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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $48 |
| Q1 2026 | 1 | $48 |
| Q4 2025 | 1 | $48 |
| Q3 2025 | 1 | $809 |
| Q2 2025 | 1 | $809 |
| Q1 2025 | 1 | $809 |
| Q4 2024 | 1 | $809 |
| Q3 2024 | 1 | $809 |
| Q2 2024 | 1 | $809 |
| Q1 2024 | 3 | $1.21M |
| Q4 2023 | 268 | $2.80B |
| Q3 2023 | 276 | $2.32B |
| Q2 2023 | 255 | $2.37B |
| Q1 2023 | 303 | $3.17B |
| Q4 2022 | 282 | $2.64B |
| Q3 2022 | 288 | $2.87B |
| Q2 2022 | 276 | $2.55B |
| Q1 2022 | 288 | $3.68B |
| Q4 2021 | 287 | $2.95B |
| Q3 2021 | 307 | $3.44B |
| Q2 2021 | 327 | $3.90B |
| Q1 2021 | 343 | $3.88B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 4,197 | $361.0K | 0.01% | +620+17.3% | Added |
| Metropolitan Life Insurance Co | 4,070 | $350.1K | 0.00% | +165+4.2% | Added |
| Stanley-Laman Group, Ltd. | 4,033 | $347.0K | 0.05% | +28+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,800 | $327.0K | 0.00% | −15,800−80.6% | Reduced |
| Roundview Capital LLC | 3,771 | $324.0K | 0.04% | −2,755−42.2% | Reduced |
| Pictet Asset Management Ltd | 3,684 | $317.0K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 3,636 | $313.0K | 0.17% | +3,636 | New |
| Keudell/Morrison Wealth Management | 3,450 | $297.0K | 0.16% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,375 | $290.0K | 0.07% | +200+6.3% | Added |
| NuWave Investment Management, LLC | 3,258 | $280.0K | 0.31% | −1,341−29.2% | Reduced |
| V Wealth Advisors LLC | 3,244 | $279.0K | 0.04% | −2,071−39.0% | Reduced |
| Silvercrest Asset Management Group LLC | 3,210 | $276.0K | 0.00% | −1,380−30.1% | Reduced |
| Los Angeles Capital Management LLC | 3,196 | $275.0K | 0.00% | −9,691−75.2% | Reduced |
| ExodusPoint Capital Management, LP | 3,186 | $274.0K | 0.00% | +3,186 | New |
| ProShare Advisors LLC | 3,172 | $273.0K | 0.00% | +215+7.3% | Added |
| Capital International Sarl | 3,099 | $267.0K | 0.02% | −193−5.9% | Reduced |
| D.A. Davidson & Co. | 3,104 | $267.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,082 | $265.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,991 | $257.0K | 0.01% | −3,570−54.4% | Reduced |
| Truvestments Capital LLC | 2,953 | $254.0K | 0.14% | +214+7.8% | Added |
| Maryland Capital Management | 2,920 | $251.0K | 0.02% | +110+3.9% | Added |
| Gabelli Funds LLC | 2,900 | $249.0K | 0.00% | +300+11.5% | Added |
| GWM Advisors LLC | 2,867 | $247.0K | 0.01% | −59−2.0% | Reduced |
| National Asset Management, Inc. | 2,846 | $244.0K | 0.01% | +2,846 | New |
| Mercer Global Advisors Inc | 2,750 | $237.0K | 0.00% | +2,750 | New |
| Centaurus Financial, Inc. | 2,723 | $234.0K | 0.02% | +234+9.4% | Added |
| Greytown Advisors Inc. | 2,657 | $229.0K | 0.11% | +2,657 | New |
| Winton Group Ltd | 2,645 | $228.0K | 0.01% | +2,645 | New |
| Brandywine Oak Private Wealth LLC | 2,630 | $226.0K | 0.03% | +2,630 | New |
| DRW Securities, LLC | 2,535 | $218.0K | 0.03% | +2,535 | New |
| Agf Investments Inc. | 2,522 | $217.0K | 0.00% | +2,522 | New |
| CIBC Asset Management Inc | 2,451 | $211.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,445 | $210.0K | 0.03% | −300−10.9% | Reduced |
| Ausdal Financial Partners, Inc. | 2,430 | $209.0K | 0.03% | +2,430 | New |
| Prime Capital Investment Advisors, LLC | 2,409 | $207.0K | 0.01% | +225+10.3% | Added |
| Envestnet Asset Management Inc | 2,382 | $205.0K | 0.00% | −3,084−56.4% | Reduced |
| Beacon Pointe Advisors, LLC | 2,375 | $204.0K | 0.01% | +2,375 | New |
| Millennium Management LLC | 2,348 | $202.0K | 0.00% | −53,617−95.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,346 | $202.0K | 0.00% | +2,346 | New |
| Gradient Investments LLC | 2,244 | $193.0K | 0.01% | +2,209+6,311.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,969 | $170.0K | 0.00% | +711+56.5% | Added |
