Alteryx Inc

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Goldman Sachs Group Inc

UNCHANGED

Shares80,000 from 80,000

Change0 (0%)

Value$79.3K (+$1.5K)

Filed 2024-05-15

Barclays PLC

DECREASED

Shares57,000 from 751,000

Change-694,000 (-92%)

Value$56.4K (-$675.1K)

Filed 2026-03-24

AFG Fiduciary Services Limited Partnership

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$9.9K (+$210)

Filed 2024-04-15

Voya Investment Management LLC

CLOSED

Shares0 from 55,955,000

Change-55,955,000 (-100%)

Value$0 (-$54.6M)

Filed 2025-02-07

Advent Capital Management

CLOSED

Shares0 from 40,002,000

Change-40,002,000 (-100%)

Value$0 (-$39.1M)

Filed 2024-05-14

Calamos Advisors LLC

CLOSED

Shares0 from 36,018,000

Change-36,018,000 (-100%)

Value$0 (-$35.1M)

Filed 2024-05-08

Radcliffe Capital Management, L.P.

CLOSED

Shares0 from 33,620,000

Change-33,620,000 (-100%)

Value$0 (-$32.7M)

Filed 2024-05-15

Lord, Abbett & Co. LLC

CLOSED

Shares0 from 29,240,000

Change-29,240,000 (-100%)

Value$0 (-$28.5K)

Filed 2024-10-07

Sonora Investment Management Group, LLC

CLOSED

Shares0 from 27,000,000

Change-27,000,000 (-100%)

Value$0 (-$26.3M)

Filed 2024-05-14

Pier 88 Investment Partners LLC

CLOSED

Shares0 from 22,055,000

Change-22,055,000 (-100%)

Value$0 (-$21.4M)

Filed 2024-05-10

Weiss Asset Management LP

CLOSED

Shares0 from 21,848,000

Change-21,848,000 (-100%)

Value$0 (-$21.3M)

Filed 2024-05-13

JPMorgan Chase & Co

CLOSED

Shares0 from 20,703,000

Change-20,703,000 (-100%)

Value$0 (-$20.1M)

Filed 2024-12-26

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 18,125,000

Change-18,125,000 (-100%)

Value$0 (-$17.7M)

Filed 2024-05-15

Linden Advisors LP

CLOSED

Shares0 from 11,276,000

Change-11,276,000 (-100%)

Value$0 (-$11.0M)

Filed 2024-05-15

New York State Common Retirement Fund

CLOSED

Shares0 from 9,350,000

Change-9,350,000 (-100%)

Value$0 (-$9.1M)

Filed 2025-10-08

State Street Corp

CLOSED

Shares0 from 8,278,000

Change-8,278,000 (-100%)

Value$0 (-$8.1M)

Filed 2024-05-15

Ameriprise Financial Inc

CLOSED

Shares0 from 8,011,000

Change-8,011,000 (-100%)

Value$0 (-$7.8M)

Filed 2024-05-15

Point72 Asset Management, L.P.

CLOSED

Shares0 from 7,522,000

Change-7,522,000 (-100%)

Value$0 (-$7.3M)

Filed 2024-05-15

Blair William & Co

CLOSED

Shares0 from 5,500,000

Change-5,500,000 (-100%)

Value$0 (-$5.3M)

Filed 2024-05-09

UBS Asset Management Americas LLC

CLOSED

Shares0 from 5,016,000

Change-5,016,000 (-100%)

Value$0 (-$4.9M)

Filed 2024-05-15

Rational Advisors, Inc.

CLOSED

Shares0 from 4,260,000

Change-4,260,000 (-100%)

Value$0 (-$4.1M)

Filed 2024-04-23

Lazard Asset Management LLC

CLOSED

Shares0 from 3,342,000

Change-3,342,000 (-100%)

Value$0 (-$3.3K)

Filed 2024-07-09

BNP Paribas Asset Management Holding S.A.

CLOSED

Shares0 from 3,000,000

Change-3,000,000 (-100%)

Value$0 (-$2.9K)

Filed 2024-05-08

BlackRock Inc.

CLOSED

Shares0 from 2,842,000

Change-2,842,000 (-100%)

Value$0 (-$2.8M)

Filed 2024-05-10

Wells Fargo & Company

CLOSED

Shares0 from 2,015,000

Change-2,015,000 (-100%)

Value$0 (-$2.0M)

Filed 2024-05-10

Jefferies Financial Group Inc.

