OCM
AYX

Osterweis Capital Management’s Alteryx Inc AYX Stock Holding History

Osterweis 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
2024
Q1 		– Sell
-2,000
Closed -$94.3K – 208
2023
Q4 		$94.3K Hold
2,000
– – 0.01% 150
2023
Q3 		$75.4K Hold
2,000
– – 0.01% 155
2023
Q2 		$90.8K Buy
+2,000
New +$87.6K 0.01% 156
2021
Q4 		– Sell
-10,410
Closed -$761K – 160
2021
Q3 		$761K Buy
+10,410
New +$783K 0.04% 112
2020
Q4 		– Sell
-8,490
Closed -$964K – 134
2020
Q3 		$964K Sell
8,490
-27,035
-76% -$3.68M 0.07% 100
2020
Q2 		$5.84M Sell
35,525
-15,335
-30% -$1.99M 0.42% 61
2020
Q1 		$4.84M Buy
50,860
+1,490
+3% +$185K 0.39% 58
2019
Q4 		$4.94M Sell
49,370
-4,795
-9% -$487K 0.34% 63
2019
Q3 		$5.82M Sell
54,165
-7,975
-13% -$990K 0.42% 53
2019
Q2 		$6.78M Sell
62,140
-20,930
-25% -$1.9M 0.48% 49
2019
Q1 		$6.97M Sell
83,070
-59,030
-42% -$4.26M 0.44% 58
2018
Q4 		$8.45M Sell
142,100
-6,430
-4% -$349K 0.65% 50
2018
Q3 		$8.5M Buy
148,530
+54,340
+58% +$2.77M 0.54% 57
2018
Q2 		$3.59M Buy
+94,190
New +$3.29M 0.23% 79
2017
Q4 		– Sell
-74,350
Closed -$1.51M – 114
2017
Q3 		$1.51M Buy
+74,350
New +$1.58M 0.11% 77

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Osterweis Capital Management's AYX Position: Q1 2024 in Review

Osterweis Capital Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 2,000 shares — an estimated $94.3K sold.

Osterweis Capital Management first reported a position in AYX in Q3 2017 and held it in 15 quarters. The position peaked at $8.5M in Q3 2018. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Osterweis Capital Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Osterweis Capital Management sold 2,000 Alteryx Inc shares in Q1 2024, an estimated $94.3K.
  • Osterweis Capital Management first reported a position in Alteryx Inc in Q3 2017 and held it in 15 quarters.
  • Osterweis Capital Management's Alteryx Inc position peaked at $8.5M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

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