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Dynamic Technology Lab’s Appian APPN Stock Holding History

Dynamic Technology Lab’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
2026
Q1 		– Sell
-9,399
Closed -$333K – 865
2025
Q4 		$333K Sell
9,399
-14,949
-61% -$533K 0.08% 445
2025
Q3 		$744K Sell
24,348
-4,936
-17% -$148K 0.13% 275
2025
Q2 		$874K Buy
+29,284
New +$879K 0.12% 296
2025
Q1 		– Sell
-10,400
Closed -$343K – 983
2024
Q4 		$343K Buy
+10,400
New +$372K 0.06% 594
2023
Q1 		– Sell
-8,540
Closed -$278K – 1071
2022
Q4 		$278K Buy
+8,540
New +$337K 0.03% 798
2021
Q4 		– Sell
-3,950
Closed -$365K – 1108
2021
Q3 		$365K Buy
+3,950
New +$438K 0.04% 669
2021
Q2 		– Sell
-11,333
Closed -$1.51M – 1109
2021
Q1 		$1.51M Buy
+11,333
New +$2.01M 0.17% 143
2020
Q3 		– Sell
-9,828
Closed -$504K – 978
2020
Q2 		$504K Buy
+9,828
New +$480K 0.08% 433
2020
Q1 		– Sell
-6,909
Closed -$264K – 1003
2019
Q4 		$264K Sell
6,909
-6,119
-47% -$264K 0.04% 725
2019
Q3 		$619K Buy
+13,028
New +$610K 0.11% 325

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dynamic Technology Lab's APPN Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Appian (APPN) in Q1 2026, closing a stake of 9,399 shares — an estimated $333K sold.

Dynamic Technology Lab first reported a position in APPN in Q3 2019 and held it in 10 quarters. The position peaked at $1.51M in Q1 2021. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Dynamic Technology Lab reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 9,399 Appian shares in Q1 2026, an estimated $333K.
  • Dynamic Technology Lab first reported a position in Appian in Q3 2019 and held it in 10 quarters.
  • Dynamic Technology Lab's Appian position peaked at $1.51M in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.