CLOSED

Shares0 from 650,000

Change-650,000 (-100%)

Value$0 (-$631.3K)

Filed 2024-05-13

Bank of America Corp

CLOSED

Shares0 from 513,000

Change-513,000 (-100%)

Value$0 (-$498.3K)

Filed 2025-03-18

Bank of New York Mellon Corp

CLOSED

Shares0 from 450,000

Change-450,000 (-100%)

Value$0 (-$438.3K)

Filed 2024-04-25

Goldstone Financial Group, LLC

CLOSED

Shares0 from 225,000

Change-225,000 (-100%)

Value$0 (-$218.5K)

Filed 2025-01-15

Citigroup Inc

CLOSED

Shares0 from 203,000

Change-203,000 (-100%)

Value$0 (-$197.2K)

Filed 2024-05-10

UBS Group AG

CLOSED

Shares0 from 50,000

Change-50,000 (-100%)

Value$0 (-$48.6K)

Filed 2024-05-13

Virtus Investment Advisers, LLC

CLOSED

Shares0 from 41,000

Change-41,000 (-100%)

Value$0 (-$39.8K)

Filed 2024-05-16

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 32,000

Change-32,000 (-100%)

Value$0 (-$31.1K)

Filed 2024-04-22

waypoint wealth counsel

CLOSED

Shares0 from 27,000

Change-27,000 (-100%)

Value$0 (-$26.3K)

Filed 2024-04-12

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$19.5K)

Filed 2024-05-02

Stifel Financial Corp

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$12.7K)

Filed 2024-05-14

Shenkman Capital Management Inc

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$11.8K)

Filed 2024-05-09

Stonegate Investment Group, LLC

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$11.7K)

Filed 2024-04-22

Sheets Smith Wealth Management

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.7K)

Filed 2024-05-08

Root Financial Partners, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.7K)

Filed 2024-04-24

Raymond James & Associates

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.7K)

Filed 2024-04-22

K2 Principal Fund, L.P.

CLOSED

Shares0 from 7,000

Change-7,000 (-100%)

Value$0 (-$6.8M)

Filed 2024-05-14

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$1.9K)

Filed 2024-05-15

Comerica Bank

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$971)

