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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 3,018 | $216.0K | 0.00% | +110+3.8% | Added |
| Greytown Advisors Inc. | 3,011 | $215.0K | 0.10% | +3,011 | New |
| Rafferty Asset Management, LLC | 2,965 | $212.0K | 0.00% | +2,965 | New |
| Mercer Global Advisors Inc | 2,950 | $211.0K | 0.00% | +2,950 | New |
| Prelude Capital Management, LLC | 2,910 | $208.0K | 0.01% | −6,460−68.9% | Reduced |
| Macquarie Group Ltd | 2,576 | $184.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,209 | $158.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,181 | $156.0K | 0.00% | +2,181 | New |
| Leonteq Securities AG | 2,180 | $155.9K | 0.01% | −12,956−85.6% | Reduced |
| SG Americas Securities, LLC | 1,954 | $140.0K | 0.00% | −21,519−91.7% | Reduced |
| Nomura Holdings Inc | 1,844 | $138.0K | 0.00% | −18,321−90.9% | Reduced |
| Banque Cantonale Vaudoise | 1,873 | $134.0K | 0.01% | −3,736−66.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,583 | $114.0K | 0.00% | +205+14.9% | Added |
| Cutler Group LP | 1,489 | $106.0K | 0.01% | −7,656−83.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,195 | $98.6K | 0.00% | +500+71.9% | Added |
| Whittier Trust Co | 1,223 | $88.0K | 0.00% | −43−3.4% | Reduced |
| 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 |
| Captrust Financial Advisors | 1,202 | $86.0K | 0.00% | +1+0.1% | Added |
| American International Group, Inc. | 1,116 | $80.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,050 | $75.0K | 0.00% | +760+262.1% | Added |
| Simplex Trading, LLC | 1,010 | $72.0K | 0.00% | +1,010 | New |
| Lazard Asset Management LLC | 1,000 | $71.0K | 0.00% | +390+63.9% | Added |
| FourThought Financial, LLC | 826 | $59.0K | 0.01% | −72−8.0% | Reduced |
| Harvest Fund Management Co., Ltd | 700 | $50.0K | 0.01% | +700 | New |
| SRS Capital Advisors, Inc. | 685 | $49.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 674 | $48.0K | 0.00% | +599+798.7% | Added |
| Signaturefd, LLC | 565 | $40.0K | 0.00% | +200+54.8% | 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 |
| IFP Advisors, Inc | 722 | $31.0K | 0.00% | +698+2,908.3% | Added |
| AdvisorNet Financial, Inc | 425 | $30.0K | 0.00% | −1,000−70.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 395 | $28.0K | 0.00% | −369−48.3% | Reduced |
| Bessemer Group Inc | 358 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $23.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 436 | $23.0K | 0.00% | +436 | New |
| Federation des caisses Desjardins du Quebec | 300 | $21.5K | 0.00% | +100+50.0% | Added |
| 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 |
| State of Wyoming | 273 | $20.0K | 0.01% | +273 | New |
| Brewin Dolphin Wealth Management Ltd | 263 | $19.0K | 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 |
| Clearview Wealth Advisors LLC | 197 | $14.0K | 0.01% | −23−10.5% | Reduced |
| Howe & Rusling Inc | 200 | $14.0K | 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 |
| West Financial Advisors, LLC | 170 | $12.0K | 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 |
| Spire Wealth Management | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 151 | $9.59K | 0.00% | +130+619.0% | Added |
| Financial Perspectives, Inc | 124 | $8.87K | 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 |
| 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 |
| 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 |
| Elequin Capital LP | 72 | $5.00K | 0.00% | +72 | New |
| Field & Main Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Swedbank AB | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −312,805−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −178,656−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −142,151−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −135,416−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −91,077−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −75,577−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −56,945−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −52,748−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −51,099−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −34,613−100.0% | Sold out |