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221 hedge funds and large institutions have $1.02B invested in Appian in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 43

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

9% more funds holding

Funds holding: 203221 (+18)

5.38% more ownership

Funds ownership: 76.78%82.16% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$64M)

80% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $92.1M

Holders
221
Holders Change
+18
Holders Change %
+8.87%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
81
Reduced
43
Closed
29
Calls
$18.9M
Puts
$92.1M
Net Calls
-$73.3M
Net Calls Change
-$76.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Abdiel Capital Advisors
New York
$293M
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M -$687K -20,993 -0.4%
BlackRock
3
BlackRock
New York
$94.5M +$457K +13,974 +0.4%
LECM
4
Lead Edge Capital Management
New York
$44M
First Trust Advisors
5
First Trust Advisors
Illinois
$33.8M -$3M -91,801 -7%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$31M -$617K -18,854 -2%
State Street
7
State Street
Massachusetts
$29.6M -$734K -22,432 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$28.9M +$976K +29,823 +3%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$22.6M +$4.14M +126,636 +19%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$15M -$376K -11,476 -2%
Morgan Stanley
11
Morgan Stanley
New York
$13.1M -$7.73M -236,191 -34%
Goldman Sachs
12
Goldman Sachs
New York
$11.1M +$272K +8,319 +2%
Northern Trust
13
Northern Trust
Illinois
$10.1M -$455K -13,896 -4%
Charles Schwab
14
Charles Schwab
California
$9.83M -$258K -7,893 -2%
HAM
15
Harber Asset Management
North Carolina
$9.8M +$3.52M +107,602 +46%
TI
16
Trexquant Investment
Connecticut
$8.98M +$4.76M +145,450 +87%
Millennium Management
17
Millennium Management
New York
$8.72M +$1.57M +48,014 +19%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$8.41M +$2.42M +74,051 +34%
Canada Life
19
Canada Life
Manitoba, Canada
$8.36M -$682K -20,838 -7%
NPT
20
National Philanthropic Trust
Pennsylvania
$8.12M
HRCM
21
Hawk Ridge Capital Management
California
$7.56M +$8.58M +262,300 New
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.34M +$1.76M +53,667 +27%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$7.17M +$8.14M +248,730 New
Marshall Wace
24
Marshall Wace
United Kingdom
$7M +$5.95M +181,945 +298%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$6.38M +$2.37M +72,417 +49%

APPN Hedge Fund Activity: Q1 2025 in Review

221 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2025, worth a combined $1.02B — down 5.9% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new APPN positions and 29 closed out — a net gain of 19 holders — while 81 added to existing stakes and 43 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $8.58M. The largest seller was Morgan Stanley, cutting an estimated $7.73M.

  • 221 institutional investors held Appian (APPN) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $1.02B of Appian stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 48 funds opened new Appian positions in Q1 2025 and 29 closed out, a net change of +19 holders.
  • The largest Appian buyer in Q1 2025 was Hawk Ridge Capital Management, an estimated $8.58M added.
  • The largest Appian seller in Q1 2025 was Morgan Stanley, an estimated $7.73M sold.

Based on aggregated 13F filings for Q1 2025.