Filed 2024-05-16

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
Goldman Sachs Group Inc	UNCHANGED	80,000	80,000	0	0%	$77.8K	$79.3K	+$1.5K	2024-05-15
Barclays PLC	DECREASED	57,000	751,000	-694,000	-92%	$731.5K	$56.4K	-$675.1K	2026-03-24
AFG Fiduciary Services Limited Partnership	UNCHANGED	10,000	10,000	0	0%	$9.7K	$9.9K	+$210	2024-04-15
Voya Investment Management LLC	CLOSED	0	55,955,000	-55,955,000	-100%	$54.6M	$0	-$54.6M	2025-02-07
Advent Capital Management	CLOSED	0	40,002,000	-40,002,000	-100%	$39.1M	$0	-$39.1M	2024-05-14
Calamos Advisors LLC	CLOSED	0	36,018,000	-36,018,000	-100%	$35.1M	$0	-$35.1M	2024-05-08
Radcliffe Capital Management, L.P.	CLOSED	0	33,620,000	-33,620,000	-100%	$32.7M	$0	-$32.7M	2024-05-15
Lord, Abbett & Co. LLC	CLOSED	0	29,240,000	-29,240,000	-100%	$28.5K	$0	-$28.5K	2024-10-07
Sonora Investment Management Group, LLC	CLOSED	0	27,000,000	-27,000,000	-100%	$26.3M	$0	-$26.3M	2024-05-14
Pier 88 Investment Partners LLC	CLOSED	0	22,055,000	-22,055,000	-100%	$21.4M	$0	-$21.4M	2024-05-10
Weiss Asset Management LP	CLOSED	0	21,848,000	-21,848,000	-100%	$21.3M	$0	-$21.3M	2024-05-13
JPMorgan Chase & Co	CLOSED	0	20,703,000	-20,703,000	-100%	$20.1M	$0	-$20.1M	2024-12-26
Tenor Capital Management Co., L.P.	CLOSED	0	18,125,000	-18,125,000	-100%	$17.7M	$0	-$17.7M	2024-05-15
Linden Advisors LP	CLOSED	0	11,276,000	-11,276,000	-100%	$11.0M	$0	-$11.0M	2024-05-15
New York State Common Retirement Fund	CLOSED	0	9,350,000	-9,350,000	-100%	$9.1M	$0	-$9.1M	2025-10-08
State Street Corp	CLOSED	0	8,278,000	-8,278,000	-100%	$8.1M	$0	-$8.1M	2024-05-15
Ameriprise Financial Inc	CLOSED	0	8,011,000	-8,011,000	-100%	$7.8M	$0	-$7.8M	2024-05-15
Point72 Asset Management, L.P.	CLOSED	0	7,522,000	-7,522,000	-100%	$7.3M	$0	-$7.3M	2024-05-15
Blair William & Co	CLOSED	0	5,500,000	-5,500,000	-100%	$5.3M	$0	-$5.3M	2024-05-09
UBS Asset Management Americas LLC	CLOSED	0	5,016,000	-5,016,000	-100%	$4.9M	$0	-$4.9M	2024-05-15
Rational Advisors, Inc.	CLOSED	0	4,260,000	-4,260,000	-100%	$4.1M	$0	-$4.1M	2024-04-23
Lazard Asset Management LLC	CLOSED	0	3,342,000	-3,342,000	-100%	$3.3K	$0	-$3.3K	2024-07-09
BNP Paribas Asset Management Holding S.A.	CLOSED	0	3,000,000	-3,000,000	-100%	$2.9K	$0	-$2.9K	2024-05-08
BlackRock Inc.	CLOSED	0	2,842,000	-2,842,000	-100%	$2.8M	$0	-$2.8M	2024-05-10
Wells Fargo & Company	CLOSED	0	2,015,000	-2,015,000	-100%	$2.0M	$0	-$2.0M	2024-05-10
Jefferies Financial Group Inc.	CLOSED	0	650,000	-650,000	-100%	$631.3K	$0	-$631.3K	2024-05-13
Bank of America Corp	CLOSED	0	513,000	-513,000	-100%	$498.3K	$0	-$498.3K	2025-03-18
Bank of New York Mellon Corp	CLOSED	0	450,000	-450,000	-100%	$438.3K	$0	-$438.3K	2024-04-25
Goldstone Financial Group, LLC	CLOSED	0	225,000	-225,000	-100%	$218.5K	$0	-$218.5K	2025-01-15
Citigroup Inc	CLOSED	0	203,000	-203,000	-100%	$197.2K	$0	-$197.2K	2024-05-10
UBS Group AG	CLOSED	0	50,000	-50,000	-100%	$48.6K	$0	-$48.6K	2024-05-13
Virtus Investment Advisers, LLC	CLOSED	0	41,000	-41,000	-100%	$39.8K	$0	-$39.8K	2024-05-16
Raymond James Financial Services Advisors, Inc.	CLOSED	0	32,000	-32,000	-100%	$31.1K	$0	-$31.1K	2024-04-22
waypoint wealth counsel	CLOSED	0	27,000	-27,000	-100%	$26.3K	$0	-$26.3K	2024-04-12
Kestra Private Wealth Services, LLC	CLOSED	0	20,000	-20,000	-100%	$19.5K	$0	-$19.5K	2024-05-02
Stifel Financial Corp	CLOSED	0	13,000	-13,000	-100%	$12.7K	$0	-$12.7K	2024-05-14
Shenkman Capital Management Inc	CLOSED	0	12,000	-12,000	-100%	$11.8K	$0	-$11.8K	2024-05-09
Stonegate Investment Group, LLC	CLOSED	0	12,000	-12,000	-100%	$11.7K	$0	-$11.7K	2024-04-22
Sheets Smith Wealth Management	CLOSED	0	10,000	-10,000	-100%	$9.7K	$0	-$9.7K	2024-05-08
Root Financial Partners, LLC	CLOSED	0	10,000	-10,000	-100%	$9.7K	$0	-$9.7K	2024-04-24
Raymond James & Associates	CLOSED	0	10,000	-10,000	-100%	$9.7K	$0	-$9.7K	2024-04-22
K2 Principal Fund, L.P.	CLOSED	0	7,000	-7,000	-100%	$6.8M	$0	-$6.8M	2024-05-14
Northwestern Mutual Wealth Management Co	CLOSED	0	2,000	-2,000	-100%	$1.9K	$0	-$1.9K	2024-05-15
Comerica Bank	CLOSED	0	1,000	-1,000	-100%	$971	$0	-$971	2024-05-16
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 45 of 45 institutions