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Alteryx, Inc.

AYXDelisted Mar 19, 2024
Industry
Services-Prepackaged Software
SEC CIK
0001689923

Alteryx, Inc. was delisted on Mar 19, 2024; its insiders filed their last Form 4 on Mar 21, 2024; 268 institutions reported holding it in 13F filings for Q4 2023, worth $2.80B in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Alteryx, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
343
No complete 13F data for Q4 2020
Shares held
46.8M
No complete 13F data for Q4 2020
Total value
$3.88B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AYX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 343 institutions
Q1 2021: 343 institutionsQ2 2021: 327 institutionsQ3 2021: 307 institutionsQ4 2021: 287 institutionsQ1 2022: 288 institutionsQ2 2022: 276 institutionsQ3 2022: 288 institutionsQ4 2022: 282 institutionsQ1 2023: 303 institutionsQ2 2023: 255 institutionsQ3 2023: 276 institutionsQ4 2023: 268 institutionsQ1 2024: 3 institutionsQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $3.88B
Q1 2021: $3.88BQ2 2021: $3.90BQ3 2021: $3.44BQ4 2021: $2.95BQ1 2022: $3.68BQ2 2022: $2.55BQ3 2022: $2.87BQ4 2022: $2.64BQ1 2023: $3.17BQ2 2023: $2.37BQ3 2023: $2.32BQ4 2023: $2.80BQ1 2024: $1.21MQ2 2024: $809Q3 2024: $809Q4 2024: $809Q1 2025: $809Q2 2025: $809Q3 2025: $809Q4 2025: $48Q1 2026: $48Q2 2026: $48
Institutions holding AYX and their total value by quarter
QuarterHoldersValue
Q2 20261$48
Q1 20261$48
Q4 20251$48
Q3 20251$809
Q2 20251$809
Q1 20251$809
Q4 20241$809
Q3 20241$809
Q2 20241$809
Q1 20243$1.21M
Q4 2023268$2.80B
Q3 2023276$2.32B
Q2 2023255$2.37B
Q1 2023303$3.17B
Q4 2022282$2.64B
Q3 2022288$2.87B
Q2 2022276$2.55B
Q1 2022288$3.68B
Q4 2021287$2.95B
Q3 2021307$3.44B
Q2 2021327$3.90B
Q1 2021343$3.88B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Alteryx, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AYX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp4$00.00%––
Huntington National Bank1$00.00%––
TCI Wealth Advisors, Inc.5$00.00%––
NEXT Financial Group, Inc6$00.00%––
Glassman Wealth Services1$00.00%––
Avion Wealth5$00.00%––
Ten Capital Wealth Advisors, LLC12$00.00%––
Financial Perspectives, Inc35,922$4330.02%––
Ameritas Investment Company, LLC9$7470.00%––
O'Shaughnessy Asset Management, LLC18$1.00K0.00%––
MCF Advisors LLC11$1.00K0.00%––
Proequities, Inc.20$2.00K0.00%––
Gilder Gagnon Howe & Co LLC30$2.00K0.00%––
Baystate Wealth Management LLC21$2.00K0.00%––
Riggs Asset Managment Co. Inc.20$2.00K0.00%––
McIlrath & Eck, LLC20$2.00K0.00%––
Bogart Wealth, LLC20$2.00K0.00%––
Meridian Wealth Partners, LLC23$2.00K0.00%––
Hoey Investments, Inc24$2.00K0.00%––
Bellevue Asset Management, LLC23$2.00K0.00%––
Annapolis Financial Services, LLC29$2.00K0.00%––
Sound Income Strategies, LLC31$2.57K0.00%––
Meeder Asset Management Inc33$3.00K0.00%––
Credit Agricole S A40$3.00K0.00%––
Gradient Investments LLC35$3.00K0.00%––
Enterprise Financial Services Corp49$4.00K0.00%––
Hall Laurie J Trustee50$4.00K0.00%––
Key Financial Inc51$4.00K0.00%––
RMR Wealth Builders45$4.00K0.00%––
Quadrant Capital Group LLC55$5.00K0.00%––
