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, Q4 2022
Institutional positions in Alteryx, Inc. as of Dec 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
- 282
- 0 vs. Q3 2022
- Shares held
- 52.1M
- +874.0K (+1.7%) vs. Q3 2022
- Total value
- $2.64B
- −$224.3M (−7.8%) vs. Q3 2022
- New holders
- 53
- 100 more added
- Sold out
- 53
- 88 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 0 | $20 | 0.00% | −18−100.0% | Reduced |
| Huntington National Bank | 1 | $51 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,824 | $92 | 0.00% | +1,824 | New |
| Quadrant Capital Group LLC | 3 | $152 | 0.00% | −8−72.7% | Reduced |
| Romano Brothers and Company | 4 | $203 | 0.00% | +4 | New |
| Glassman Wealth Services | 4 | $203 | 0.00% | +4 | New |
| NewSquare Capital LLC | 6 | $304 | 0.00% | +6 | New |
| Hollencrest Capital Management | 9 | $456 | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $507 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $557 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $557 | 0.00% | +11 | New |
| Clearview Wealth Advisors LLC | 13 | $659 | 0.00% | −16−55.2% | Reduced |
| Spire Wealth Management | 14 | $1.00K | 0.00% | −56−80.0% | Reduced |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | −14−45.2% | Reduced |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | +10 | New |
| McIlrath & Eck, LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 21 | $1.06K | 0.00% | +21 | New |
| Hoey Investments, Inc | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.27K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 27 | $1.35K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 41 | $2.08K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 50 | $2.53K | 0.00% | +50 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $2.53K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 52 | $2.63K | 0.00% | −6−10.3% | Reduced |
| Bogart Wealth, LLC | 60 | $3.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $3.34K | 0.00% | −151−69.6% | Reduced |
| Ellevest, Inc. | 67 | $3.40K | 0.00% | −504−88.3% | Reduced |
| Washington Trust Advisors, Inc. | 71 | $3.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $4.05K | 0.00% | −6−7.0% | Reduced |
| Credit Agricole S A | 80 | $4.05K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $4.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 91 | $4.61K | 0.00% | +17+23.0% | Added |
| Whittier Trust Co of Nevada Inc | 120 | $6.08K | 0.00% | −30−20.0% | Reduced |
| Financial Perspectives, Inc | 124 | $6.28K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 125 | $6.33K | 0.00% | +125 | New |
| National Bank of Canada | 133 | $6.74K | 0.00% | −15−10.1% | Reduced |
| High Net Worth Advisory Group LLC | 135 | $6.84K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 158 | $8.01K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 222 | $11.0K | 0.00% | −37−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 221 | $11.2K | 0.00% | +61+38.1% | Added |
| AdvisorNet Financial, Inc | 225 | $11.4K | 0.00% | −200−47.1% | Reduced |
| Bessemer Group Inc | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 260 | $13.2K | 0.02% | +260 | New |
| Signaturefd, LLC | 264 | $13.4K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $16.5K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 365 | $18.5K | 0.02% | +365 | New |
| EWG Elevate Inc. | 400 | $20.3K | 0.01% | +400 | New |
| Whittier Trust Co | 431 | $21.8K | 0.00% | −755−63.7% | Reduced |
| Global Retirement Partners, LLC | 441 | $22.3K | 0.00% | +5+1.1% | Added |
| IFP Advisors, Inc | 607 | $23.0K | 0.00% | −91−13.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 515 | $26.0K | 0.00% | −316−38.0% | Reduced |
| Belpointe Asset Management LLC | 579 | $29.3K | 0.00% | +579 | New |
| TD Waterhouse Canada Inc. | 697 | $34.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 700 | $35.0K | 0.00% | +682+3,788.9% | Added |
| Leonteq Securities AG | 779 | $39.5K | 0.00% | +104+15.4% | Added |
| Advisory Services Network, LLC | 797 | $40.4K | 0.00% | +797 | New |
| Orion Capital Management LLC | 840 | $42.6K | 0.03% | −200−19.2% | Reduced |
| Banque Cantonale Vaudoise | 873 | $44.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 919 | $46.6K | 0.00% | −10−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 957 | $48.0K | 0.00% | −28−2.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,060 | $53.7K | 0.02% | +1,060 | New |
| Coppell Advisory Solutions Corp. | 1,060 | $53.7K | 0.02% | +1,060 | New |
| CWM, LLC | 1,161 | $59.0K | 0.00% | −25−2.1% | Reduced |
| Covestor Ltd | 1,270 | $64.0K | 0.05% | +1,113+708.9% | Added |
| Focused Wealth Management, Inc | 1,300 | $65.9K | 0.01% | +1,300 | New |
| Advisors Asset Management, Inc. | 1,316 | $66.7K | 0.00% | −515−28.1% | Reduced |
| Truvestments Capital LLC | 1,540 | $78.0K | 0.04% | −1,350−46.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,568 | $79.0K | 0.00% | −1,294−45.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,806 | $91.5K | 0.00% | +475+35.7% | Added |
| Emerald Mutual Fund Advisers Trust | 2,173 | $110.1K | 0.01% | −1,122−34.1% | Reduced |
| Deutsche Bank AG | 2,322 | $117.7K | 0.00% | −11,344−83.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,483 | $123.7K | 0.00% | +189+8.2% | Added |
| Russell Investments Group, Ltd. | 2,554 | $129.4K | 0.00% | +2,554 | New |
| State of Wyoming | 2,565 | $130.0K | 0.04% | −784−23.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,810 | $142.4K | 0.00% | −370−11.6% | Reduced |
| Cutler Group LP | 3,350 | $169.0K | 0.02% | +3,350 | New |
| MetLife Investment Management | 3,629 | $183.9K | 0.00% | −50−1.4% | Reduced |
| Oppenheimer & Co Inc | 3,972 | $201.3K | 0.00% | −551−12.2% | Reduced |
| Vontobel Holding Ltd. | 4,060 | $205.7K | 0.00% | −99−2.4% | Reduced |
| Amundi | 4,245 | $213.7K | 0.00% | −267−5.9% | Reduced |
| Maryland State Retirement & Pension System | 4,271 | $216.4K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,471 | $222.5K | 0.00% | +4,471 | New |
| Advisor Group Holdings, Inc. | 4,478 | $228.1K | 0.00% | +28+0.6% | Added |
| ETF Managers Group, LLC | 4,540 | $230.0K | 0.01% | +721+18.9% | Added |
| Verition Fund Management LLC | 4,551 | $230.6K | 0.00% | −41,698−90.2% | Reduced |
| CWM Advisors, LLC | 4,667 | $236.5K | 0.03% | +987+26.8% | Added |
| Dimensional Fund Advisors LP | 4,918 | $249.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,031 | $254.9K | 0.02% | −14,381−74.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,105 | $258.7K | 0.08% | −9−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,255 | $266.3K | 0.01% | +978+22.9% | Added |
| AQR Capital Management LLC | 5,610 | $279.2K | 0.00% | −4,382−43.9% | Reduced |
| Spouting Rock Asset Management, LLC | 5,610 | $284.3K | 0.21% | +77+1.4% | Added |
| Truist Financial Corp | 5,814 | $294.6K | 0.00% | −5,810−50.0% | Reduced |
| Echo Street Capital Management LLC | 5,944 | $301.2K | 0.00% | +2,194+58.5% | Added |