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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 3,482 | $255.0K | 0.00% | −2,370−40.5% | Reduced |
| Keudell/Morrison Wealth Management | 3,450 | $252.0K | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,297 | $241.0K | 0.03% | −474−12.6% | Reduced |
| Truvestments Capital LLC | 3,275 | $239.0K | 0.13% | +322+10.9% | Added |
| Whittier Trust Co | 3,182 | $232.0K | 0.00% | −14,840−82.3% | Reduced |
| Intellectus Partners, LLC | 3,175 | $232.0K | 0.06% | −200−5.9% | Reduced |
| ProShare Advisors LLC | 3,126 | $229.0K | 0.00% | −46−1.5% | Reduced |
| D.A. Davidson & Co. | 3,104 | $227.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,082 | $225.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 3,075 | $225.0K | 0.03% | +3,075 | New |
| GWM Advisors LLC | 3,028 | $221.0K | 0.01% | +161+5.6% | Added |
| Los Angeles Capital Management LLC | 3,006 | $220.0K | 0.00% | −190−5.9% | Reduced |
| Maryland Capital Management | 2,999 | $219.0K | 0.01% | +79+2.7% | Added |
| Capital International Sarl | 2,950 | $216.0K | 0.02% | −149−4.8% | Reduced |
| Advisory Services Network, LLC | 2,938 | $215.0K | 0.01% | −1,259−30.0% | Reduced |
| Gabelli Funds LLC | 2,900 | $212.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,883 | $210.0K | 0.00% | +978+51.3% | 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 |
| Ausdal Financial Partners, Inc. | 2,830 | $207.0K | 0.03% | +400+16.5% | Added |
| Greytown Advisors Inc. | 2,817 | $206.0K | 0.09% | +160+6.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,771 | $203.0K | 0.02% | +141+5.4% | Added |
| Edmond de Rothschild Holding S.A. | 2,662 | $195.0K | 0.00% | +693+35.2% | Added |
| Macquarie Group Ltd | 2,576 | $188.0K | 0.00% | +1,306+102.8% | Added |
| Centaurus Financial, Inc. | 2,551 | $186.0K | 0.02% | −172−6.3% | Reduced |
| Russell Investments Group, Ltd. | 2,435 | $177.0K | 0.00% | +2,435 | New |
| Quantbot Technologies LP | 2,381 | $174.0K | 0.01% | +2,381 | New |
| Gradient Investments LLC | 2,244 | $164.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,025 | $148.0K | 0.00% | −237,508−99.2% | 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 |
| NuWave Investment Management, LLC | 1,529 | $112.0K | 0.13% | −1,729−53.1% | Reduced |
| AdvisorNet Financial, Inc | 1,425 | $104.0K | 0.01% | +500+54.1% | Added |
| The PNC Financial Services Group, Inc. | 1,370 | $100.0K | 0.00% | −24−1.7% | Reduced |
| American International Group, Inc. | 1,155 | $84.0K | 0.00% | −87−7.0% | Reduced |
| Captrust Financial Advisors | 1,049 | $77.0K | 0.00% | +113+12.1% | Added |
| Global Retirement Partners, LLC | 897 | $66.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 891 | $65.0K | 0.00% | −18−2.0% | Reduced |
| Brewin Dolphin Ltd | 884 | $64.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 685 | $50.0K | 0.01% | +285+71.3% | Added |
| 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 |
| Whittier Trust Co of Nevada Inc | 478 | $35.0K | 0.00% | −6,545−93.2% | Reduced |
| IFP Advisors, Inc | 421 | $33.0K | 0.00% | −32−7.1% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 446 | $32.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 441 | $32.2K | 0.01% | +40+10.0% | Added |
| Financial Perspectives, Inc | 433 | $31.7K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 422 | $31.0K | 0.00% | +64+17.9% | Added |
| 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 |
| Hantz Financial Services, Inc. | 350 | $26.0K | 0.00% | +350 | New |
| 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 |
| Core Wealth Advisors, Inc. | 326 | $24.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 295 | $21.6K | 0.00% | −100−25.3% | Reduced |
| Point72 Asset Management, L.P. | 290 | $21.0K | 0.00% | +290 | New |
| Arkadios Wealth Advisors | 252 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 217 | $16.0K | 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 |
| Central Trust Co | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $13.0K | 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 |
| Spire Wealth Management | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 113 | $8.00K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 26 | $1.90K | 0.00% | −650−96.2% | Reduced |
| 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 |