RC
AYX

Roundview Capital’s Alteryx Inc AYX Stock Holding History

Roundview Capital’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
2022
Q2 		– Sell
-3,297
Closed -$236K – 296
2022
Q1 		$236K Buy
+3,297
New +$195K 0.02% 278
2021
Q4 		– Sell
-3,297
Closed -$241K – 308
2021
Q3 		$241K Sell
3,297
-474
-13% -$35.7K 0.03% 272
2021
Q2 		$324K Sell
3,771
-2,755
-42% -$225K 0.04% 251
2021
Q1 		$541K Sell
6,526
-31,793
-83% -$3.37M 0.07% 213
2020
Q4 		$4.67M Sell
38,319
-1,105
-3% -$139K 0.64% 36
2020
Q3 		$4.48M Sell
39,424
-3,205
-8% -$436K 0.7% 34
2020
Q2 		$7M Sell
42,629
-3,952
-8% -$512K 1.19% 21
2020
Q1 		$4.43M Buy
46,581
+8,806
+23% +$1.09M 0.94% 25
2019
Q4 		$3.78M Sell
37,775
-1,135
-3% -$115K 0.72% 34
2019
Q3 		$4.18M Sell
38,910
-6,085
-14% -$755K 0.9% 24
2019
Q2 		$4.91M Sell
44,995
-3,850
-8% -$350K 1.11% 17
2019
Q1 		$4.1M Sell
48,845
-785
-2% -$56.7K 0.97% 21
2018
Q4 		$2.95M Sell
49,630
-255
-0.5% -$13.8K 0.83% 31
2018
Q3 		$2.85M Sell
49,885
-7,205
-13% -$367K 0.7% 37
2018
Q2 		$2.18M Buy
57,090
+16,865
+42% +$589K 0.57% 50
2018
Q1 		$1.37M Buy
40,225
+1,250
+3% +$38.9K 0.39% 83
2017
Q4 		$985K Buy
38,975
+490
+1% +$11.8K 0.25% 107
2017
Q3 		$784K Buy
+38,485
New +$816K 0.22% 119

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Roundview Capital's AYX Position: Q2 2022 in Review

Roundview Capital sold out of Alteryx Inc (AYX) in Q2 2022, closing a stake of 3,297 shares — an estimated $236K sold.

Roundview Capital first reported a position in AYX in Q3 2017 and held it in 18 quarters. The position peaked at $7M in Q2 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q2 2022.

  • Roundview Capital reported no remaining Alteryx Inc position as of Q2 2022 after selling out during the quarter.
  • Roundview Capital sold 3,297 Alteryx Inc shares in Q2 2022, an estimated $236K.
  • Roundview Capital first reported a position in Alteryx Inc in Q3 2017 and held it in 18 quarters.
  • Roundview Capital's Alteryx Inc position peaked at $7M in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2022.

Based on Roundview Capital's 13F filing for Q2 2022, filed 11 Aug 2022.