BEI
APPN icon

Benjamin Edwards Inc’s Appian APPN Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-8,000
Closed -$283K – 1356
2025
Q4 		$283K Sell
8,000
-5,000
-38% -$178K ﹤0.01% 1134
2025
Q3 		$397K Hold
13,000
– – ﹤0.01% 998
2025
Q2 		$388K Sell
13,000
-1,500
-10% -$45K ﹤0.01% 925
2025
Q1 		$418K Hold
14,500
– – 0.01% 840
2024
Q4 		$478K Buy
14,500
+2,000
+16% +$71.5K 0.01% 828
2024
Q3 		$427K Buy
+12,500
New +$405K 0.01% 839

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return