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194 hedge funds and large institutions have $1.02B invested in Appian in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

10.59% more ownership

Funds ownership: 69.74%80.33% (+11%)

6% less funds holding

Funds holding: 207194 (-13)

13% less capital invested

Capital invested by funds: $1.18B → $1.02B (-$158M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

51% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $25.4M

Holders
194
Holders Change
-13
Holders Change %
-6.28%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
58
Reduced
47
Closed
50
Calls
$12.4M
Puts
$25.4M
Net Calls
-$13M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$182M
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$2.24M +68,151 +1%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$87.3M +2,661,234 +341%
BlackRock
4
BlackRock
New York
$99.3M +$1.71M +52,087 +2%
HRCM
5
Hawk Ridge Capital Management
California
$60.9M -$1.14M -34,678 -2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$44.6M -$10.3M -312,652 -18%
LECM
7
Lead Edge Capital Management
New York
$35.7M +$38M +1,156,985 New
First Trust Advisors
8
First Trust Advisors
Illinois
$34.5M -$10.8M -327,821 -23%
State Street
9
State Street
Massachusetts
$32.3M +$1.54M +46,903 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.4M +$432K +13,182 +1%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$17.7M +$18.9M +574,867 New
Goldman Sachs
12
Goldman Sachs
New York
$15.8M +$9.04M +275,527 +117%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$15.6M -$6.58M -200,561 -28%
Canada Life
14
Canada Life
Manitoba, Canada
$15.1M +$484K +14,749 +3%
SRFM
15
Shannon River Fund Management
New York
$14.2M +$2.96M +90,083 +24%
HAM
16
Harber Asset Management
North Carolina
$13.2M +$4.32M +131,716 +44%
Northern Trust
17
Northern Trust
Illinois
$10.9M -$470K -14,328 -4%
Charles Schwab
18
Charles Schwab
California
$10.2M +$46.9K +1,429 +0.4%
NPT
19
National Philanthropic Trust
Pennsylvania
$8.69M
ECP
20
Empyrean Capital Partners
California
$7.71M +$8.2M +250,000 New
AACP
21
Advantage Alpha Capital Partners
California
$7.53M +$3.5M +106,617 +78%
SLG
22
Stanley-Laman Group
Pennsylvania
$6.12M -$533K -16,250 -8%
EP
23
Edgestream Partners
New Jersey
$4.66M +$4.95M +150,920 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.44M +$428K +13,046 +10%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$4.38M -$670K -20,432 -13%

APPN Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2024, worth a combined $1.02B — down 13% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APPN and 38 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.8M.

  • 194 institutional investors held Appian (APPN) as of Q2 2024, down from 207 in Q1 2024.
  • Funds reported $1.02B of Appian stock for Q2 2024, down 13% quarter-over-quarter.
  • 38 funds opened new Appian positions in Q2 2024 and 50 closed out, a net change of -12 holders.
  • The largest Appian buyer in Q2 2024 was Morgan Stanley, an estimated $87.3M added.
  • The largest Appian seller in Q2 2024 was Mirae Asset Global Investments, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.