Synergy Financial Group’s Appian APPN Stock Holding History

Synergy Financial 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
2025 Q3	–	Sell	-9,063	Closed	-$271K	–	116
2025 Q2	$271K	Hold	9,063	–	–	0.2%	97
2025 Q1	$261K	Hold	9,063	–	–	0.23%	89
2024 Q4	$299K	Sell	9,063 -214	-2%	-$7.65K	0.25%	72
2024 Q3	$317K	Hold	9,277	–	–	0.3%	63
2024 Q2	$286K	Sell	9,277 -3,305	-26%	-$108K	0.3%	64
2024 Q1	$503K	Sell	12,582 -779	-6%	-$27K	0.57%	43
2023 Q4	$503K	Sell	13,361 -102	-0.8%	-$3.99K	0.62%	39
2023 Q3	$614K	Sell	13,463 -283	-2%	-$13.6K	0.86%	32
2023 Q2	$654K	Hold	13,746	–	–	0.88%	29
2023 Q1	$610K	Sell	13,746 -101	-0.7%	-$4.08K	0.99%	25
2022 Q4	$451K	Sell	13,847 -4,073	-23%	-$161K	0.89%	30
2022 Q3	$732K	Hold	17,920	–	–	1.1%	26
2022 Q2	$849K	Sell	17,920 -57	-0.3%	-$2.87K	1.33%	24
2022 Q1	$1.09M	Buy	17,977 +2,164	+14%	+$123K	1.15%	25
2021 Q4	$1.03M	Buy	+15,813	New	+$1.31M	0.93%	31

Other funds holding APPN

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Synergy Financial Group's APPN Position: Q3 2025 in Review

Synergy Financial Group sold out of Appian (APPN) in Q3 2025, closing a stake of 9,063 shares — an estimated $271K sold.

Synergy Financial Group first reported a position in APPN in Q4 2021 and held it in 15 quarters. The position peaked at $1.09M in Q1 2022. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

Synergy Financial Group reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
Synergy Financial Group sold 9,063 Appian shares in Q3 2025, an estimated $271K.
Synergy Financial Group first reported a position in Appian in Q4 2021 and held it in 15 quarters.
Synergy Financial Group's Appian position peaked at $1.09M in Q1 2022.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on Synergy Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.