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 |
|---|---|---|---|---|---|
| Cutler Group LP | 3,350 | $169.0K | 0.02% | +3,350 | New |
| Edmond de Rothschild Holding S.A. | 2,810 | $142.4K | 0.00% | −370−11.6% | Reduced |
| State of Wyoming | 2,565 | $130.0K | 0.04% | −784−23.4% | Reduced |
| Russell Investments Group, Ltd. | 2,554 | $129.4K | 0.00% | +2,554 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,483 | $123.7K | 0.00% | +189+8.2% | Added |
| Deutsche Bank AG | 2,322 | $117.7K | 0.00% | −11,344−83.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,173 | $110.1K | 0.01% | −1,122−34.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,806 | $91.5K | 0.00% | +475+35.7% | Added |
| Tower Research Capital LLC (TRC) | 1,568 | $79.0K | 0.00% | −1,294−45.2% | Reduced |
| Truvestments Capital LLC | 1,540 | $78.0K | 0.04% | −1,350−46.7% | Reduced |
| Advisors Asset Management, Inc. | 1,316 | $66.7K | 0.00% | −515−28.1% | Reduced |
| Focused Wealth Management, Inc | 1,300 | $65.9K | 0.01% | +1,300 | New |
| Covestor Ltd | 1,270 | $64.0K | 0.05% | +1,113+708.9% | Added |
| CWM, LLC | 1,161 | $59.0K | 0.00% | −25−2.1% | 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 |
| Skandinaviska Enskilda Banken AB (publ) | 957 | $48.0K | 0.00% | −28−2.8% | Reduced |
| American International Group, Inc. | 919 | $46.6K | 0.00% | −10−1.1% | Reduced |
| Banque Cantonale Vaudoise | 873 | $44.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 840 | $42.6K | 0.03% | −200−19.2% | Reduced |
| Advisory Services Network, LLC | 797 | $40.4K | 0.00% | +797 | New |
| Leonteq Securities AG | 779 | $39.5K | 0.00% | +104+15.4% | Added |
| Lazard Asset Management LLC | 700 | $35.0K | 0.00% | +682+3,788.9% | Added |
| TD Waterhouse Canada Inc. | 697 | $34.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 579 | $29.3K | 0.00% | +579 | New |
| Rockefeller Capital Management L.P. | 515 | $26.0K | 0.00% | −316−38.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $25.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 607 | $23.0K | 0.00% | −91−13.0% | Reduced |
| Global Retirement Partners, LLC | 441 | $22.3K | 0.00% | +5+1.1% | Added |
| Whittier Trust Co | 431 | $21.8K | 0.00% | −755−63.7% | Reduced |
| EWG Elevate Inc. | 400 | $20.3K | 0.01% | +400 | New |
| Quarry LP | 365 | $18.5K | 0.02% | +365 | New |
| Baillie Gifford & Co | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $16.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $13.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 260 | $13.2K | 0.02% | +260 | New |
| Bessemer Group Inc | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $11.4K | 0.00% | −200−47.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 221 | $11.2K | 0.00% | +61+38.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 222 | $11.0K | 0.00% | −37−14.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 158 | $8.01K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 135 | $6.84K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 133 | $6.74K | 0.00% | −15−10.1% | Reduced |
| Madden Securities Corp | 125 | $6.33K | 0.00% | +125 | New |
| Financial Perspectives, Inc | 124 | $6.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 120 | $6.08K | 0.00% | −30−20.0% | Reduced |
| Larson Financial Group LLC | 91 | $4.61K | 0.00% | +17+23.0% | Added |
| Newbridge Financial Services Group, Inc. | 86 | $4.36K | 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 |
| Washington Trust Advisors, Inc. | 71 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 67 | $3.40K | 0.00% | −504−88.3% | Reduced |
| Lindbrook Capital, LLC | 66 | $3.34K | 0.00% | −151−69.6% | Reduced |
| Bogart Wealth, LLC | 60 | $3.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $2.63K | 0.00% | −6−10.3% | Reduced |
| Sargent Bickham Lagudis LLC | 50 | $2.53K | 0.00% | +50 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $2.53K | 0.00% | +50 | New |
| Field & Main Bank | 50 | $2.53K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 41 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.27K | 0.00% | +25 | New |
| Hoey Investments, Inc | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 21 | $1.06K | 0.00% | +21 | New |
| McIlrath & Eck, LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clearview Wealth Advisors LLC | 13 | $659 | 0.00% | −16−55.2% | Reduced |
| MCF Advisors LLC | 11 | $557 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $557 | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 10 | $507 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $456 | 0.00% | +9 | New |
| NewSquare Capital LLC | 6 | $304 | 0.00% | +6 | New |
| Romano Brothers and Company | 4 | $203 | 0.00% | +4 | New |
| Glassman Wealth Services | 4 | $203 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 3 | $152 | 0.00% | −8−72.7% | Reduced |
| GWM Advisors LLC | 1,824 | $92 | 0.00% | +1,824 | New |
| Huntington National Bank | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $20 | 0.00% | −18−100.0% | Reduced |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −2,634,360−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −651,384−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −523,076−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −506,458−100.0% | Sold out |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −342,969−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −266,880−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Oakcliff Capital Partners, LP | 0 | $0 | 0.00% | −97,847−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,179−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −42,523−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −37,753−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,880−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,720−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −22,498−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −17,790−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,544−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,382−100.0% | Sold out |