Duality Advisers’s Appian APPN Stock Holding History

Duality Advisers’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 Q2	–	Sell	-7,694	Closed	-$341K	–	514
2023 Q1	$341K	Sell	7,694 -26,867	-78%	-$1.09M	0.04%	472
2022 Q4	$1.13M	Buy	34,561 +4,711	+16%	+$186K	0.13%	285
2022 Q3	$1.22M	Buy	29,850 +21,086	+241%	+$1.02M	0.13%	271
2022 Q2	$415K	Buy	+8,764	New	+$441K	0.04%	491
2022 Q1	–	Sell	-12,973	Closed	-$846K	–	626
2021 Q4	$846K	Buy	12,973 +3,106	+31%	+$258K	0.09%	325
2021 Q3	$913K	Buy	+9,867	New	+$1.09M	0.07%	374
2021 Q2	–	Sell	-33,303	Closed	-$4.43M	–	526
2021 Q1	$4.43M	Buy	+33,303	New	+$5.89M	0.38%	67

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

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duality Advisers's APPN Position: Q2 2023 in Review

Duality Advisers sold out of Appian (APPN) in Q2 2023, closing a stake of 7,694 shares — an estimated $341K sold.

Duality Advisers first reported a position in APPN in Q1 2021 and held it in 7 quarters. The position peaked at $4.43M in Q1 2021. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

Duality Advisers reported no remaining Appian position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 7,694 Appian shares in Q2 2023, an estimated $341K.
Duality Advisers first reported a position in Appian in Q1 2021 and held it in 7 quarters.
Duality Advisers's Appian position peaked at $4.43M in Q1 2021.
211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.