CVA Family Office’s Appian APPN Stock Holding History

CVA Family Office’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	-24	Closed	-$691	–	1295
2025 Q1	$691	Sell	24 -41	-63%	-$1.34K	﹤0.01%	1170
2024 Q4	$2.14K	Hold	65	–	–	﹤0.01%	979
2024 Q3	$2.22K	Hold	65	–	–	﹤0.01%	962
2024 Q2	$2.01K	Hold	65	–	–	﹤0.01%	961
2024 Q1	$2.6K	Sell	65 -200	-75%	-$6.93K	﹤0.01%	903
2023 Q4	$9.98K	Buy	+265	New	+$10.4K	﹤0.01%	725
2023 Q3	–	Sell	-65	Closed	-$3.09K	–	272
2023 Q2	$3.09K	Buy	65 +41	+171%	+$1.73K	﹤0.01%	854
2023 Q1	$1.06K	Hold	24	–	–	﹤0.01%	896
2022 Q4	$781	Hold	24	–	–	﹤0.01%	877
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	833
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	855
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	904
2021 Q4	$2K	Buy	+24	New	+$2K	﹤0.01%	824

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

CVA Family Office's APPN Position: Q2 2025 in Review

CVA Family Office sold out of Appian (APPN) in Q2 2025, closing a stake of 24 shares — an estimated $691 sold.

CVA Family Office first reported a position in APPN in Q4 2021 and held it in 13 quarters. The position peaked at $9.98K in Q4 2023. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

CVA Family Office reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
CVA Family Office sold 24 Appian shares in Q2 2025, an estimated $691.
CVA Family Office first reported a position in Appian in Q4 2021 and held it in 13 quarters.
CVA Family Office's Appian position peaked at $9.98K in Q4 2023.
221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.