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203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$573K +$16.6K +465 +3%
PCM
77
Penserra Capital Management
California
$516K +$434K +12,139 +345%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$500K
William Blair & Company
79
William Blair & Company
Illinois
$491K -$7.51K -210 -1%
BEI
80
Benjamin Edwards Inc
Missouri
$478K +$71.5K +2,000 +16%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$460K
BPC
82
Bryce Point Capital
New York
$451K +$488K +13,664 New
EAM
83
Evanson Asset Management
California
$427K
VF
84
Virtu Financial
New York
$421K +$456K +12,760 New
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$417K +$43K +1,203 +11%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$402K -$34.4K -963 -7%
XT
87
XTX Topco
Cayman Islands
$393K +$426K +11,909 New
DFA
88
DHK Financial Advisors
New Hampshire
$392K
Citadel Advisors
89
Citadel Advisors
Florida
$391K +$423K +11,848 New
Verition Fund Management
90
Verition Fund Management
Connecticut
$390K +$423K +11,827 New
ProShare Advisors
91
ProShare Advisors
Maryland
$389K +$134K +3,736 +46%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$386K
CAM
93
Cresset Asset Management
Illinois
$374K -$108K -3,032 -21%
Wolverine Trading
94
Wolverine Trading
Illinois
$356K +$388K +10,858 New
Creative Planning
95
Creative Planning
Kansas
$354K +$91K +2,545 +31%
Amundi
96
Amundi
France
$346K -$86.8K -2,429 -20%
DTL
97
Dynamic Technology Lab
Singapore
$343K +$372K +10,400 New
SSA
98
Schonfeld Strategic Advisors
New York
$320K +$347K +9,700 New
SPA
99
Sherbrooke Park Advisers
New York
$320K +$346K +9,690 New
WP
100
Woodline Partners
California
$303K -$793K -22,188 -71%

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.