Roundview Capital LLC Appian Corp Transaction History

Roundview Capital LLC

$1.35 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$42.4 - $52.04 $13,398 - $16,444	-316 Reduced 4.83%	6,220 $283,000
Q2 2023 Aug 09, 2023	SELL	$33.73 - $53.9 $12,918 - $20,643	-383 Reduced 5.54%	6,536 $311,000
Q1 2023 May 09, 2023	SELL	$31.12 - $45.96 $529 - $781	-17 Reduced 0.25%	6,919 $307,000
Q4 2022 Feb 13, 2023	SELL	$31.77 - $50.38 $47,400 - $75,166	-1,492 Reduced 17.7%	6,936 $225,000
Q3 2022 Nov 10, 2022	BUY	$40.54 - $55.42 $16,824 - $22,999	415 Added 5.18%	8,428 $344,000
Q2 2022 Aug 11, 2022	SELL	$39.46 - $64.98 $1,538 - $2,534	-39 Reduced 0.48%	8,013 $379,000
Q1 2022 May 11, 2022	BUY	$47.69 - $66.56 $383,999 - $535,941	8,052 New	8,052 $490,000
Q2 2021 Aug 10, 2021	SELL	$77.49 - $149.22 $396,981 - $764,454	-5,123 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$126.65 - $235.24 $6.8 Million - $12.6 Million	-53,698 Reduced 91.29%	5,123 $681,000
Q4 2020 Feb 08, 2021	SELL	$63.3 - $193.87 $979,124 - $3 Million	-15,468 Reduced 20.82%	58,821 $9.53 Million
Q3 2020 Nov 05, 2020	SELL	$45.87 - $66.24 $58,071 - $83,859	-1,266 Reduced 1.68%	74,289 $4.81 Million
Q2 2020 Aug 13, 2020	SELL	$31.36 - $62.44 $8,153 - $16,234	-260 Reduced 0.34%	75,555 $3.87 Million
Q1 2020 May 11, 2020	BUY	$31.54 - $63.3 $28,354 - $56,906	899 Added 1.2%	75,815 $3.05 Million
Q4 2019 Feb 10, 2020	SELL	$37.7 - $50.82 $23,788 - $32,067	-631 Reduced 0.84%	74,916 $2.86 Million
Q3 2019 Nov 12, 2019	SELL	$35.53 - $61.43 $56,670 - $97,980	-1,595 Reduced 2.07%	75,547 $3.59 Million
Q2 2019 Aug 12, 2019	SELL	$31.36 - $39.75 $135,475 - $171,720	-4,320 Reduced 5.3%	77,142 $2.78 Million
Q1 2019 May 09, 2019	BUY	$25.61 - $38.97 $21,000 - $31,955	820 Added 1.02%	81,462 $2.81 Million
Q4 2018 Feb 13, 2019	BUY	$22.99 - $30.24 $27,197 - $35,773	1,183 Added 1.49%	80,642 $2.15 Million
Q3 2018 Nov 07, 2018	BUY	$30.5 - $37.45 $49,105 - $60,294	1,610 Added 2.07%	79,459 $2.63 Million
Q2 2018 Aug 10, 2018	BUY	$25.58 - $43.06 $45,660 - $76,862	1,785 Added 2.35%	77,849 $2.82 Million
Q1 2018 May 14, 2018	SELL	$24.98 - $39.68 $692,695 - $1.1 Million	-27,730 Reduced 26.72%	76,064 $1.92 Million
Q4 2017 Feb 07, 2018	BUY	$19.69 - $33.6 $261,286 - $445,872	13,270 Added 14.66%	103,794 $3.27 Million
Q3 2017 Nov 13, 2017	BUY	$19.56 - $28.46 $1.03 Million - $1.5 Million	52,874 Added 140.44%	90,524 $2.58 Million
Q3 2017 Nov 13, 2017	BUY	$19.56 - $28.46 $736,434 - $1.07 Million	37,650	37,650 $683,000

Others Institutions Holding APPN

# of Institutions

217

Shares Held

34.4M

Call Options Held

198K

Put Options Held

147K

Abdiel Capital Advisors, LP New York, NY

10.2M
Shares

$381 Million
20.98% of portfolio
Vanguard Group Inc Valley Forge, PA

5M
Shares

$187 Million
0.0% of portfolio
Black Rock Inc. New York, NY

3.22M
Shares

$121 Million
0.0% of portfolio
Morgan Stanley New York, NY

3.05M
Shares

$114 Million
0.01% of portfolio
Lead Edge Capital Management, LLC New York, NY

1.45M
Shares

$54.1 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 $1.53B
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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