Dimensional Fund Advisors
AYX

Dimensional Fund Advisors’s Alteryx Inc AYX Stock Holding History

Dimensional Fund Advisors’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
2023
Q2 		– Sell
-4,918
Closed -$289K – 3531
2023
Q1 		$289K Hold
4,918
– – ﹤0.01% 3131
2022
Q4 		$249 Hold
4,918
– – ﹤0.01% 3186
2022
Q3 		$275K Hold
4,918
– – ﹤0.01% 3177
2022
Q2 		$238K Sell
4,918
-146,012
-97% -$8.74M ﹤0.01% 3227
2022
Q1 		$10.8M Sell
150,930
-19,800
-12% -$1.17M ﹤0.01% 2261
2021
Q4 		$10.3M Buy
170,730
+50,812
+42% +$3.51M ﹤0.01% 2295
2021
Q3 		$8.77M Buy
119,918
+39,036
+48% +$2.94M ﹤0.01% 2388
2021
Q2 		$6.96M Sell
80,882
-2,670
-3% -$218K ﹤0.01% 2500
2021
Q1 		$6.93M Sell
83,552
-5,233
-6% -$554K ﹤0.01% 2458
2020
Q4 		$10.8M Buy
88,785
+1,825
+2% +$230K ﹤0.01% 2251
2020
Q3 		$9.87M Buy
86,960
+5,434
+7% +$740K ﹤0.01% 2198
2020
Q2 		$13.4M Buy
81,526
+3,356
+4% +$435K 0.01% 2077
2020
Q1 		$7.44M Sell
78,170
-6,752
-8% -$839K ﹤0.01% 2250
2019
Q4 		$8.5M Buy
84,922
+8,480
+11% +$862K ﹤0.01% 2413
2019
Q3 		$8.21M Buy
76,442
+9,833
+15% +$1.22M ﹤0.01% 2433
2019
Q2 		$7.27M Buy
66,609
+9,465
+17% +$861K ﹤0.01% 2516
2019
Q1 		$4.79M Buy
+57,144
New +$4.13M ﹤0.01% 2660

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors's AYX Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 4,918 shares — an estimated $289K sold.

Dimensional Fund Advisors first reported a position in AYX in Q1 2019 and held it in 17 quarters. The position peaked at $13.4M in Q2 2020. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • Dimensional Fund Advisors reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 4,918 Alteryx Inc shares in Q2 2023, an estimated $289K.
  • Dimensional Fund Advisors first reported a position in Alteryx Inc in Q1 2019 and held it in 17 quarters.
  • Dimensional Fund Advisors's Alteryx Inc position peaked at $13.4M in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.