Marshall Wace

Marshall Wace’s Appian APPN Stock Holding History

Marshall Wace’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	$381K	Sell	15,792 -657,460	-98%	-$17.8M	﹤0.01%	2569
2025 Q4	$23.8M	Buy	673,252 +227,676	+51%	+$8.11M	0.02%	574
2025 Q3	$13.6M	Sell	445,576 -163,778	-27%	-$4.92M	0.02%	807
2025 Q2	$18.2M	Buy	609,354 +366,349	+151%	+$11M	0.02%	625
2025 Q1	$7M	Buy	243,005 +181,945	+298%	+$5.95M	0.01%	917
2024 Q4	$2.01M	Buy	+61,060	New	+$2.18M	﹤0.01%	1431
2024 Q1	–	Sell	-64,853	Closed	-$2.44M	–	2416
2023 Q4	$2.44M	Buy	+64,853	New	+$2.53M	﹤0.01%	1142
2023 Q1	–	Sell	-97,904	Closed	-$3.19M	–	2634
2022 Q4	$3.19M	Buy	97,904 +89,304	+1,038%	+$3.52M	0.01%	1464
2022 Q3	$351K	Buy	+8,600	New	+$417K	﹤0.01%	2887
2021 Q1	–	Sell	-82,977	Closed	-$13.4M	–	2448
2020 Q4	$13.4M	Buy	+82,977	New	+$9.29M	0.09%	275
2019 Q2	–	Sell	-84,841	Closed	-$2.92M	–	1328
2019 Q1	$2.92M	Buy	+84,841	New	+$2.87M	0.03%	639

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return