Center Lake Capital Management’s Alteryx Inc AYX Stock Holding History

Center Lake 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
2020 Q3	–	Sell	-179,500	Closed	-$29.5M	–	12
2020 Q2	$29.5M	Hold	179,500	–	–	5.65%	10
2020 Q1	$17.1M	Sell	179,500 -55,500	-24%	-$6.89M	5.69%	9
2019 Q4	$23.5M	Sell	235,000 -552,500	-70%	-$56.1M	8.88%	6
2019 Q3	$84.6M	Buy	787,500 +137,500	+21%	+$17.1M	41.87%	1
2019 Q2	$70.9M	Buy	650,000 +150,000	+30%	+$13.7M	22.98%	1
2019 Q1	$41.9M	Hold	500,000	–	–	23.28%	1
2018 Q4	$29.7M	Buy	+500,000	New	+$27.2M	37.93%	1

Other funds holding AYX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Center Lake Capital Management's AYX Position: Q3 2020 in Review

Center Lake Capital Management sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 179,500 shares — an estimated $29.5M sold.

Center Lake Capital Management first reported a position in AYX in Q4 2018 and held it in 7 quarters. The position peaked at $84.6M in Q3 2019. 365 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

Center Lake Capital Management reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
Center Lake Capital Management sold 179,500 Alteryx Inc shares in Q3 2020, an estimated $29.5M.
Center Lake Capital Management first reported a position in Alteryx Inc in Q4 2018 and held it in 7 quarters.
Center Lake Capital Management's Alteryx Inc position peaked at $84.6M in Q3 2019.
365 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Center Lake Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.