Appian Corporation
US ˙ NasdaqGM ˙ US03782L1017

SecurityAPPN / Appian Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership273,555 shares
Ownership 0.70%
Morgan Stanley ownership in APPN / Appian Corporation

2024-11-07 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 273,555 shares of Appian Corporation (US:APPN). This represents 0.7 percent ownership of the company. In their previous filing dated 2024-11-06 , Morgan Stanley had reported owning 2,451,497 shares, indicating a decrease of -88.84 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-11-07 2024-11-07 13G/A 2,451,497 273,555 -88.84 0.70 -88.33
2024-11-06 2024-11-06 13G 570,705 2,451,497 329.56 6.00 300.00
2021-02-10 2021-02-10 13G/A 1,990,032 570,705 -71.32 1.50 -71.70
2021-02-04 2021-02-04 13G 1,990,032 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPIAN CL A 03782L101 1,545,863 125,832 8.86 37,271 -25.90 0.0022
2026-05-27 2025-12-31 13F/A-1 APPIAN CL A 03782L101 1,420,031 181,480 14.65 50,297 32.84 0.0030
2026-02-13 2025-12-31 13F APPIAN CL A 03782L101 1,420,031 181,480 50,297 0.0030
2026-05-27 2025-09-30 13F/A-1 APPIAN CL A 03782L101 1,238,551 601,627 94.46 37,863 99.09 0.0023
2025-11-14 2025-09-30 13F APPIAN CL A 03782L101 1,238,551 601,627 37,863 0.0023
2025-08-15 2025-06-30 13F APPIAN CL A 03782L101 636,924 182,249 40.08 19,019 45.19 0.0012
2025-05-15 2025-03-31 13F APPIAN CL A 03782L101 454,675 -236,191 -34.19 13,099 -42.51 0.0009
2025-05-15 2024-12-31 13F/A-1 APPIAN CL A 03782L101 690,866 -2,360,337 -77.36 22,785 -78.13 0.0016
2025-02-14 2024-12-31 13F APPIAN CL A 03782L101 690,866 -2,360,337 22,785 0.0016
2025-05-14 2024-09-30 13F/A-2 APPIAN CL A 03782L101 3,051,203 -391,011 -11.36 104,168 -1.94 0.0076
2025-02-14 2024-09-30 13F/A-1 APPIAN CL A 03782L101 3,051,203 -391,011 104,168 0.0076
2024-11-14 2024-09-30 13F APPIAN CL A 03782L101 3,051,203 -391,011 104,168 0.0076
2025-05-14 2024-06-30 13F/A-2 APPIAN CL A 03782L101 3,442,214 2,661,234 340.76 106,227 240.47 0.0082
2024-10-17 2024-06-30 13F/A-1 APPIAN CL A 03782L101 3,442,214 2,661,234 106,227 0.0082
2024-08-14 2024-06-30 13F APPIAN CL A 03782L101 3,442,214 2,661,234 106,227 0.0082
2024-10-17 2024-03-31 13F/A-2 APPIAN CL A 03782L101 780,980 304,021 63.74 31,200 73.70 0.0025
2024-08-16 2024-03-31 13F/A-1 APPIAN CL A 03782L101 780,980 304,021 31,200 0.0025
2024-05-15 2024-03-31 13F APPIAN CL A 03782L101 780,980 304,021 31,200 0.0025
2024-08-16 2023-12-31 13F/A-1 APPIAN CL A 03782L101 476,959 -33,494 -6.56 17,962 -22.85 0.0016
2024-02-13 2023-12-31 13F APPIAN CL A 03782L101 476,959 -33,494 17,962 0.0016
2023-11-15 2023-09-30 13F APPIAN CL A 03782L101 510,453 27,399 5.67 23,282 1.25 0.0024
2023-08-14 2023-06-30 13F APPIAN CL A 03782L101 483,054 263,355 119.87 22,993 135.83 0.0023
2023-05-15 2023-03-31 13F APPIAN CL A 03782L101 219,699 -310,578 -58.57 9,750 -43.53 0.0010
