We are live on ! Find out more

194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$948K +$74K +2,256 +8%
CA
52
Cornerstone Advisory
Maryland
$920K -$61.3K -1,868 -6%
UBS Group
53
UBS Group
Switzerland
$908K -$1.45M -44,159 -60%
CPIG
54
Chicago Partners Investment Group
Illinois
$888K -$53.6K -1,635 -6%
CSS
55
Cubist Systematic Strategies
Connecticut
$870K -$4.11M -125,350 -82%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$852K -$82.5K -2,516 -8%
Citigroup
57
Citigroup
New York
$851K +$223K +6,789 +33%
ECU
58
Eisler Capital (US)
New York
$833K +$286K +8,731 +48%
Two Sigma Investments
59
Two Sigma Investments
New York
$825K -$2.05M -62,402 -70%
WP
60
Woodline Partners
California
$774K +$822K +25,065 New
Wells Fargo
61
Wells Fargo
California
$744K -$12K -365 -1%
MIM
62
MetLife Investment Management
New Jersey
$734K +$71.4K +2,176 +10%
CF
63
Corebridge Financial
Texas
$669K +$711K +21,670 New
EAM
64
Evanson Asset Management
California
$659K +$1.94K +59 +0.3%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$648K +$22.6K +689 +3%
CC
66
Corton Capital
Ontario, Canada
$614K +$355K +10,814 +119%
Invesco
67
Invesco
Georgia
$592K +$19.5K +593 +3%
Simplex Trading
68
Simplex Trading
Illinois
$588K +$200K +6,095 +47%
Barclays
69
Barclays
United Kingdom
$574K -$634K -19,328 -51%
Deutsche Bank
70
Deutsche Bank
Germany
$570K -$129K -3,928 -18%
CAM
71
Cresset Asset Management
Illinois
$530K +$164K +4,985 +41%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$514K +$262 +8 +0%
William Blair & Company
73
William Blair & Company
Illinois
$483K -$1.25K -38 -0.2%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$468K -$6.72K -205 -1%
XT
75
XTX Topco
Cayman Islands
$454K +$304K +9,257 +170%

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.