Paloma Partners’s Appian APPN Stock Holding History

Paloma Partners’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 Q2	–	Sell	-8,718	Closed	-$530K	–	1105
2022 Q1	$530K	Buy	+8,718	New	+$495K	0.02%	725
2021 Q4	–	Sell	-8,079	Closed	-$747K	–	1873
2021 Q3	$747K	Buy	+8,079	New	+$895K	0.02%	424
2021 Q2	–	Sell	-2,963	Closed	-$394K	–	1763
2021 Q1	$394K	Sell	2,963 -4,258	-59%	-$753K	0.01%	1297
2020 Q4	$1.17M	Buy	7,221 +710	+11%	+$79.5K	0.03%	528
2020 Q3	$421K	Buy	6,511 +2,513	+63%	+$136K	0.01%	1278
2020 Q2	$205K	Buy	+3,998	New	+$195K	﹤0.01%	1674
2019 Q4	–	Sell	-11,417	Closed	-$543K	–	2132
2019 Q3	$543K	Buy	+11,417	New	+$535K	0.01%	1099
2019 Q2	–	Sell	-18,926	Closed	-$652K	–	1707
2019 Q1	$652K	Buy	+18,926	New	+$639K	0.02%	939

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

Paloma Partners's APPN Position: Q2 2022 in Review

Paloma Partners sold out of Appian (APPN) in Q2 2022, closing a stake of 8,718 shares — an estimated $530K sold.

Paloma Partners first reported a position in APPN in Q1 2019 and held it in 8 quarters. The position peaked at $1.17M in Q4 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Paloma Partners reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 8,718 Appian shares in Q2 2022, an estimated $530K.
Paloma Partners first reported a position in Appian in Q1 2019 and held it in 8 quarters.
Paloma Partners's Appian position peaked at $1.17M in Q4 2020.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.