Lattice Capital Management’s Appian APPN Stock Holding History

Lattice Capital 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
2023 Q2	–	Sell	-4,900	Closed	-$217K	–	38
2023 Q1	$217K	Buy	+4,900	New	+$198K	0.03%	48
2022 Q4	–	Sell	-4,900	Closed	-$200K	–	54
2022 Q3	$200K	Hold	4,900	–	–	0.32%	51
2022 Q2	$238K	Hold	4,900	–	–	0.03%	51
2022 Q1	$267K	Hold	4,900	–	–	0.38%	55
2021 Q4	$320K	Buy	+4,900	New	+$407K	0.02%	62

Other funds holding APPN

ACA

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Lattice Capital Management's APPN Position: Q2 2023 in Review

Lattice Capital Management sold out of Appian (APPN) in Q2 2023, closing a stake of 4,900 shares — an estimated $217K sold.

Lattice Capital Management first reported a position in APPN in Q4 2021 and held it in 5 quarters. The position peaked at $320K in Q4 2021. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

Lattice Capital Management reported no remaining Appian position as of Q2 2023 after selling out during the quarter.
Lattice Capital Management sold 4,900 Appian shares in Q2 2023, an estimated $217K.
Lattice Capital Management first reported a position in Appian in Q4 2021 and held it in 5 quarters.
Lattice Capital Management's Appian position peaked at $320K in Q4 2021.
211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on Lattice Capital Management's 13F filing for Q2 2023, filed 28 Jul 2023.