Institutional Ownership APPN (NASDAQ) - Appian Corp

Institutional Ownership Insights: Discover APPN Holdings. Gain a Comprehensive Overview of Funds and Institutions.

Institutions
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Valid Date Name Percent
of APPN shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-09-30 Bank of New York Mellon Corp 0.263% 0.002% 192291 10999 6.07%
2023-06-30 Abdiel Capital Advisors LLC 13.844% 18.309% 10121954 6444 0.06%
2023-06-30 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.146% 0.024% 106893 -27995 -20.75%
2023-06-30 Goldman Sachs Group Inc 0.357% 0.003% 261054 -42671 -14.05%
2023-06-30 Great West Life Assurance Co 0.401% 0.033% 293094 55497 23.36%
2023-06-30 Hawk Ridge Management LLC 2.013% 3.715% 1471913 -393917 -21.11%
2023-06-30 Millennium Management LLC 0.381% 0.007% 278333 278333 -
2023-06-30 Mirae Asset Global Investments (Korea) Co Ltd 0.633% 0.047% 463008 102973 28.60%
2023-06-30 Morgan Stanley - Brokerage Accounts 0.661% 0.002% 483054 263355 119.87%
2023-06-30 Northern Trust Corp 0.514% 0.003% 376108 9217 2.51%
2023-06-30 State Street Corporation 1.195% 0.002% 873935 21046 2.47%
2023-06-30 Tudor Investment Corp Et AL 0.206% 0.085% 150220 83273 124.39%
2023-06-30 Vanguard Group Inc 6.030% 0.005% 4408758 302131 7.36%
2023-06-30 Geode Capital Management, LLC 1.157% 0.005% 846139 40132 4.98%
2023-06-30 First Trust Advisors L.P. 1.532% 0.061% 1120307 135826 13.80%
2023-06-30 Bank of New York Mellon Corp 0.248% 0.002% 181292 12247 7.24%
2023-06-30 D. E. Shaw & Co LP 1.273% 0.045% 930830 42988 4.84%
2023-06-30 Charles Schwab Investment Management Inc 0.424% 0.004% 309850 7557 2.50%
2023-06-30 BlackRock Inc 4.013% 0.004% 2933839 208857 7.66%
2023-06-30 Baillie Gifford & Co Limited. 2.574% 0.076% 1882112 380770 25.36%
2023-06-30 BMO Capital Markets Corp. 0.201% 0.003% 147161 147161 -
2023-06-30 Bank of Montreal 0.201% 0.003% 147161 147161 -
2023-03-31 Geode Capital Management, LLC 1.102% 0.005% 806007 38945 5.08%
2023-03-31 State Street Corporation 1.167% 0.002% 852889 49979 6.22%
2023-03-31 Baillie Gifford & Co Limited. 2.053% 0.060% 1501342 -65840 -4.20%
2023-03-31 Advantage Alpha Capital Partners, LP 0.232% 1.565% 169313 23491 16.11%
2023-03-31 Morgan Stanley - Brokerage Accounts 0.301% 0.001% 219699 -310578 -58.57%
2023-03-31 BlackRock Inc 3.727% 0.004% 2724982 -233713 -7.90%
2023-03-31 Mirae Asset Global Investments (Korea) Co Ltd 0.492% 0.037% 360035 70188 24.22%
2023-03-31 Hawk Ridge Management LLC 2.552% 4.701% 1865830 128168 7.38%
2023-03-31 Charles Schwab Investment Management Inc 0.414% 0.004% 302293 187 0.06%
2023-03-31 Great West Life Assurance Co 0.325% 0.026% 237597 69660 41.48%
2023-03-31 Granahan Investment Management Inc.. 0.231% 0.228% 168929 66480 64.89%
