AFG
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Albion Financial Group’s Appian APPN Stock Holding History

Albion Financial Group’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
-2,594
Closed -$85.6K – 617
2024
Q4 		$85.6K Buy
2,594
+40
+2% +$1.43K 0.01% 212
2024
Q3 		$87.2K Buy
2,554
+54
+2% +$1.75K 0.01% 211
2024
Q2 		$77.2K Buy
2,500
+70
+3% +$2.3K 0.01% 219
2024
Q1 		$97.1K Buy
2,430
+255
+12% +$8.84K 0.01% 198
2023
Q4 		$81.9K Sell
2,175
-308
-12% -$12K 0.01% 204
2023
Q3 		$113K Buy
2,483
+210
+9% +$10.1K 0.01% 186
2023
Q2 		$108K Sell
2,273
-1,482
-39% -$62.5K 0.01% 199
2023
Q1 		$167K Buy
3,755
+245
+7% +$9.9K 0.02% 169
2022
Q4 		$114K Sell
3,510
-141
-4% -$5.56K 0.01% 184
2022
Q3 		$149K Buy
3,651
+490
+16% +$23.8K 0.02% 173
2022
Q2 		$150K Sell
3,161
-902
-22% -$45.3K 0.01% 181
2022
Q1 		$247K Sell
4,063
-427
-10% -$24.2K 0.02% 185
2021
Q4 		$293K Sell
4,490
-33
-0.7% -$2.74K 0.02% 190
2021
Q3 		$418K Buy
4,523
+711
+19% +$78.8K 0.04% 152
2021
Q2 		$525K Buy
+3,812
New +$433K 0.05% 146
2020
Q4 		$603K Buy
+3,720
New +$417K 0.06% 130

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

Albion Financial Group's APPN Position: Q1 2025 in Review

Albion Financial Group sold out of Appian (APPN) in Q1 2025, closing a stake of 2,594 shares — an estimated $85.6K sold.

Albion Financial Group first reported a position in APPN in Q4 2020 and held it in 16 quarters. The position peaked at $603K in Q4 2020. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • Albion Financial Group reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 2,594 Appian shares in Q1 2025, an estimated $85.6K.
  • Albion Financial Group first reported a position in Appian in Q4 2020 and held it in 16 quarters.
  • Albion Financial Group's Appian position peaked at $603K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.