EA
AYX

Emerald Advisers’s Alteryx Inc AYX Stock Holding History

Emerald Advisers’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
Q4 		– Sell
-8,072
Closed -$304K – 255
2023
Q3 		$304K Sell
8,072
-180
-2% -$6.45K 0.01% 191
2023
Q2 		$375K Sell
8,252
-12,076
-59% -$529K 0.02% 184
2023
Q1 		$1.2M Sell
20,328
-826
-4% -$48.1K 0.06% 143
2022
Q4 		$1.07M Sell
21,154
-2,698
-11% -$129K 0.05% 137
2022
Q3 		$1.33M Sell
23,852
-111
-0.5% -$6.51K 0.07% 131
2022
Q2 		$1.16M Sell
23,963
-299
-1% -$17.9K 0.06% 138
2022
Q1 		$1.74M Sell
24,262
-13
-0.1% -$767 0.07% 138
2021
Q4 		$1.47M Buy
24,275
+16,166
+199% +$1.12M 0.05% 148
2021
Q3 		$593K Sell
8,109
-387
-5% -$29.1K 0.02% 181
2021
Q2 		$731K Buy
8,496
+2,540
+43% +$208K 0.03% 174
2021
Q1 		$494K Sell
5,956
-250
-4% -$26.5K 0.02% 196
2020
Q4 		$756K Buy
+6,206
New +$782K 0.03% 173

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Emerald Advisers's AYX Position: Q4 2023 in Review

Emerald Advisers sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 8,072 shares — an estimated $304K sold.

Emerald Advisers first reported a position in AYX in Q4 2020 and held it in 12 quarters. The position peaked at $1.74M in Q1 2022. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Emerald Advisers reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Emerald Advisers sold 8,072 Alteryx Inc shares in Q4 2023, an estimated $304K.
  • Emerald Advisers first reported a position in Alteryx Inc in Q4 2020 and held it in 12 quarters.
  • Emerald Advisers's Alteryx Inc position peaked at $1.74M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Emerald Advisers's 13F filing for Q4 2023, filed 5 Feb 2024.