WRF
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Waddell & Reed Financial’s Appian APPN Stock Holding History

Waddell & Reed Financial’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
2017
Q3 		– Sell
-80,000
Closed -$1.45M – 524
2017
Q2 		$1.45M Buy
+80,000
New +$1.45M ﹤0.01% 516

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Waddell & Reed Financial's APPN Position: Q3 2017 in Review

Waddell & Reed Financial sold out of Appian (APPN) in Q3 2017, closing a stake of 80,000 shares — an estimated $1.45M sold.

Waddell & Reed Financial first reported a position in APPN in Q2 2017 and held it in 1 quarter. The position peaked at $1.45M in Q2 2017. 43 funds tracked by Wall St. Rank hold APPN as of Q3 2017.

  • Waddell & Reed Financial reported no remaining Appian position as of Q3 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 80,000 Appian shares in Q3 2017, an estimated $1.45M.
  • Waddell & Reed Financial first reported a position in Appian in Q2 2017 and held it in 1 quarter.
  • Waddell & Reed Financial's Appian position peaked at $1.45M in Q2 2017.
  • 43 funds tracked by Wall St. Rank held Appian as of Q3 2017.

Based on Waddell & Reed Financial's 13F filing for Q3 2017, filed 14 Nov 2017.