Bogart Wealth LLC’s Appian APPN Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-51	Closed	-$1.52K	–	1535
2025 Q2	$1.52K	Buy	+51	New	+$1.53K	﹤0.01%	1154

Other funds holding APPN

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

LECM

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

ACA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Bogart Wealth LLC's APPN Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Appian (APPN) in Q3 2025, closing a stake of 51 shares — an estimated $1.52K sold.

Bogart Wealth LLC first reported a position in APPN in Q2 2025 and held it in 1 quarter. The position peaked at $1.52K in Q2 2025. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

Bogart Wealth LLC reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 51 Appian shares in Q3 2025, an estimated $1.52K.
Bogart Wealth LLC first reported a position in Appian in Q2 2025 and held it in 1 quarter.
Bogart Wealth LLC's Appian position peaked at $1.52K in Q2 2025.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.