Capital Advisory Group Advisory Services, LLC Appian Corp Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$39.46 - $64.98 $8,286 - $13,645	-210 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$47.69 - $66.56 $10,014 - $13,977	210 New	210 $13,000
Q4 2021 Feb 15, 2022	SELL	$65.21 - $103.39 $18,650 - $29,569	-286 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$126.65 - $235.24 $30,016 - $55,751	-237 Reduced 45.32%	286 $38,000
Q3 2020 Nov 16, 2020	SELL	$45.87 - $66.24 $130,958 - $189,115	-2,855 Reduced 84.52%	523 $34,000
Q2 2020 Aug 14, 2020	BUY	$31.36 - $62.44 $89,532 - $178,266	2,855 Added 545.89%	3,378 $173,000
Q1 2020 May 18, 2020	BUY	$31.54 - $63.3 $16,495 - $33,105	523 New	523 $21,000
Q4 2019 Feb 14, 2020	SELL	$37.7 - $50.82 $19,113 - $25,765	-507 Closed	0 $0
Q1 2019 May 28, 2020	BUY	$25.61 - $38.97 $12,984 - $19,757	507 New	507 $18,000

Others Institutions Holding APPN

# of Institutions

219

Shares Held

34.4M

Call Options Held

198K

Put Options Held

147K

Abdiel Capital Advisors, LP New York, NY

10.2M
Shares

$370 Million
20.98% of portfolio
Vanguard Group Inc Valley Forge, PA

5M
Shares

$182 Million
0.0% of portfolio
Black Rock Inc. New York, NY

3.22M
Shares

$117 Million
0.0% of portfolio
Morgan Stanley New York, NY

3.05M
Shares

$111 Million
0.01% of portfolio
Lead Edge Capital Management, LLC New York, NY

1.45M
Shares

$52.6 Million
15.88% of portfolio

View Full List

About APPIAN CORP

Ticker APPN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 40,952,000
Market Cap $1.49B
Description
Appian Corporation provides low-code automation platform in the United States and internationally. The company's platform automates the creation of forms, workflows, data structures, reports, user interfaces, and other software elements that are needed to be manually coded. The company also offers professional and customer support services. It s...

More about APPN

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