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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
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K
S
127
SignatureFD
Georgia
$17.4K -$2.53K -78 -13%
BWP
128
Baldwin Wealth Partners
Massachusetts
$17.1K
VWM
129
Venturi Wealth Management
Texas
$16.1K +$4.92K +152 +47%
NA
130
NewEdge Advisors
Louisiana
$15.4K
CCM
131
Chilton Capital Management
Texas
$11K -$4.24K -131 -29%
BTI
132
Blue Trust Inc
Georgia
$10.3K +$9.55K +295 +738%
KFP
133
Keener Financial Planning
Texas
$10K
Russell Investments Group
134
Russell Investments Group
United Kingdom
$9.59K -$2.69K -83 -23%
ATC
135
Adirondack Trust Company
New York
$9.56K
GI
136
GAMMA Investing
California
$9.39K +$8.45K +261 +1,864%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$7.68K -$486 -15 -6%
HNB
138
Huntington National Bank
Ohio
$7.48K
RA
139
Rise Advisors
New York
$7.2K -$1.62K -50 -19%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$7.1K +$2.69K +83 +66%
AWM
141
Abound Wealth Management
Tennessee
$6.83K
MCM
142
Manchester Capital Management
Vermont
$6.83K
BFPW
143
BOK Financial Private Wealth
Colorado
$6.83K +$6.48K +200 New
HWM
144
Hemington Wealth Management
Virginia
$6K +$6.15K +190 New
NFSG
145
Newbridge Financial Services Group
Florida
$5.12K -$6.48K -200 -57%
LC
146
Lindbrook Capital
California
$4.95K -$194 -6 -4%
CTA
147
Colonial Trust Advisors
South Carolina
$4.61K
MSG
148
Main Street Group
Virginia
$4.47K
SPIA
149
Steward Partners Investment Advisory
New York
$4.44K -$3.4K -105 -45%
CFD
150
Creative Financial Designs
Indiana
$4.44K

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.