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, Q1 2022
Institutional positions in Alteryx, Inc. as of Mar 31, 2022. 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
- 288
- +3 vs. Q4 2021
- Shares held
- 51.6M
- +2.88M (+5.9%) vs. Q4 2021
- Total value
- $3.68B
- +$732.3M (+24.8%) vs. Q4 2021
- New holders
- 62
- 83 more added
- Sold out
- 59
- 90 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 12 | $0 | 0.00% | −205−94.5% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5 | $0 | 0.00% | +5 | New |
| Jones Financial Companies LLLP | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| TCWP LLC | 10 | $0 | 0.00% | +10 | New |
| Glassman Wealth Services | 18 | $1.00K | 0.00% | −8−30.8% | Reduced |
| Parkside Financial Bank & Trust | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| McIlrath & Eck, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 17 | $1.00K | 0.00% | −3−15.0% | Reduced |
| Covestor Ltd | 14 | $1.00K | 0.00% | −4−22.2% | Reduced |
| Bedel Financial Consulting, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Benjamin F. Edwards & Company, Inc. | 32 | $2.00K | 0.00% | −31−49.2% | Reduced |
| Sound Income Strategies, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Washington Trust Advisors, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 72 | $5.00K | 0.00% | +72 | New |
| Kozak & Associates, Inc. | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kistler-Tiffany Companies, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 107 | $8.00K | 0.00% | −97−47.5% | Reduced |
| Concord Wealth Partners | 115 | $8.00K | 0.00% | −10−8.0% | Reduced |
| Financial Perspectives, Inc | 124 | $8.87K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 151 | $9.59K | 0.00% | +130+619.0% | Added |
| Spire Wealth Management | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $11.0K | 0.00% | −178−54.3% | Reduced |
| National Bank of Canada | 148 | $11.0K | 0.00% | +15+11.3% | Added |
| West Financial Advisors, LLC | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 187 | $13.0K | 0.00% | +187 | New |
| Clearview Wealth Advisors LLC | 197 | $14.0K | 0.01% | −23−10.5% | Reduced |
| Howe & Rusling Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $18.0K | 0.00% | +108+73.0% | Added |
| Prospera Financial Services Inc | 258 | $18.0K | 0.00% | +258 | New |
| Brewin Dolphin Wealth Management Ltd | 263 | $19.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 273 | $20.0K | 0.01% | +273 | New |
| Asset Management One Co.,Ltd. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 300 | $21.0K | 0.00% | +300 | New |
| Federation des caisses Desjardins du Quebec | 300 | $21.5K | 0.00% | +100+50.0% | Added |
| Core Wealth Advisors, Inc. | 326 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 436 | $23.0K | 0.00% | +436 | New |
| Baillie Gifford & Co | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 358 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 395 | $28.0K | 0.00% | −369−48.3% | Reduced |
| AdvisorNet Financial, Inc | 425 | $30.0K | 0.00% | −1,000−70.2% | Reduced |
| IFP Advisors, Inc | 722 | $31.0K | 0.00% | +698+2,908.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 565 | $40.0K | 0.00% | +200+54.8% | Added |
| Allworth Financial LP | 674 | $48.0K | 0.00% | +599+798.7% | Added |
| SRS Capital Advisors, Inc. | 685 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 700 | $50.0K | 0.01% | +700 | New |
| FourThought Financial, LLC | 826 | $59.0K | 0.01% | −72−8.0% | Reduced |
| Lazard Asset Management LLC | 1,000 | $71.0K | 0.00% | +390+63.9% | Added |
| Simplex Trading, LLC | 1,010 | $72.0K | 0.00% | +1,010 | New |
| Rockefeller Capital Management L.P. | 1,050 | $75.0K | 0.00% | +760+262.1% | Added |
| American International Group, Inc. | 1,116 | $80.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,202 | $86.0K | 0.00% | +1+0.1% | Added |
| Orion Capital Management LLC | 1,220 | $87.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,210 | $87.0K | 0.00% | +34+2.9% | Added |
| Whittier Trust Co | 1,223 | $88.0K | 0.00% | −43−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,195 | $98.6K | 0.00% | +500+71.9% | Added |
| Cutler Group LP | 1,489 | $106.0K | 0.01% | −7,656−83.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,583 | $114.0K | 0.00% | +205+14.9% | Added |
| Banque Cantonale Vaudoise | 1,873 | $134.0K | 0.01% | −3,736−66.6% | Reduced |
| Nomura Holdings Inc | 1,844 | $138.0K | 0.00% | −18,321−90.9% | Reduced |
| SG Americas Securities, LLC | 1,954 | $140.0K | 0.00% | −21,519−91.7% | Reduced |
| Leonteq Securities AG | 2,180 | $155.9K | 0.01% | −12,956−85.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,181 | $156.0K | 0.00% | +2,181 | New |
| Gradient Investments LLC | 2,209 | $158.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,576 | $184.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,910 | $208.0K | 0.01% | −6,460−68.9% | Reduced |
| Mercer Global Advisors Inc | 2,950 | $211.0K | 0.00% | +2,950 | New |
| Rafferty Asset Management, LLC | 2,965 | $212.0K | 0.00% | +2,965 | New |
| Greytown Advisors Inc. | 3,011 | $215.0K | 0.10% | +3,011 | New |
| Edmond de Rothschild Holding S.A. | 3,018 | $216.0K | 0.00% | +110+3.8% | Added |
| Graticule Asia Macro Advisors LLC | 3,035 | $217.0K | 0.12% | +3,035 | New |
| Evoke Wealth, LLC | 3,082 | $220.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,100 | $222.0K | 0.00% | −7,600−71.0% | Reduced |
| Boston Private Wealth LLC | 3,109 | $223.0K | 0.00% | +3,109 | New |
| Tudor Investment Corp Et Al | 3,151 | $225.0K | 0.01% | −8,406−72.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 3,150 | $225.0K | 0.01% | −96−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,161 | $226.0K | 0.00% | −422−11.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,181 | $228.0K | 0.00% | +3,181 | New |
| Truvestments Capital LLC | 3,217 | $230.0K | 0.13% | −151−4.5% | Reduced |
| Ausdal Financial Partners, Inc. | 3,215 | $230.0K | 0.03% | +3,215 | New |
| Icapital Wealth LLC | 3,200 | $232.1K | 0.10% | +3,200 | New |
| ProShare Advisors LLC | 3,276 | $234.0K | 0.00% | −1,026−23.8% | Reduced |