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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Y-Intercept (HK)'s APPN Position: Q2 2026 in Review

Y-Intercept (HK) increased its Appian (APPN) stake by 309% in Q2 2026, buying an estimated $606K and bringing the position to 36,077 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #1120.

Y-Intercept (HK) first reported a position in APPN in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.99M in Q2 2025. 22 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Y-Intercept (HK) held 36,077 shares of Appian worth $826K as of Q2 2026.
Y-Intercept (HK) bought 27,251 Appian shares in Q2 2026, an estimated $606K.
Appian made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1120 holding.
Y-Intercept (HK) first reported a position in Appian in Q1 2023 and has held it in 8 quarters since.
Y-Intercept (HK)'s Appian position peaked at $3.99M in Q2 2025.
22 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.