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Cresset Asset Management’s Appian APPN Stock Holding History

Cresset Asset 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
-8,295
Closed -$239K – 1457
2025
Q1 		$239K Sell
8,295
-3,043
-27% -$99.6K ﹤0.01% 1443
2024
Q4 		$374K Sell
11,338
-3,032
-21% -$108K ﹤0.01% 1229
2024
Q3 		$491K Sell
14,370
-2,813
-16% -$91.1K ﹤0.01% 1529
2024
Q2 		$530K Buy
17,183
+4,985
+41% +$164K ﹤0.01% 1416
2024
Q1 		$487K Buy
12,198
+375
+3% +$13K ﹤0.01% 1349
2023
Q4 		$445K Sell
11,823
-93
-0.8% -$3.63K ﹤0.01% 1286
2023
Q3 		$543K Sell
11,916
-542
-4% -$26K ﹤0.01% 1136
2023
Q2 		$593K Buy
+12,458
New +$525K ﹤0.01% 1190
2022
Q1 		– Sell
-5,165
Closed -$338K – 992
2021
Q4 		$338K Sell
5,165
-153
-3% -$12.7K ﹤0.01% 837
2021
Q3 		$492K Buy
5,318
+2,426
+84% +$269K 0.01% 629
2021
Q2 		$399K Buy
2,892
+953
+49% +$108K 0.01% 644
2021
Q1 		$259K Buy
1,939
+222
+13% +$39.3K ﹤0.01% 744
2020
Q4 		$278K Buy
+1,717
New +$192K ﹤0.01% 584

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

Cresset Asset Management's APPN Position: Q2 2025 in Review

Cresset Asset Management sold out of Appian (APPN) in Q2 2025, closing a stake of 8,295 shares — an estimated $239K sold.

Cresset Asset Management first reported a position in APPN in Q4 2020 and held it in 13 quarters. The position peaked at $593K in Q2 2023. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

  • Cresset Asset Management reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 8,295 Appian shares in Q2 2025, an estimated $239K.
  • Cresset Asset Management first reported a position in Appian in Q4 2020 and held it in 13 quarters.
  • Cresset Asset Management's Appian position peaked at $593K in Q2 2023.
  • 221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.