R Squared’s Appian APPN Stock Holding History

R Squared’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 Q1	–	Sell	-610	Closed	-$20.1K	–	366
2024 Q4	$20.1K	Buy	+610	New	+$21.8K	0.02%	871

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

R Squared's APPN Position: Q1 2025 in Review

R Squared sold out of Appian (APPN) in Q1 2025, closing a stake of 610 shares — an estimated $20.1K sold.

R Squared first reported a position in APPN in Q4 2024 and held it in 1 quarter. The position peaked at $20.1K in Q4 2024. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

R Squared reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
R Squared sold 610 Appian shares in Q1 2025, an estimated $20.1K.
R Squared first reported a position in Appian in Q4 2024 and held it in 1 quarter.
R Squared's Appian position peaked at $20.1K in Q4 2024.
221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.