RC
APPN icon

Roundview Capital’s Appian APPN Stock Holding History

Roundview Capital’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
Q4 		– Sell
-6,220
Closed -$284K – 307
2023
Q3 		$284K Sell
6,220
-316
-5% -$15.1K 0.03% 277
2023
Q2 		$311K Sell
6,536
-383
-6% -$16.1K 0.03% 270
2023
Q1 		$307K Sell
6,919
-17
-0.2% -$687 0.03% 280
2022
Q4 		$226K Sell
6,936
-1,492
-18% -$58.8K 0.03% 282
2022
Q3 		$344K Buy
8,428
+415
+5% +$20.1K 0.04% 235
2022
Q2 		$379K Sell
8,013
-39
-0.5% -$1.96K 0.05% 234
2022
Q1 		$490K Buy
+8,052
New +$457K 0.05% 228
2021
Q2 		– Sell
-5,123
Closed -$681K – 276
2021
Q1 		$681K Sell
5,123
-53,698
-91% -$9.5M 0.09% 204
2020
Q4 		$9.53M Sell
58,821
-15,468
-21% -$1.73M 1.3% 18
2020
Q3 		$4.81M Sell
74,289
-1,266
-2% -$68.5K 0.75% 31
2020
Q2 		$3.87M Sell
75,555
-260
-0.3% -$12.7K 0.66% 43
2020
Q1 		$3.05M Buy
75,815
+899
+1% +$41.8K 0.64% 39
2019
Q4 		$2.86M Sell
74,916
-631
-0.8% -$27.2K 0.54% 46
2019
Q3 		$3.59M Sell
75,547
-1,595
-2% -$74.7K 0.77% 32
2019
Q2 		$2.78M Sell
77,142
-4,320
-5% -$148K 0.63% 44
2019
Q1 		$2.81M Buy
81,462
+820
+1% +$27.7K 0.67% 43
2018
Q4 		$2.15M Buy
80,642
+1,183
+1% +$31.6K 0.6% 50
2018
Q3 		$2.63M Buy
79,459
+1,610
+2% +$55K 0.65% 41
2018
Q2 		$2.81M Buy
77,849
+1,785
+2% +$55.3K 0.74% 34
2018
Q1 		$1.92M Sell
76,064
-27,730
-27% -$840K 0.54% 56
2017
Q4 		$3.27M Buy
103,794
+13,270
+15% +$307K 0.84% 33
2017
Q3 		$2.58M Buy
90,524
+52,874
+140% +$1.16M 0.74% 37
2017
Q2 		$683K Buy
+37,650
New +$681K 0.2% 127

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roundview Capital's APPN Position: Q4 2023 in Review

Roundview Capital sold out of Appian (APPN) in Q4 2023, closing a stake of 6,220 shares — an estimated $284K sold.

Roundview Capital first reported a position in APPN in Q2 2017 and held it in 23 quarters. The position peaked at $9.53M in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Roundview Capital reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Roundview Capital sold 6,220 Appian shares in Q4 2023, an estimated $284K.
  • Roundview Capital first reported a position in Appian in Q2 2017 and held it in 23 quarters.
  • Roundview Capital's Appian position peaked at $9.53M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Roundview Capital's 13F filing for Q4 2023, filed 12 Feb 2024.