Bryan Lawrence - Oakcliff Capital Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133
Holdings Activity Buys Sells    History
Holding/activity history for  Alteryx Inc (AYX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 4.59 SEC
2022   Q3 97,847 4.59 $55.84 $5,464,000 SEC
2022   Q2 97,847 3.49 Reduce 49.91% 3.61 $48.42 $4,738,000 SEC
2022   Q1 195,347 7.24 $71.53 $13,973,000 SEC
2021   Q4 195,347 5.40 $60.50 $11,818,000 SEC
2021   Q3 195,347 6.32 Add 31.68% 1.52 $73.10 $14,280,000 SEC
2021   Q2 148,347 5.50 $86.02 $12,761,000 SEC
2021   Q1 148,347 5.84 Add 24.30% 1.14 $82.95 $12,306,000 SEC
2020   Q4 119,347 5.77 Add 32.61% 1.42 $121.79 $14,535,000 SEC
2020   Q3 90,000 4.43 Buy 4.43 $113.56 $10,220,000 SEC