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Neo Ivy Capital Management’s Appian APPN Stock Holding History

Neo Ivy Capital 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
2026
Q1 		– Sell
-949
Closed -$33.6K – 334
2025
Q4 		$33.6K Buy
+949
New +$33.8K 0.01% 313
2024
Q3 		– Sell
-2,112
Closed -$65K – 275
2024
Q2 		$65K Buy
+2,112
New +$69.3K 0.01% 212
2021
Q4 		– Sell
-3,509
Closed -$180K – 432
2021
Q3 		$180K Buy
3,509
+2,831
+418% +$314K 0.21% 162
2021
Q2 		$93K Buy
+678
New +$77K 0.09% 260
2021
Q1 		– Sell
-22
Closed -$4K – 470
2020
Q4 		$4K Sell
22
-1,915
-99% -$214K ﹤0.01% 391
2020
Q3 		$125K Sell
1,937
-1,572
-45% -$85.1K 0.13% 255
2020
Q2 		$180K Buy
+3,509
New +$171K 0.21% 162

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neo Ivy Capital Management's APPN Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Appian (APPN) in Q1 2026, closing a stake of 949 shares — an estimated $33.6K sold.

Neo Ivy Capital Management first reported a position in APPN in Q2 2020 and held it in 7 quarters. The position peaked at $180K in Q3 2021. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 949 Appian shares in Q1 2026, an estimated $33.6K.
  • Neo Ivy Capital Management first reported a position in Appian in Q2 2020 and held it in 7 quarters.
  • Neo Ivy Capital Management's Appian position peaked at $180K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.