LMR Partners’s Appian APPN Stock Holding History

LMR Partners’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
2024 Q1	–	Sell	-125,000	Closed	-$4.71M	–	1150
2023 Q4	$4.71M	Buy	+125,000	New	+$4.89M	0.05%	322
2017 Q3	–	Sell	-11,060	Closed	-$201K	–	327
2017 Q2	$201K	Buy	+11,060	New	+$200K	0.01%	523

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

HRCM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

LMR Partners's APPN Position: Q1 2024 in Review

LMR Partners sold out of Appian (APPN) in Q1 2024, closing a stake of 125,000 shares — an estimated $4.71M sold.

LMR Partners first reported a position in APPN in Q2 2017 and held it in 2 quarters. The position peaked at $4.71M in Q4 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

LMR Partners reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
LMR Partners sold 125,000 Appian shares in Q1 2024, an estimated $4.71M.
LMR Partners first reported a position in Appian in Q2 2017 and held it in 2 quarters.
LMR Partners's Appian position peaked at $4.71M in Q4 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on LMR Partners's 13F filing for Q1 2024, filed 15 May 2024.