We are live on ! Find out more

221 hedge funds and large institutions have $1.02B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 43

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

9% more funds holding

Funds holding: 203221 (+18)

5.38% more ownership

Funds ownership: 76.78%82.16% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$64M)

80% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $92.1M

Holders
221
Holders Change
+18
Holders Change %
+8.87%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
81
Reduced
43
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$429K
BEI
102
Benjamin Edwards Inc
Missouri
$418K
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$402K
BC
104
Bridgefront Capital
Texas
$389K +$442K +13,509 New
EAM
105
Evanson Asset Management
California
$373K
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$373K +$423K +12,932 New
Creative Planning
107
Creative Planning
Kansas
$363K +$60.9K +1,862 +17%
SEI Investments
108
SEI Investments
Pennsylvania
$343K +$390K +11,916 New
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$338K
ZIM
110
Zacks Investment Management
Illinois
$337K +$383K +11,700 New
N
111
Natixis
France
$331K +$377K +11,509 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$326K -$43.5K -1,328 -10%
MF
113
Magnetar Financial
Illinois
$318K +$114K +3,497 +46%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$317K -$38.1K -1,165 -10%
Man Group
115
Man Group
United Kingdom
$313K -$396K -12,086 -53%
Walleye Capital
116
Walleye Capital
New York
$283K +$321K +9,809 New
JF
117
Jump Financial
Illinois
$282K +$320K +9,773 New
Amundi
118
Amundi
France
$278K
LPL Financial
119
LPL Financial
California
$273K +$50.6K +1,547 +19%
ASRS
120
Arizona State Retirement System
Arizona
$263K +$5.92K +181 +2%
ProShare Advisors
121
ProShare Advisors
Maryland
$262K -$88.1K -2,692 -23%
SFG
122
Synergy Financial Group
California
$261K
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$260K
BCM
124
Bayesian Capital Management
New York
$258K +$48.9K +1,493 +20%
CWM
125
CIBC World Markets
New York
$257K +$292K +8,937 New

APPN Hedge Fund Activity: Q1 2025 in Review

221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2025, worth a combined $1.02B — down 5.9% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new APPN positions and 29 closed out — a net gain of 19 holders — while 81 added to existing stakes and 43 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $8.58M. The largest seller was Morgan Stanley, cutting an estimated $7.73M.

  • 221 institutional investors held Appian (APPN) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $1.02B of Appian stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 48 funds opened new Appian positions in Q1 2025 and 29 closed out, a net change of +19 holders.
  • The largest Appian buyer in Q1 2025 was Hawk Ridge Capital Management, an estimated $8.58M added.
  • The largest Appian seller in Q1 2025 was Morgan Stanley, an estimated $7.73M sold.

Based on aggregated 13F filings for Q1 2025.