CPIG
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Chicago Partners Investment Group’s Appian APPN Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-33,878
Closed -$1.03M – 1219
2025
Q2 		$1.03M Buy
33,878
+2,383
+8% +$71.6K 0.03% 391
2025
Q1 		$958K Buy
31,495
+368
+1% +$12K 0.03% 369
2024
Q4 		$1.08M Buy
31,127
+4,813
+18% +$172K 0.04% 329
2024
Q3 		$808K Buy
26,314
+2,337
+10% +$75.7K 0.03% 376
2024
Q2 		$888K Sell
23,977
-1,635
-6% -$53.6K 0.03% 344
2024
Q1 		$937K Buy
25,612
+1,107
+5% +$38.4K 0.04% 325
2023
Q4 		$829K Sell
24,505
-10,572
-30% -$413K 0.04% 331
2023
Q3 		$1.43M Sell
35,077
-505
-1% -$24.2K 0.08% 232
2023
Q2 		$1.72M Buy
35,582
+2,042
+6% +$86.1K 0.09% 211
2023
Q1 		$1.28M Buy
33,540
+1,320
+4% +$53.4K 0.07% 234
2022
Q4 		$1.4M Sell
32,220
-241
-0.7% -$9.51K 0.09% 216
2022
Q3 		$1.16M Sell
32,461
-9,170
-22% -$445K 0.08% 217
2022
Q2 		$2.02M Buy
41,631
+1,546
+4% +$77.7K 0.15% 134
2022
Q1 		$1.96M Buy
40,085
+17,261
+76% +$979K 0.15% 131
2021
Q4 		$1.24M Sell
22,824
-4,432
-16% -$368K 0.09% 192
2021
Q3 		$2.43M Sell
27,256
-6,616
-20% -$733K 0.17% 122
2021
Q2 		$4.23M Buy
33,872
+14,529
+75% +$1.65M 0.31% 68
2021
Q1 		$2.64M Buy
19,343
+2,891
+18% +$511K 0.22% 88
2020
Q4 		$3.37M Sell
16,452
-568
-3% -$63.6K 0.32% 61
2020
Q3 		$1.15M Buy
17,020
+2,203
+15% +$119K 0.14% 125
2020
Q2 		$752K Buy
14,817
+4,438
+43% +$217K 0.09% 168
2020
Q1 		$442K Buy
10,379
+139
+1% +$6.46K 0.07% 207
2019
Q4 		$554K Buy
+10,240
New +$441K 0.07% 203

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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Chicago Partners Investment Group's APPN Position: Q3 2025 in Review

Chicago Partners Investment Group sold out of Appian (APPN) in Q3 2025, closing a stake of 33,878 shares — an estimated $1.03M sold.

Chicago Partners Investment Group first reported a position in APPN in Q4 2019 and held it in 23 quarters. The position peaked at $4.23M in Q2 2021. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

  • Chicago Partners Investment Group reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 33,878 Appian shares in Q3 2025, an estimated $1.03M.
  • Chicago Partners Investment Group first reported a position in Appian in Q4 2019 and held it in 23 quarters.
  • Chicago Partners Investment Group's Appian position peaked at $4.23M in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on Chicago Partners Investment Group's 13F filing for Q3 2025, filed 30 Oct 2025.