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192 hedge funds and large institutions have $1.17B invested in Appian in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.95M

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$156M)

3.24% more ownership

Funds ownership: 80.33%83.58% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 194192 (-2)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
46
Reduced
63
Closed
36
Calls
$8.04M
Puts
$5.95M
Net Calls
+$2.09M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$347M +$139M +4,278,969 +73%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M -$4.7M -145,129 -3%
BlackRock
3
BlackRock
New York
$111M +$1.08M +33,335 +1%
Morgan Stanley
4
Morgan Stanley
New York
$104M -$12.7M -391,011 -11%
LECM
5
Lead Edge Capital Management
New York
$49.3M +$9.33M +288,100 +25%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$47.3M -$1.85M -57,079 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$40.3M +$2.03M +62,709 +6%
State Street
8
State Street
Massachusetts
$34.8M -$823K -25,403 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.7M +$187K +5,772 +0.6%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$18.9M +$1.48M +45,654 +9%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$18.3M -$1.23M -37,839 -7%
HAM
12
Harber Asset Management
North Carolina
$13.3M -$1.27M -39,070 -9%
Northern Trust
13
Northern Trust
Illinois
$12M -$55.3K -1,709 -0.5%
Canada Life
14
Canada Life
Manitoba, Canada
$11.7M -$4.74M -146,319 -30%
Charles Schwab
15
Charles Schwab
California
$11.4M +$124K +3,817 +1%
NPT
16
National Philanthropic Trust
Pennsylvania
$9.62M
Millennium Management
17
Millennium Management
New York
$6.77M +$6.42M +198,286 New
SLG
18
Stanley-Laman Group
Pennsylvania
$5.97M -$756K -23,354 -12%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$5.58M +$694K +21,426 +15%
Goldman Sachs
20
Goldman Sachs
New York
$5.26M -$11.6M -357,639 -70%
TI
21
Trexquant Investment
Connecticut
$5.13M +$4.86M +150,139 New
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$4.89M +$1.36M +41,922 +41%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$4.72M -$22.1K -683 -0.5%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$4.58M +$3.21M +99,198 +283%
Norges Bank
25
Norges Bank
Norway
$3.87M +$2.37M +73,191 +182%

APPN Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q3 2024, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of APPN and 34 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 46 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $139M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $60.9M sold.

  • 192 institutional investors held Appian (APPN) as of Q3 2024, down from 194 in Q2 2024.
  • Funds reported $1.17B of Appian stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new Appian positions in Q3 2024 and 36 closed out, a net change of -2 holders.
  • The largest Appian buyer in Q3 2024 was Abdiel Capital Advisors, an estimated $139M added.
  • The largest Appian seller in Q3 2024 was Hawk Ridge Capital Management, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2024.