AF
APPN icon

Advisornet Financial’s Appian APPN Stock Holding History

Advisornet Financial’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
-10
Closed -$330 – 2174
2024
Q4 		$330 Hold
10
– – ﹤0.01% 1837
2024
Q3 		$341 Hold
10
– – ﹤0.01% 2060
2024
Q2 		$309 Hold
10
– – ﹤0.01% 1991
2024
Q1 		$400 Hold
10
– – ﹤0.01% 1906
2023
Q4 		$377 Hold
10
– – ﹤0.01% 2175
2023
Q3 		$456 Hold
10
– – ﹤0.01% 2003
2023
Q2 		$476 Hold
10
– – ﹤0.01% 2063
2023
Q1 		$444 Sell
10
-11
-52% -$445 ﹤0.01% 2095
2022
Q4 		$684 Buy
21
+3
+17% +$118 ﹤0.01% 1945
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1735
2022
Q2 		$1K Hold
18
– – ﹤0.01% 1764
2022
Q1 		$1K Sell
18
-1,250
-99% -$70.9K ﹤0.01% 1842
2021
Q4 		$83K Buy
1,268
+60
+5% +$4.99K 0.01% 868
2021
Q3 		$112K Hold
1,208
– – 0.01% 747
2021
Q2 		$166K Sell
1,208
-200
-14% -$22.7K 0.01% 643
2021
Q1 		$187K Buy
1,408
+200
+17% +$35.4K 0.01% 577
2020
Q4 		$196K Hold
1,208
– – 0.02% 512
2020
Q3 		$78K Sell
1,208
-208
-15% -$11.3K 0.01% 741
2020
Q2 		$73K Hold
1,416
– – 0.01% 760
2020
Q1 		$57K Buy
1,416
+1,200
+556% +$55.8K 0.01% 757
2019
Q4 		$8K Buy
+216
New +$9.31K ﹤0.01% 1424
2019
Q3 		– Sell
-5
Closed – – 1839
2019
Q2 		$0 Buy
+5
New +$171 ﹤0.01% 1680
2018
Q2 		– Sell
-2,000
Closed -$50K – 1568
2018
Q1 		$50K Buy
+2,000
New +$60.6K 0.01% 693

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

Advisornet Financial's APPN Position: Q1 2025 in Review

Advisornet Financial sold out of Appian (APPN) in Q1 2025, closing a stake of 10 shares — an estimated $330 sold.

Advisornet Financial first reported a position in APPN in Q1 2018 and held it in 23 quarters. The position peaked at $196K in Q4 2020. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • Advisornet Financial reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 10 Appian shares in Q1 2025, an estimated $330.
  • Advisornet Financial first reported a position in Appian in Q1 2018 and held it in 23 quarters.
  • Advisornet Financial's Appian position peaked at $196K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.