Herald Investment Management’s Alteryx Inc AYX Stock Holding History

Herald Investment 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	-15,175	Closed	-$1.72M	–	98
2020 Q3	$1.72M	Sell	15,175 -5,700	-27%	-$776K	0.37%	67
2020 Q2	$3.43M	Sell	20,875 -65,125	-76%	-$8.44M	0.8%	39
2020 Q1	$8.17M	Hold	86,000	–	–	2.48%	10
2019 Q4	$8.61M	Hold	86,000	–	–	2.19%	11
2019 Q3	$9.24M	Hold	86,000	–	–	2.75%	9
2019 Q2	$9.4M	Sell	86,000 -4,000	-4%	-$364K	2.62%	10
2019 Q1	$7.55M	Hold	90,000	–	–	1.92%	16
2018 Q4	$5.35M	Hold	90,000	–	–	1.71%	20
2018 Q3	$5.15M	Hold	90,000	–	–	1.32%	22
2018 Q2	$3.43M	Hold	90,000	–	–	0.96%	33
2018 Q1	$3.07M	Hold	90,000	–	–	0.92%	33
2017 Q4	$2.27M	Buy	+90,000	New	+$2.17M	0.71%	40

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $29.1B AUM 96.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Herald Investment Management's AYX Position: Q4 2020 in Review

Herald Investment Management sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 15,175 shares — an estimated $1.72M sold.

Herald Investment Management first reported a position in AYX in Q4 2017 and held it in 12 quarters. The position peaked at $9.4M in Q2 2019. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

Herald Investment Management reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
Herald Investment Management sold 15,175 Alteryx Inc shares in Q4 2020, an estimated $1.72M.
Herald Investment Management first reported a position in Alteryx Inc in Q4 2017 and held it in 12 quarters.
Herald Investment Management's Alteryx Inc position peaked at $9.4M in Q2 2019.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

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