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Coldstream Capital Management’s Appian APPN Stock Holding History

Coldstream Capital 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
-105
Closed -$3.03K – 1246
2025
Q1 		$3.03K Buy
+105
New +$3.44K ﹤0.01% 2873

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Coldstream Capital Management's APPN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Appian (APPN) in Q2 2025, closing a stake of 105 shares — an estimated $3.03K sold.

Coldstream Capital Management first reported a position in APPN in Q1 2025 and held it in 1 quarter. The position peaked at $3.03K in Q1 2025. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 105 Appian shares in Q2 2025, an estimated $3.03K.
  • Coldstream Capital Management first reported a position in Appian in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Appian position peaked at $3.03K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.