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
PA
176
Parallel Advisors
California
$2.82K
VNT
177
Vanguard National Trust
Pennsylvania
$2.8K
MTIC
178
Missouri Trust & Investment Company
Missouri
$2.53K
VFM
179
Vision Financial Markets
Connecticut
$2.41K
AS
180
Altshuler Shaham
Israel
$1.61K
SC
181
Swan Capital
Florida
$1.52K
NSIM
182
North Star Investment Management
Illinois
$1.3K
FMB
183
Field & Main Bank
Kentucky
$1.21K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$1.21K
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.08K
SWM
187
Spire Wealth Management
Virginia
$964
KFAS
188
Keating Financial Advisory Services
Kansas
$844
GIA
189
GHP Investment Advisors
Colorado
$603
HI
190
Harbour Investments
Wisconsin
$587
DSC
191
Duncker Streett & Co
Missouri
$506
MAM
192
Marquette Asset Management
Minnesota
$483
BIA
193
Bell Investment Advisors
California
$483
JWM
194
JPL Wealth Management
Colorado
$483
BFS
195
Bare Financial Services
Pennsylvania
$482
SS
196
Sunbelt Securities
Texas
$434
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$386
SIC
198
SJS Investment Consulting
Ohio
$362
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
$362
SAM
200
Smartleaf Asset Management
Massachusetts
$355