| Rockefeller Capital Management L.P. | 1,905 | $163.0K | 0.00% | +65+3.5% | Added |
| Orion Capital Management LLC | 1,620 | $139.0K | 0.09% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $132.0K | 0.14% | – | New |
| Panagora Asset Management Inc | 1,464 | $126.0K | 0.00% | −128−8.0% | Reduced |
| CWM, LLC | 1,435 | $123.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,394 | $120.0K | 0.00% | −47−3.3% | Reduced |
| Macquarie Group Ltd | 1,270 | $109.0K | 0.00% | −376−22.8% | Reduced |
| American International Group, Inc. | 1,242 | $107.0K | 0.00% | +37+3.1% | Added |
| Ellevest, Inc. | 1,074 | $92.0K | 0.01% | +5+0.5% | Added |
| Parisi Gray Wealth Management | 1,000 | $86.0K | 0.03% | +1,000 | New |
| Captrust Financial Advisors | 936 | $81.0K | 0.00% | +41+4.6% | Added |
| AdvisorNet Financial, Inc | 925 | $80.0K | 0.01% | +500+117.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 909 | $78.0K | 0.00% | −2,974−76.6% | Reduced |
| Global Retirement Partners, LLC | 897 | $77.0K | 0.01% | −70−7.2% | Reduced |
| Brewin Dolphin Ltd | 884 | $76.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 676 | $58.1K | 0.00% | +500+284.1% | Added |
| Tradewinds Capital Management, LLC | 550 | $47.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $43.0K | 0.00% | +500 | New |
| Northwestern Mutual Wealth Management Co | 469 | $41.0K | 0.00% | +469 | New |
| Signaturefd, LLC | 465 | $40.0K | 0.00% | +82+21.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 446 | $38.4K | 0.00% | +19+4.4% | Added |
| IFP Advisors, Inc | 453 | $38.0K | 0.00% | +32+7.6% | Added |
| Financial Perspectives, Inc | 433 | $37.2K | 0.02% | −35,489−98.8% | Reduced |
| Glen Eagle Advisors, LLC | 401 | $34.5K | 0.01% | +115+40.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 400 | $34.0K | 0.00% | +400 | New |
| SRS Capital Advisors, Inc. | 400 | $34.0K | 0.00% | +400 | New |
| Federation des caisses Desjardins du Quebec | 395 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 358 | $31.0K | 0.00% | +250+231.5% | Added |
| Baillie Gifford & Co | 336 | $29.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $28.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 252 | $21.0K | 0.00% | +252 | New |
| HHM Wealth Advisors, LLC | 238 | $20.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 217 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $17.0K | 0.00% | +100+100.0% | Added |
| Central Trust Co | 185 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 170 | $15.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $15.0K | 0.00% | +175 | New |
| Parkside Financial Bank & Trust | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 148 | $13.0K | 0.00% | +148 | New |
| Harbour Investments, Inc. | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 130 | $11.0K | 0.00% | +130 | New |
| Berman Capital Advisors, LLC | 121 | $10.0K | 0.00% | −62−33.9% | Reduced |
| Standard Family Office LLC | 120 | $10.0K | 0.00% | +22+22.4% | Added |
| Hudock, Inc. | 112 | $9.00K | 0.00% | −215−65.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 108 | $9.00K | 0.00% | +2+1.9% | Added |
| Simon Quick Advisors, LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 91 | $8.00K | 0.00% | −110−54.7% | Reduced |
| Parallel Advisors, LLC | 91 | $8.00K | 0.00% | +2+2.2% | Added |
| CVA Family Office, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Bellwether Advisors, LLC | 103 | $8.00K | 0.00% | +103 | New |
| Newbridge Financial Services Group, Inc. | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 80 | $7.00K | 0.00% | +40+100.0% | Added |
| Allworth Financial LP | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 63 | $5.00K | 0.00% | −636−91.0% | Reduced |
| Horizon Financial Services, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $4.00K | 0.00% | −150−75.0% | Reduced |