NIM
AYX

Needham Investment Management’s Alteryx Inc AYX Stock Holding History

Needham 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
2024
Q1 		– Sell
-294,850
Closed -$13.9M – 137
2023
Q4 		$13.9M Buy
294,850
+82,350
+39% +$3.2M 1.76% 13
2023
Q3 		$8.01M Buy
212,500
+152,000
+251% +$5.45M 1.36% 21
2023
Q2 		$2.75M Buy
60,500
+54,500
+908% +$2.39M 0.45% 56
2023
Q1 		$353K Sell
6,000
-47,500
-89% -$2.77M 0.06% 110
2022
Q4 		$2.71M Buy
53,500
+28,500
+114% +$1.36M 0.49% 58
2022
Q3 		$1.4M Sell
25,000
-26,500
-51% -$1.55M 0.27% 74
2022
Q2 		$2.49M Buy
51,500
+16,500
+47% +$987K 0.47% 57
2022
Q1 		$2.5M Sell
35,000
-200,253
-85% -$11.8M 0.36% 68
2021
Q4 		$14.2M Buy
235,253
+229,253
+3,821% +$15.8M 1.79% 15
2021
Q3 		$439K Buy
6,000
+1,000
+20% +$75.3K 0.06% 108
2021
Q2 		$430K Sell
5,000
-75,000
-94% -$6.14M 0.06% 109
2021
Q1 		$6.64M Buy
+80,000
New +$8.48M 0.91% 44
2020
Q4 		– Sell
-19,000
Closed -$2.16M – 118
2020
Q3 		$2.16M Buy
+19,000
New +$2.59M 0.43% 60

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Needham Investment Management's AYX Position: Q1 2024 in Review

Needham Investment Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 294,850 shares — an estimated $13.9M sold.

Needham Investment Management first reported a position in AYX in Q3 2020 and held it in 13 quarters. The position peaked at $14.2M in Q4 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Needham Investment Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Needham Investment Management sold 294,850 Alteryx Inc shares in Q1 2024, an estimated $13.9M.
  • Needham Investment Management first reported a position in Alteryx Inc in Q3 2020 and held it in 13 quarters.
  • Needham Investment Management's Alteryx Inc position peaked at $14.2M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Needham Investment Management's 13F filing for Q1 2024, filed 15 May 2024.