Lindbrook Capital’s Appian APPN Stock Holding History

Lindbrook Capital’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 Q1	$6.25K	Buy	217 +72	+50%	+$2.36K	﹤0.01%	1864
2024 Q4	$4.78K	Hold	145	–	–	﹤0.01%	2003
2024 Q3	$4.95K	Sell	145 -6	-4%	-$194	﹤0.01%	2019
2024 Q2	$4.66K	Buy	+151	New	+$4.95K	﹤0.01%	2032
2023 Q4	–	Sell	-4	Closed	-$182	–	2695
2023 Q3	$182	Sell	4 -5	-56%	-$240	﹤0.01%	2637
2023 Q2	$428	Hold	9	–	–	﹤0.01%	2542
2023 Q1	$399	Buy	9 +4	+80%	+$162	﹤0.01%	2642
2022 Q4	$163	Sell	5 -23	-82%	-$907	﹤0.01%	2763
2022 Q3	$1K	Sell	28 -24	-46%	-$1.16K	﹤0.01%	2229
2022 Q2	$2K	Buy	52 +11	+27%	+$553	﹤0.01%	1903
2022 Q1	$2K	Buy	+41	New	+$2.33K	﹤0.01%	1933
2021 Q4	–	Sell	-120	Closed	-$11K	–	2064
2021 Q3	$11K	Sell	120 -100	-45%	-$11.1K	﹤0.01%	942
2021 Q2	$30K	Buy	220 +66	+43%	+$7.5K	0.01%	631
2021 Q1	$20K	Buy	154 +54	+54%	+$9.55K	﹤0.01%	752
2020 Q4	$16K	Buy	100 +20	+25%	+$2.24K	﹤0.01%	746
2020 Q3	$5K	Buy	80 +29	+57%	+$1.57K	﹤0.01%	1084
2020 Q2	$3K	Sell	51 -674	-93%	-$32.9K	﹤0.01%	1230
2020 Q1	$29K	Buy	725 +25	+4%	+$1.16K	0.01%	434
2019 Q4	$27K	Hold	700	–	–	0.01%	632
2019 Q3	$33K	Hold	700	–	–	0.01%	542
2019 Q2	$25K	Sell	700 -200	-22%	-$6.84K	0.01%	614
2019 Q1	$30K	Buy	900 +300	+50%	+$10.1K	0.01%	556
2018 Q4	$16K	Buy	+600	New	+$16K	0.01%	691

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 $6.73T AUM 46.02% 1-Year Est. Return

LECM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Lindbrook Capital's APPN Position: Q1 2025 in Review

Lindbrook Capital increased its Appian (APPN) stake by 50% in Q1 2025, buying an estimated $2.36K and bringing the position to 217 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Lindbrook Capital first reported a position in APPN in Q4 2018 and has held it in 23 quarters since. The position peaked at $33K in Q3 2019. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

Lindbrook Capital held 217 shares of Appian worth $6.25K as of Q1 2025.
Lindbrook Capital bought 72 Appian shares in Q1 2025, an estimated $2.36K.
Appian made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1864 holding.
Lindbrook Capital first reported a position in Appian in Q4 2018 and has held it in 23 quarters since.
Lindbrook Capital's Appian position peaked at $33K in Q3 2019.
221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.