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
2023 Q3	–	Sell	-10,000	Closed	-$476K	–	1812
2023 Q2	$476K	Buy	+10,000	New	+$421K	﹤0.01%	1309

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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.