2023-03-31 First Trust Advisors L.P. 1.347% 0.051% 984481 -93021 -8.63%
2023-03-31 Goldman Sachs Group Inc 0.415% 0.003% 303725 71244 30.65%

Funds

Valid Date Name Percent
of APPN shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-10-31 Global X Robotics & Artfcl Intllgnc ETF 0.563% 0.863% 411905 -500 -0.12%
2023-10-31 iShares Russell 2000 ETF 1.305% 0.079% 955255 9512 1.01%
2023-10-31 First Trust Cloud Computing ETF 0.948% 1.108% 693978 - -
2023-10-31 WisdomTree Art Intelligence ETF USD Acc 0.352% 1.833% 257716 1368 0.53%
2023-10-31 Schwab US Small-Cap ETF™ 0.253% 0.057% 185101 - -
2023-10-31 iShares Russell 2000 Growth ETF 0.481% 0.160% 352475 1680 0.48%
2023-09-30 Lord Abbett Developing Growth A 0.359% 0.529% 263021 197967 304.31%
2023-09-30 Fidelity® Extended Market Index 0.295% 0.031% 216304 -1330 -0.61%
2023-09-30 Vanguard Small Cap Growth Index Inv 0.819% 0.094% 598768 -22575 -3.63%
2023-09-30 Vanguard Institutional Extnd Mkt Idx Tr 0.792% 0.031% 578907 11856 2.09%
2023-09-30 Vanguard Small Cap Index 1.467% 0.041% 1072473 -11663 -1.08%
2023-09-30 Baillie Gifford Global Discovery A Acc 0.842% 3.477% 616762 636 0.10%
2023-09-30 Vanguard Total Stock Mkt Idx Inv 1.783% 0.005% 1303543 5220 0.40%
2023-09-30 Vanguard Information Technology ETF 0.883% 0.051% 645915 -2204 -0.34%
2023-09-30 Baillie Gifford WW Discovery B USD Acc 0.223% 2.987% 162934 342 0.21%
2023-09-30 Schwab US Small-Cap ETF™ 0.252% 0.062% 184205 -672 -0.36%
2023-09-30 State St Russell Sm/Mid Cp® Indx NL Cl C 0.319% 0.031% 232899 13300 6.06%
2023-09-29 WisdomTree Art Intelligence ETF USD Acc 0.333% 1.979% 243306 - -
2023-09-29 Global X Robotics & Artfcl Intllgnc ETF 0.584% 0.921% 427212 - -
2023-09-29 iShares Russell 2000 Growth ETF 0.482% 0.171% 352475 - -
2023-09-29 iShares Russell 2000 ETF 1.284% 0.084% 938511 -17334 -1.81%
2023-09-28 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 0.213% 1.679% 155438 - -
2023-09-28 First Trust Cloud Computing ETF 0.979% 1.213% 715545 - -
2023-08-31 iShares Russell 2000 ETF 1.281% 0.084% 936243 -3402 -0.36%
2023-08-31 Vanguard Institutional Extnd Mkt Idx Tr 0.776% 0.031% 567051 -113 -0.02%
2023-08-31 Vanguard Information Technology ETF 0.886% 0.050% 648119 147894 29.57%
2023-08-31 iShares Russell 2000 Growth ETF 0.471% 0.171% 343981 - -
2023-08-31 Vanguard Extended Market Index Investor 0.776% 0.031% 567051 -113 -0.02%
2023-08-31 State St Russell Sm/Mid Cp® Indx NL Cl C 0.300% 0.030% 219599 - -
2023-08-31 Fidelity® Small Cap Index 0.514% 0.083% 376579 9771 2.66%
2023-08-31 Baillie Gifford Global Discovery A Acc 0.843% 3.184% 616126 1437 0.23%
2023-08-31 WisdomTree Art Intelligence ETF USD Acc 0.424% 2.592% 309687 - -
2023-08-31 Baillie Gifford WW Discovery B USD Acc 0.222% 2.802% 162593 810 0.50%
