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Avalon Trust’s Appian APPN Stock Holding History

Avalon Trust’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
Q4 		– Sell
-500
Closed -$15.3K – 446
2025
Q3 		$15.3K Buy
+500
New +$15K ﹤0.01% 402

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avalon Trust's APPN Position: Q4 2025 in Review

Avalon Trust sold out of Appian (APPN) in Q4 2025, closing a stake of 500 shares — an estimated $15.3K sold.

Avalon Trust first reported a position in APPN in Q3 2025 and held it in 1 quarter. The position peaked at $15.3K in Q3 2025. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

  • Avalon Trust reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 500 Appian shares in Q4 2025, an estimated $15.3K.
  • Avalon Trust first reported a position in Appian in Q3 2025 and held it in 1 quarter.
  • Avalon Trust's Appian position peaked at $15.3K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.