EntryPoint Capital, LLC APPN APPIAN CORP

Ownership history in EntryPoint Capital, LLC  ·  8 quarters on record

AI Ownership Summary

EntryPoint Capital, LLC reported APPIAN CORP (APPN) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows APPN at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EntryPoint Capital, LLC's position in APPIAN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APPN was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EntryPoint Capital, LLC held APPN — position size vs. price
% of Fund (quarterly)    APPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33,463 +25,172 +303.6% 0.24% $807K 2026-05-14 $19.22
2025 Q4 REDUCED 28.4% -31.9% 8,291 -3,282 -28.4% 0.11% $294K 2026-02-12 $22.38
2025 Q3 REDUCED 30.8% +16.6% 11,573 -5,163 -30.8% 0.14% $354K 2025-11-13 $43.05
2025 Q1 ADDED 16,736 +7,561 +82.4% 0.22% $482K 2025-05-14 $32.97
2024 Q3 ADDED 9,175 +6,047 +193.3% 0.18% $313K 2024-11-13 $39.95
2024 Q2 REDUCED 30.3% +10.6% 3,128 -1,358 -30.3% 0.14% $97K 2024-08-13 $30.00
2024 Q1 REDUCED 62.4% -23.0% 4,486 -7,448 -62.4% 0.16% $179K 2024-05-14 $33.62
2023 Q4 INITIATED 11,934 0.43% $449K 2024-02-14 $33.38

FAQ About EntryPoint Capital, LLC and APPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has EntryPoint Capital, LLC reported owning APPN?

EntryPoint Capital, LLC reported APPN across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APPN position in EntryPoint Capital, LLC's portfolio?

The largest reported portfolio weight for APPN was 0.43% in 2023 Q4.

What is the latest reported APPN position on this page?

The most recent filing on this page is 2026 Q1, when EntryPoint Capital, LLC reported 33,463 shares, equal to 0.24% of portfolio, with an estimated market value of $807K.

What does the chart on this APPN ownership page compare?

The chart compares EntryPoint Capital, LLC's quarterly APPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EntryPoint Capital, LLC time their APPN position?

Based on 13F filing dates vs. subsequent APPN price moves, EntryPoint Capital, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on APPN relative to SPY over the holding period was -35.5%.

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