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 Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors

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