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BOK Financial’s Appian APPN Stock Holding History

BOK Financial’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
-10
Closed -$340 – 1309
2024
Q3 		$340 Buy
+10
New +$324 ﹤0.01% 1267

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

BOK Financial's APPN Position: Q4 2024 in Review

BOK Financial sold out of Appian (APPN) in Q4 2024, closing a stake of 10 shares — an estimated $340 sold.

BOK Financial first reported a position in APPN in Q3 2024 and held it in 1 quarter. The position peaked at $340 in Q3 2024. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • BOK Financial reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 10 Appian shares in Q4 2024, an estimated $340.
  • BOK Financial first reported a position in Appian in Q3 2024 and held it in 1 quarter.
  • BOK Financial's Appian position peaked at $340 in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.