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APPN icon

NewEdge Advisors’s Appian APPN Stock Holding History

NewEdge Advisors’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 		$2.29K Hold
95
– – ﹤0.01% 3782
2025
Q4 		$3.37K Sell
95
-35
-27% -$1.25K ﹤0.01% 3777
2025
Q3 		$3.98K Sell
130
-300
-70% -$9.02K ﹤0.01% 3601
2025
Q2 		$12.8K Hold
430
– – ﹤0.01% 3113
2025
Q1 		$12.4K Buy
430
+80
+23% +$2.62K ﹤0.01% 3020
2024
Q4 		$11.5K Sell
350
-100
-22% -$3.57K ﹤0.01% 2988
2024
Q3 		$15.4K Hold
450
– – ﹤0.01% 2796
2024
Q2 		$13.9K Hold
450
– – ﹤0.01% 2739
2024
Q1 		$18K Hold
450
– – ﹤0.01% 2664
2023
Q4 		$16.9K Buy
450
+300
+200% +$11.7K ﹤0.01% 2638
2023
Q3 		$6.84K Hold
150
– – ﹤0.01% 2708
2023
Q2 		$7.14K Hold
150
– – ﹤0.01% 2710
2023
Q1 		$6.66K Sell
150
-228
-60% -$9.22K ﹤0.01% 2685
2022
Q4 		$7.43K Buy
+378
New +$14.9K ﹤0.01% 2460

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return