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, Q3 2022
Institutional positions in Alteryx, Inc. as of Sep 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
- 288
- +15 vs. Q2 2022
- Shares held
- 51.3M
- −1.39M (−2.6%) vs. Q2 2022
- Total value
- $2.87B
- +$315.9M (+12.4%) vs. Q2 2022
- New holders
- 50
- 85 more added
- Sold out
- 35
- 95 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | −344−95.0% | Reduced |
| Quadrant Capital Group LLC | 11 | $1.00K | 0.00% | −106−90.6% | Reduced |
| Elequin Capital LP | 20 | $1.00K | 0.00% | −25−55.6% | Reduced |
| MCF Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 18 | $1.00K | 0.00% | +18 | New |
| American Portfolios Advisors | 21 | $1.17K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 29 | $2.00K | 0.00% | −156−84.3% | Reduced |
| Pacer Advisors, Inc. | 41 | $2.00K | 0.00% | −1−2.4% | Reduced |
| Sound Income Strategies, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $2.00K | 0.00% | +21+210.0% | Added |
| Parallel Advisors, LLC | 58 | $3.00K | 0.00% | −38−39.6% | Reduced |
| Private Trust Co NA | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $3.00K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Global Trust Asset Management, LLC | 61 | $3.00K | 0.00% | +61 | New |
| Wipfli Financial Advisors LLC, | 49 | $3.00K | 0.00% | +49 | New |
| Credit Agricole S A | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $4.00K | 0.00% | +74 | New |
| Allworth Financial LP | 86 | $5.00K | 0.00% | +7+8.9% | Added |
| Newbridge Financial Services Group, Inc. | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $6.92K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $9.00K | 0.01% | −2−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 160 | $9.00K | 0.00% | +160 | New |
| JTC Employer Solutions Trusteee Ltd | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 200 | $11.0K | 0.00% | +200 | New |
| Federation des caisses Desjardins du Quebec | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 217 | $12.0K | 0.00% | +217 | New |
| Bessemer Group Inc | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $15.0K | 0.00% | −96−26.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $15.0K | 0.00% | −13−4.8% | Reduced |
| Core Wealth Advisors, Inc. | 326 | $18.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 336 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 436 | $21.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 425 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 698 | $28.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 571 | $32.0K | 0.00% | +571 | New |
| Advent Capital Management | 590 | $33.0K | 0.00% | +590 | New |
| Leonteq Securities AG | 675 | $37.7K | 0.00% | −34−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 685 | $38.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 697 | $39.3K | 0.00% | −263−27.4% | Reduced |
| Covington Capital Management | 805 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 831 | $46.0K | 0.00% | −241−22.5% | Reduced |
| Altshuler Shaham Ltd | 802 | $46.0K | 0.00% | −220−21.5% | Reduced |
| Banque Cantonale Vaudoise | 873 | $49.0K | 0.00% | −400−31.4% | Reduced |
| American International Group, Inc. | 929 | $52.0K | 0.00% | +3+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 985 | $55.0K | 0.00% | +587+147.5% | Added |
| FourThought Financial, LLC | 997 | $56.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,040 | $58.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,186 | $66.0K | 0.00% | −36−2.9% | Reduced |
| Whittier Trust Co | 1,186 | $67.0K | 0.00% | −37−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,331 | $74.0K | 0.00% | −12−0.9% | Reduced |
| Gradient Investments LLC | 1,578 | $88.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,824 | $102.0K | 0.00% | −2,579−58.6% | Reduced |
| Advisors Asset Management, Inc. | 1,831 | $102.0K | 0.00% | −1,272−41.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,294 | $128.0K | 0.00% | +219+10.6% | Added |
| Macquarie Group Ltd | 1,588 | $144.0K | 0.00% | −988−38.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,862 | $160.0K | 0.00% | −2,998−51.2% | Reduced |
| Truvestments Capital LLC | 2,890 | $161.0K | 0.10% | −225−7.2% | Reduced |
| NuWave Investment Management, LLC | 2,880 | $161.0K | 0.18% | +2,880 | New |
| Evoke Wealth, LLC | 3,082 | $172.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,180 | $177.0K | 0.00% | +35+1.1% | Added |
| Emerald Mutual Fund Advisers Trust | 3,295 | $184.0K | 0.01% | +53+1.6% | Added |
| State of Wyoming | 3,349 | $187.0K | 0.09% | +2,953+745.7% | Added |
| State of Alaska, Department of Revenue | 3,492 | $194.0K | 0.00% | +115+3.4% | Added |
| CWM Advisors, LLC | 3,680 | $205.0K | 0.03% | +3,680 | New |
| MetLife Investment Management | 3,679 | $205.4K | 0.00% | +3+0.1% | Added |
| Echo Street Capital Management LLC | 3,750 | $209.0K | 0.00% | −17,451−82.3% | Reduced |
| CIBC World Markets Inc. | 3,823 | $213.0K | 0.00% | −536−12.3% | Reduced |
| ETF Managers Group, LLC | 3,819 | $213.0K | 0.01% | −352−8.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,914 | $218.0K | 0.00% | +3,914 | New |
| Pictet Asset Management SA | 3,917 | $219.0K | 0.00% | +3,917 | New |
| Parametrica Management Ltd | 4,029 | $225.0K | 0.46% | +4,029 | New |
| Brandywine Oak Private Wealth LLC | 4,058 | $226.0K | 0.03% | −1,586−28.1% | Reduced |
| Tocqueville Asset Management L.P. | 4,150 | $232.0K | 0.00% | −1,500−26.5% | Reduced |
| Vontobel Holding Ltd. | 4,159 | $232.0K | 0.00% | +4,159 | New |
| Y-Intercept (Hong Kong) Ltd | 4,195 | $234.2K | 0.02% | +4,195 | New |
| Maryland State Retirement & Pension System | 4,271 | $238.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,277 | $239.0K | 0.01% | −163−3.7% | Reduced |
| PDT Partners, LLC | 4,405 | $246.0K | 0.04% | +4,405 | New |
| Advisor Group Holdings, Inc. | 4,450 | $248.0K | 0.00% | −321−6.7% | Reduced |
| Oppenheimer & Co Inc | 4,523 | $253.0K | 0.01% | +75+1.7% | Added |
| Balyasny Asset Management LLC | 4,604 | $257.0K | 0.00% | +4,604 | New |