DFA
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DHK Financial Advisors’s Appian APPN Stock Holding History

DHK Financial Advisors’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
Q1 		– Sell
-11,874
Closed -$392K – 92
2024
Q4 		$392K Hold
11,874
– – 0.24% 70
2024
Q3 		$405K Hold
11,874
– – 0.25% 62
2024
Q2 		$366K Buy
+11,874
New +$390K 0.26% 60

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

DHK Financial Advisors's APPN Position: Q1 2025 in Review

DHK Financial Advisors sold out of Appian (APPN) in Q1 2025, closing a stake of 11,874 shares — an estimated $392K sold.

DHK Financial Advisors first reported a position in APPN in Q2 2024 and held it in 3 quarters. The position peaked at $405K in Q3 2024. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • DHK Financial Advisors reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • DHK Financial Advisors sold 11,874 Appian shares in Q1 2025, an estimated $392K.
  • DHK Financial Advisors first reported a position in Appian in Q2 2024 and held it in 3 quarters.
  • DHK Financial Advisors's Appian position peaked at $405K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.