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, Q3 2021
Institutional positions in Alteryx, Inc. as of Sep 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
- 307
- −15 vs. Q2 2021
- Shares held
- 47.0M
- +1.69M (+3.7%) vs. Q2 2021
- Total value
- $3.44B
- −$462.7M (−11.9%) vs. Q2 2021
- New holders
- 46
- 93 more added
- Sold out
- 61
- 111 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 6 | $0 | 0.00% | −134−95.7% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $0 | 0.00% | +3 | New |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | −135−90.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.00K | 0.00% | +19+1,900.0% | Added |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 26 | $1.90K | 0.00% | −650−96.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $2.00K | 0.00% | −3−10.7% | Reduced |
| Baystate Wealth Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 33 | $2.00K | 0.00% | +33 | New |
| Sonora Investment Management, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 38 | $3.00K | 0.00% | −6−13.6% | Reduced |
| Concord Wealth Partners | 45 | $3.00K | 0.00% | +45 | New |
| Charter Oak Capital Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 62 | $5.00K | 0.00% | +36+138.5% | Added |
| Berman Capital Advisors, LLC | 95 | $6.00K | 0.00% | −26−21.5% | Reduced |
| Credit Agricole S A | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 102 | $7.00K | 0.00% | +102 | New |
| Kistler-Tiffany Companies, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 159 | $12.0K | 0.00% | +68+74.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $15.0K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 217 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 252 | $18.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 290 | $21.0K | 0.00% | +290 | New |
| Federation des caisses Desjardins du Quebec | 295 | $21.6K | 0.00% | −100−25.3% | Reduced |
| Core Wealth Advisors, Inc. | 326 | $24.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 343 | $25.0K | 0.00% | −9,674−96.6% | Reduced |
| Signaturefd, LLC | 336 | $25.0K | 0.00% | −129−27.7% | Reduced |
| Baillie Gifford & Co | 336 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 350 | $26.0K | 0.00% | +350 | New |
| Asset Management One Co.,Ltd. | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $29.0K | 0.00% | +400 | New |
| Bessemer Group Inc | 422 | $31.0K | 0.00% | +64+17.9% | Added |
| Financial Perspectives, Inc | 433 | $31.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 441 | $32.2K | 0.01% | +40+10.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 446 | $32.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 421 | $33.0K | 0.00% | −32−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 478 | $35.0K | 0.00% | −6,545−93.2% | Reduced |
| Tradewinds Capital Management, LLC | 500 | $37.0K | 0.01% | −50−9.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 685 | $50.0K | 0.01% | +285+71.3% | Added |
| Brewin Dolphin Ltd | 884 | $64.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 891 | $65.0K | 0.00% | −18−2.0% | Reduced |
| Global Retirement Partners, LLC | 897 | $66.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,049 | $77.0K | 0.00% | +113+12.1% | Added |
| American International Group, Inc. | 1,155 | $84.0K | 0.00% | −87−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,370 | $100.0K | 0.00% | −24−1.7% | Reduced |
| AdvisorNet Financial, Inc | 1,425 | $104.0K | 0.01% | +500+54.1% | Added |
| NuWave Investment Management, LLC | 1,529 | $112.0K | 0.13% | −1,729−53.1% | Reduced |
| Group One Trading, L.P. | 1,916 | $140.0K | 0.00% | −11,157−85.3% | Reduced |
| Orion Capital Management LLC | 1,920 | $140.0K | 0.08% | +300+18.5% | Added |
| Canada Pension Plan Investment Board | 2,025 | $148.0K | 0.00% | −237,508−99.2% | Reduced |
| Gradient Investments LLC | 2,244 | $164.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,381 | $174.0K | 0.01% | +2,381 | New |
| Russell Investments Group, Ltd. | 2,435 | $177.0K | 0.00% | +2,435 | New |
| Centaurus Financial, Inc. | 2,551 | $186.0K | 0.02% | −172−6.3% | Reduced |
| Macquarie Group Ltd | 2,576 | $188.0K | 0.00% | +1,306+102.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,662 | $195.0K | 0.00% | +693+35.2% | Added |
| Brandywine Oak Private Wealth LLC | 2,771 | $203.0K | 0.02% | +141+5.4% | Added |
| Greytown Advisors Inc. | 2,817 | $206.0K | 0.09% | +160+6.0% | Added |
| Ausdal Financial Partners, Inc. | 2,830 | $207.0K | 0.03% | +400+16.5% | Added |
| Vontobel Holding Ltd. | 2,846 | $208.0K | 0.00% | −19,980−87.5% | Reduced |
| Mercer Global Advisors Inc | 2,848 | $208.0K | 0.00% | +98+3.6% | Added |
| Rockefeller Capital Management L.P. | 2,883 | $210.0K | 0.00% | +978+51.3% | Added |
| Gabelli Funds LLC | 2,900 | $212.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,938 | $215.0K | 0.01% | −1,259−30.0% | Reduced |
| Capital International Sarl | 2,950 | $216.0K | 0.02% | −149−4.8% | Reduced |
| Maryland Capital Management | 2,999 | $219.0K | 0.01% | +79+2.7% | Added |
| Los Angeles Capital Management LLC | 3,006 | $220.0K | 0.00% | −190−5.9% | Reduced |
| GWM Advisors LLC | 3,028 | $221.0K | 0.01% | +161+5.6% | Added |
| Evoke Wealth, LLC | 3,082 | $225.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 3,075 | $225.0K | 0.03% | +3,075 | New |
| D.A. Davidson & Co. | 3,104 | $227.0K | 0.00% | 00.0% | Unchanged |