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, Q4 2023
Institutional positions in Alteryx, Inc. as of Dec 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
AYX is no longer listed, so this page shows Q4 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 268
- −5 vs. Q3 2023
- Shares held
- 59.5M
- −2.34M (−3.8%) vs. Q3 2023
- Total value
- $2.80B
- +$484.0M (+20.9%) vs. Q3 2023
- New holders
- 72
- 60 more added
- Sold out
- 77
- 100 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Alteryx, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $283 | 0.00% | −5−45.5% | Reduced |
| Lindbrook Capital, LLC | 7 | $330 | 0.00% | −11−61.1% | Reduced |
| Hollencrest Capital Management | 9 | $424 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $425 | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $472 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $472 | 0.00% | +5+100.0% | Added |
| MCF Advisors LLC | 11 | $519 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 14 | $665 | 0.00% | −356−96.2% | Reduced |
| Mendota Financial Group, LLC | 15 | $708 | 0.00% | +15 | New |
| Plante Moran Financial Advisors, LLC | 20 | $943 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $943 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Hoey Investments, Inc | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $1.18K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 31 | $1.47K | 0.00% | +31 | New |
| Cullen/Frost Bankers, Inc. | 41 | $1.93K | 0.00% | +41 | New |
| Cape Investment Advisory, Inc. | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $2.83K | 0.00% | −50−45.5% | Reduced |
| Washington Trust Advisors, Inc. | 71 | $3.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 72 | $3.40K | 0.00% | −100−58.1% | Reduced |
| Global Retirement Partners, LLC | 91 | $4.31K | 0.00% | −299−76.7% | Reduced |
| Huntington National Bank | 96 | $4.53K | 0.00% | −20−17.2% | Reduced |
| Allworth Financial LP | 102 | $4.81K | 0.00% | −373−78.5% | Reduced |
| Financial Perspectives, Inc | 124 | $5.85K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 136 | $6.41K | 0.00% | +128+1,600.0% | Added |
| Kozak & Associates, Inc. | 147 | $6.96K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 149 | $7.03K | 0.00% | +149 | New |
| Whittier Trust Co of Nevada Inc | 156 | $7.35K | 0.00% | −27−14.8% | Reduced |
| Comerica Bank | 166 | $7.81K | 0.00% | −437−72.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $9.43K | 0.00% | +200 | New |
| Signaturefd, LLC | 221 | $10.4K | 0.00% | −208−48.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 240 | $11.3K | 0.00% | −1,477−86.0% | Reduced |
| Bessemer Group Inc | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 268 | $12.6K | 0.00% | +50+22.9% | Added |
| Banque Cantonale Vaudoise | 273 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 286 | $13.5K | 0.00% | +286 | New |
| Core Wealth Advisors, Inc. | 326 | $15.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 340 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 360 | $17.0K | 0.00% | −5,672−94.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 392 | $18.5K | 0.00% | −11,165−96.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 398 | $18.8K | 0.00% | −17,259−97.7% | Reduced |
| Whittier Trust Co | 465 | $21.9K | 0.00% | −1−0.2% | Reduced |
| Advisors Asset Management, Inc. | 520 | $24.5K | 0.00% | −16−3.0% | Reduced |
| TD Waterhouse Canada Inc. | 547 | $25.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 555 | $26.2K | 0.01% | −147−20.9% | Reduced |
| Acadian Asset Management LLC | 869 | $40.0K | 0.00% | +869 | New |
