Algert Global’s Appian APPN Stock Holding History

Algert Global’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
2026 Q1	$4.33M	Buy	179,554 +33,461	+23%	+$908K	0.07%	481
2025 Q4	$5.17M	Sell	146,093 -283,419	-66%	-$10.1M	0.08%	425
2025 Q3	$13.1M	Buy	429,512 +355,828	+483%	+$10.7M	0.22%	120
2025 Q2	$2.2M	Sell	73,684 -4,550	-6%	-$137K	0.05%	603
2025 Q1	$2.25M	Buy	78,234 +13,840	+21%	+$453K	0.06%	566
2024 Q4	$2.12M	Buy	64,394 +14,319	+29%	+$512K	0.05%	583
2024 Q3	$1.71M	Sell	50,075 -188	-0.4%	-$6.09K	0.05%	614
2024 Q2	$1.55M	Buy	50,263 +3,614	+8%	+$119K	0.05%	545
2024 Q1	$1.86M	Buy	46,649 +40,088	+611%	+$1.39M	0.07%	433
2023 Q4	$247K	Sell	6,561 -21,650	-77%	-$846K	0.01%	983
2023 Q3	$1.29M	Hold	28,211	–	–	0.06%	510
2023 Q2	$1.34M	Hold	28,211	–	–	0.06%	550
2023 Q1	$1.25M	Buy	+28,211	New	+$1.14M	0.06%	545
2022 Q2	–	Sell	-5,822	Closed	-$354K	–	1204
2022 Q1	$354K	Buy	+5,822	New	+$330K	0.02%	924
2021 Q4	–	Sell	-2,205	Closed	-$204K	–	960
2021 Q3	$204K	Buy	+2,205	New	+$244K	0.03%	915

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return