2023-02-14 2022-12-31 13F APPIAN CL A 03782L101 530,277 151,482 39.99 17,266 11.62 0.0020
2022-11-14 2022-09-30 13F APPIAN CL A 03782L101 378,795 -32,237 -7.84 15,467 -20.54 0.0021
2022-10-27 2022-06-30 13F/A-1 APPIAN CL A 03782L101 411,032 35,427 9.43 19,466 -14.78 0.0025
2022-08-15 2022-06-30 13F APPIAN CL A 03782L101 411,032 35,427 19,466 0.0025
2022-10-27 2022-03-31 13F/A-1 APPIAN CL A 03782L101 375,605 -368,383 -49.51 22,843 -52.92 0.0031
2022-05-13 2022-03-31 13F APPIAN CL A 03782L101 375,605 -368,383 22,843 0.0031
2022-02-14 2021-12-31 13F APPIAN CL A 03782L101 743,988 -602,021 -44.73 48,516 -61.04 0.0060
2021-11-15 2021-09-30 13F APPIAN CL A 03782L101 1,346,009 750,090 125.87 124,521 51.69 0.0168
2021-08-23 2021-06-30 13F/A-1 APPIAN CL A 03782L101 595,919 112,399 23.25 82,087 27.69 0.0108
2021-08-16 2021-06-30 13F APPIAN CL A 03782L101 595,919 112,399 82,087 0.0023
2021-05-17 2021-03-31 13F APPIAN CL A 03782L101 483,520 -1,649,346 -77.33 64,284 -81.41 0.0094
2021-02-16 2020-12-31 13F APPIAN CL A 03782L101 2,132,866 1,016,613 91.07 345,716 378.32 0.0534
2020-11-13 2020-09-30 13F APPIAN CL A 03782L101 1,116,253 62,668 5.95 72,277 33.86 0.0140
2020-08-14 2020-06-30 13F APPIAN CL A 03782L101 1,053,585 449,393 74.38 53,996 122.15 0.0120
2020-05-26 2020-03-31 13F/A-1 APPIAN CL A 03782L101 604,192 -96,783 -13.81 24,306 -9.26 0.0066
2020-05-15 2020-03-31 13F APPIAN CL A 03782L101 604,192 -96,783 24,306 1,867.2075
2020-02-14 2019-12-31 13F APPIAN CL A 03782L101 700,975 180,155 34.59 26,785 8.27 0.0062
2019-11-14 2019-09-30 13F APPIAN CL A 03782L101 520,820 84,759 19.44 24,739 57.29 0.0065
2019-08-14 2019-06-30 13F APPIAN CL A 03782L101 436,061 83,027 23.52 15,728 29.41 0.0042
2019-05-15 2019-03-31 13F APPIAN CL A 03782L101 353,034 220,030 165.43 12,154 242.08 0.0034
2019-02-14 2018-12-31 13F APPIAN CL A 03782L101 133,004 -113,702 -46.09 3,553 -56.49 0.0011
2019-04-23 2018-09-30 13F/A-2 APPIAN CL A 03782L101 246,706 120,026 94.75 8,166 78.26 0.0020
2018-11-20 2018-09-30 13F/A-1 APPIAN CL A 03782L101 246,706 0 8,166 0.0020
2018-11-14 2018-09-30 13F APPIAN CL A 03782L101 246,706 120,026 8,166
2019-04-23 2018-06-30 13F/A-1 APPIAN CL A 03782L101 126,680 39,522 45.35 4,581 108.70 0.0012
2018-08-14 2018-06-30 13F APPIAN CL A 03782L101 126,680 39,522 4,581
2019-04-23 2018-03-31 13F/A-1 APPIAN CL A 03782L101 87,158 -14,584 -14.33 2,195 -31.47 0.0006
2018-05-14 2018-03-31 13F APPIAN CL A 03782L101 87,158 -14,584 2,195
2019-04-23 2017-12-31 13F/A-1 APPIAN CL A 03782L101 101,742 35,885 54.49 3,203 70.83 0.0009
2018-02-14 2017-12-31 13F APPIAN CL A 03782L101 101,742 35,885 3,203
2017-11-14 2017-09-30 13F APPIAN CL A 03782L101 65,857 18,362 38.66 1,875 117.52 0.0006
2017-08-11 2017-06-30 13F APPIAN CL A 03782L101 47,495 47,495 862 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.