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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, Q2 2021

Institutional positions in Alteryx, Inc. as of Jun 30, 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
327
−15 vs. Q1 2021
Shares held
45.3M
−1.33M (−2.8%) vs. Q1 2021
Total value
$3.90B
+$32.0M (+0.8%) vs. Q1 2021
New holders
47
135 more added
Sold out
62
88 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 327 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 heldQ2 2021: $3.90B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q1 2021.

Institutions holding AYX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp4$00.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
TCI Wealth Advisors, Inc.5$00.00%00.0%Unchanged
Glassman Wealth Services1$00.00%00.0%Unchanged
Bedel Financial Consulting, Inc.7$1.00K0.00%−150−95.5%Reduced
Versant Capital Management, Inc16$1.00K0.00%−41−71.9%Reduced
MCF Advisors LLC11$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC12$1.00K0.00%00.0%Unchanged
Albion Financial Group10$1.00K0.00%+10New
Lindbrook Capital, LLC7$1.00K0.00%+7New
Quadrant Capital Group LLC26$2.00K0.00%−29−52.7%Reduced
Meeder Asset Management Inc28$2.00K0.00%−5−15.2%Reduced
Proequities, Inc.20$2.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC21$2.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC20$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC20$2.00K0.00%00.0%Unchanged
Hoey Investments, Inc24$2.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC21$2.00K0.00%−2−8.7%Reduced
Annapolis Financial Services, LLC29$2.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC18$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC20$2.00K0.00%+20New
Sound Income Strategies, LLC31$3.00K0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC30$3.00K0.00%00.0%Unchanged
Optimum Investment Advisors50$4.00K0.00%−150−75.0%Reduced
Rockbridge Investment Management, LCC44$4.00K0.00%−23−34.3%Reduced
Hall Laurie J Trustee50$4.00K0.00%00.0%Unchanged
Key Financial Inc51$4.00K0.00%00.0%Unchanged
Sonora Investment Management, LLC45$4.00K0.00%+45New
Benjamin F. Edwards & Company, Inc.63$5.00K0.00%−636−91.0%Reduced
Horizon Financial Services, LLC60$5.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC60$5.00K0.00%00.0%Unchanged
Allworth Financial LP75$6.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$7.00K0.00%00.0%Unchanged
Credit Agricole S A80$7.00K0.00%+40+100.0%Added
Clearview Wealth Advisors LLC91$8.00K0.00%−110−54.7%Reduced
Parallel Advisors, LLC91$8.00K0.00%+2+2.2%Added
CVA Family Office, LLC90$8.00K0.00%+90New
Bellwether Advisors, LLC103$8.00K0.00%+103New
Hudock, Inc.112$9.00K0.00%−215−65.7%Reduced
Kistler-Tiffany Companies, LLC108$9.00K0.00%+2+1.9%Added
Simon Quick Advisors, LLC113$9.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC121$10.0K0.00%−62−33.9%Reduced
Standard Family Office LLC120$10.0K0.00%+22+22.4%Added
Dark Forest Capital Management LP130$11.0K0.00%+130New
Harbour Investments, Inc.140$12.0K0.00%00.0%Unchanged
Spire Wealth Management140$12.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust150$13.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd148$13.0K0.00%+148New
West Financial Advisors, LLC170$15.0K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd175$15.0K0.00%+175New
Central Trust Co185$16.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC200$17.0K0.00%+100+100.0%Added
Geneos Wealth Management Inc.217$18.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC238$20.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors252$21.0K0.00%+252New
Core Wealth Advisors, Inc.326$28.0K0.02%00.0%Unchanged
Baillie Gifford & Co336$29.0K0.00%00.0%Unchanged
Bessemer Group Inc358$31.0K0.00%+250+231.5%Added
Federation des caisses Desjardins du Quebec395$34.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC400$34.0K0.01%00.0%Unchanged
Asset Management One Co.,Ltd.400$34.0K0.00%+400New
SRS Capital Advisors, Inc.400$34.0K0.00%+400New
Glen Eagle Advisors, LLC401$34.5K0.01%+115+40.2%Added
Financial Perspectives, Inc433$37.2K0.02%−35,489−98.8%Reduced
IFP Advisors, Inc453$38.0K0.00%+32+7.6%Added
Brewin Dolphin Wealth Management Ltd446$38.4K0.00%+19+4.4%Added
Signaturefd, LLC465$40.0K0.00%+82+21.4%Added
Northwestern Mutual Wealth Management Co469$41.0K0.00%+469New
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$43.0K0.00%+500New
Tradewinds Capital Management, LLC550$47.0K0.01%00.0%Unchanged
American Portfolios Advisors676$58.1K0.00%+500+284.1%Added
Brewin Dolphin Ltd884$76.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC897$77.0K0.01%−70−7.2%Reduced
Harel Insurance Investments & Financial Services Ltd.909$78.0K0.00%−2,974−76.6%Reduced
AdvisorNet Financial, Inc925$80.0K0.01%+500+117.6%Added
Captrust Financial Advisors936$81.0K0.00%+41+4.6%Added
Parisi Gray Wealth Management1,000$86.0K0.03%+1,000New
Ellevest, Inc.1,074$92.0K0.01%+5+0.5%Added
American International Group, Inc.1,242$107.0K0.00%+37+3.1%Added
Macquarie Group Ltd1,270$109.0K0.00%−376−22.8%Reduced
The PNC Financial Services Group, Inc.1,394$120.0K0.00%−47−3.3%Reduced
CWM, LLC1,435$123.0K0.00%00.0%Unchanged
Panagora Asset Management Inc1,464$126.0K0.00%−128−8.0%Reduced
CenterStar Asset Management, LLC–$132.0K0.14%–New
Orion Capital Management LLC1,620$139.0K0.09%00.0%Unchanged
Rockefeller Capital Management L.P.1,905$163.0K0.00%+65+3.5%Added
Edmond de Rothschild Holding S.A.1,969$170.0K0.00%+711+56.5%Added
Gradient Investments LLC2,244$193.0K0.01%+2,209+6,311.4%Added
Millennium Management LLC2,348$202.0K0.00%−53,617−95.8%Reduced
United Capital Financial Advisers, LLC2,346$202.0K0.00%+2,346New
Beacon Pointe Advisors, LLC2,375$204.0K0.01%+2,375New
Envestnet Asset Management Inc2,382$205.0K0.00%−3,084−56.4%Reduced
Prime Capital Investment Advisors, LLC2,409$207.0K0.01%+225+10.3%Added
Ausdal Financial Partners, Inc.2,430$209.0K0.03%+2,430New
Capital Investment Advisory Services, LLC2,445$210.0K0.03%−300−10.9%Reduced
CIBC Asset Management Inc2,451$211.0K0.00%00.0%Unchanged
Agf Investments Inc.2,522$217.0K0.00%+2,522New
DRW Securities, LLC2,535$218.0K0.03%+2,535New
Brandywine Oak Private Wealth LLC2,630$226.0K0.03%+2,630New
Winton Group Ltd2,645$228.0K0.01%+2,645New