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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 3,914 | $218.0K | 0.00% | +3,914 | New |
| 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 |
| Echo Street Capital Management LLC | 3,750 | $209.0K | 0.00% | −17,451−82.3% | Reduced |
| MetLife Investment Management | 3,679 | $205.4K | 0.00% | +3+0.1% | Added |
| CWM Advisors, LLC | 3,680 | $205.0K | 0.03% | +3,680 | New |
| State of Alaska, Department of Revenue | 3,492 | $194.0K | 0.00% | +115+3.4% | Added |
| State of Wyoming | 3,349 | $187.0K | 0.09% | +2,953+745.7% | Added |
| Emerald Mutual Fund Advisers Trust | 3,295 | $184.0K | 0.01% | +53+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 3,180 | $177.0K | 0.00% | +35+1.1% | Added |
| Evoke Wealth, LLC | 3,082 | $172.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 2,862 | $160.0K | 0.00% | −2,998−51.2% | Reduced |
| Macquarie Group Ltd | 1,588 | $144.0K | 0.00% | −988−38.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,294 | $128.0K | 0.00% | +219+10.6% | Added |
| 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 |
| Gradient Investments LLC | 1,578 | $88.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,331 | $74.0K | 0.00% | −12−0.9% | Reduced |
| Whittier Trust Co | 1,186 | $67.0K | 0.00% | −37−3.0% | Reduced |
| CWM, LLC | 1,186 | $66.0K | 0.00% | −36−2.9% | Reduced |
| Orion Capital Management LLC | 1,040 | $58.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 997 | $56.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 985 | $55.0K | 0.00% | +587+147.5% | Added |
| American International Group, Inc. | 929 | $52.0K | 0.00% | +3+0.3% | Added |
| Banque Cantonale Vaudoise | 873 | $49.0K | 0.00% | −400−31.4% | Reduced |
| 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 |
| Covington Capital Management | 805 | $45.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 697 | $39.3K | 0.00% | −263−27.4% | Reduced |
| SRS Capital Advisors, Inc. | 685 | $38.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 675 | $37.7K | 0.00% | −34−4.8% | Reduced |
| Advent Capital Management | 590 | $33.0K | 0.00% | +590 | New |
| Ellevest, Inc. | 571 | $32.0K | 0.00% | +571 | New |
| 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 |
| AdvisorNet Financial, Inc | 425 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 436 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 336 | $19.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $18.0K | 0.01% | 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 |
| Bessemer Group Inc | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 217 | $12.0K | 0.00% | +217 | New |
| Federation des caisses Desjardins du Quebec | 200 | $11.2K | 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 |
| JTC Employer Solutions Trusteee Ltd | 175 | $10.0K | 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 |
| 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 |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $6.92K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 21 | $1.17K | 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 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,421,310−100.0% | Sold out |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −473,387−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −321,316−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −300,598−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −81,470−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −78,573−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −72,952−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −64,760−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −55,253−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −29,598−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,509−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,968−100.0% | Sold out |