We are live on ! Find out more

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
VNT
176
Vanguard National Trust
Pennsylvania
$2.8K +$3.15K +116 New
MTIC
177
Missouri Trust & Investment Company
Missouri
$2.53K
VFM
178
Vision Financial Markets
Connecticut
$2.41K
NA
179
NewEdge Advisors
Louisiana
$2.29K
AS
180
Altshuler Shaham
Israel
$1.61K +$624 +23 +52%
SC
181
Swan Capital
Florida
$1.52K -$27 -1 -2%
BWA
182
Basecamp Wealth Advisors
Washington
$1.45K +$1.63K +60 New
NSIM
183
North Star Investment Management
Illinois
$1.3K
FMB
184
Field & Main Bank
Kentucky
$1.21K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$1.21K +$1.36K +50 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.08K +$461 +17 +61%
SWM
188
Spire Wealth Management
Virginia
$964
KFAS
189
Keating Financial Advisory Services
Kansas
$844
GIA
190
GHP Investment Advisors
Colorado
$603 -$81 -3 -11%
HI
191
Harbour Investments
Wisconsin
$587 -$733 -27 -53%
DSC
192
Duncker Streett & Co
Missouri
$506
MAM
193
Marquette Asset Management
Minnesota
$483 -$1.36K -50 -71%
BIA
194
Bell Investment Advisors
California
$483 +$543 +20 New
JWM
195
JPL Wealth Management
Colorado
$483 +$543 +20 New
BFS
196
Bare Financial Services
Pennsylvania
$482 +$543 +20 New
SS
197
Sunbelt Securities
Texas
$434 -$27 -1 -5%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$386 +$434 +16 New
SIC
199
SJS Investment Consulting
Ohio
$362 -$217 -8 -35%
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$362