Cowbird Capital’s Alteryx Inc AYX Stock Holding History

Cowbird Capital’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 Q2	–	Sell	-131,168	Closed	-$12.5M	–	12
2020 Q1	$12.5M	Buy	131,168 +4,363	+3%	+$542K	12.57%	3
2019 Q4	$12.7M	Buy	126,805 +38,459	+44%	+$3.91M	8.04%	6
2019 Q3	$9.49M	Sell	88,346 -29,890	-25%	-$3.71M	6.41%	7
2019 Q2	$12.9M	Buy	+118,236	New	+$10.8M	10.79%	5

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

BlackRock New York $6.73T AUM 46.02% 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

ACA

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

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

BCM

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cowbird Capital's AYX Position: Q2 2020 in Review

Cowbird Capital sold out of Alteryx Inc (AYX) in Q2 2020, closing a stake of 131,168 shares — an estimated $12.5M sold.

Cowbird Capital first reported a position in AYX in Q2 2019 and held it in 4 quarters. The position peaked at $12.9M in Q2 2019. 384 funds tracked by Wall St. Rank hold AYX as of Q2 2020.

Cowbird Capital reported no remaining Alteryx Inc position as of Q2 2020 after selling out during the quarter.
Cowbird Capital sold 131,168 Alteryx Inc shares in Q2 2020, an estimated $12.5M.
Cowbird Capital first reported a position in Alteryx Inc in Q2 2019 and held it in 4 quarters.
Cowbird Capital's Alteryx Inc position peaked at $12.9M in Q2 2019.
384 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2020.

Based on Cowbird Capital's 13F filing for Q2 2020, filed 14 Aug 2020.