DAM
AYX

Dorsey Asset Management’s Alteryx Inc AYX Stock Holding History

Dorsey 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
2020
Q4 		– Sell
-94,189
Closed -$10.7M – 10
2020
Q3 		$10.7M Sell
94,189
-118,669
-56% -$16.2M 1.59% 11
2020
Q2 		$35M Sell
212,858
-128,037
-38% -$16.6M 5.65% 9
2020
Q1 		$32.4M Sell
340,895
-137,011
-29% -$17M 8.19% 7
2019
Q4 		$47.8M Buy
477,906
+263,257
+123% +$26.8M 9.41% 6
2019
Q3 		$23.1M Buy
+214,649
New +$26.6M 5.41% 9

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Dorsey Asset Management's AYX Position: Q4 2020 in Review

Dorsey Asset Management sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 94,189 shares — an estimated $10.7M sold.

Dorsey Asset Management first reported a position in AYX in Q3 2019 and held it in 5 quarters. The position peaked at $47.8M in Q4 2019. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

  • Dorsey Asset Management reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
  • Dorsey Asset Management sold 94,189 Alteryx Inc shares in Q4 2020, an estimated $10.7M.
  • Dorsey Asset Management first reported a position in Alteryx Inc in Q3 2019 and held it in 5 quarters.
  • Dorsey Asset Management's Alteryx Inc position peaked at $47.8M in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Dorsey Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.