Alkeon Capital Management
AYX

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 		– Sell
-1,718,300
Closed -$78M – 119
2023
Q2 		$78M Sell
1,718,300
-1,300,000
-43% -$56.9M 0.14% 70
2023
Q1 		$178M Buy
3,018,300
+188,100
+7% +$11M 0.39% 48
2022
Q4 		$143M Buy
+2,830,200
New +$135M 0.55% 53

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
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
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Alkeon Capital Management's AYX Position: Q4 2022 in Review

Alkeon Capital Management sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 2,634,360 shares — an estimated $126M sold.

Alkeon Capital Management first reported a position in AYX in Q1 2017 and held it in 22 quarters. The position peaked at $263M in Q2 2020. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

  • Alkeon Capital Management reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
  • Alkeon Capital Management sold 2,634,360 Alteryx Inc shares in Q4 2022, an estimated $126M.
  • Alkeon Capital Management first reported a position in Alteryx Inc in Q1 2017 and held it in 22 quarters.
  • Alkeon Capital Management's Alteryx Inc position peaked at $263M in Q2 2020.
  • 281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Alkeon Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.