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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 5,588 | $328.8K | 0.00% | −63,281−91.9% | Reduced |
| Spouting Rock Asset Management, LLC | 5,582 | $328.4K | 0.12% | −28−0.5% | Reduced |
| Duality Advisers, LP | 5,488 | $322.9K | 0.04% | +5,488 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,485 | $322.7K | 0.01% | +230+4.4% | Added |
| CWM Advisors, LLC | 5,453 | $320.8K | 0.04% | +786+16.8% | Added |
| Empower Advisory Group, LLC | 5,339 | $310.1K | 0.00% | +5,339 | New |
| Dark Forest Capital Management LP | 5,170 | $304.2K | 0.07% | +5,170 | New |
| Independent Solutions Wealth Management, LLC | 5,072 | $298.4K | 0.09% | −33−0.6% | Reduced |
| HRT Financial LP | 5,072 | $298.0K | 0.00% | +5,072 | New |
| Group One Trading, L.P. | 5,035 | $296.3K | 0.01% | −16,787−76.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,001 | $295.0K | 0.01% | +3,433+218.9% | Added |
| Dimensional Fund Advisors LP | 4,918 | $289.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,878 | $287.0K | 0.05% | +1,528+45.6% | Added |
| Kapitalo Investimentos Ltda | 4,431 | $260.7K | 0.09% | +4,431 | New |
| Nomura Holdings Inc | 4,400 | $258.9K | 0.00% | −37,600−89.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,344 | $255.6K | 0.00% | −134−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 4,300 | $253.0K | 0.00% | +4,300 | New |
| Maryland State Retirement & Pension System | 4,271 | $251.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,270 | $251.0K | 0.00% | −14,025−76.7% | Reduced |
| 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 |
| Ergoteles LLC | 3,937 | $231.7K | 0.01% | +3,937 | New |
| Amundi | 4,245 | $227.7K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,847 | $226.4K | 0.01% | −693−15.3% | Reduced |
| Oppenheimer & Co Inc | 3,760 | $221.2K | 0.00% | −212−5.3% | Reduced |
| MetLife Investment Management | 3,638 | $214.1K | 0.00% | +9+0.2% | Added |
| Man Group plc | – | $204.2K | 0.00% | – | New |
| AQR Capital Management LLC | 3,515 | $202.6K | 0.00% | −2,095−37.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,299 | $194.1K | 0.00% | +489+17.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,742 | $161.3K | 0.00% | +259+10.4% | Added |
| Russell Investments Group, Ltd. | 2,554 | $150.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,553 | $150.2K | 0.05% | −12−0.5% | Reduced |
| Point72 Middle East FZE | 1,859 | $109.4K | 0.01% | −7,312−79.7% | Reduced |
| Counterpoint Mutual Funds LLC | 1,832 | $107.8K | 0.09% | +1,832 | New |
| GWM Advisors LLC | 1,824 | $107.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,297 | $75.3K | 0.00% | +600+86.1% | Added |
| CWM, LLC | 1,123 | $66.0K | 0.00% | −38−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 981 | $57.7K | 0.00% | −825−45.7% | Reduced |
| Truvestments Capital LLC | 946 | $55.7K | 0.03% | −594−38.6% | Reduced |
| American International Group, Inc. | 893 | $52.5K | 0.00% | −26−2.8% | Reduced |
| Orion Capital Management LLC | 840 | $49.4K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 763 | $44.9K | 0.00% | −16−2.1% | Reduced |
| Covestor Ltd | 757 | $44.0K | 0.04% | −513−40.4% | Reduced |
| Belpointe Asset Management LLC | 633 | $37.2K | 0.00% | +54+9.3% | Added |
| Fortis Capital Advisors, LLC | 615 | $36.2K | 0.02% | +615 | New |
| Whittier Trust Co | 589 | $34.7K | 0.00% | +158+36.7% | Added |
| Quarry LP | 464 | $27.3K | 0.02% | +99+27.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 462 | $27.0K | 0.00% | −495−51.7% | Reduced |
| Baillie Gifford & Co | 383 | $22.5K | 0.00% | +47+14.0% | Added |
| National Bank of Canada | 382 | $22.5K | 0.00% | +249+187.2% | Added |
| Core Wealth Advisors, Inc. | 326 | $19.2K | 0.01% | 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 |
| Global Retirement Partners, LLC | 441 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $13.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 217 | $12.8K | 0.00% | −47−17.8% | Reduced |
| Advisors Asset Management, Inc. | 207 | $12.2K | 0.00% | −1,109−84.3% | 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 |
| Macroview Investment Management LLC | 192 | $11.3K | 0.02% | −68−26.2% | Reduced |
| Farther Finance Advisors, LLC | 171 | $10.1K | 0.00% | +171 | New |
| 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 |
| Kozak & Associates, Inc. | 147 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 162 | $8.41K | 0.00% | +162 | New |
| Financial Perspectives, Inc | 124 | $7.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 120 | $7.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $5.47K | 0.00% | +41+78.8% | Added |
| Newbridge Financial Services Group, Inc. | 86 | $5.06K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 100 | $5.00K | 0.00% | −600−85.7% | Reduced |
| Allworth Financial LP | 80 | $4.71K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $4.53K | 0.00% | +11+16.7% | Added |
| Larson Financial Group LLC | 74 | $4.35K | 0.00% | −17−18.7% | Reduced |
| Washington Trust Advisors, Inc. | 71 | $4.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 70 | $4.12K | 0.00% | +56+400.0% | Added |
| Ronald Blue Trust, Inc. | 78 | $4.00K | 0.00% | +61+358.8% | Added |
| Ellevest, Inc. | 67 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $3.53K | 0.00% | 00.0% | Unchanged |
| 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 |
| WealthPLAN Partners, LLC | 46 | $2.71K | 0.00% | +46 | New |
| Pacer Advisors, Inc. | 45 | $2.65K | 0.00% | +4+9.8% | Added |
| Cape Investment Advisory, Inc. | 42 | $2.47K | 0.00% | +42 | New |
| Bellevue Asset Management, LLC | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $1.18K | 0.00% | +20 | New |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | +4+30.8% | Added |
| IFP Advisors, Inc | 23 | $808 | 0.00% | −584−96.2% | Reduced |
| 25 LLC | 18 | $654 | 0.00% | +18 | New |
| MCF Advisors LLC | 11 | $648 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $648 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $622 | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 10 | $588 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $530 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $236 | 0.00% | +4 | New |