J. Goldman & Co’s Appian APPN Stock Holding History

J. Goldman & Co’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	-90,222	Closed	-$2.69M	–	458
2025 Q2	$2.69M	Buy	+90,222	New	+$2.71M	0.06%	255
2024 Q4	–	Sell	-60,355	Closed	-$2.06M	–	454
2024 Q3	$2.06M	Buy	+60,355	New	+$1.95M	0.06%	228

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

J. Goldman & Co's APPN Position: Q3 2025 in Review

J. Goldman & Co sold out of Appian (APPN) in Q3 2025, closing a stake of 90,222 shares — an estimated $2.69M sold.

J. Goldman & Co first reported a position in APPN in Q3 2024 and held it in 2 quarters. The position peaked at $2.69M in Q2 2025. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

J. Goldman & Co reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
J. Goldman & Co sold 90,222 Appian shares in Q3 2025, an estimated $2.69M.
J. Goldman & Co first reported a position in Appian in Q3 2024 and held it in 2 quarters.
J. Goldman & Co's Appian position peaked at $2.69M in Q2 2025.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.