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APPN icon

Ergoteles’s Appian APPN Stock Holding History

Ergoteles’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
2022
Q3 		– Sell
-26,350
Closed -$1.25M – 1533
2022
Q2 		$1.25M Buy
+26,350
New +$1.32M 0.04% 449
2022
Q1 		– Sell
-11,277
Closed -$735K – 1193
2021
Q4 		$735K Buy
11,277
+306
+3% +$25.4K 0.03% 506
2021
Q3 		$1.01M Buy
+10,971
New +$1.22M 0.04% 373
2021
Q2 		– Sell
-57,750
Closed -$7.68M – 1477
2021
Q1 		$7.68M Buy
+57,750
New +$10.2M 0.24% 110

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ergoteles's APPN Position: Q3 2022 in Review

Ergoteles sold out of Appian (APPN) in Q3 2022, closing a stake of 26,350 shares — an estimated $1.25M sold.

Ergoteles first reported a position in APPN in Q1 2021 and held it in 4 quarters. The position peaked at $7.68M in Q1 2021. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • Ergoteles reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 26,350 Appian shares in Q3 2022, an estimated $1.25M.
  • Ergoteles first reported a position in Appian in Q1 2021 and held it in 4 quarters.
  • Ergoteles's Appian position peaked at $7.68M in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.