OTL
AYX

Oak Thistle LLC’s Alteryx Inc AYX Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-12,213
Closed -$554K – 640
2023
Q2 		$554K Buy
+12,213
New +$535K 0.29% 141
2022
Q1 		– Sell
-11,137
Closed -$674K – 535
2021
Q4 		$674K Buy
+11,137
New +$769K 0.52% 39

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Oak Thistle LLC's AYX Position: Q3 2023 in Review

Oak Thistle LLC sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 12,213 shares — an estimated $554K sold.

Oak Thistle LLC first reported a position in AYX in Q4 2021 and held it in 2 quarters. The position peaked at $674K in Q4 2021. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • Oak Thistle LLC reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 12,213 Alteryx Inc shares in Q3 2023, an estimated $554K.
  • Oak Thistle LLC first reported a position in Alteryx Inc in Q4 2021 and held it in 2 quarters.
  • Oak Thistle LLC's Alteryx Inc position peaked at $674K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on Oak Thistle LLC's 13F filing for Q3 2023, filed 18 Oct 2023.