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245 hedge funds and large institutions have $1.27B invested in Appian in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 72

14% more capital invested

Capital invested by funds: $1.11B → $1.27B (+$158M)

6% more funds holding

Funds holding: 232245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 84.63%83.83% (-0.8%)

80% less call options, than puts

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

Holders
245
Holders Change
+13
Holders Change %
+5.6%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
91
Reduced
72
Closed
31
Calls
$15.9M
Puts
$81.2M
Net Calls
-$65.3M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M +$5.7M +159,956 +3%
BlackRock
2
BlackRock
New York
$116M -$4.39M -123,366 -4%
LECM
3
Lead Edge Capital Management
New York
$57M -$7.21M -202,362 -11%
Morgan Stanley
4
Morgan Stanley
New York
$50.3M +$6.46M +181,480 +15%
FP
5
Fivespan Partners
California
$48.7M +$49M +1,375,000 New
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$46.2M +$475K +13,346 +1%
First Trust Advisors
7
First Trust Advisors
Illinois
$41.1M +$3.12M +87,557 +8%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$39.4M +$16.6M +465,268 +72%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.9M -$787K -22,094 -2%
State Street
10
State Street
Massachusetts
$34.7M -$1.72M -48,278 -5%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$33.3M -$1.88M -52,868 -5%
N
12
Nuveen
North Carolina
$24.6M +$3.57M +100,178 +17%
Marshall Wace
13
Marshall Wace
United Kingdom
$23.8M +$8.11M +227,676 +51%
AQR Capital Management
14
AQR Capital Management
Connecticut
$23.8M +$1.77M +49,682 +8%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$22M -$2.28M -63,889 -9%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$21.7M -$2.1M -58,856 -9%
Citadel Advisors
17
Citadel Advisors
Florida
$19.6M -$1.91M -53,488 -9%
Mirae Asset Global ETFs Holdings
18
Mirae Asset Global ETFs Holdings
Hong Kong
$18.8M +$508K +14,268 +3%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$17M +$767K +21,543 +5%
Goldman Sachs
20
Goldman Sachs
New York
$14.5M +$1.58M +44,304 +12%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$13.2M +$105K +2,939 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13M -$1.86M -52,109 -12%
Charles Schwab
23
Charles Schwab
California
$12.4M +$464K +13,031 +4%
Northern Trust
24
Northern Trust
Illinois
$11.9M -$749K -21,016 -6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$11.4M +$2.16M +60,702 +23%