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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
EGM
101
Engineers Gate Manager
New York
$242K -$20.3K -628 -8%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$240K -$15K -463 -6%
SOW
103
State of Wyoming
Wyoming
$226K -$25.7K -793 -11%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$203K +$128K +3,953 +199%
TRCT
105
Tower Research Capital (TRC)
New York
$150K -$52.5K -1,620 -27%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$146K
Group One Trading
107
Group One Trading
Illinois
$144K -$5.5K -170 -4%
AIP
108
Ameritas Investment Partners
Nebraska
$142K
US Bancorp
109
US Bancorp
Minnesota
$131K -$23.9K -737 -16%
Osaic Holdings
110
Osaic Holdings
Arizona
$131K -$92.9K -2,869 -43%
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$121K +$116K +3,569 New
PCM
112
Penserra Capital Management
California
$120K -$20.3K -628 -15%
NC
113
nVerses Capital
Florida
$102K -$13K -400 -12%
AFG
114
Albion Financial Group
Utah
$87.2K +$1.75K +54 +2%
CWP
115
Concord Wealth Partners
Virginia
$72.4K
2C
116
272 Capital
Texas
$68.3K -$2.22M -68,621 -97%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$61.5K -$42.1K -1,300 -42%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$52K +$421 +13 +0.9%
AB
119
Amalgamated Bank
New York
$48K
Simplex Trading
120
Simplex Trading
Illinois
$40K -$578K -17,861 -94%
HT
121
Headlands Technologies
Illinois
$33.3K +$31.6K +976 New
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$28.6K +$27.1K +837 New
BCWM
123
Bartlett & Co Wealth Management
Ohio
$25.6K
PI
124
PEAK6 Investments
Illinois
$24.9K -$1.67M -51,440 -99%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$18.6K +$1.2K +37 +7%

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.