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, Q4 2021
Institutional positions in Alteryx, Inc. as of Dec 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
- 287
- −15 vs. Q3 2021
- Shares held
- 48.8M
- +1.86M (+4.0%) vs. Q3 2021
- Total value
- $2.95B
- −$478.1M (−13.9%) vs. Q3 2021
- New holders
- 49
- 96 more added
- Sold out
- 64
- 95 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $0 | 0.00% | +5+250.0% | Added |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.00K | 0.00% | −1−4.8% | Reduced |
| Parkside Financial Bank & Trust | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| McIlrath & Eck, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +18 | New |
| American Portfolios Advisors | 21 | $1.27K | 0.00% | −5−19.2% | Reduced |
| Rockbridge Investment Management, LCC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Annapolis Financial Services, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $2.00K | 0.00% | +6+30.0% | Added |
| Motley Fool Asset Management LLC | 32 | $2.00K | 0.00% | +32 | New |
| IFP Advisors, Inc | 24 | $3.00K | 0.00% | −397−94.3% | Reduced |
| Field & Main Bank | 50 | $3.00K | 0.00% | +50 | New |
| Washington Trust Advisors, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Snowden Capital Advisors LLC | 60 | $3.00K | 0.00% | +60 | New |
| Benjamin F. Edwards & Company, Inc. | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Kistler-Tiffany Companies, LLC | 100 | $6.00K | 0.00% | −8−7.4% | Reduced |
| Kozak & Associates, Inc. | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 109 | $6.00K | 0.00% | +109 | New |
| Dark Forest Capital Management LP | 99 | $6.00K | 0.00% | +99 | New |
| CoreCap Advisors, LLC | 100 | $6.00K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $6.00K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 124 | $7.50K | 0.00% | −309−71.4% | Reduced |
| Spire Wealth Management | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $8.00K | 0.00% | +80+177.8% | Added |
| National Bank of Canada | 133 | $8.00K | 0.00% | +133 | New |
| Parallel Advisors, LLC | 148 | $9.00K | 0.00% | −11−6.9% | Reduced |
| West Financial Advisors, LLC | 170 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 160 | $10.0K | 0.00% | +160 | New |
| Central Trust Co | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204 | $12.0K | 0.00% | +142+229.0% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $12.1K | 0.00% | −95−32.2% | Reduced |
| Geneos Wealth Management Inc. | 217 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 220 | $13.0K | 0.01% | +129+141.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 263 | $16.0K | 0.00% | −183−41.0% | Reduced |
| Rockefeller Capital Management L.P. | 290 | $17.0K | 0.00% | −2,593−89.9% | Reduced |
| Asset Management One Co.,Ltd. | 300 | $18.0K | 0.00% | −100−25.0% | Reduced |
| Selective Wealth Management, Inc. | 300 | $18.0K | 0.01% | +300 | New |
| Aquatic Capital Management LLC | 300 | $18.0K | 0.03% | +300 | New |
| Whittier Trust Co of Nevada Inc | 328 | $20.0K | 0.00% | −150−31.4% | Reduced |
| Baillie Gifford & Co | 336 | $20.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 358 | $22.0K | 0.00% | −64−15.2% | Reduced |
| Signaturefd, LLC | 365 | $22.0K | 0.00% | +29+8.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $30.0K | 0.01% | +500 | New |
| Retirement Planning Co of New England, Inc. | 500 | $30.0K | 0.01% | +500 | New |
| Lazard Asset Management LLC | 610 | $36.0K | 0.00% | −25,660−97.7% | Reduced |
| SRS Capital Advisors, Inc. | 685 | $41.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 695 | $41.7K | 0.00% | +695 | New |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $47.0K | 0.00% | −127−14.3% | Reduced |
| FourThought Financial, LLC | 898 | $54.0K | 0.01% | −4,533−83.5% | Reduced |
| Permian Investment Partners, LP | 890 | $54.0K | 0.01% | +890 | New |
| American International Group, Inc. | 1,116 | $68.0K | 0.00% | −39−3.4% | Reduced |
| CWM, LLC | 1,176 | $71.0K | 0.00% | +1,176 | New |
| Captrust Financial Advisors | 1,201 | $73.0K | 0.00% | +152+14.5% | Added |
| Orion Capital Management LLC | 1,220 | $74.0K | 0.04% | −700−36.5% | Reduced |
| Whittier Trust Co | 1,266 | $77.0K | 0.00% | −1,916−60.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,378 | $83.0K | 0.00% | +8+0.6% | Added |
| AdvisorNet Financial, Inc | 1,425 | $86.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,209 | $134.0K | 0.00% | −35−1.6% | Reduced |
| Macquarie Group Ltd | 2,576 | $156.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,819 | $171.0K | 0.00% | +794+39.2% | Added |
| Edmond de Rothschild Holding S.A. | 2,908 | $176.0K | 0.00% | +246+9.2% | Added |
| Evoke Wealth, LLC | 3,082 | $186.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 3,246 | $196.0K | 0.01% | +3,246 | New |
| Magnetar Financial LLC | 3,318 | $201.0K | 0.00% | +3,318 | New |
| Truvestments Capital LLC | 3,368 | $204.0K | 0.10% | +93+2.8% | Added |
| FORA Capital, LLC | 3,401 | $206.0K | 0.08% | −1,032−23.3% | Reduced |
| NuWave Investment Management, LLC | 3,439 | $208.0K | 0.24% | +1,910+124.9% | Added |
| Wolverine Asset Management LLC | 3,500 | $211.0K | 0.00% | +3,500 | New |
| Winton Group Ltd | 3,497 | $212.0K | 0.01% | −1,145−24.7% | Reduced |
| Commonwealth Equity Services, LLC | 3,583 | $216.0K | 0.00% | −11,124−75.6% | Reduced |
| CenterStar Asset Management, LLC | – | $216.0K | 0.16% | – | – |
| Pictet Asset Management SA | 3,684 | $223.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,772 | $230.0K | 0.00% | +290+8.3% | Added |
| Oppenheimer & Co Inc | 3,871 | $234.0K | 0.00% | −933−19.4% | Reduced |
| Metropolitan Life Insurance Co | 3,910 | $236.6K | 0.00% | −31−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 4,822 | $248.0K | 0.02% | −963−16.6% | Reduced |
| Quantbot Technologies LP | 4,186 | $253.0K | 0.02% | +1,805+75.8% | Added |
| Maryland State Retirement & Pension System | 4,271 | $258.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,302 | $260.0K | 0.00% | +1,176+37.6% | Added |
| Envestnet Asset Management Inc | 4,329 | $262.0K | 0.00% | +542+14.3% | Added |
| Brandywine Oak Private Wealth LLC | 4,076 | $270.0K | 0.03% | +1,305+47.1% | Added |