Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Appian APPN Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-6,228
Closed -$235K – 3309
2023
Q4 		$235K Sell
6,228
-352
-5% -$13.8K ﹤0.01% 2794
2023
Q3 		$300K Buy
6,580
+104
+2% +$4.98K ﹤0.01% 2490
2023
Q2 		$308K Sell
6,476
-597
-8% -$25.2K ﹤0.01% 2500
2023
Q1 		$314K Buy
7,073
+400
+6% +$16.2K ﹤0.01% 2443
2022
Q4 		$217K Sell
6,673
-696
-9% -$27.4K ﹤0.01% 2686
2022
Q3 		$301K Sell
7,369
-559
-7% -$27.1K ﹤0.01% 2357
2022
Q2 		$375K Sell
7,928
-91
-1% -$4.57K ﹤0.01% 2182
2022
Q1 		$488K Sell
8,019
-502
-6% -$28.5K ﹤0.01% 2113
2021
Q4 		$556K Sell
8,521
-1,959
-19% -$163K ﹤0.01% 2024
2021
Q3 		$970K Sell
10,480
-368
-3% -$40.8K ﹤0.01% 1555
2021
Q2 		$1.49M Buy
10,848
+172
+2% +$19.5K 0.01% 1275
2021
Q1 		$1.42M Buy
10,676
+1,261
+13% +$223K 0.01% 1208
2020
Q4 		$1.53M Buy
9,415
+3,114
+49% +$349K 0.01% 1069
2020
Q3 		$408K Sell
6,301
-781
-11% -$42.3K ﹤0.01% 1734
2020
Q2 		$363K Buy
+7,082
New +$346K ﹤0.01% 1739

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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

Cambridge Investment Research Advisors's APPN Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Appian (APPN) in Q1 2024, closing a stake of 6,228 shares — an estimated $235K sold.

Cambridge Investment Research Advisors first reported a position in APPN in Q2 2020 and held it in 15 quarters. The position peaked at $1.53M in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,228 Appian shares in Q1 2024, an estimated $235K.
  • Cambridge Investment Research Advisors first reported a position in Appian in Q2 2020 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Appian position peaked at $1.53M in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.