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245 hedge funds and large institutions have $1.27B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 72

14% more capital invested

Capital invested by funds: $1.11B → $1.27B (+$158M)

6% more funds holding

Funds holding: 232245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 84.63%83.83% (-0.8%)

80% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $81.2M

Holders
245
Holders Change
+13
Holders Change %
+5.6%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
91
Reduced
72
Closed
31
Calls
$15.9M
Puts
$81.2M
Net Calls
-$65.3M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Bayesian Capital Management
New York
-$663K -21,692 Closed
AI
252
Atom Investors
Texas
-$651K -21,284 Closed
PCM
253
Penserra Capital Management
California
-$630K -20,611 Closed
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
-$565K -18,497 Closed
BC
255
Bridgefront Capital
Texas
-$424K -13,858 Closed
Parallax Volatility Advisers
256
Parallax Volatility Advisers
California
-$370K -12,109 Closed
N
257
Natixis
France
-$352K -11,509 Closed
PCM
258
Prelude Capital Management
New York
-$311K -10,168 Closed
PCM
259
Polymer Capital Management
New York
-$294K -9,616 Closed
FFP
260
FourThought Financial Partners
Florida
-$292K -9,563 Closed
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
-$323K -9,074 Closed
OR
262
Olympiad Research
Connecticut
-$270K -8,842 Closed
LPL Financial
263
LPL Financial
California
-$228K -7,458 Closed
State of Tennessee, Department of Treasury
264
State of Tennessee, Department of Treasury
Tennessee
-$224K -7,337 Closed
ACM
265
Aquatic Capital Management
Illinois
-$74.8K -2,448 Closed
WANY
266
Wealthspire Advisors (New York)
New York
-$30.6K -1,000 Closed
AT
267
Avalon Trust
New Mexico
-$15.3K -500 Closed
ASN
268
Advisory Services Network
Georgia
-$11.7K -383 Closed
KFP
269
Keener Financial Planning
Texas
-$9K -314 Closed
GLF
270
Groupe la Francaise
France
-$3.9K -150 Closed
MSG
271
Main Street Group
Virginia
-$4K -131 Closed
JWM
272
JPL Wealth Management
Colorado
-$1.07K -35 Closed
MWM
273
Mascoma Wealth Management
New Hampshire
-$917 -30 Closed
PS
274
Principal Securities
Iowa
-$611 -20 Closed
QCG
275
Quadrant Capital Group
Ohio
-$551 -18 Closed