Bank of Montreal
APPN icon

Bank of Montreal’s Appian APPN Stock Holding History

Bank of Montreal’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
-135,194
Closed -$4.72M – 3512
2024
Q3 		$4.72M Sell
135,194
-683
-0.5% -$22.1K ﹤0.01% 1348
2024
Q2 		$4.21M Sell
135,877
-47,872
-26% -$1.57M ﹤0.01% 1339
2024
Q1 		$7.48M Sell
183,749
-238,502
-56% -$8.27M ﹤0.01% 1073
2023
Q4 		$16.6M Buy
422,251
+274,860
+186% +$10.7M 0.01% 854
2023
Q3 		$6.88M Buy
147,391
+230
+0.2% +$11K ﹤0.01% 1159
2023
Q2 		$7.85M Sell
147,161
-1,668
-1% -$70.3K ﹤0.01% 1124
2023
Q1 		$6.63M Buy
+148,829
New +$6.02M ﹤0.01% 1114
2021
Q2 		– Sell
-2,770
Closed -$375K – 3700
2021
Q1 		$375K Sell
2,770
-4,883
-64% -$864K ﹤0.01% 2811
2020
Q4 		$1.13M Buy
7,653
+3,396
+80% +$380K ﹤0.01% 2164
2020
Q3 		$298K Buy
4,257
+1,021
+32% +$55.2K ﹤0.01% 2549
2020
Q2 		$164K Sell
3,236
-2,138
-40% -$104K ﹤0.01% 2824
2020
Q1 		$188K Buy
5,374
+898
+20% +$41.7K ﹤0.01% 2349
2019
Q4 		$171K Buy
4,476
+1,564
+54% +$67.4K ﹤0.01% 3244
2019
Q3 		$138K Sell
2,912
-766
-21% -$35.9K ﹤0.01% 3126
2019
Q2 		$133K Buy
3,678
+2,603
+242% +$89.1K ﹤0.01% 3159
2019
Q1 		$37K Sell
1,075
-90
-8% -$3.04K ﹤0.01% 3453
2018
Q4 		$31K Sell
1,165
-200
-15% -$5.34K ﹤0.01% 3472
2018
Q3 		$45K Sell
1,365
-6,335
-82% -$216K ﹤0.01% 3431
2018
Q2 		$278K Buy
7,700
+7,340
+2,039% +$228K ﹤0.01% 2617
2018
Q1 		$9K Hold
360
– – ﹤0.01% 3778
2017
Q4 		$11K Buy
+360
New +$8.32K ﹤0.01% 3736

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

Bank of Montreal's APPN Position: Q4 2024 in Review

Bank of Montreal sold out of Appian (APPN) in Q4 2024, closing a stake of 135,194 shares — an estimated $4.72M sold.

Bank of Montreal first reported a position in APPN in Q4 2017 and held it in 21 quarters. The position peaked at $16.6M in Q4 2023. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • Bank of Montreal reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 135,194 Appian shares in Q4 2024, an estimated $4.72M.
  • Bank of Montreal first reported a position in Appian in Q4 2017 and held it in 21 quarters.
  • Bank of Montreal's Appian position peaked at $16.6M in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.