CM
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Caption Management’s Appian APPN Stock Holding History

Caption Management’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
2026
Q1 		– Sell
-8,697
Closed -$308K – 1531
2025
Q4 		$308K Hold
8,697
– – ﹤0.01% 1321
2025
Q3 		$266K Sell
8,697
-71,775
-89% -$2.16M ﹤0.01% 1427
2025
Q2 		$2.4M Sell
80,472
-14,242
-15% -$428K 0.03% 667
2025
Q1 		$2.73M Buy
+94,714
New +$3.1M 0.03% 588
2020
Q3 		– Sell
-47,846
Closed -$2.45M – 1016
2020
Q2 		$2.45M Buy
+47,846
New +$2.33M 0.08% 327

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caption Management's APPN Position: Q1 2026 in Review

Caption Management sold out of Appian (APPN) in Q1 2026, closing a stake of 8,697 shares — an estimated $308K sold.

Caption Management first reported a position in APPN in Q2 2020 and held it in 5 quarters. The position peaked at $2.73M in Q1 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Caption Management reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 8,697 Appian shares in Q1 2026, an estimated $308K.
  • Caption Management first reported a position in Appian in Q2 2020 and held it in 5 quarters.
  • Caption Management's Appian position peaked at $2.73M in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.