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, Q2 2023
Institutional positions in Alteryx, Inc. as of Jun 30, 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
- 255
- −47 vs. Q1 2023
- Shares held
- 52.1M
- −1.76M (−3.3%) vs. Q1 2023
- Total value
- $2.37B
- −$798.6M (−25.2%) vs. Q1 2023
- New holders
- 36
- 98 more added
- Sold out
- 83
- 75 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 7 | $318 | 0.00% | +7 | New |
| Hollencrest Capital Management | 9 | $409 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $429 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $454 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $500 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 18 | $763 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $908 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $908 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $908 | 0.00% | +3+17.6% | Added |
| Ronald Blue Trust, Inc. | 11 | $1.00K | 0.00% | −67−85.9% | Reduced |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $1.82K | 0.00% | −53−57.0% | Reduced |
| Cape Investment Advisory, Inc. | 42 | $1.91K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 46 | $2.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $2.13K | 0.00% | +47 | New |
| Field & Main Bank | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $2.50K | 0.00% | +55 | New |
| Bogart Wealth, LLC | 60 | $2.72K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 70 | $3.18K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 71 | $3.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $3.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $3.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 86 | $3.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 136 | $4.78K | 0.00% | +113+491.3% | Added |
| Pacer Advisors, Inc. | 121 | $5.49K | 0.00% | +76+168.9% | Added |
| Financial Perspectives, Inc | 124 | $5.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 146 | $6.63K | 0.00% | +145+14,500.0% | Added |
| Kozak & Associates, Inc. | 147 | $6.65K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $7.00K | 0.00% | −9−5.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 183 | $8.31K | 0.00% | +63+52.5% | Added |
| Signaturefd, LLC | 200 | $9.08K | 0.00% | −17−7.8% | Reduced |
| AdvisorNet Financial, Inc | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 225 | $10.2K | 0.00% | +25+12.5% | Added |
| Bessemer Group Inc | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $14.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 382 | $17.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 386 | $17.5K | 0.00% | −55−12.5% | Reduced |
| Whittier Trust Co | 466 | $21.2K | 0.00% | −123−20.9% | Reduced |
| Advisors Asset Management, Inc. | 505 | $22.9K | 0.00% | +298+144.0% | Added |
| The PNC Financial Services Group, Inc. | 558 | $25.3K | 0.00% | −423−43.1% | Reduced |
| Tower Research Capital LLC (TRC) | 711 | $32.3K | 0.00% | −4,290−85.8% | Reduced |
| Truvestments Capital LLC | 804 | $36.5K | 0.02% | −142−15.0% | Reduced |
| American International Group, Inc. | 1,138 | $51.7K | 0.00% | +245+27.4% | Added |
| CWM, LLC | 1,240 | $56.0K | 0.00% | +117+10.4% | Added |
| TD Waterhouse Canada Inc. | 1,297 | $58.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,341 | $60.9K | 0.01% | +578+75.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,735 | $78.8K | 0.00% | −1,564−47.4% | Reduced |
| GWM Advisors LLC | 1,824 | $82.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $90.8K | 0.01% | +2,000 | New |
| Centiva Capital, LP | 2,201 | $99.9K | 0.01% | +2,201 | New |
| Macquarie Group Ltd | 2,432 | $110.0K | 0.00% | −30,598−92.6% | Reduced |
| Russell Investments Group, Ltd. | 2,554 | $116.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,944 | $133.7K | 0.00% | +202+7.4% | Added |
| Amundi | 3,535 | $160.0K | 0.00% | −710−16.7% | Reduced |
| MetLife Investment Management | 3,761 | $170.7K | 0.00% | +123+3.4% | Added |
| Advisor Group Holdings, Inc. | 3,777 | $171.5K | 0.00% | −567−13.1% | Reduced |
| State of Wyoming | 3,829 | $173.8K | 0.05% | +1,276+50.0% | Added |
| Acadian Asset Management LLC | 3,997 | $180.0K | 0.00% | −18,222−82.0% | Reduced |
| Michael S. Ryan, Inc. | 4,520 | $204.5K | 0.19% | +4,520 | New |
| Teza Capital Management LLC | 4,516 | $205.0K | 0.03% | +4,516 | New |
| Independent Solutions Wealth Management, LLC | 4,861 | $220.7K | 0.06% | −211−4.2% | Reduced |
| Empower Advisory Group, LLC | 5,334 | $242.2K | 0.00% | −5−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 5,400 | $245.2K | 0.00% | +1,100+25.6% | Added |
| Teacher Retirement System of Texas | 5,614 | $255.0K | 0.00% | −9,912−63.8% | Reduced |
| Covestor Ltd | 5,860 | $266.0K | 0.20% | +5,103+674.1% | Added |
| Spouting Rock Asset Management, LLC | 5,899 | $267.8K | 0.10% | +317+5.7% | Added |
| Pictet Asset Management SA | 6,283 | $285.2K | 0.00% | −1,354−17.7% | Reduced |
| Victory Capital Management Inc | 6,413 | $291.1K | 0.00% | −148−2.3% | Reduced |
| Cutler Group LP | 6,635 | $301.0K | 0.07% | +1,757+36.0% | Added |
| Sherbrooke Park Advisers LLC | 6,800 | $308.7K | 0.16% | +6,800 | New |
| Principal Financial Group Inc | 6,952 | $315.6K | 0.00% | +520+8.1% | Added |
| New York Life Investment Management LLC | 7,004 | $318.0K | 0.00% | −1,238−15.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,445 | $338.0K | 0.01% | +7,445 | New |
| Shay Capital LLC | 7,500 | $340.5K | 0.12% | −14,600−66.1% | Reduced |
| Blueshift Asset Management, LLC | 7,625 | $346.2K | 0.13% | +7,625 | New |
| CWM Advisors, LLC | 7,736 | $351.2K | 0.04% | +2,283+41.9% | Added |
| Public Employees Retirement Association of Colorado | 7,821 | $355.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 7,900 | $358.7K | 0.01% | +300+3.9% | Added |
| PDT Partners, LLC | 8,000 | $363.2K | 0.05% | +8,000 | New |
| Xponance, Inc. | 8,210 | $372.7K | 0.00% | +153+1.9% | Added |
| Emerald Advisers, LLC | 8,252 | $374.6K | 0.02% | −12,076−59.4% | Reduced |
| Capstone Investment Advisors, LLC | 8,461 | $384.1K | 0.01% | +8,461 | New |
| Quent Capital, LLC | 8,532 | $387.4K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 8,927 | $405.3K | 0.07% | +8,927 | New |
| Gotham Asset Management, LLC | 8,956 | $406.6K | 0.01% | −22,777−71.8% | Reduced |
| LPL Financial LLC | 9,230 | $419.0K | 0.00% | −10,815−54.0% | Reduced |
| Woodstock Corp | 9,442 | $428.7K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 9,487 | $430.7K | 0.00% | −1,396−12.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,632 | $437.0K | 0.06% | −56,961−85.5% | Reduced |
| Brown Brothers Harriman & Co | 9,677 | $439.3K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,830 | $446.3K | 0.00% | −209−2.1% | Reduced |
| HRT Financial LP | 9,923 | $450.0K | 0.00% | +4,851+95.6% | Added |
| Maplelane Capital, LLC | 10,000 | $454.0K | 0.04% | −76,000−88.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,000 | $454.0K | 0.02% | −6,067−37.8% | Reduced |