InceptionR’s Appian APPN Stock Holding History

InceptionR’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
2025 Q3	–	Sell	-9,339	Closed	-$279K	–	668
2025 Q2	$279K	Buy	+9,339	New	+$280K	0.06%	471
2024 Q3	–	Sell	-12,596	Closed	-$389K	–	631
2024 Q2	$389K	Buy	12,596 +6,579	+109%	+$216K	0.11%	351
2024 Q1	$240K	Buy	+6,017	New	+$209K	0.06%	481

Other funds holding APPN

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

InceptionR's APPN Position: Q3 2025 in Review

InceptionR sold out of Appian (APPN) in Q3 2025, closing a stake of 9,339 shares — an estimated $279K sold.

InceptionR first reported a position in APPN in Q1 2024 and held it in 3 quarters. The position peaked at $389K in Q2 2024. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

InceptionR reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
InceptionR sold 9,339 Appian shares in Q3 2025, an estimated $279K.
InceptionR first reported a position in Appian in Q1 2024 and held it in 3 quarters.
InceptionR's Appian position peaked at $389K in Q2 2024.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.