Covestor’s Appian APPN Stock Holding History

Covestor’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	$0	Sell	10 -18	-64%	-$489	﹤0.01%	2231
2025 Q4	$1K	Buy	28 +10	+56%	+$356	﹤0.01%	1983
2025 Q3	$1K	Buy	18 +7	+64%	+$210	﹤0.01%	2008
2025 Q2	$0	Sell	11 -12	-52%	-$360	﹤0.01%	2174
2025 Q1	$1K	Buy	23 +1	+5%	+$33	﹤0.01%	1915
2024 Q4	$1K	Buy	22 +12	+120%	+$429	﹤0.01%	1975
2024 Q3	$0	Buy	10 +3	+43%	+$97	﹤0.01%	2179
2024 Q2	$0	Hold	7	–	–	﹤0.01%	2212
2024 Q1	$0	Buy	7 +4	+133%	+$139	﹤0.01%	2203
2023 Q4	$0	Hold	3	–	–	﹤0.01%	2111
2023 Q3	$0	Sell	3 -1	-25%	-$48	﹤0.01%	2081
2023 Q2	$0	Hold	4	–	–	﹤0.01%	2100
2023 Q1	$0	Hold	4	–	–	﹤0.01%	1984
2022 Q4	$0	Hold	4	–	–	﹤0.01%	2028
2022 Q3	$0	Sell	4 -1	-20%	-$49	﹤0.01%	1947
2022 Q2	$0	Sell	5 -1	-17%	-$50	﹤0.01%	1874
2022 Q1	$0	Hold	6	–	–	﹤0.01%	2075
2021 Q4	$0	Buy	+6	New	+$499	﹤0.01%	2093

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