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 – 2331
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $14.1B 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