206 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 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

16% less funds holding

Funds holding: 245206 (-39)

26% less capital invested

Capital invested by funds: $1.27B → $939M (-$330M)

44% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 70

Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.2M
Puts
$3.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$9.55K
WWM
152
Western Wealth Management
Colorado
$9.55K
SPIA
153
Steward Partners Investment Advisory
New York
$8.68K
KFG
154
Kingdom Financial Group
Arizona
$8.54K
LAS
155
Lloyd Advisory Services
Georgia
$8.54K
ASN
156
Advisory Services Network
Georgia
$8.49K
TWD
157
True Wealth Design
Ohio
$8.17K
CCM
158
Chilton Capital Management
Texas
$7.76K
VCM
159
Versant Capital Management
Arizona
$7.76K
CBT
160
Crews Bank & Trust
Florida
$7.23K
BOJHT
161
Bank of Jackson Hole Trust
Wyoming
$6.78K
ATC
162
Adirondack Trust Company
New York
$6.75K
WPA
163
Wealth Preservation Advisors
Tennessee
$6.39K
CFB
164
Cullen/Frost Bankers
Texas
$6.29K
SCM
165
Sterling Capital Management
North Carolina
$6.17K
Optiver Holding
166
Optiver Holding
Netherlands
$6.08K
EB
167
Eastern Bank
Massachusetts
$4.82K
AWM
168
Abound Wealth Management
Tennessee
$4.82K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$4.44K
S
170
SignatureFD
Georgia
$4.08K
BTI
171
Blue Trust Inc
Georgia
$3.62K
RFP
172
Root Financial Partners
California
$3.45K
MSG
173
Main Street Group
Virginia
$3.16K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$3.13K
SS
175
SBI Securities
Japan
$3.11K