OC
AYX

Oppenheimer & Co’s Alteryx Inc AYX Stock Holding History

Oppenheimer & Co’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
-20,714
Closed -$781K – 1474
2023
Q3 		$781K Sell
20,714
-6,031
-23% -$216K 0.02% 761
2023
Q2 		$1.21M Buy
26,745
+22,985
+611% +$1.01M 0.02% 638
2023
Q1 		$221K Sell
3,760
-212
-5% -$12.4K ﹤0.01% 1228
2022
Q4 		$201K Sell
3,972
-551
-12% -$26.3K ﹤0.01% 1226
2022
Q3 		$253K Buy
4,523
+75
+2% +$4.4K 0.01% 1125
2022
Q2 		$215K Buy
4,448
+68
+2% +$4.07K ﹤0.01% 1238
2022
Q1 		$313K Buy
4,380
+509
+13% +$30K 0.01% 1185
2021
Q4 		$234K Sell
3,871
-933
-19% -$64.4K ﹤0.01% 1336
2021
Q3 		$351K Sell
4,804
-760
-14% -$57.2K 0.01% 1156
2021
Q2 		$479K Sell
5,564
-3,365
-38% -$275K 0.01% 1050
2021
Q1 		$741K Sell
8,929
-28
-0.3% -$2.97K 0.01% 813
2020
Q4 		$1.09M Buy
8,957
+3,136
+54% +$395K 0.02% 622
2020
Q3 		$661K Buy
5,821
+582
+11% +$79.2K 0.02% 719
2020
Q2 		$861K Buy
5,239
+392
+8% +$50.8K 0.02% 629
2020
Q1 		$461K Buy
4,847
+245
+5% +$30.4K 0.01% 762
2019
Q4 		$461K Sell
4,602
-25,381
-85% -$2.58M 0.01% 867
2019
Q3 		$3.22M Buy
29,983
+23,468
+360% +$2.91M 0.09% 259
2019
Q2 		$711K Buy
6,515
+1,838
+39% +$167K 0.02% 695
2019
Q1 		$392K Buy
+4,677
New +$338K 0.01% 918
2018
Q4 		– Sell
-4,105
Closed -$235K – 1379
2018
Q3 		$235K Buy
+4,105
New +$209K 0.01% 1163

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
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
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

Oppenheimer & Co's AYX Position: Q4 2023 in Review

Oppenheimer & Co sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 20,714 shares — an estimated $781K sold.

Oppenheimer & Co first reported a position in AYX in Q3 2018 and held it in 20 quarters. The position peaked at $3.22M in Q3 2019. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Oppenheimer & Co reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 20,714 Alteryx Inc shares in Q4 2023, an estimated $781K.
  • Oppenheimer & Co first reported a position in Alteryx Inc in Q3 2018 and held it in 20 quarters.
  • Oppenheimer & Co's Alteryx Inc position peaked at $3.22M in Q3 2019.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.