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Capital Impact Advisors’s Appian APPN Stock Holding History

Capital Impact 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
Q2 		– Sell
-21,402
Closed -$855K – 59
2024
Q1 		$855K Hold
21,402
– – 1.11% 37
2023
Q4 		$806K Buy
21,402
+5,239
+32% +$205K 1.06% 46
2023
Q3 		$737K Hold
16,163
– – 1.23% 30
2023
Q2 		$769K Buy
16,163
+560
+4% +$23.6K 0.85% 33
2023
Q1 		$692K Buy
15,603
+10,291
+194% +$416K 0.85% 34
2022
Q4 		$173K Buy
5,312
+559
+12% +$22K 0.17% 199
2022
Q3 		$182K Buy
4,753
+846
+22% +$41K 0.18% 191
2022
Q2 		$185K Buy
+3,907
New +$196K 0.17% 203

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Capital Impact Advisors's APPN Position: Q2 2024 in Review

Capital Impact Advisors sold out of Appian (APPN) in Q2 2024, closing a stake of 21,402 shares — an estimated $855K sold.

Capital Impact Advisors first reported a position in APPN in Q2 2022 and held it in 8 quarters. The position peaked at $855K in Q1 2024. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Capital Impact Advisors reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Capital Impact Advisors sold 21,402 Appian shares in Q2 2024, an estimated $855K.
  • Capital Impact Advisors first reported a position in Appian in Q2 2022 and held it in 8 quarters.
  • Capital Impact Advisors's Appian position peaked at $855K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Capital Impact Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.