UBS AM
ALTR

UBS AM’s Altair Engineering Inc ALTR Stock Holding History

UBS AM’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-381,061
Closed -$41.6M – 2709
2024
Q4 		$41.6M Buy
381,061
+254,448
+201% +$26.2M 0.01% 708
2024
Q3 		$12.1M Sell
126,613
-19,934
-14% -$1.81M ﹤0.01% 1143
2024
Q2 		$14.4M Buy
146,547
+83,027
+131% +$7.3M ﹤0.01% 991
2024
Q1 		$5.47M Buy
63,520
+1,643
+3% +$140K ﹤0.01% 1215
2023
Q4 		$5.21M Buy
61,877
+741
+1% +$51.5K ﹤0.01% 1225
2023
Q3 		$3.82M Buy
61,136
+6,686
+12% +$450K ﹤0.01% 1329
2023
Q2 		$3.93M Hold
54,450
– – ﹤0.01% 1345
2023
Q1 		$3.93M Buy
+54,450
New +$3.22M ﹤0.01% 1345
2022
Q4 		– Sell
-51,121
Closed -$2.26M – 2755
2022
Q3 		$2.26M Sell
51,121
-9,340
-15% -$490K ﹤0.01% 1540
2022
Q2 		$3.17M Buy
60,461
+3,652
+6% +$200K ﹤0.01% 1402
2022
Q1 		$3.66M Buy
56,809
+5,550
+11% +$350K ﹤0.01% 1492
2021
Q4 		$3.96M Buy
51,259
+843
+2% +$63.1K ﹤0.01% 1524
2021
Q3 		$3.48M Buy
50,416
+147
+0.3% +$10.5K ﹤0.01% 1540
2021
Q2 		$3.47M Buy
50,269
+11,427
+29% +$749K ﹤0.01% 1571
2021
Q1 		$2.43M Buy
38,842
+4,997
+15% +$305K ﹤0.01% 1676
2020
Q4 		$1.97M Sell
33,845
-223
-0.7% -$11.2K ﹤0.01% 1691
2020
Q3 		$1.43M Buy
34,068
+500
+1% +$20.1K ﹤0.01% 1690
2020
Q2 		$1.33M Buy
33,568
+3,026
+10% +$103K ﹤0.01% 1678
2020
Q1 		$809K Buy
30,542
+7,427
+32% +$255K ﹤0.01% 1777
2019
Q4 		$830K Sell
23,115
-5,168
-18% -$174K ﹤0.01% 2009
2019
Q3 		$979K Buy
28,283
+5,294
+23% +$197K ﹤0.01% 1965
2019
Q2 		$929K Buy
+22,989
New +$859K ﹤0.01% 1923

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS AM's ALTR Position: Q1 2025 in Review

UBS AM sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 381,061 shares — an estimated $41.6M sold.

UBS AM first reported a position in ALTR in Q2 2019 and held it in 22 quarters. The position peaked at $41.6M in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • UBS AM reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 381,061 Altair Engineering Inc shares in Q1 2025, an estimated $41.6M.
  • UBS AM first reported a position in Altair Engineering Inc in Q2 2019 and held it in 22 quarters.
  • UBS AM's Altair Engineering Inc position peaked at $41.6M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.