Horizon Financial Services, LLC60$5.00K0.00%––
Versant Capital Management, Inc57$5.00K0.00%––
Charter Oak Capital Management, LLC60$5.00K0.00%––
Allworth Financial LP75$6.00K0.00%––
Rockbridge Investment Management, LCC67$6.00K0.00%––
Parallel Advisors, LLC89$7.00K0.00%––
Newbridge Financial Services Group, Inc.86$7.00K0.01%––
Standard Family Office LLC98$8.00K0.00%––
Steward Partners Investment Advisory, LLC100$8.30K0.00%––
Bessemer Group Inc108$9.00K0.00%––
Kistler-Tiffany Companies, LLC106$9.00K0.00%––
Simon Quick Advisors, LLC113$9.00K0.00%––
State of Wyoming111$9.00K0.01%––
Sandy Spring Bank121$10.0K0.00%––
Harbour Investments, Inc.140$12.0K0.00%––
Parkside Financial Bank & Trust150$12.0K0.00%––
Spire Wealth Management140$12.0K0.00%––
Bedel Financial Consulting, Inc.157$13.0K0.01%––
West Financial Advisors, LLC170$14.0K0.00%––
American Portfolios Advisors176$14.6K0.00%––
Central Trust Co185$15.0K0.00%––
Berman Capital Advisors, LLC183$15.0K0.00%––
Optimum Investment Advisors200$17.0K0.00%––
Geneos Wealth Management Inc.217$17.0K0.00%––
Clearview Wealth Advisors LLC201$17.0K0.01%––
Manchester Financial Inc218$18.0K0.01%––
International Assets Investment Management, LLC152$19.0K0.00%––
HHM Wealth Advisors, LLC238$20.0K0.01%––
Howe & Rusling Inc255$21.0K0.00%––
Glen Eagle Advisors, LLC286$23.7K0.01%––
Sageworth Trust Co317$26.0K0.00%––
Hudock, Inc.327$27.0K0.01%––
Core Wealth Advisors, Inc.326$27.0K0.02%––
Baillie Gifford & Co336$28.0K0.00%––
Ancora Advisors, LLC350$29.0K0.00%––
Signaturefd, LLC383$32.0K0.00%––
Federation des caisses Desjardins du Quebec395$32.8K0.00%––
Regal Wealth Group, Inc.400$33.0K0.02%––
Patriot Financial Group Insurance Agency, LLC400$33.0K0.01%––
IFP Advisors, Inc421$34.0K0.00%––
AdvisorNet Financial, Inc425$35.0K0.00%––
Brewin Dolphin Wealth Management Ltd427$35.4K0.01%––
Tradewinds Capital Management, LLC550$46.0K0.01%––
Benjamin F. Edwards & Company, Inc.699$58.0K0.00%––
Sowell Financial Services LLC780$61.0K0.00%––
Bank Julius Baer & Co. Ltd, Zurich750$62.0K0.00%––
Canada Pension Plan Investment Board769$64.0K0.00%––
Lazard Asset Management LLC832$69.0K0.00%––
Rational Advisors LLC885$73.0K0.01%––
Brewin Dolphin Ltd884$73.3K0.00%––
Captrust Financial Advisors895$74.0K0.00%––
Global Retirement Partners, LLC967$80.0K0.01%––
Ellevest, Inc.1,069$89.0K0.01%––
American International Group, Inc.1,205$100.0K0.00%––
Edmond de Rothschild Holding S.A.1,258$104.0K0.00%––
The PNC Financial Services Group, Inc.1,441$120.0K0.00%––
CWM, LLC1,435$123.0K0.00%––
Catalyst Capital Advisors LLC1,580$131.0K0.01%––
Panagora Asset Management Inc1,592$132.0K0.00%––
Orion Capital Management LLC1,620$134.0K0.09%––
Macquarie Group Ltd1,646$137.0K0.00%––
Evolution Wealth Advisors, LLC1,752$145.0K0.03%––
Rockefeller Capital Management L.P.1,840$152.0K0.00%––
Cutler Group LP1,979$164.0K0.01%––
FourThought Financial, LLC2,055$170.0K0.02%––
Point72 Hong Kong Ltd2,179$181.0K0.01%––
Prime Capital Investment Advisors, LLC2,184$181.0K0.01%––
SG Americas Securities, LLC2,413$200.0K0.00%––
CIBC Asset Management Inc2,451$203.0K0.00%––
Vontobel Holding Ltd.2,446$203.0K0.00%––