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, Q3 2023
Institutional positions in Alteryx, Inc. as of Sep 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
- 276
- +22 vs. Q2 2023
- Shares held
- 61.9M
- +9.87M (+19.0%) vs. Q2 2023
- Total value
- $2.32B
- −$42.0M (−1.8%) vs. Q2 2023
- New holders
- 68
- 105 more added
- Sold out
- 46
- 64 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| VitalStone Financial, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Glassman Wealth Services | 5 | $188 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 5 | $188 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $188 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 8 | $302 | 0.00% | +8 | New |
| Hollencrest Capital Management | 9 | $339 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10 | $376 | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 10 | $377 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $377 | 0.00% | +10 | New |
| MCF Advisors LLC | 11 | $415 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $415 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $678 | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $905 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $942 | 0.00% | −200−88.9% | Reduced |
| Bellevue Asset Management, LLC | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $1.02K | 0.00% | +2+8.0% | Added |
| Cape Investment Advisory, Inc. | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 45 | $1.70K | 0.00% | +45 | New |
| Field & Main Bank | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 60 | $2.26K | 0.00% | +60 | New |
| Washington Trust Advisors, Inc. | 71 | $2.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $2.79K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 80 | $3.02K | 0.00% | +80 | New |
| Newbridge Financial Services Group, Inc. | 86 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 110 | $4.15K | 0.00% | +50+83.3% | Added |
| Sandy Spring Bank | 110 | $4.15K | 0.00% | +110 | New |
| Private Trust Co NA | 111 | $4.18K | 0.00% | +111 | New |
| Huntington National Bank | 116 | $4.37K | 0.00% | −30−20.5% | Reduced |
| Financial Perspectives, Inc | 124 | $4.67K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 147 | $5.48K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $6.48K | 0.00% | +132+330.0% | Added |
| Whittier Trust Co of Nevada Inc | 183 | $6.89K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 179 | $7.00K | 0.00% | +19+11.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 200 | $7.54K | 0.00% | +200 | New |
| Quantbot Technologies LP | 214 | $8.07K | 0.00% | −10,225−97.9% | Reduced |
| Pacer Advisors, Inc. | 218 | $8.22K | 0.00% | +97+80.2% | Added |
| AdvisorNet Financial, Inc | 225 | $8.48K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 273 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 326 | $12.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 340 | $12.8K | 0.01% | +340 | New |
| Spire Wealth Management | 370 | $13.9K | 0.00% | +300+428.6% | Added |
| Global Retirement Partners, LLC | 390 | $14.2K | 0.00% | +4+1.0% | Added |
| Headinvest, LLC | 400 | $14.7K | 0.00% | +400 | New |
| Signaturefd, LLC | 429 | $16.2K | 0.00% | +229+114.5% | Added |
| Whittier Trust Co | 466 | $17.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 475 | $17.9K | 0.00% | +395+493.8% | Added |
| TD Waterhouse Canada Inc. | 547 | $20.1K | 0.00% | −750−57.8% | Reduced |
| Advisors Asset Management, Inc. | 536 | $20.2K | 0.00% | +31+6.1% | Added |
| Comerica Bank | 603 | $22.7K | 0.00% | +603 | New |
| Virtus Fund Advisers, LLC | 634 | $23.9K | 0.17% | +634 | New |
| Truvestments Capital LLC | 702 | $26.5K | 0.01% | −102−12.7% | Reduced |
| Clear Street Markets LLC | 1,000 | $38.0K | 0.03% | +1,000 | New |
| American International Group, Inc. | 1,064 | $40.1K | 0.00% | −74−6.5% | Reduced |
| FMR LLC | 1,179 | $44.4K | 0.00% | −288,919−99.6% | Reduced |
| KBC Group NV | 1,390 | $52.0K | 0.00% | +1,390 | New |
| Compagnie Lombard Odier SCmA | 1,400 | $52.8K | 0.00% | −6,500−82.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,060 | $53.7K | 0.02% | +1,060 | New |
| Leonteq Securities AG | 1,451 | $54.7K | 0.01% | +110+8.2% | Added |
| The PNC Financial Services Group, Inc. | 1,482 | $55.9K | 0.00% | +924+165.6% | Added |
| CWM, LLC | 1,638 | $62.0K | 0.00% | +398+32.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,717 | $64.7K | 0.00% | −18−1.0% | Reduced |
| GWM Advisors LLC | 1,824 | $68.7K | 0.00% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 1,942 | $73.2K | 0.03% | +1,942 | New |
| Osterweis Capital Management Inc | 2,000 | $75.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,795 | $105.3K | 0.00% | −149−5.1% | Reduced |
| Deutsche Bank AG | 2,826 | $106.5K | 0.00% | −140,437−98.0% | Reduced |
| MetLife Investment Management | 3,763 | $141.8K | 0.00% | +2+0.1% | Added |
| SG Americas Securities, LLC | 4,284 | $161.0K | 0.00% | −17,732−80.5% | Reduced |
| Empower Advisory Group, LLC | 5,334 | $201.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,375 | $202.6K | 0.00% | +1,598+42.3% | Added |
| Spouting Rock Asset Management, LLC | 5,927 | $223.4K | 0.07% | +28+0.5% | Added |
| XTX Topco Ltd | 5,963 | $224.7K | 0.04% | +5,963 | New |
| Virginia Retirement Systems Et Al | 6,000 | $226.1K | 0.00% | +600+11.1% | Added |
| Quent Capital, LLC | 6,032 | $227.3K | 0.04% | −2,500−29.3% | Reduced |
| New York Life Investment Management LLC | 6,051 | $228.1K | 0.00% | −953−13.6% | Reduced |
| Pictet Asset Management Holding SA | 6,283 | $236.8K | 0.00% | +6,283 | New |
| Fox Run Management, L.L.C. | 6,569 | $247.6K | 0.07% | +6,569 | New |
| Victory Capital Management Inc | 6,594 | $248.5K | 0.00% | +181+2.8% | Added |
| Hyperion Capital Advisors LP | 7,400 | $278.9K | 0.15% | +7,400 | New |
| Principal Financial Group Inc | 7,694 | $290.0K | 0.00% | +742+10.7% | Added |
| AQR Capital Management LLC | 7,745 | $291.9K | 0.00% | −20,751−72.8% | Reduced |
| Public Employees Retirement Association of Colorado | 7,821 | $295.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,920 | $298.5K | 0.00% | −1,910−19.4% | Reduced |
| Emerald Advisers, LLC | 8,072 | $304.2K | 0.01% | −180−2.2% | Reduced |
| Mariner, LLC | 8,130 | $306.4K | 0.00% | −1,357−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,412 | $317.0K | 0.01% | +7,701+1,083.1% | Added |
| Xponance, Inc. | 8,680 | $327.1K | 0.00% | +470+5.7% | Added |
| Cutler Group LP | 8,974 | $338.0K | 0.05% | +2,339+35.3% | Added |
| CWM Advisors, LLC | 9,180 | $346.0K | 0.04% | +1,444+18.7% | Added |
| FNY Investment Advisers, LLC | 9,330 | $351.0K | 0.21% | −670−6.7% | Reduced |
| Cipher Capital LP | 9,386 | $353.8K | 0.25% | −3,719−28.4% | Reduced |
| Blair William & Co | 9,424 | $355.2K | 0.00% | −1,357−12.6% | Reduced |
| Woodstock Corp | 9,442 | $355.9K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,750 | $367.5K | 0.00% | +9,750 | New |