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207 hedge funds and large institutions have $939M invested in Appian in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

835% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.02M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6.94% more ownership

Funds ownership: 83.83%90.77% (+6.9%)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

16% less funds holding

Funds holding: 245207 (-38)

26% less capital invested

Capital invested by funds: $1.27B → $939M (-$330M)

43% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 69

Holders
207
Holders Change
-38
Holders Change %
-15.51%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
39
Increased
68
Reduced
71
Closed
69
Calls
$28.2M
Puts
$3.02M
Net Calls
+$25.2M
Net Calls Change
+$90.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$123K
EP
127
Essential Partners
California
$107K +$81.9K +3,017 +213%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$103K
AIP
129
Ameritas Investment Partners
Nebraska
$81.6K
GC
130
Globeflex Capital
California
$72.3K
AF
131
Allworth Financial
California
$56.1K +$299 +11 +0.5%
Osaic Holdings
132
Osaic Holdings
Arizona
$47.3K -$15.1K -557 -22%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$47K -$38.2K -1,406 -42%
MCM
134
MAI Capital Management
Ohio
$45.1K +$34.7K +1,280 +217%
SSG
135
Summit Securities Group
New York
$44.9K +$46.6K +1,717 +1,176%
Walleye Capital
136
Walleye Capital
New York
$44.3K -$1.69M -62,309 -97%
TRCT
137
Tower Research Capital (TRC)
New York
$41K -$106K -3,911 -70%
FFA
138
Farther Finance Advisors
California
$40.9K +$2.36K +87 +5%
KBC Group
139
KBC Group
Belgium
$31K +$34.9K +1,284 New
Jones Financial Companies
140
Jones Financial Companies
Missouri
$30K -$489 -18 -1%
US Bancorp
141
US Bancorp
Minnesota
$23.6K +$1.76K +65 +7%
QCG
142
Quadrant Capital Group
Ohio
$20.3K +$22.8K +841 New
IA
143
IFP Advisors
Florida
$19.7K +$15.9K +587 +254%
BNP Paribas Asset Management
144
BNP Paribas Asset Management
France
$18.9K -$113K -4,146 -84%
GI
145
GAMMA Investing
California
$17.4K +$13K +480 +198%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$16.9K
LFG
147
Larson Financial Group
Missouri
$16K -$156K -5,750 -90%
AAP
148
Arax Advisory Partners
Colorado
$13.2K +$14.7K +541 +9,017%
EWA
149
EverSource Wealth Advisors
Alabama
$12.1K -$17.5K -643 -56%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$10.8K +$461 +17 +4%