CAM
AYX

Congress Asset Management’s Alteryx Inc AYX Stock Holding History

Congress Asset 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
-88,874
Closed -$4.19M – 382
2023
Q4 		$4.19M Sell
88,874
-3,003
-3% -$117K 0.03% 252
2023
Q3 		$3.46M Buy
91,877
+125
+0.1% +$4.48K 0.03% 246
2023
Q2 		$4.17M Buy
91,752
+1,142
+1% +$50K 0.04% 227
2023
Q1 		$5.33M Buy
90,610
+9,050
+11% +$528K 0.05% 211
2022
Q4 		$4.13M Buy
81,560
+15,827
+24% +$755K 0.04% 225
2022
Q3 		$3.67M Buy
65,733
+660
+1% +$38.7K 0.04% 223
2022
Q2 		$3.15M Hold
65,073
– – 0.03% 246
2022
Q1 		$4.66M Buy
65,073
+743
+1% +$43.9K 0.04% 239
2021
Q4 		$3.89M Buy
64,330
+18,499
+40% +$1.28M 0.03% 241
2021
Q3 		$3.35M Buy
45,831
+2,203
+5% +$166K 0.03% 241
2021
Q2 		$3.75M Buy
43,628
+35,096
+411% +$2.87M 0.03% 237
2021
Q1 		$708K Buy
8,532
+1,060
+14% +$112K 0.01% 306
2020
Q4 		$910K Buy
7,472
+115
+2% +$14.5K 0.01% 284
2020
Q3 		$835K Buy
+7,357
New +$1M 0.01% 271

Other funds holding AYX

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

Congress Asset Management's AYX Position: Q1 2024 in Review

Congress Asset Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 88,874 shares — an estimated $4.19M sold.

Congress Asset Management first reported a position in AYX in Q3 2020 and held it in 14 quarters. The position peaked at $5.33M in Q1 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Congress Asset Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Congress Asset Management sold 88,874 Alteryx Inc shares in Q1 2024, an estimated $4.19M.
  • Congress Asset Management first reported a position in Alteryx Inc in Q3 2020 and held it in 14 quarters.
  • Congress Asset Management's Alteryx Inc position peaked at $5.33M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Congress Asset Management's 13F filing for Q1 2024, filed 11 Apr 2024.