Harbour Investments’s Appian APPN Stock Holding History

Harbour Investments’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	$587	Sell	24 -27	-53%	-$733	﹤0.01%	4222
2025 Q4	$1.81K	Sell	51 -6	-11%	-$214	﹤0.01%	3325
2025 Q3	$1.74K	Hold	57	–	–	﹤0.01%	3308
2025 Q2	$1.7K	Hold	57	–	–	﹤0.01%	3177
2025 Q1	$1.64K	Sell	57 -15	-21%	-$491	﹤0.01%	3133
2024 Q4	$2.38K	Buy	72 +15	+26%	+$536	﹤0.01%	2970
2024 Q3	$1.95K	Hold	57	–	–	﹤0.01%	2931
2024 Q2	$1.76K	Hold	57	–	–	﹤0.01%	2850
2024 Q1	$2.28K	Sell	57 -10	-15%	-$347	﹤0.01%	2748
2023 Q4	$2.52K	Hold	67	–	–	﹤0.01%	2624
2023 Q3	$3.06K	Hold	67	–	–	﹤0.01%	2438
2023 Q2	$3.19K	Hold	67	–	–	﹤0.01%	2416
2023 Q1	$2.97K	Sell	67 -4	-6%	-$162	﹤0.01%	2459
2022 Q4	$2.31K	Hold	71	–	–	﹤0.01%	2475
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	2292
2022 Q2	$3K	Buy	+71	New	+$3.57K	﹤0.01%	2292
2021 Q4	$1K	Sell	21 -2,511	-99%	-$209K	﹤0.01%	2472
2021 Q3	$234K	Buy	2,532 +25	+1%	+$2.77K	0.01%	943
2021 Q2	$345K	Sell	2,507 -6	-0.2%	-$682	0.01%	826
2021 Q1	$334K	Buy	+2,513	New	+$445K	0.01%	762

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