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203 hedge funds and large institutions have $1.08B invested in Appian in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.14M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% more funds holding

Funds holding: 192203 (+11)

6.8% less ownership

Funds ownership: 83.58%76.78% (-6.8%)

8% less capital invested

Capital invested by funds: $1.17B → $1.08B (-$93.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
61
Reduced
55
Closed
31
Calls
$8.38M
Puts
$5.14M
Net Calls
+$3.25M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$336M +$367K +10,265 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$854K +23,890 +0.5%
BlackRock
3
BlackRock
New York
$108M +$547K +15,308 +0.5%
LECM
4
Lead Edge Capital Management
New York
$50.4M +$2.97M +83,000 +6%
First Trust Advisors
5
First Trust Advisors
Illinois
$41.7M +$2.99M +83,708 +7%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$36.1M -$10.4M -291,636 -21%
State Street
7
State Street
Massachusetts
$34.6M +$1.07M +30,059 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$32.1M +$526K +14,710 +2%
Morgan Stanley
9
Morgan Stanley
New York
$22.8M -$84.4M -2,360,337 -77%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$21.7M +$3.79M +106,023 +19%
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$17.5M -$197K -5,498 -1%
Goldman Sachs
12
Goldman Sachs
New York
$12.4M +$7.99M +223,473 +145%
Northern Trust
13
Northern Trust
Illinois
$12M +$441K +12,337 +4%
Charles Schwab
14
Charles Schwab
California
$11.5M +$503K +14,085 +4%
Canada Life
15
Canada Life
Manitoba, Canada
$10.3M -$1.12M -31,282 -9%
NPT
16
National Philanthropic Trust
Pennsylvania
$9.29M
Millennium Management
17
Millennium Management
New York
$8.4M +$2.02M +56,420 +28%
HAM
18
Harber Asset Management
North Carolina
$7.67M -$5.61M -157,005 -40%
N
19
Nuveen
North Carolina
$7.35M +$4.17M +116,656 +110%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$7.18M +$7.78M +217,765 New
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.64M +$4.67M +130,606 +185%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$6.03M +$4.51M +126,256 +223%
TI
23
Trexquant Investment
Connecticut
$5.48M +$578K +16,164 +11%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.3M +$4.64M +129,800 +419%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$4.92M +$5.33M +149,112 New

APPN Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q4 2024, worth a combined $1.08B — down 7.9% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APPN positions and 31 closed out — a net gain of 13 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $84.4M.

  • 203 institutional investors held Appian (APPN) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $1.08B of Appian stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 44 funds opened new Appian positions in Q4 2024 and 31 closed out, a net change of +13 holders.
  • The largest Appian buyer in Q4 2024 was Goldman Sachs, an estimated $7.99M added.
  • The largest Appian seller in Q4 2024 was Morgan Stanley, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2024.