Versor Investments’s Appian APPN Stock Holding History

Versor Investments’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	-15,515	Closed	-$550K	–	72
2025 Q4	$550K	Buy	15,515 +7,535	+94%	+$268K	0.09%	294
2025 Q3	$244K	Sell	7,980 -6,956	-47%	-$209K	0.04%	543
2025 Q2	$446K	Sell	14,936 -8,349	-36%	-$251K	0.08%	417
2025 Q1	$671K	Buy	23,285 +5,885	+34%	+$193K	0.11%	315
2024 Q4	$574K	Buy	+17,400	New	+$622K	0.1%	327
2023 Q2	–	Sell	-5,400	Closed	-$240K	–	617
2023 Q1	$240K	Buy	+5,400	New	+$218K	0.03%	578

Other funds holding APPN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RFM

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

LECM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Versor Investments's APPN Position: Q1 2026 in Review

Versor Investments sold out of Appian (APPN) in Q1 2026, closing a stake of 15,515 shares — an estimated $550K sold.

Versor Investments first reported a position in APPN in Q1 2023 and held it in 6 quarters. The position peaked at $671K in Q1 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

Versor Investments reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 15,515 Appian shares in Q1 2026, an estimated $550K.
Versor Investments first reported a position in Appian in Q1 2023 and held it in 6 quarters.
Versor Investments's Appian position peaked at $671K in Q1 2025.
207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.