243 hedge funds and large institutions have $1.26B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.87% less ownership

Funds ownership: 83.99%83.13% (-0.87%)

80% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $81.2M

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.9M
Puts
$81.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$3.61K
VFM
202
Vision Financial Markets
Connecticut
$3.54K
TWC
203
TD Waterhouse Canada
Ontario, Canada
$3.54K
PA
204
Parallel Advisors
California
$3.51K
NA
205
NewEdge Advisors
Louisiana
$3.37K
FHA
206
Flagship Harbor Advisors
Massachusetts
$3.37K
VCM
207
Versant Capital Management
Arizona
$2.69K
MAM
208
Marquette Asset Management
Minnesota
$2.48K
KFG
209
Kingdom Financial Group
Arizona
$2.44K
SAG
210
SageView Advisory Group
California
$2.3K
SC
211
Swan Capital
Florida
$2.27K
TCOV
212
Trust Company of Vermont
Vermont
$2.13K
NSIM
213
North Star Investment Management
Illinois
$1.91K
HI
214
Harbour Investments
Wisconsin
$1.81K
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.77K
FMB
217
Field & Main Bank
Kentucky
$1.77K
Comerica Bank
218
Comerica Bank
Texas
$1.77K
AUB
219
Atlantic Union Bankshares
Virginia
$1.7K
AS
220
Altshuler Shaham
Israel
$1.56K
SAM
221
Smartleaf Asset Management
Massachusetts
$1.43K
SWM
222
Spire Wealth Management
Virginia
$1.42K
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.38K
WTA
224
Washington Trust Advisors
Massachusetts
$1.35K
GSWM
225
Golden State Wealth Management
California
$1.27K