Berylson Capital Partners’s Appian APPN Stock Holding History

Berylson Capital Partners’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 Q3	$1.86M	Buy	+54,500	New	+$1.76M	4.52%	9
2021 Q3	–	Sell	-51,000	Closed	-$7.03M	–	28
2021 Q2	$7.03M	Buy	51,000 +27,000	+113%	+$3.07M	1.56%	30
2021 Q1	$3.19M	Sell	24,000 -23,300	-49%	-$4.12M	0.78%	35
2020 Q4	$7.67M	Sell	47,300 -43,200	-48%	-$4.84M	1.31%	31
2020 Q3	$5.86M	Buy	+90,500	New	+$4.9M	2.05%	20
2019 Q2	–	Sell	-65,700	Closed	-$2.26M	–	22
2019 Q1	$2.26M	Buy	+65,700	New	+$2.22M	2.68%	16

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LECM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Berylson Capital Partners's APPN Position: Q3 2024 in Review

Berylson Capital Partners opened a new position in Appian (APPN) in Q3 2024: 54,500 shares worth $1.86M. The stake represents 4.52% of the portfolio and ranks #9 among its holdings. This is a return to the name: Berylson Capital Partners previously reported a position in APPN as recently as Q2 2021.

Berylson Capital Partners first reported a position in APPN in Q1 2019 and has held it in 6 quarters since. The position peaked at $7.67M in Q4 2020. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

Berylson Capital Partners held 54,500 shares of Appian worth $1.86M as of Q3 2024.
Appian was a new Berylson Capital Partners position in Q3 2024.
Appian made up 4.52% of Berylson Capital Partners's portfolio in Q3 2024, its #9 holding.
Berylson Capital Partners first reported a position in Appian in Q1 2019 and has held it in 6 quarters since.
Berylson Capital Partners's Appian position peaked at $7.67M in Q4 2020.
192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Berylson Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.