FORA Capital’s Appian APPN Stock Holding History

FORA Capital’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 Q3	–	Sell	-8,187	Closed	-$390K	–	451
2023 Q2	$390K	Buy	+8,187	New	+$345K	0.06%	257
2021 Q2	–	Sell	-6,210	Closed	-$826K	–	866
2021 Q1	$826K	Buy	+6,210	New	+$1.1M	0.27%	79
2020 Q4	–	Sell	-334	Closed	-$22K	–	908
2020 Q3	$22K	Buy	+334	New	+$18.1K	0.01%	570
2020 Q2	–	Sell	-1,953	Closed	-$79K	–	877
2020 Q1	$79K	Buy	+1,953	New	+$90.7K	0.02%	663

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

FORA Capital's APPN Position: Q3 2023 in Review

FORA Capital sold out of Appian (APPN) in Q3 2023, closing a stake of 8,187 shares — an estimated $390K sold.

FORA Capital first reported a position in APPN in Q1 2020 and held it in 4 quarters. The position peaked at $826K in Q1 2021. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

FORA Capital reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
FORA Capital sold 8,187 Appian shares in Q3 2023, an estimated $390K.
FORA Capital first reported a position in Appian in Q1 2020 and held it in 4 quarters.
FORA Capital's Appian position peaked at $826K in Q1 2021.
202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.