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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
RIL
151
Rothschild Investment LLC
Illinois
$9.55K +$1.6K +59 +18%
SPIA
152
Steward Partners Investment Advisory
New York
$8.68K -$2.71K -100 -22%
KFG
153
Kingdom Financial Group
Arizona
$8.54K +$7.74K +285 +413%
LAS
154
Lloyd Advisory Services
Georgia
$8.54K +$9.61K +354 New
ASN
155
Advisory Services Network
Georgia
$8.49K +$9.55K +352 New
TWD
156
True Wealth Design
Ohio
$8.17K +$5.92K +218 +180%
CCM
157
Chilton Capital Management
Texas
$7.76K
VCM
158
Versant Capital Management
Arizona
$7.76K +$6.68K +246 +324%
CBT
159
Crews Bank & Trust
Florida
$7.23K
BOJHT
160
Bank of Jackson Hole Trust
Wyoming
$6.78K +$2.85K +105 +60%
ATC
161
Adirondack Trust Company
New York
$6.75K
WPA
162
Wealth Preservation Advisors
Tennessee
$6.39K +$7.19K +265 New
CFB
163
Cullen/Frost Bankers
Texas
$6.29K +$434 +16 +7%
SCM
164
Sterling Capital Management
North Carolina
$6.17K -$163 -6 -2%
Optiver Holding
165
Optiver Holding
Netherlands
$6.08K +$3.28K +121 +92%
AWM
166
Abound Wealth Management
Tennessee
$4.82K
EB
167
Eastern Bank
Massachusetts
$4.82K
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$4.44K +$4.99K +184 New
S
169
SignatureFD
Georgia
$4.08K +$1.82K +67 +66%
BTI
170
Blue Trust Inc
Georgia
$3.62K +$4.07K +150 New
RFP
171
Root Financial Partners
California
$3.45K +$3.88K +143 New
MSG
172
Main Street Group
Virginia
$3.16K +$3.56K +131 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$3.13K -$24.6K -907 -87%
SS
174
SBI Securities
Japan
$3.11K -$54 -2 -2%
PA
175
Parallel Advisors
California
$2.82K +$489 +18 +18%