LIM
AYX

Lagoda Investment Management’s Alteryx Inc AYX Stock Holding History

Lagoda 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
2022
Q1 		– Sell
-22,425
Closed -$1.36M – 39
2021
Q4 		$1.36M Sell
22,425
-47,520
-68% -$3.28M 0.64% 18
2021
Q3 		$5.11M Sell
69,945
-660
-0.9% -$49.7K 2.55% 16
2021
Q2 		$6.07M Buy
70,605
+10,375
+17% +$849K 2.83% 14
2021
Q1 		$5M Buy
60,230
+17,960
+42% +$1.9M 2.49% 15
2020
Q4 		$5.15M Buy
42,270
+16,412
+63% +$2.07M 2.77% 15
2020
Q3 		$2.94M Buy
+25,858
New +$3.52M 2.18% 15

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Lagoda Investment Management's AYX Position: Q1 2022 in Review

Lagoda Investment Management sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 22,425 shares — an estimated $1.36M sold.

Lagoda Investment Management first reported a position in AYX in Q3 2020 and held it in 6 quarters. The position peaked at $6.07M in Q2 2021. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • Lagoda Investment Management reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • Lagoda Investment Management sold 22,425 Alteryx Inc shares in Q1 2022, an estimated $1.36M.
  • Lagoda Investment Management first reported a position in Alteryx Inc in Q3 2020 and held it in 6 quarters.
  • Lagoda Investment Management's Alteryx Inc position peaked at $6.07M in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on Lagoda Investment Management's 13F filing for Q1 2022, filed 16 May 2022.