3	$146M	Buy	1,995,326 +395,570	+25%	+$29.8M	0.49%	85
2021 Q2	$138M	Sell	1,599,756 -7,598	-0.5%	-$622K	0.49%	89
2021 Q1	$133M	Buy	1,607,354 +3,099	+0.2%	+$328K	0.51%	88
2020 Q4	$195M	Buy	1,604,255 +2,635	+0.2%	+$332K	0.74%	62
2020 Q3	$182M	Hold	1,601,620	–	–	0.84%	55
2020 Q2	$263M	Sell	1,601,620 -500,000	-24%	-$64.8M	1.39%	29
2020 Q1	$200M	Buy	2,101,620 +800,000	+61%	+$99.4M	1.64%	22
2019 Q4	$130M	Sell	1,301,620 -542,980	-29%	-$55.2M	1.23%	51
2019 Q3	$198M	Buy	1,844,600 +1,294,600	+235%	+$161M	1.84%	28
2019 Q2	$60M	Buy	550,000 +500,000	+1,000%	+$45.5M	0.59%	79
2019 Q1	$4.19M	Hold	50,000	–	–	0.05%	116
2018 Q4	$2.97M	Hold	50,000	–	–	0.04%	111
2018 Q3	$2.86M	Buy	50,000 +7,300	+17%	+$372K	0.03%	111
2018 Q2	$1.63M	Hold	42,700	–	–	0.02%	112
2018 Q1	$1.46M	Buy	42,700 +17,700	+71%	+$551K	0.02%	109
2017 Q4	$632K	Buy	+25,000	New	+$603K	0.01%	89
2017 Q3	–	Sell	-399,981	Closed	-$7.81M	–	113
2017 Q2	$7.81M	Buy	399,981 +199,981	+100%	+$3.59M	0.12%	73
2017 Q1	$3.13M	Buy	+200,000	New	+$3.04M	0.05%	58

Other funds holding AYX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return