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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
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

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's APPN Position: Q1 2026 in Review

Hillsdale Investment Management increased its Appian (APPN) stake by 5,435% in Q1 2026, buying an estimated $339K and bringing the position to 12,730 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #505.

Hillsdale Investment Management first reported a position in APPN in Q4 2025 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Hillsdale Investment Management held 12,730 shares of Appian worth $307K as of Q1 2026.
  • Hillsdale Investment Management bought 12,500 Appian shares in Q1 2026, an estimated $339K.
  • Appian made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #505 holding.
  • Hillsdale Investment Management first reported a position in Appian in Q4 2025 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.