Stanley-Laman Group’s Appian APPN Stock Holding History

Stanley-Laman 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
2026 Q1	–	Sell	-5,827	Closed	-$206K	–	296
2025 Q4	$206K	Buy	+5,827	New	+$208K	0.03%	273
2025 Q3	–	Sell	-143,832	Closed	-$4.29M	–	258
2025 Q2	$4.29M	Sell	143,832 -14,843	-9%	-$446K	0.64%	57
2025 Q1	$4.57M	Buy	158,675 +15,815	+11%	+$518K	0.7%	47
2024 Q4	$4.71M	Sell	142,860 -32,015	-18%	-$1.14M	0.66%	49
2024 Q3	$5.97M	Sell	174,875 -23,354	-12%	-$756K	0.84%	24
2024 Q2	$6.12M	Sell	198,229 -16,250	-8%	-$533K	0.88%	25
2024 Q1	$8.57M	Buy	214,479 +3,251	+2%	+$113K	1.2%	12
2023 Q4	$7.95M	Buy	+211,228	New	+$8.26M	1.22%	17
2021 Q4	–	Sell	-6,012	Closed	-$556K	–	261
2021 Q3	$556K	Buy	+6,012	New	+$666K	0.07%	223

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors

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