Capstone Investment Advisors
APPN icon

Capstone Investment Advisors’s Appian APPN Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-18,497
Closed -$565K – 1574
2025
Q3 		$565K Buy
18,497
+5,585
+43% +$168K ﹤0.01% 1305
2025
Q2 		$386K Buy
+12,912
New +$388K ﹤0.01% 1268
2024
Q2 		– Sell
-18,713
Closed -$748K – 2067
2024
Q1 		$748K Buy
+18,713
New +$649K ﹤0.01% 1316

Other funds holding APPN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Investment Advisors's APPN Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Appian (APPN) in Q4 2025, closing a stake of 18,497 shares — an estimated $565K sold.

Capstone Investment Advisors first reported a position in APPN in Q1 2024 and held it in 3 quarters. The position peaked at $748K in Q1 2024. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,497 Appian shares in Q4 2025, an estimated $565K.
  • Capstone Investment Advisors first reported a position in Appian in Q1 2024 and held it in 3 quarters.
  • Capstone Investment Advisors's Appian position peaked at $748K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.