LECM
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Lead Edge Capital Management’s Appian APPN Stock Holding History

Lead Edge 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
2026
Q1 		$45.9M Buy
1,905,634
+296,845
+18% +$8.06M 11.26% 3
2025
Q4 		$57M Sell
1,608,789
-202,362
-11% -$7.21M 14.61% 2
2025
Q3 		$55.4M Buy
1,811,151
+186,354
+11% +$5.6M 14.63% 3
2025
Q2 		$48.5M Buy
1,624,797
+96,712
+6% +$2.9M 13.43% 2
2025
Q1 		$44M Hold
1,528,085
– – 13.37% 4
2024
Q4 		$50.4M Buy
1,528,085
+83,000
+6% +$2.97M 17.05% 2
2024
Q3 		$49.3M Buy
1,445,085
+288,100
+25% +$9.33M 14.28% 3
2024
Q2 		$35.7M Buy
+1,156,985
New +$38M 11.39% 4

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

Lead Edge Capital Management's APPN Position: Q1 2026 in Review

Lead Edge Capital Management increased its Appian (APPN) stake by 18% in Q1 2026, buying an estimated $8.06M and bringing the position to 1,905,634 shares worth $45.9M. The position accounts for 11.26% of the portfolio, ranked #3.

Lead Edge Capital Management first reported a position in APPN in Q2 2024 and has held it in 8 quarters since. The position peaked at $57M in Q4 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Lead Edge Capital Management held 1,905,634 shares of Appian worth $45.9M as of Q1 2026.
  • Lead Edge Capital Management bought 296,845 Appian shares in Q1 2026, an estimated $8.06M.
  • Appian made up 11.26% of Lead Edge Capital Management's portfolio in Q1 2026, its #3 holding.
  • Lead Edge Capital Management first reported a position in Appian in Q2 2024 and has held it in 8 quarters since.
  • Lead Edge Capital Management's Appian position peaked at $57M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.