NOCM
AYX

Night Owl Capital Management’s Alteryx Inc AYX Stock Holding History

Night Owl Capital 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
2021
Q2 		– Sell
-38,733
Closed -$3.21M – 28
2021
Q1 		$3.21M Sell
38,733
-86,560
-69% -$9.17M 0.65% 24
2020
Q4 		$15.3M Buy
125,293
+1,145
+0.9% +$144K 2.94% 13
2020
Q3 		$14.1M Buy
124,148
+26,103
+27% +$3.55M 2.93% 14
2020
Q2 		$16.1M Buy
98,045
+3,314
+3% +$429K 3.84% 11
2020
Q1 		$9.02M Sell
94,731
-4,382
-4% -$544K 3.01% 16
2019
Q4 		$9.92M Buy
99,113
+980
+1% +$99.6K 2.85% 16
2019
Q3 		$10.5M Buy
98,133
+1,968
+2% +$244K 3.35% 11
2019
Q2 		$10.5M Buy
96,165
+48,888
+103% +$4.45M 3.21% 15
2019
Q1 		$3.96M Buy
+47,277
New +$3.41M 1.42% 20

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Night Owl Capital Management's AYX Position: Q2 2021 in Review

Night Owl Capital Management sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 38,733 shares — an estimated $3.21M sold.

Night Owl Capital Management first reported a position in AYX in Q1 2019 and held it in 9 quarters. The position peaked at $16.1M in Q2 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Night Owl Capital Management reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Night Owl Capital Management sold 38,733 Alteryx Inc shares in Q2 2021, an estimated $3.21M.
  • Night Owl Capital Management first reported a position in Alteryx Inc in Q1 2019 and held it in 9 quarters.
  • Night Owl Capital Management's Alteryx Inc position peaked at $16.1M in Q2 2020.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Night Owl Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.