Wellington Management Group
AYX

Wellington Management Group’s Alteryx Inc AYX Stock Holding History

Wellington Management Group’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
-19,797
Closed -$746K – 1954
2023
Q3 		$746K Buy
19,797
+3,968
+25% +$142K ﹤0.01% 1647
2023
Q2 		$719K Buy
15,829
+2,546
+19% +$112K ﹤0.01% 1647
2023
Q1 		$782K Buy
+13,283
New +$774K ﹤0.01% 1731
2022
Q3 		– Sell
-5,588
Closed -$271K – 2192
2022
Q2 		$271K Buy
+5,588
New +$334K ﹤0.01% 1969
2020
Q4 		– Sell
-56,830
Closed -$6.45M – 2039
2020
Q3 		$6.45M Sell
56,830
-351,384
-86% -$47.8M ﹤0.01% 1210
2020
Q2 		$67.1M Sell
408,214
-411,340
-50% -$53.3M 0.01% 618
2020
Q1 		$78M Sell
819,554
-686,081
-46% -$85.2M 0.02% 522
2019
Q4 		$151M Buy
1,505,635
+1,172,127
+351% +$119M 0.03% 471
2019
Q3 		$35.8M Sell
333,508
-96,862
-23% -$12M 0.01% 809
2019
Q2 		$47M Sell
430,370
-263,330
-38% -$24M 0.01% 777
2019
Q1 		$58.2M Buy
693,700
+100,692
+17% +$7.27M 0.01% 694
2018
Q4 		$35.3M Buy
593,008
+12,015
+2% +$652K 0.01% 824
2018
Q3 		$33.2M Buy
+580,993
New +$29.6M 0.01% 933
2017
Q2 		– Sell
-18,287
Closed -$286K – 2324
2017
Q1 		$286K Buy
+18,287
New +$278K ﹤0.01% 2161

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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $16.4B AUM 55.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Wellington Management Group's AYX Position: Q4 2023 in Review

Wellington Management Group sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 19,797 shares — an estimated $746K sold.

Wellington Management Group first reported a position in AYX in Q1 2017 and held it in 14 quarters. The position peaked at $151M in Q4 2019. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Wellington Management Group reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 19,797 Alteryx Inc shares in Q4 2023, an estimated $746K.
  • Wellington Management Group first reported a position in Alteryx Inc in Q1 2017 and held it in 14 quarters.
  • Wellington Management Group's Alteryx Inc position peaked at $151M in Q4 2019.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.