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192 hedge funds and large institutions have $1.17B invested in Appian in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.95M

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$156M)

3.24% more ownership

Funds ownership: 80.33%83.58% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 194192 (-2)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
46
Reduced
63
Closed
36
Calls
$8.04M
Puts
$5.95M
Net Calls
+$2.09M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$476K -$87.4K -2,700 -16%
CC
77
Corton Capital
Ontario, Canada
$465K -$203K -6,270 -32%
N
78
Numerai
California
$457K +$12.7K +393 +3%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$449K -$9.36K -289 -2%
EAM
80
Evanson Asset Management
California
$442K -$272K -8,402 -39%
BEI
81
Benjamin Edwards Inc
Missouri
$427K +$405K +12,500 New
ACM
82
Aquatic Capital Management
Illinois
$417K +$395K +12,200 New
DFA
83
DHK Financial Advisors
New Hampshire
$405K
Amundi
84
Amundi
France
$401K -$53K -1,638 -12%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$400K
SG Americas Securities
86
SG Americas Securities
New York
$398K +$378K +11,671 New
IIM
87
INTECH Investment Management
Florida
$393K +$372K +11,503 New
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$391K +$5.54K +171 +2%
CCIA
89
Campbell & Co Investment Adviser
Maryland
$349K +$331K +10,212 New
LPL Financial
90
LPL Financial
California
$336K -$37.7K -1,163 -11%
ASRS
91
Arizona State Retirement System
Arizona
$323K -$18.8K -582 -6%
SFG
92
Synergy Financial Group
California
$317K
EC
93
EntryPoint Capital
New York
$313K +$196K +6,047 +193%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$305K +$64.7K +1,999 +29%
AWA
95
Arete Wealth Advisors
Illinois
$291K +$276K +8,525 New
Creative Planning
96
Creative Planning
Kansas
$280K +$48.3K +1,493 +22%
ProShare Advisors
97
ProShare Advisors
Maryland
$275K +$261K +8,052 New
OC
98
Oppenheimer & Co
New York
$266K +$253K +7,800 New
Handelsbanken Fonder
99
Handelsbanken Fonder
Sweden
$256K
BCM
100
Bayesian Capital Management
New York
$251K +$238K +7,361 New

APPN Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2024, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of APPN and 34 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 46 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $139M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $60.9M sold.

  • 192 institutional investors held Appian (APPN) as of Q3 2024, down from 194 in Q2 2024.
  • Funds reported $1.17B of Appian stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new Appian positions in Q3 2024 and 36 closed out, a net change of -2 holders.
  • The largest Appian buyer in Q3 2024 was Abdiel Capital Advisors, an estimated $139M added.
  • The largest Appian seller in Q3 2024 was Hawk Ridge Capital Management, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2024.