Needham Investment Management’s Appian APPN Stock Holding History

Needham Investment 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
2022 Q1	–	Sell	-3,150	Closed	-$205K	–	125
2021 Q4	$205K	Hold	3,150	–	–	0.03%	116
2021 Q3	$291K	Hold	3,150	–	–	0.04%	117
2021 Q2	$434K	Sell	3,150 -1,500	-32%	-$170K	0.06%	108
2021 Q1	$618K	Sell	4,650 -1,000	-18%	-$177K	0.08%	104
2020 Q4	$915K	Sell	5,650 -2,850	-34%	-$319K	0.15%	87
2020 Q3	$550K	Hold	8,500	–	–	0.11%	90
2020 Q2	$436K	Sell	8,500 -43,500	-84%	-$2.12M	0.09%	85
2020 Q1	$2.09M	Buy	52,000 +14,500	+39%	+$674K	0.59%	51
2019 Q4	$1.43M	Buy	37,500 +25,000	+200%	+$1.08M	0.39%	50
2019 Q3	$594K	Sell	12,500 -4,500	-26%	-$211K	0.19%	63
2019 Q2	$613K	Buy	17,000 +4,500	+36%	+$154K	0.2%	63
2019 Q1	$430K	Sell	12,500 -3,000	-19%	-$101K	0.15%	65
2018 Q4	$414K	Sell	15,500 -4,500	-23%	-$120K	0.16%	60
2018 Q3	$662K	Hold	20,000	–	–	0.2%	65
2018 Q2	$724K	Buy	20,000 +500	+3%	+$15.5K	0.2%	65
2018 Q1	$491K	Sell	19,500 -500	-3%	-$15.2K	0.14%	69
2017 Q4	$630K	Buy	+20,000	New	+$462K	0.17%	71

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Needham Investment Management's APPN Position: Q1 2022 in Review

Needham Investment Management sold out of Appian (APPN) in Q1 2022, closing a stake of 3,150 shares — an estimated $205K sold.

Needham Investment Management first reported a position in APPN in Q4 2017 and held it in 17 quarters. The position peaked at $2.09M in Q1 2020. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

Needham Investment Management reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
Needham Investment Management sold 3,150 Appian shares in Q1 2022, an estimated $205K.
Needham Investment Management first reported a position in Appian in Q4 2017 and held it in 17 quarters.
Needham Investment Management's Appian position peaked at $2.09M in Q1 2020.
269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Needham Investment Management's 13F filing for Q1 2022, filed 16 May 2022.