Rockingstone Advisors’s Appian APPN Stock Holding History

Rockingstone Advisors’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 Q1	–	Sell	-43,891	Closed	-$1.65M	–	104
2023 Q4	$1.65M	Sell	43,891 -1,785	-4%	-$69.8K	0.93%	41
2023 Q3	$2.08M	Buy	45,676 +345	+0.8%	+$16.5K	1.15%	31
2023 Q2	$2.16M	Buy	45,331 +1,475	+3%	+$62.2K	1.22%	26
2023 Q1	$1.95M	Buy	43,856 +10,651	+32%	+$431K	1.19%	31
2022 Q4	$1.08M	Buy	+33,205	New	+$1.31M	0.81%	52

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

HRCM

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

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

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

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

Rockingstone Advisors's APPN Position: Q1 2024 in Review

Rockingstone Advisors sold out of Appian (APPN) in Q1 2024, closing a stake of 43,891 shares — an estimated $1.65M sold.

Rockingstone Advisors first reported a position in APPN in Q4 2022 and held it in 5 quarters. The position peaked at $2.16M in Q2 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Rockingstone Advisors reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Rockingstone Advisors sold 43,891 Appian shares in Q1 2024, an estimated $1.65M.
Rockingstone Advisors first reported a position in Appian in Q4 2022 and held it in 5 quarters.
Rockingstone Advisors's Appian position peaked at $2.16M in Q2 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Rockingstone Advisors's 13F filing for Q1 2024, filed 9 Jul 2024.