TFC Financial Management’s Appian APPN Stock Holding History

TFC Financial Management’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 Q2	–	Sell	-1	Closed	-$29	–	982
2025 Q1	$29	Hold	1	–	–	﹤0.01%	928
2024 Q4	$33	Hold	1	–	–	﹤0.01%	933
2024 Q3	$35	Hold	1	–	–	﹤0.01%	949
2024 Q2	$31	Buy	+1	New	+$33	﹤0.01%	941
2021 Q2	–	Sell	-27	Closed	-$4K	–	573
2021 Q1	$4K	Buy	+27	New	+$4.78K	﹤0.01%	376

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

TFC Financial Management's APPN Position: Q2 2025 in Review

TFC Financial Management sold out of Appian (APPN) in Q2 2025, closing a stake of 1 share — an estimated $29 sold.

TFC Financial Management first reported a position in APPN in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

TFC Financial Management reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
TFC Financial Management sold 1 Appian share in Q2 2025, an estimated $29.
TFC Financial Management first reported a position in Appian in Q1 2021 and held it in 5 quarters.
TFC Financial Management's Appian position peaked at $4K in Q1 2021.
221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.