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
2025
Q2 		– Sell
-390,000
Closed -$11.2M – 1423
2025
Q1 		$11.2M Buy
+390,000
New +$12.8M 0.11% 183
2023
Q1 		– Sell
-71,000
Closed -$2.31M – 1070
2022
Q4 		$2.31M Buy
+71,000
New +$2.8M 0.04% 523
2020
Q3 		– Sell
-97,700
Closed -$5.01M – 1017
2020
Q2 		$5.01M Buy
+97,700
New +$4.77M 0.17% 163

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.