| American International Group, Inc. | 1,036 | $48.9K | 0.00% | −28−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,321 | $62.3K | 0.00% | −161−10.9% | Reduced |
| KBC Group NV | 1,390 | $66.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,533 | $72.0K | 0.00% | −105−6.4% | Reduced |
| Leonteq Securities AG | 1,591 | $75.0K | 0.01% | +140+9.6% | Added |
| Osterweis Capital Management Inc | 2,000 | $94.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,024 | $95.5K | 0.00% | +200+11.0% | Added |
| Ronald Blue Trust, Inc. | 2,768 | $104.0K | 0.00% | +2,758+27,580.0% | Added |
| Advisor Group Holdings, Inc. | 2,458 | $115.9K | 0.00% | −2,917−54.3% | Reduced |
| Russell Investments Group, Ltd. | 2,554 | $120.4K | 0.00% | −24,968−90.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,623 | $123.7K | 0.00% | −5,789−68.8% | Reduced |
| FMR LLC | 2,927 | $138.0K | 0.00% | +1,748+148.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,953 | $138.8K | 0.00% | +158+5.7% | Added |
| Covestor Ltd | 3,216 | $152.0K | 0.10% | −17,536−84.5% | Reduced |
| MetLife Investment Management | 3,712 | $175.1K | 0.00% | −51−1.4% | Reduced |
| Maryland State Retirement & Pension System | 4,271 | $201.4K | 0.00% | +4,271 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,283 | $202.0K | 0.00% | +4,283 | New |
| ProShare Advisors LLC | 4,354 | $205.3K | 0.00% | +4,354 | New |
| Michael S. Ryan, Inc. | 4,520 | $213.2K | 0.18% | +4,520 | New |
| Lighthouse Investment Partners, LLC | 4,550 | $214.6K | 0.02% | +4,550 | New |
| Raymond James Financial Services Advisors, Inc. | 4,551 | $214.6K | 0.00% | −24,345−84.3% | Reduced |
| Virtu Financial LLC | 4,864 | $229.0K | 0.02% | +4,864 | New |
| Inspire Advisors, LLC | 4,880 | $230.2K | 0.03% | −7,847−61.7% | Reduced |
| Envestnet Asset Management Inc | 4,933 | $232.6K | 0.00% | −13,368−73.0% | Reduced |
| Private Advisor Group, LLC | 5,146 | $242.7K | 0.00% | +5,146 | New |
| Squarepoint Ops LLC | 5,306 | $250.2K | 0.00% | −168,652−96.9% | Reduced |
| CIBC World Markets Inc. | 5,480 | $258.0K | 0.00% | +5,480 | New |
| State of Wisconsin Investment Board | 5,691 | $268.4K | 0.00% | −75,631−93.0% | Reduced |
| LPL Financial LLC | 5,752 | $271.3K | 0.00% | −6,874−54.4% | Reduced |
| New York Life Investment Management LLC | 5,892 | $277.9K | 0.00% | −159−2.6% | Reduced |
| Principal Financial Group Inc | 6,339 | $298.9K | 0.00% | −1,355−17.6% | Reduced |
| Pictet Asset Management Holding SA | 6,448 | $304.1K | 0.00% | +165+2.6% | Added |
| Vident Advisory, LLC | 6,488 | $306.0K | 0.01% | +6,488 | New |
| HighTower Advisors, LLC | 6,831 | $323.0K | 0.00% | +6,831 | New |
| Gamco Investors, Inc. Et Al | 6,963 | $328.4K | 0.00% | +6,963 | New |
| National Wealth Management Group, LLC | 7,080 | $333.9K | 0.32% | +7,080 | New |
| Blair William & Co | 7,323 | $345.4K | 0.00% | −2,101−22.3% | Reduced |
| Hyperion Capital Advisors LP | 7,400 | $349.0K | 0.19% | 00.0% | Unchanged |
| Caption Management, LLC | 7,440 | $350.9K | 0.04% | −67,560−90.1% | Reduced |
| XTX Topco Ltd | 7,472 | $352.4K | 0.08% | +1,509+25.3% | Added |
| Public Employees Retirement Association of Colorado | 7,821 | $369.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,836 | $369.5K | 0.01% | −84−1.1% | Reduced |
| Dark Forest Capital Management LP | 7,975 | $376.1K | 0.06% | +7,975 | New |
| Scalar Gauge Management, LLC | 8,000 | $377.3K | 0.36% | +8,000 | New |
| Victory Capital Management Inc | 8,189 | $386.2K | 0.00% | +1,595+24.2% | Added |
| Jump Financial, LLC | 8,211 | $387.2K | 0.01% | −43,518−84.1% | Reduced |
| Xponance, Inc. | 8,443 | $398.2K | 0.00% | −237−2.7% | Reduced |