Caption Management’s Alteryx Inc AYX Stock Holding History

Caption 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
2024 Q1	–	Sell	-7,440	Closed	-$351K	–	1773
2023 Q4	$351K	Sell	7,440 -67,560	-90%	-$2.62M	﹤0.01%	1036
2023 Q3	$2.83M	Buy	+75,000	New	+$2.69M	0.04%	494
2020 Q1	–	Sell	-5,000	Closed	-$500K	–	1140
2019 Q4	$500K	Sell	5,000 -5,000	-50%	-$508K	0.02%	628
2019 Q3	$1.07M	Buy	+10,000	New	+$1.24M	0.06%	366

Other funds holding AYX

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Caption Management's AYX Position: Q1 2024 in Review

Caption Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 7,440 shares — an estimated $351K sold.

Caption Management first reported a position in AYX in Q3 2019 and held it in 4 quarters. The position peaked at $2.83M in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

Caption Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
Caption Management sold 7,440 Alteryx Inc shares in Q1 2024, an estimated $351K.
Caption Management first reported a position in Alteryx Inc in Q3 2019 and held it in 4 quarters.
Caption Management's Alteryx Inc position peaked at $2.83M in Q3 2023.
3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Caption Management's 13F filing for Q1 2024, filed 15 May 2024.