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, Q2 2022
Institutional positions in Alteryx, Inc. as of Jun 30, 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
- 276
- −10 vs. Q1 2022
- Shares held
- 52.7M
- +1.18M (+2.3%) vs. Q1 2022
- Total value
- $2.55B
- −$1.12B (−30.5%) vs. Q1 2022
- New holders
- 48
- 87 more added
- Sold out
- 58
- 92 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $0 | 0.00% | +10 | New |
| Hoey Investments, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.00K | 0.00% | +10+58.8% | Added |
| Ronald Blue Trust, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| American Portfolios Advisors | 21 | $1.02K | 0.00% | −130−86.1% | Reduced |
| Elequin Capital LP | 45 | $2.00K | 0.00% | −27−37.5% | Reduced |
| Field & Main Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $2.00K | 0.00% | +46 | New |
| Pacer Advisors, Inc. | 42 | $2.00K | 0.00% | +42 | New |
| Venture Visionary Partners LLC | 42 | $2.03K | 0.00% | +42 | New |
| Spire Wealth Management | 70 | $3.00K | 0.00% | −70−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 71 | $3.00K | 0.00% | +27+61.4% | Added |
| Bell Investment Advisors, Inc | 55 | $3.00K | 0.00% | +55 | New |
| Allworth Financial LP | 79 | $4.00K | 0.00% | −595−88.3% | Reduced |
| Credit Agricole S A | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $5.00K | 0.00% | −160−62.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 130 | $6.00K | 0.00% | −1,359−91.3% | Reduced |
| Quadrant Capital Group LLC | 117 | $6.00K | 0.00% | +10+9.3% | Added |
| Financial Perspectives, Inc | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 135 | $7.00K | 0.00% | +35+35.0% | Added |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | +45+44.1% | Added |
| Money Concepts Capital Corp | 158 | $8.00K | 0.00% | −29−15.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $8.00K | 0.01% | +145+1,035.7% | Added |
| Clearview Wealth Advisors LLC | 185 | $9.00K | 0.01% | −12−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $9.68K | 0.00% | −100−33.3% | Reduced |
| Howe & Rusling Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $12.0K | 0.00% | −108−30.2% | Reduced |
| Riverview Trust Co | 238 | $12.0K | 0.01% | +238 | New |
| Harel Insurance Investments & Financial Services Ltd. | 272 | $13.0K | 0.00% | −123−31.1% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 263 | $13.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 330 | $15.0K | 0.00% | +30+10.0% | Added |
| Selective Wealth Management, Inc. | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 336 | $16.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 362 | $17.0K | 0.00% | −638−63.8% | Reduced |
| Signaturefd, LLC | 360 | $17.0K | 0.00% | −205−36.3% | Reduced |
| State of Wyoming | 396 | $19.0K | 0.01% | +123+45.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 398 | $19.0K | 0.00% | +398 | New |
| AdvisorNet Financial, Inc | 425 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 436 | $21.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 698 | $28.0K | 0.00% | −24−3.3% | Reduced |
| Nomura Holdings Inc | 653 | $32.0K | 0.00% | −1,191−64.6% | Reduced |
| SRS Capital Advisors, Inc. | 685 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 700 | $34.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 709 | $34.3K | 0.00% | −1,471−67.5% | Reduced |
| Covington Capital Management | 805 | $39.0K | 0.00% | −13,678−94.4% | Reduced |
| American International Group, Inc. | 926 | $45.0K | 0.00% | −190−17.0% | Reduced |
| TD Waterhouse Canada Inc. | 960 | $47.6K | 0.00% | −235−19.7% | Reduced |
| FourThought Financial, LLC | 997 | $48.0K | 0.01% | +171+20.7% | Added |
| Altshuler Shaham Ltd | 1,022 | $49.0K | 0.00% | +1,022 | New |
| Orion Capital Management LLC | 1,040 | $50.0K | 0.04% | −180−14.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,072 | $51.0K | 0.00% | +22+2.1% | Added |
| Captrust Financial Advisors | 1,104 | $53.0K | 0.00% | −98−8.2% | Reduced |
| Whittier Trust Co | 1,223 | $59.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,222 | $59.0K | 0.00% | +12+1.0% | Added |
| Banque Cantonale Vaudoise | 1,273 | $62.0K | 0.00% | −600−32.0% | Reduced |
| Simplex Trading, LLC | 1,355 | $65.0K | 0.00% | +345+34.2% | Added |
| The PNC Financial Services Group, Inc. | 1,343 | $66.0K | 0.00% | −240−15.2% | Reduced |
| Gradient Investments LLC | 1,578 | $76.0K | 0.00% | −631−28.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,075 | $100.0K | 0.00% | −106−4.9% | Reduced |
| Exane Derivatives | 2,564 | $124.1K | 0.07% | −1,564−37.9% | Reduced |
| Macquarie Group Ltd | 2,576 | $125.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,082 | $149.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,103 | $150.0K | 0.00% | +3,103 | New |
| Truvestments Capital LLC | 3,115 | $151.0K | 0.09% | −102−3.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,145 | $153.0K | 0.00% | +127+4.2% | Added |
| Emerald Mutual Fund Advisers Trust | 3,242 | $157.0K | 0.01% | +92+2.9% | Added |
| State of Alaska, Department of Revenue | 3,377 | $163.0K | 0.00% | +3,377 | New |
| MetLife Investment Management | 3,676 | $178.0K | 0.00% | −127−3.3% | Reduced |
| SG Americas Securities, LLC | 4,242 | $205.0K | 0.00% | +2,288+117.1% | Added |
| Maryland State Retirement & Pension System | 4,271 | $207.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,359 | $211.0K | 0.00% | −10,019−69.7% | Reduced |
| ETF Managers Group, LLC | 4,171 | $211.0K | 0.01% | −236−5.4% | Reduced |
| Walleye Capital LLC | 4,403 | $213.0K | 0.01% | +4,403 | New |
| Oppenheimer & Co Inc | 4,448 | $215.0K | 0.00% | +68+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,440 | $215.0K | 0.01% | +1,259+39.6% | Added |
| XTX Topco Ltd | 4,704 | $228.0K | 0.09% | +4,704 | New |
| Advisor Group Holdings, Inc. | 4,771 | $232.0K | 0.00% | +9+0.2% | Added |
| MQS Management LLC | 4,803 | $233.0K | 0.16% | +4,803 | New |
| Dimensional Fund Advisors LP | 4,918 | $238.0K | 0.00% | −146,012−96.7% | Reduced |
| Aquatic Capital Management LLC | 5,000 | $242.0K | 0.08% | +5,000 | New |
| Independent Solutions Wealth Management, LLC | 5,114 | $247.6K | 0.08% | −124−2.4% | Reduced |
| SEI Investments Co | 5,492 | $266.0K | 0.00% | +5,492 | New |
| Spouting Rock Asset Management, LLC | 5,540 | $268.0K | 0.17% | +5,540 | New |
| Highland Capital Management Fund Advisors, L.P. | 5,550 | $269.0K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,588 | $271.0K | 0.00% | +5,588 | New |