Orion Capital Management’s Appian APPN Stock Holding History

Orion 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
2024 Q2	–	Sell	-132	Closed	-$5.27K	–	439
2024 Q1	$5.27K	Hold	132	–	–	﹤0.01%	418
2023 Q4	$4.97K	Hold	132	–	–	﹤0.01%	424
2023 Q3	$6.02K	Buy	+132	New	+$6.32K	﹤0.01%	409
2023 Q2	–	Sell	-132	Closed	-$5.86K	–	161
2023 Q1	$5.86K	Hold	132	–	–	﹤0.01%	395
2022 Q4	$4.3K	Hold	132	–	–	﹤0.01%	354
2022 Q3	$5K	Hold	132	–	–	﹤0.01%	352
2022 Q2	$6K	Hold	132	–	–	﹤0.01%	352
2022 Q1	$8K	Hold	132	–	–	﹤0.01%	340
2021 Q4	$9K	Hold	132	–	–	0.01%	312
2021 Q3	$12K	Sell	132 -115	-47%	-$12.7K	0.01%	284
2021 Q2	$34K	Hold	247	–	–	0.02%	199
2021 Q1	$33K	Hold	247	–	–	0.02%	191
2020 Q4	$40K	Buy	+247	New	+$27.7K	0.03%	166

Other funds holding APPN

ACA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 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

Orion Capital Management's APPN Position: Q2 2024 in Review

Orion Capital Management sold out of Appian (APPN) in Q2 2024, closing a stake of 132 shares — an estimated $5.27K sold.

Orion Capital Management first reported a position in APPN in Q4 2020 and held it in 13 quarters. The position peaked at $40K in Q4 2020. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

Orion Capital Management reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
Orion Capital Management sold 132 Appian shares in Q2 2024, an estimated $5.27K.
Orion Capital Management first reported a position in Appian in Q4 2020 and held it in 13 quarters.
Orion Capital Management's Appian position peaked at $40K in Q4 2020.
194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Orion Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.