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, Q1 2023
Institutional positions in Alteryx, Inc. as of Mar 31, 2023. 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
- 303
- +25 vs. Q4 2022
- Shares held
- 53.8M
- +1.85M (+3.6%) vs. Q4 2022
- Total value
- $3.17B
- +$532.5M (+20.2%) vs. Q4 2022
- New holders
- 65
- 95 more added
- Sold out
- 40
- 93 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $177 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $235 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $236 | 0.00% | +4 | New |
| NewSquare Capital LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $530 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $588 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $622 | 0.00% | +11 | New |
| MCF Advisors LLC | 11 | $648 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $648 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 18 | $654 | 0.00% | +18 | New |
| IFP Advisors, Inc | 23 | $808 | 0.00% | −584−96.2% | Reduced |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | +4+30.8% | Added |
| McIlrath & Eck, LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $1.18K | 0.00% | +20 | New |
| Hoey Investments, Inc | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $2.47K | 0.00% | +42 | New |
| Pacer Advisors, Inc. | 45 | $2.65K | 0.00% | +4+9.8% | Added |
| WealthPLAN Partners, LLC | 46 | $2.71K | 0.00% | +46 | New |
| Cary Street Partner Investment Advisory LLC | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $3.53K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 67 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 78 | $4.00K | 0.00% | +61+358.8% | Added |
| Spire Wealth Management | 70 | $4.12K | 0.00% | +56+400.0% | Added |
| Washington Trust Advisors, Inc. | 71 | $4.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $4.35K | 0.00% | −17−18.7% | Reduced |
| Lindbrook Capital, LLC | 77 | $4.53K | 0.00% | +11+16.7% | Added |
| Allworth Financial LP | 80 | $4.71K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 100 | $5.00K | 0.00% | −600−85.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 86 | $5.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $5.47K | 0.00% | +41+78.8% | Added |
| Whittier Trust Co of Nevada Inc | 120 | $7.06K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $7.30K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 162 | $8.41K | 0.00% | +162 | New |
| Kozak & Associates, Inc. | 147 | $8.65K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 169 | $10.0K | 0.00% | −53−23.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 171 | $10.1K | 0.00% | +171 | New |
| Macroview Investment Management LLC | 192 | $11.3K | 0.02% | −68−26.2% | Reduced |
| Advisory Services Network, LLC | 200 | $11.8K | 0.00% | −597−74.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 207 | $12.2K | 0.00% | −1,109−84.3% | Reduced |
| Signaturefd, LLC | 217 | $12.8K | 0.00% | −47−17.8% | Reduced |
| AdvisorNet Financial, Inc | 225 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 441 | $16.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 273 | $16.0K | 0.00% | −600−68.7% | Reduced |
| Harvest Fund Management Co., Ltd | 277 | $16.0K | 0.00% | +277 | New |
| Core Wealth Advisors, Inc. | 326 | $19.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 382 | $22.5K | 0.00% | +249+187.2% | Added |
| Baillie Gifford & Co | 383 | $22.5K | 0.00% | +47+14.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 462 | $27.0K | 0.00% | −495−51.7% | Reduced |
| Quarry LP | 464 | $27.3K | 0.02% | +99+27.1% | Added |
| Whittier Trust Co | 589 | $34.7K | 0.00% | +158+36.7% | Added |
| Fortis Capital Advisors, LLC | 615 | $36.2K | 0.02% | +615 | New |
| Belpointe Asset Management LLC | 633 | $37.2K | 0.00% | +54+9.3% | Added |
| Covestor Ltd | 757 | $44.0K | 0.04% | −513−40.4% | Reduced |
| Leonteq Securities AG | 763 | $44.9K | 0.00% | −16−2.1% | Reduced |
| Orion Capital Management LLC | 840 | $49.4K | 0.03% | 00.0% | Unchanged |
| American International Group, Inc. | 893 | $52.5K | 0.00% | −26−2.8% | Reduced |
| Truvestments Capital LLC | 946 | $55.7K | 0.03% | −594−38.6% | Reduced |
| The PNC Financial Services Group, Inc. | 981 | $57.7K | 0.00% | −825−45.7% | Reduced |
| CWM, LLC | 1,123 | $66.0K | 0.00% | −38−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,297 | $75.3K | 0.00% | +600+86.1% | Added |
| GWM Advisors LLC | 1,824 | $107.3K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,832 | $107.8K | 0.09% | +1,832 | New |
| Point72 Middle East FZE | 1,859 | $109.4K | 0.01% | −7,312−79.7% | Reduced |
| State of Wyoming | 2,553 | $150.2K | 0.05% | −12−0.5% | Reduced |
| Russell Investments Group, Ltd. | 2,554 | $150.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,742 | $161.3K | 0.00% | +259+10.4% | Added |
| Edmond de Rothschild Holding S.A. | 3,299 | $194.1K | 0.00% | +489+17.4% | Added |
| AQR Capital Management LLC | 3,515 | $202.6K | 0.00% | −2,095−37.3% | Reduced |
| Man Group plc | – | $204.2K | 0.00% | – | New |
| MetLife Investment Management | 3,638 | $214.1K | 0.00% | +9+0.2% | Added |
| Oppenheimer & Co Inc | 3,760 | $221.2K | 0.00% | −212−5.3% | Reduced |
| ETF Managers Group, LLC | 3,847 | $226.4K | 0.01% | −693−15.3% | Reduced |
| Amundi | 4,245 | $227.7K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 3,937 | $231.7K | 0.01% | +3,937 | New |
| Brinker Capital Investments, LLC | 4,130 | $243.0K | 0.00% | +4,130 | New |
| Orion Portfolio Solutions, LLC | 4,130 | $243.0K | 0.00% | +4,130 | New |
| SG Americas Securities, LLC | 4,270 | $251.0K | 0.00% | −14,025−76.7% | Reduced |
| Maryland State Retirement & Pension System | 4,271 | $251.3K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 4,300 | $253.0K | 0.00% | +4,300 | New |
| Advisor Group Holdings, Inc. | 4,344 | $255.6K | 0.00% | −134−3.0% | Reduced |
| Nomura Holdings Inc | 4,400 | $258.9K | 0.00% | −37,600−89.5% | Reduced |
| Kapitalo Investimentos Ltda | 4,431 | $260.7K | 0.09% | +4,431 | New |
| Cutler Group LP | 4,878 | $287.0K | 0.05% | +1,528+45.6% | Added |
| Dimensional Fund Advisors LP | 4,918 | $289.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,001 | $295.0K | 0.01% | +3,433+218.9% | Added |
| Group One Trading, L.P. | 5,035 | $296.3K | 0.01% | −16,787−76.9% | Reduced |
| HRT Financial LP | 5,072 | $298.0K | 0.00% | +5,072 | New |
| Independent Solutions Wealth Management, LLC | 5,072 | $298.4K | 0.09% | −33−0.6% | Reduced |
| Dark Forest Capital Management LP | 5,170 | $304.2K | 0.07% | +5,170 | New |
| Empower Advisory Group, LLC | 5,339 | $310.1K | 0.00% | +5,339 | New |
| CWM Advisors, LLC | 5,453 | $320.8K | 0.04% | +786+16.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,485 | $322.7K | 0.01% | +230+4.4% | Added |