Mascoma Wealth Management’s Appian APPN Stock Holding History

Mascoma Wealth 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
2025 Q4	–	Sell	-30	Closed	-$917	–	497
2025 Q3	$917	Hold	30	–	–	﹤0.01%	440
2025 Q2	$896	Hold	30	–	–	﹤0.01%	450
2025 Q1	$864	Buy	+30	New	+$982	﹤0.01%	476

Other funds holding APPN

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 $550M AUM 11.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mascoma Wealth Management's APPN Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Appian (APPN) in Q4 2025, closing a stake of 30 shares — an estimated $917 sold.

Mascoma Wealth Management first reported a position in APPN in Q1 2025 and held it in 3 quarters. The position peaked at $917 in Q3 2025. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

Mascoma Wealth Management reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 30 Appian shares in Q4 2025, an estimated $917.
Mascoma Wealth Management first reported a position in Appian in Q1 2025 and held it in 3 quarters.
Mascoma Wealth Management's Appian position peaked at $917 in Q3 2025.
245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.