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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 5,375 | $202.6K | 0.00% | +1,598+42.3% | Added |
| Empower Advisory Group, LLC | 5,334 | $201.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,284 | $161.0K | 0.00% | −17,732−80.5% | Reduced |
| MetLife Investment Management | 3,763 | $141.8K | 0.00% | +2+0.1% | Added |
| Deutsche Bank AG | 2,826 | $106.5K | 0.00% | −140,437−98.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,795 | $105.3K | 0.00% | −149−5.1% | Reduced |
| Osterweis Capital Management Inc | 2,000 | $75.4K | 0.01% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 1,942 | $73.2K | 0.03% | +1,942 | New |
| GWM Advisors LLC | 1,824 | $68.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,717 | $64.7K | 0.00% | −18−1.0% | Reduced |
| CWM, LLC | 1,638 | $62.0K | 0.00% | +398+32.1% | Added |
| The PNC Financial Services Group, Inc. | 1,482 | $55.9K | 0.00% | +924+165.6% | Added |
| Leonteq Securities AG | 1,451 | $54.7K | 0.01% | +110+8.2% | Added |
| Coppell Advisory Solutions LLC | 1,060 | $53.7K | 0.02% | +1,060 | New |
| Compagnie Lombard Odier SCmA | 1,400 | $52.8K | 0.00% | −6,500−82.3% | Reduced |
| KBC Group NV | 1,390 | $52.0K | 0.00% | +1,390 | New |
| FMR LLC | 1,179 | $44.4K | 0.00% | −288,919−99.6% | Reduced |
| American International Group, Inc. | 1,064 | $40.1K | 0.00% | −74−6.5% | Reduced |
| Clear Street Markets LLC | 1,000 | $38.0K | 0.03% | +1,000 | New |
| Truvestments Capital LLC | 702 | $26.5K | 0.01% | −102−12.7% | Reduced |
| Virtus Fund Advisers, LLC | 634 | $23.9K | 0.17% | +634 | New |
| Comerica Bank | 603 | $22.7K | 0.00% | +603 | New |
| Advisors Asset Management, Inc. | 536 | $20.2K | 0.00% | +31+6.1% | Added |
| TD Waterhouse Canada Inc. | 547 | $20.1K | 0.00% | −750−57.8% | Reduced |
| Allworth Financial LP | 475 | $17.9K | 0.00% | +395+493.8% | Added |
| Whittier Trust Co | 466 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 429 | $16.2K | 0.00% | +229+114.5% | Added |
| Headinvest, LLC | 400 | $14.7K | 0.00% | +400 | New |
| Global Retirement Partners, LLC | 390 | $14.2K | 0.00% | +4+1.0% | Added |
| Spire Wealth Management | 370 | $13.9K | 0.00% | +300+428.6% | Added |
| Orion Capital Management LLC | 340 | $12.8K | 0.01% | +340 | New |
| Core Wealth Advisors, Inc. | 326 | $12.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 273 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $8.48K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 218 | $8.22K | 0.00% | +97+80.2% | Added |
| Quantbot Technologies LP | 214 | $8.07K | 0.00% | −10,225−97.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 200 | $7.54K | 0.00% | +200 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 183 | $6.89K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $6.48K | 0.00% | +132+330.0% | Added |
| Kozak & Associates, Inc. | 147 | $5.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $4.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $4.37K | 0.00% | −30−20.5% | Reduced |
| Private Trust Co NA | 111 | $4.18K | 0.00% | +111 | New |
| Bogart Wealth, LLC | 110 | $4.15K | 0.00% | +50+83.3% | Added |
| Sandy Spring Bank | 110 | $4.15K | 0.00% | +110 | New |
| Newbridge Financial Services Group, Inc. | 86 | $3.24K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 80 | $3.02K | 0.00% | +80 | New |
| Larson Financial Group LLC | 74 | $2.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 71 | $2.68K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 60 | $2.26K | 0.00% | +60 | New |
| Field & Main Bank | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 45 | $1.70K | 0.00% | +45 | New |
| Cape Investment Advisory, Inc. | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $1.02K | 0.00% | +2+8.0% | Added |
| Bellevue Asset Management, LLC | 27 | $1.02K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $942 | 0.00% | −200−88.9% | Reduced |
| Hoey Investments, Inc | 24 | $905 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $678 | 0.00% | +18 | New |
| MCF Advisors LLC | 11 | $415 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $415 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $377 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $377 | 0.00% | +10 | New |
| Wolverine Asset Management LLC | 10 | $376 | 0.00% | +10 | New |
| Hollencrest Capital Management | 9 | $339 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $302 | 0.00% | +8 | 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 |
| 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 |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −858,285−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −827,274−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −786,810−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −165,110−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −87,880−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −83,408−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −71,119−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −61,526−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −56,350−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −53,892−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −50,628−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −43,689−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −40,400−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −23,259−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −20,662−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −16,969−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −16,922−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −13,810−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,213−100.0% | Sold out |