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Appian
APPN

Overview Fund Activity

220 hedge funds and large institutions have $1.01B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 81 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
81
Reduced
41
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M

Top Buyers

1
HRCM
Hawk Ridge Capital Management
California
+$7.56M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$7.17M
3
PI
PineBridge Investments
New York
+$6.35M
4
Marshall Wace
Marshall Wace
United Kingdom
+$5.24M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$4.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$4.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.64M
4
TC
TwinBeech Capital
New York
-$2.4M
5
CM
Crestline Management
Texas
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
126
Allianz Asset Management
Germany
$248K +$69.1K +2,400 +39%
CAM
127
Cresset Asset Management
Illinois
$239K -$87.7K -3,043 -27%
Ameriprise
128
Ameriprise
Minnesota
$236K +$2.45K +85 +1%
OC
129
Oppenheimer & Co
New York
$236K – – –
PTC
130
Petrus Trust Company
Texas
$227K +$227K +7,866 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$224K +$195K +6,797 +686%
SGI
132
Summit Global Investments
Utah
$219K -$4.2K -146 -2%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$202K +$4.28K +146 +2%
A
134
AlphaQuest
New York
$202K -$308K -10,698 -60%
PD
135
Point72 (DIFC)
United Arab Emirates
$195K +$195K +6,762 New
US Bancorp
136
US Bancorp
Minnesota
$187K +$128K +4,443 +215%
KK
137
KLP Kapitalforvaltning
Norway
$158K – – –
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$123K – – –
HT
139
Headlands Technologies
Illinois
$122K +$116K +4,022 +2,052%
AIP
140
Ameritas Investment Partners
Nebraska
$120K – – –
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$104K +$37.5K +1,300 +57%
PAS
142
Point72 Asia (Singapore)
Singapore
$96.5K +$93.1K +3,232 +2,786%
Osaic Holdings
143
Osaic Holdings
Arizona
$83.3K +$38K +1,320 +84%
CWP
144
Concord Wealth Partners
Virginia
$74.4K +$13.3K +461 +22%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$68K -$26K -892 -28%
ACM
146
Aster Capital Management
United Arab Emirates
$47.6K +$47.6K +1,465 New
AB
147
Amalgamated Bank
New York
$41K +$146 +5 +0.4%
SPIA
148
Steward Partners Investment Advisory
New York
$30K +$12K +418 +67%
TRCT
149
Tower Research Capital (TRC)
New York
$21.9K +$2.45K +86 +13%
BCWM
150
Bartlett & Co Wealth Management
Ohio
$21.6K – – –
4 5
6
7 8