2023-08-31 Fidelity® Extended Market Index 0.298% 0.032% 217634 4187 1.96%
2023-08-31 Vanguard Small Cap Growth Index Inv 0.850% 0.097% 621343 3672 0.59%
2023-08-31 Vanguard Small Cap Index 1.483% 0.042% 1084136 2992 0.28%
2023-08-31 First Trust Cloud Computing ETF 1.057% 1.328% 772858 -3285 -0.42%
2023-08-31 Global X Robotics & Artfcl Intllgnc ETF 0.584% 0.905% 427162 600 0.14%
2023-08-31 Vanguard Total Stock Mkt Idx Inv 1.776% 0.005% 1298323 -141 -0.01%
2023-08-31 Schwab US Small-Cap ETF™ 0.245% 0.060% 178801 - -
2023-08-31 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 0.270% 2.243% 197242 - -
2023-07-31 Vanguard Extended Market Index Investor 0.776% 0.031% 567164 1060 0.19%
2023-07-31 WisdomTree Art Intelligence ETF USD Acc 0.415% 2.520% 303215 591 0.20%
2023-07-31 Vanguard Information Technology ETF 0.684% 0.041% 500225 581 0.12%
2023-07-31 Vanguard Total Stock Mkt Idx Inv 1.776% 0.005% 1298464 -2270 -0.17%
2023-07-31 Vanguard Small Cap Index 1.479% 0.042% 1081144 4968 0.46%
2023-07-31 Vanguard Small Cap Growth Index Inv 0.845% 0.097% 617671 1624 0.26%
2023-07-31 State St Russell Sm/Mid Cp® Indx NL Cl C 0.300% 0.031% 219599 - -
2023-07-31 Edinburgh Worldwide Ord 0.589% 2.020% 430563 644 0.15%
2023-07-31 Baillie Gifford WW Discovery B USD Acc 0.221% 2.723% 161782 -4689 -2.82%
2023-07-31 Fidelity® Small Cap Index 0.502% 0.083% 366808 4944 1.37%
2023-07-31 First Trust Cloud Computing ETF 1.065% 1.402% 778333 - -
2023-07-31 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 0.254% 2.192% 185350 1982 1.08%
2023-07-31 iShares Russell 2000 ETF 1.270% 0.084% 928798 -2737 -0.29%
2023-07-31 iShares Russell 2000 Growth ETF 0.473% 0.170% 345700 - -
2023-07-31 Baillie Gifford Global Discovery A Acc 0.841% 3.015% 614689 -5266 -0.85%
2023-07-31 Old Westbury Small & Mid Cap Strategies 0.576% 0.277% 421315 111316 35.91%
2023-07-31 Global X Robotics & Artfcl Intllgnc ETF 0.602% 0.878% 440362 -250 -0.06%
2023-07-31 Fidelity® Extended Market Index 0.292% 0.032% 213447 - -
2023-07-29 Schwab US Small-Cap ETF™ 0.242% 0.059% 177147 - -
2023-06-30 Baillie Gifford WW Discovery B USD Acc 0.228% 2.770% 166471 -312 -0.19%
2023-06-30 Edinburgh Worldwide Ord 0.588% 2.003% 429919 -426 -0.10%
2023-06-30 Fidelity® Extended Market Index 0.292% 0.032% 213447 2749 1.30%
2023-06-30 Fidelity® Small Cap Index 0.495% 0.081% 361864 10456 2.98%
2023-06-30 Baillie Gifford Global Discovery A Acc 0.848% 2.980% 619955 9 -
2023-05-31 Fidelity® Small Cap Index 0.481% 0.077% 351408 5924 1.71%
2023-05-31 Edinburgh Worldwide Ord 0.589% 1.864% 430344 126855 41.80%
2023-04-30 Old Westbury Small & Mid Cap Strategies 0.424% 0.160% 309999 3679 1.20%
2023-03-31 Vanguard Instl Ttl Stck Mkt Idx Tr 1.779% 0.005% 1300659 105676 8.84%