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Hillsdale Investment Management’s Appian APPN Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-12,730
Closed -$307K – 654
2026
Q1 		$307K Buy
12,730
+12,500
+5,435% +$339K 0.01% 505
2025
Q4 		$8.15K Buy
+230
New +$8.19K ﹤0.01% 600

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RFM
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Vanguard Capital Management
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AQR Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hillsdale Investment Management's APPN Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Appian (APPN) in Q2 2026, closing a stake of 12,730 shares — an estimated $307K sold.

Hillsdale Investment Management first reported a position in APPN in Q4 2025 and held it in 2 quarters. The position peaked at $307K in Q1 2026. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 12,730 Appian shares in Q2 2026, an estimated $307K.
  • Hillsdale Investment Management first reported a position in Appian in Q4 2025 and held it in 2 quarters.
  • Hillsdale Investment Management's Appian position peaked at $307K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.