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Petrus Trust Company’s Appian APPN Stock Holding History

Petrus Trust Company’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
-7,866
Closed -$227K – 515
2025
Q1 		$227K Buy
+7,866
New +$257K 0.02% 498
2024
Q1 		– Sell
-12,532
Closed -$472K – 626
2023
Q4 		$472K Buy
+12,532
New +$490K 0.04% 242

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Petrus Trust Company's APPN Position: Q2 2025 in Review

Petrus Trust Company sold out of Appian (APPN) in Q2 2025, closing a stake of 7,866 shares — an estimated $227K sold.

Petrus Trust Company first reported a position in APPN in Q4 2023 and held it in 2 quarters. The position peaked at $472K in Q4 2023. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

  • Petrus Trust Company reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,866 Appian shares in Q2 2025, an estimated $227K.
  • Petrus Trust Company first reported a position in Appian in Q4 2023 and held it in 2 quarters.
  • Petrus Trust Company's Appian position peaked at $472K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.