Parkside Financial Bank & Trust’s Appian APPN Stock Holding History

Parkside Financial Bank & Trust’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
2025 Q2	–	Sell	-30	Closed	-$865	–	2748
2025 Q1	$865	Buy	+30	New	+$982	﹤0.01%	2165
2023 Q4	–	Sell	-300	Closed	-$13.7K	–	2054
2023 Q3	$13.7K	Hold	300	–	–	﹤0.01%	1020
2023 Q2	$14.3K	Hold	300	–	–	﹤0.01%	1000
2023 Q1	$13.3K	Hold	300	–	–	﹤0.01%	1003
2022 Q4	$9.77K	Sell	300 -200	-40%	-$7.89K	﹤0.01%	1078
2022 Q3	$20K	Hold	500	–	–	0.01%	799
2022 Q2	$24K	Hold	500	–	–	0.01%	751
2022 Q1	$30K	Hold	500	–	–	0.01%	712
2021 Q4	$33K	Buy	500 +300	+150%	+$24.9K	0.01%	654
2021 Q3	$19K	Hold	200	–	–	0.01%	793
2021 Q2	$28K	Hold	200	–	–	0.01%	667
2021 Q1	$27K	Buy	200 +25	+14%	+$4.42K	0.01%	668
2020 Q4	$28K	Buy	175 +25	+17%	+$2.8K	0.01%	619
2020 Q3	$10K	Hold	150	–	–	﹤0.01%	806
2020 Q2	$8K	Buy	+150	New	+$7.32K	﹤0.01%	836

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Parkside Financial Bank & Trust's APPN Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Appian (APPN) in Q2 2025, closing a stake of 30 shares — an estimated $865 sold.

Parkside Financial Bank & Trust first reported a position in APPN in Q2 2020 and held it in 15 quarters. The position peaked at $33K in Q4 2021. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 30 Appian shares in Q2 2025, an estimated $865.
Parkside Financial Bank & Trust first reported a position in Appian in Q2 2020 and held it in 15 quarters.
Parkside Financial Bank & Trust's Appian position peaked at $33K in Q4 2021.
221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.