Putnam Investments’s Appian APPN Stock Holding History

Putnam Investments’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
2023 Q2	–	Sell	-8,294	Closed	-$368K	–	1145
2023 Q1	$368K	Sell	8,294 -6,636	-44%	-$268K	﹤0.01%	1019
2022 Q4	$486K	Sell	14,930 -8	-0.1%	-$316	﹤0.01%	929
2022 Q3	$610K	Sell	14,938 -272	-2%	-$13.2K	﹤0.01%	911
2022 Q2	$721K	Sell	15,210 -10,591	-41%	-$532K	﹤0.01%	904
2022 Q1	$1.57M	Buy	+25,801	New	+$1.46M	﹤0.01%	838

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

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

HRCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Putnam Investments's APPN Position: Q2 2023 in Review

Putnam Investments sold out of Appian (APPN) in Q2 2023, closing a stake of 8,294 shares — an estimated $368K sold.

Putnam Investments first reported a position in APPN in Q1 2022 and held it in 5 quarters. The position peaked at $1.57M in Q1 2022. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

Putnam Investments reported no remaining Appian position as of Q2 2023 after selling out during the quarter.
Putnam Investments sold 8,294 Appian shares in Q2 2023, an estimated $368K.
Putnam Investments first reported a position in Appian in Q1 2022 and held it in 5 quarters.
Putnam Investments's Appian position peaked at $1.57M in Q1 2022.
211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on Putnam Investments's 13F filing for Q2 2023, filed 14 Aug 2023.