AFAS
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Acorn Financial Advisory Services’s Appian APPN Stock Holding History

Acorn Financial Advisory Services’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,452
Closed -$905K – 190
2024
Q4 		$905K Hold
27,452
– – 0.15% 74
2024
Q3 		$937K Sell
27,452
-4,202
-13% -$136K 0.17% 68
2024
Q2 		$977K Sell
31,654
-1,082
-3% -$35.5K 0.18% 68
2024
Q1 		$1.31M Hold
32,736
– – 0.25% 52
2023
Q4 		$1.23M Buy
32,736
+3,764
+13% +$147K 0.22% 71
2023
Q3 		$1.32M Hold
28,972
– – 0.24% 62
2023
Q2 		$1.38M Buy
28,972
+10,827
+60% +$456K 0.24% 56
2023
Q1 		$805K Buy
18,145
+419
+2% +$16.9K 0.16% 94
2022
Q4 		$577K Sell
17,726
-14,880
-46% -$587K 0.12% 111
2022
Q3 		$1.33M Hold
32,606
– – 0.32% 44
2022
Q2 		$1.54M Hold
32,606
– – 0.37% 43
2022
Q1 		$1.98M Buy
32,606
+3,000
+10% +$170K 0.4% 35
2021
Q4 		$1.93M Buy
29,606
+400
+1% +$33.2K 0.39% 42
2021
Q3 		$2.7M Hold
29,206
– – 0.84% 24
2021
Q2 		$4.02M Buy
29,206
+15,700
+116% +$1.78M 1.19% 15
2021
Q1 		$1.8M Buy
13,506
+4,095
+44% +$724K 0.66% 34
2020
Q4 		$1.52M Sell
9,411
-1,500
-14% -$168K 0.6% 41
2020
Q3 		$706K Hold
10,911
– – 0.37% 80
2020
Q2 		$559K Hold
10,911
– – 0.39% 91
2020
Q1 		$439K Buy
+10,911
New +$507K 0.43% 85

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Acorn Financial Advisory Services's APPN Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of Appian (APPN) in Q1 2025, closing a stake of 27,452 shares — an estimated $905K sold.

Acorn Financial Advisory Services first reported a position in APPN in Q1 2020 and held it in 20 quarters. The position peaked at $4.02M in Q2 2021. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 27,452 Appian shares in Q1 2025, an estimated $905K.
  • Acorn Financial Advisory Services first reported a position in Appian in Q1 2020 and held it in 20 quarters.
  • Acorn Financial Advisory Services's Appian position peaked at $4.02M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.