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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 %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$18.3K +$8.1K +281 +80%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$17.7K +$259 +9 +1%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K +$1.44K +50 +10%
CIAM
154
Caitong International Asset Management
Hong Kong
$12.7K +$12.7K +441 New
NA
155
NewEdge Advisors
Louisiana
$12.4K +$2.31K +80 +23%
AF
156
Allworth Financial
California
$12.1K +$307 +10 +3%
MCM
157
MAI Capital Management
Ohio
$11.6K – – –
VCM
158
Versant Capital Management
Arizona
$10.9K +$1.07K +37 +11%
BOJHT
159
Bank of Jackson Hole Trust
Wyoming
$10.9K – – –
SS
160
SBI Securities
Japan
$10.6K -$634 -22 -6%
CCM
161
Chilton Capital Management
Texas
$9.28K – – –
KFP
162
Keener Financial Planning
Texas
$9K – – –
CBT
163
Crews Bank & Trust
Florida
$8.64K – – –
Jones Financial Companies
164
Jones Financial Companies
Missouri
$8.1K -$5.25K -179 -39%
ATC
165
Adirondack Trust Company
New York
$8.06K – – –
TWD
166
True Wealth Design
Ohio
$6.68K +$6.68K +232 New
GI
167
GAMMA Investing
California
$6.25K -$144 -5 -2%
LC
168
Lindbrook Capital
California
$6.25K +$2.07K +72 +50%
MCM
169
Manchester Capital Management
Vermont
$5.76K – – –
AWM
170
Abound Wealth Management
Tennessee
$5.76K – – –
EB
171
Eastern Bank
Massachusetts
$5.76K +$5.76K +200 New
HWM
172
Hemington Wealth Management
Virginia
$5K – – –
QPBE
173
Quintet Private Bank (Europe)
Luxembourg
$4.55K +$4.55K +158 New
EWA
174
EverSource Wealth Advisors
Alabama
$4.47K +$2.51K +87 +128%
SSG
175
Summit Securities Group
New York
$4.35K +$4.35K +151 New
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