TwinBeech Capital’s Appian APPN Stock Holding History

TwinBeech 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
2026 Q1	–	Sell	-44,847	Closed	-$1.59M	–	563
2025 Q4	$1.59M	Buy	44,847 +25,935	+137%	+$924K	0.11%	229
2025 Q3	$578K	Sell	18,912 -48,573	-72%	-$1.46M	0.02%	378
2025 Q2	$2.02M	Buy	+67,485	New	+$2.03M	0.05%	324
2025 Q1	–	Sell	-72,875	Closed	-$2.4M	–	698
2024 Q4	$2.4M	Buy	+72,875	New	+$2.6M	0.04%	314
2024 Q3	–	Sell	-36,791	Closed	-$1.14M	–	665
2024 Q2	$1.14M	Buy	+36,791	New	+$1.21M	0.02%	393
2023 Q1	–	Sell	-73,506	Closed	-$2.39M	–	601
2022 Q4	$2.39M	Buy	73,506 +63,125	+608%	+$2.49M	0.05%	400
2022 Q3	$424K	Buy	+10,381	New	+$504K	0.01%	542
2021 Q4	–	Sell	-4,052	Closed	-$375K	–	555
2021 Q3	$375K	Buy	+4,052	New	+$449K	0.03%	477
2020 Q2	–	Sell	-14,504	Closed	-$583K	–	353
2020 Q1	$583K	Buy	+14,504	New	+$674K	0.23%	137

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T 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