Y-Intercept (HK)
APPN icon

Y-Intercept (HK)’s Appian APPN Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-36,077
Closed -$826K – 1572
2026
Q2 		$826K Buy
36,077
+27,251
+309% +$606K 0.02% 1120
2026
Q1 		$213K Sell
8,826
-59,362
-87% -$1.61M ﹤0.01% 1435
2025
Q4 		$2.42M Buy
68,188
+41,884
+159% +$1.49M 0.05% 531
2025
Q3 		$804K Sell
26,304
-107,370
-80% -$3.23M 0.02% 1079
2025
Q2 		$3.99M Buy
+133,674
New +$4.01M 0.1% 293
2024
Q1 		– Sell
-12,248
Closed -$461K – 1344
2023
Q4 		$461K Buy
+12,248
New +$479K 0.04% 638
2023
Q3 		– Sell
-5,275
Closed -$251K – 1039
2023
Q2 		$251K Buy
5,275
+239
+5% +$10.1K 0.03% 842
2023
Q1 		$223K Buy
+5,036
New +$204K 0.03% 907

Other funds holding APPN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s APPN Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Appian (APPN) in Q3 2026, closing a stake of 36,077 shares — an estimated $826K sold.

Y-Intercept (HK) first reported a position in APPN in Q1 2023 and held it in 8 quarters. The position peaked at $3.99M in Q2 2025. 24 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Appian position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 36,077 Appian shares in Q3 2026, an estimated $826K.
  • Y-Intercept (HK) first reported a position in Appian in Q1 2023 and held it in 8 quarters.
  • Y-Intercept (HK)'s Appian position peaked at $3.99M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.