AACP
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Advantage Alpha Capital Partners’s Appian APPN Stock Holding History

Advantage Alpha Capital Partners’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
2024
Q4 		– Sell
-86,587
Closed -$2.96M – 154
2024
Q3 		$2.96M Sell
86,587
-157,348
-65% -$5.1M 0.67% 66
2024
Q2 		$7.53M Buy
243,935
+106,617
+78% +$3.5M 1.64% 18
2024
Q1 		$5.49M Buy
137,318
+11,888
+9% +$412K 1.03% 40
2023
Q4 		$4.72M Buy
125,430
+11,611
+10% +$454K 0.89% 53
2023
Q3 		$5.19M Sell
113,819
-10,473
-8% -$502K 1.09% 36
2023
Q2 		$5.92M Sell
124,292
-45,021
-27% -$1.9M 1.18% 37
2023
Q1 		$7.51M Buy
169,313
+23,491
+16% +$950K 1.57% 14
2022
Q4 		$4.75M Sell
145,822
-35,700
-20% -$1.41M 0.96% 38
2022
Q3 		$7.41M Buy
181,522
+12,265
+7% +$595K 1.36% 31
2022
Q2 		$8.02M Buy
169,257
+45,972
+37% +$2.31M 1.38% 32
2022
Q1 		$7.5M Buy
123,285
+29,428
+31% +$1.67M 1.12% 36
2021
Q4 		$6.12M Buy
93,857
+45,893
+96% +$3.81M 0.87% 57
2021
Q3 		$4.44M Buy
+47,964
New +$5.31M 0.81% 61
2020
Q2 		– Sell
-84,251
Closed -$3.39M – 89
2020
Q1 		$3.39M Buy
+84,251
New +$3.91M 1.21% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Advantage Alpha Capital Partners's APPN Position: Q4 2024 in Review

Advantage Alpha Capital Partners sold out of Appian (APPN) in Q4 2024, closing a stake of 86,587 shares — an estimated $2.96M sold.

Advantage Alpha Capital Partners first reported a position in APPN in Q1 2020 and held it in 14 quarters. The position peaked at $8.02M in Q2 2022. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • Advantage Alpha Capital Partners reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 86,587 Appian shares in Q4 2024, an estimated $2.96M.
  • Advantage Alpha Capital Partners first reported a position in Appian in Q1 2020 and held it in 14 quarters.
  • Advantage Alpha Capital Partners's Appian position peaked at $8.02M in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Advantage Alpha Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.