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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
GIA
151
GHP Investment Advisors
Colorado
$4.27K
Jones Financial Companies
152
Jones Financial Companies
Missouri
$3.98K -$7.38K -228 -67%
TAM
153
Tucker Asset Management
Colorado
$3.75K
GWSG
154
GPS Wealth Strategies Group
Colorado
$3.62K
MTIC
155
Missouri Trust & Investment Company
Missouri
$3.58K
AWM
156
Activest Wealth Management
Florida
$3.53K
TCM
157
Tradewinds Capital Management
Washington
$2.9K
EWA
158
EverSource Wealth Advisors
Alabama
$2.8K -$550 -17 -17%
CPA
159
Capital Performance Advisors
California
$2.73K +$2.59K +80 New
LFG
160
Larson Financial Group
Missouri
$2.7K
PA
161
Parallel Advisors
California
$2.63K
AF
162
Allworth Financial
California
$2.42K
JWA
163
JFS Wealth Advisors
Pennsylvania
$2.36K
CFO
164
CVA Family Office
Colorado
$2.22K
HI
165
Harbour Investments
Wisconsin
$1.95K
NSIM
166
North Star Investment Management
Illinois
$1.84K
VCM
167
Versant Capital Management
Arizona
$1.77K +$1.68K +52 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.71K
FMB
169
Field & Main Bank
Kentucky
$1.71K
PWMG
170
Private Wealth Management Group
New Jersey
$1.67K
SCM
171
Sterling Capital Management
North Carolina
$1.43K +$1.36K +42 New
SWM
172
Spire Wealth Management
Virginia
$1.37K
RIL
173
Rothschild Investment LLC
Illinois
$1.37K +$971 +30 +300%
QL
174
Quarry LP
New York
$1.2K +$1.13K +35 New
Bessemer Group
175
Bessemer Group
New Jersey
$1K +$1.13K +35 New

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.