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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 3,500 | $211.0K | 0.00% | +3,500 | New |
| NuWave Investment Management, LLC | 3,439 | $208.0K | 0.24% | +1,910+124.9% | Added |
| FORA Capital, LLC | 3,401 | $206.0K | 0.08% | −1,032−23.3% | Reduced |
| Truvestments Capital LLC | 3,368 | $204.0K | 0.10% | +93+2.8% | Added |
| Magnetar Financial LLC | 3,318 | $201.0K | 0.00% | +3,318 | New |
| Emerald Mutual Fund Advisers Trust | 3,246 | $196.0K | 0.01% | +3,246 | New |
| Evoke Wealth, LLC | 3,082 | $186.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,908 | $176.0K | 0.00% | +246+9.2% | Added |
| Canada Pension Plan Investment Board | 2,819 | $171.0K | 0.00% | +794+39.2% | Added |
| Macquarie Group Ltd | 2,576 | $156.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,209 | $134.0K | 0.00% | −35−1.6% | Reduced |
| AdvisorNet Financial, Inc | 1,425 | $86.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,378 | $83.0K | 0.00% | +8+0.6% | Added |
| Whittier Trust Co | 1,266 | $77.0K | 0.00% | −1,916−60.2% | Reduced |
| Orion Capital Management LLC | 1,220 | $74.0K | 0.04% | −700−36.5% | Reduced |
| Captrust Financial Advisors | 1,201 | $73.0K | 0.00% | +152+14.5% | Added |
| CWM, LLC | 1,176 | $71.0K | 0.00% | +1,176 | New |
| American International Group, Inc. | 1,116 | $68.0K | 0.00% | −39−3.4% | 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 |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $47.0K | 0.00% | −127−14.3% | Reduced |
| TD Waterhouse Canada Inc. | 695 | $41.7K | 0.00% | +695 | New |
| SRS Capital Advisors, Inc. | 685 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 610 | $36.0K | 0.00% | −25,660−97.7% | Reduced |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 400 | $24.0K | 0.00% | 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 |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 290 | $17.0K | 0.00% | −2,593−89.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 263 | $16.0K | 0.00% | −183−41.0% | 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 |
| Federation des caisses Desjardins du Quebec | 200 | $12.1K | 0.00% | −95−32.2% | Reduced |
| Howe & Rusling Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204 | $12.0K | 0.00% | +142+229.0% | Added |
| Central Trust Co | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 170 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 160 | $10.0K | 0.00% | +160 | New |
| Parallel Advisors, LLC | 148 | $9.00K | 0.00% | −11−6.9% | 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 |
| Financial Perspectives, Inc | 124 | $7.50K | 0.00% | −309−71.4% | Reduced |
| 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 |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 21 | $1.27K | 0.00% | −5−19.2% | Reduced |
| 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 |
| 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 |
| Abdiel Capital Advisors, LP | 0 | $0 | 0.00% | −1,126,866−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −206,219−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −168,978−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −116,788−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −68,718−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Bridgecreek Investment Management, LLC | 0 | $0 | 0.00% | −38,025−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −25,923−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Berry Street Capital Management LLP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −24,634−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −23,767−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,754−100.0% | Sold out |