Bares Capital Management’s Alteryx, Inc. AYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,484,321
Closed -$117M 33
2023
Q4
$117M Buy
2,484,321
+123,152
+5% +$5.81M 4.6% 9
2023
Q3
$89M Buy
2,361,169
+209,650
+10% +$7.9M 3.8% 10
2023
Q2
$97.7M Buy
2,151,519
+14,000
+0.7% +$636K 3.38% 11
2023
Q1
$126M Sell
2,137,519
-385,746
-15% -$22.7M 4.45% 10
2022
Q4
$128M Sell
2,523,265
-410,543
-14% -$20.8M 4.87% 9
2022
Q3
$164M Sell
2,933,808
-1,358,198
-32% -$75.8M 6.39% 6
2022
Q2
$208M Sell
4,292,006
-558,470
-12% -$27M 7.6% 5
2022
Q1
$347M Buy
4,850,476
+120,600
+3% +$8.63M 8.07% 5
2021
Q4
$286M Buy
4,729,876
+44,324
+0.9% +$2.68M 5.72% 8
2021
Q3
$343M Buy
4,685,552
+299,213
+7% +$21.9M 6.15% 7
2021
Q2
$377M Buy
4,386,339
+501,390
+13% +$43.1M 6.71% 7
2021
Q1
$322M Buy
3,884,949
+524,157
+16% +$43.5M 6.03% 8
2020
Q4
$409M Buy
3,360,792
+619,294
+23% +$75.4M 7.57% 6
2020
Q3
$311M Buy
2,741,498
+1,114,268
+68% +$127M 6.57% 7
2020
Q2
$267M Buy
1,627,230
+1,444,738
+792% +$237M 6.6% 7
2020
Q1
$17.4M Buy
+182,492
New +$17.4M 0.63% 20