Jacobs Levy Equity Management’s Alteryx Inc AYX Stock Holding History

Jacobs Levy Equity 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
2023 Q4	–	Sell	-20,474	Closed	-$772K	–	1102
2023 Q3	$772K	Buy	+20,474	New	+$734K	﹤0.01%	715
2022 Q2	–	Sell	-7,493	Closed	-$536K	–	1116
2022 Q1	$536K	Buy	+7,493	New	+$442K	﹤0.01%	852
2021 Q3	–	Sell	-7,028	Closed	-$605K	–	1143
2021 Q2	$605K	Hold	7,028	–	–	﹤0.01%	828
2021 Q1	$583K	Buy	+7,028	New	+$745K	﹤0.01%	839

Other funds holding AYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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 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

Jacobs Levy Equity Management's AYX Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 20,474 shares — an estimated $772K sold.

Jacobs Levy Equity Management first reported a position in AYX in Q1 2021 and held it in 4 quarters. The position peaked at $772K in Q3 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Jacobs Levy Equity Management reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 20,474 Alteryx Inc shares in Q4 2023, an estimated $772K.
Jacobs Levy Equity Management first reported a position in Alteryx Inc in Q1 2021 and held it in 4 quarters.
Jacobs Levy Equity Management's Alteryx Inc position peaked at $772K in Q3 2023.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.