UOC
AYX

UBS O'Connor’s Alteryx Inc AYX Stock Holding History

UBS O'Connor’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
-155,000
Closed -$5.84M – 631
2023
Q3 		$5.84M Sell
155,000
-120,000
-44% -$4.3M 0.1% 99
2023
Q2 		$12.5M Buy
+275,000
New +$12M 0.26% 54
2018
Q4 		– Sell
-40,550
Closed -$2.32M – 306
2018
Q3 		$2.32M Buy
+40,550
New +$2.06M 0.05% 167
2017
Q4 		– Sell
-246,391
Closed -$5.02M – 400
2017
Q3 		$5.02M Buy
+246,391
New +$5.22M 0.07% 191
2017
Q2 		– Sell
-42,000
Closed -$656K – 494
2017
Q1 		$656K Buy
+42,000
New +$639K 0.01% 354

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

UBS O'Connor's AYX Position: Q4 2023 in Review

UBS O'Connor sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 155,000 shares — an estimated $5.84M sold.

UBS O'Connor first reported a position in AYX in Q1 2017 and held it in 5 quarters. The position peaked at $12.5M in Q2 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • UBS O'Connor reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • UBS O'Connor sold 155,000 Alteryx Inc shares in Q4 2023, an estimated $5.84M.
  • UBS O'Connor first reported a position in Alteryx Inc in Q1 2017 and held it in 5 quarters.
  • UBS O'Connor's Alteryx Inc position peaked at $12.5M in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on UBS O'Connor's 13F filing for Q4 2023, filed 14 Feb 2024.