SEP
AYX

Soma Equity Partners’s Alteryx Inc AYX Stock Holding History

Soma Equity Partners’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
-1,124,031
Closed -$53M – 22
2023
Q4 		$53M Buy
1,124,031
+124,031
+12% +$4.82M 3.02% 17
2023
Q3 		$37.7M Buy
+1,000,000
New +$35.8M 2.2% 18

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Soma Equity Partners's AYX Position: Q1 2024 in Review

Soma Equity Partners sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 1,124,031 shares — an estimated $53M sold.

Soma Equity Partners first reported a position in AYX in Q3 2023 and held it in 2 quarters. The position peaked at $53M in Q4 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Soma Equity Partners reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Soma Equity Partners sold 1,124,031 Alteryx Inc shares in Q1 2024, an estimated $53M.
  • Soma Equity Partners first reported a position in Alteryx Inc in Q3 2023 and held it in 2 quarters.
  • Soma Equity Partners's Alteryx Inc position peaked at $53M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Soma Equity Partners's 13F filing for Q1 2024, filed 14 May 2024.