Clearstead Advisors’s Appian APPN Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-20	Closed	-$709	–	2279
2025 Q4	$709	Sell	20 -238	-92%	-$8.48K	﹤0.01%	2269
2025 Q3	$7.89K	Buy	+258	New	+$7.75K	﹤0.01%	1996
2025 Q1	–	Sell	-23	Closed	-$759	–	2205
2024 Q4	$759	Buy	+23	New	+$822	﹤0.01%	1948
2021 Q4	–	Sell	-13	Closed	-$1K	–	1274
2021 Q3	$1K	Sell	13 -73	-85%	-$8.09K	﹤0.01%	1177
2021 Q2	$12K	Buy	86 +73	+562%	+$8.29K	﹤0.01%	773
2021 Q1	$2K	Sell	13 -50	-79%	-$8.85K	﹤0.01%	949
2020 Q4	$10K	Sell	63 -608	-91%	-$68.1K	﹤0.01%	716
2020 Q3	$43K	Buy	+671	New	+$36.3K	﹤0.01%	492

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return