Principal Financial Group
APPN icon

Principal Financial Group’s Appian APPN Stock Holding History

Principal Financial Group’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
-5,519
Closed -$220K – 2371
2024
Q1 		$220K Buy
+5,519
New +$191K ﹤0.01% 2154
2023
Q3 		– Sell
-4,848
Closed -$231K – 2442
2023
Q2 		$231K Buy
+4,848
New +$204K ﹤0.01% 2142
2022
Q4 		– Sell
-5,829
Closed -$238K – 2447
2022
Q3 		$238K Sell
5,829
-385
-6% -$18.7K ﹤0.01% 2154
2022
Q2 		$294K Sell
6,214
-930
-13% -$46.7K ﹤0.01% 2187
2022
Q1 		$434K Buy
7,144
+454
+7% +$25.8K ﹤0.01% 2149
2021
Q4 		$436K Sell
6,690
-1,566
-19% -$130K ﹤0.01% 2157
2021
Q3 		$764K Buy
8,256
+1,967
+31% +$218K ﹤0.01% 2069
2021
Q2 		$866K Sell
6,289
-1,301
-17% -$148K ﹤0.01% 2073
2021
Q1 		$1.01M Sell
7,590
-1,420
-16% -$251K ﹤0.01% 1992
2020
Q4 		$1.46M Buy
9,010
+3,635
+68% +$407K ﹤0.01% 1862
2020
Q3 		$348K Sell
5,375
-50
-0.9% -$2.71K ﹤0.01% 2099
2020
Q2 		$278K Buy
+5,425
New +$265K ﹤0.01% 2100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's APPN Position: Q2 2024 in Review

Principal Financial Group sold out of Appian (APPN) in Q2 2024, closing a stake of 5,519 shares — an estimated $220K sold.

Principal Financial Group first reported a position in APPN in Q2 2020 and held it in 12 quarters. The position peaked at $1.46M in Q4 2020. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Principal Financial Group reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 5,519 Appian shares in Q2 2024, an estimated $220K.
  • Principal Financial Group first reported a position in Appian in Q2 2020 and held it in 12 quarters.
  • Principal Financial Group's Appian position peaked at $1.46M in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.