APPN β€” APPIAN CORP

Ownership history in UBS Group AG  Β·  36 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in APPIAN CORP (APPN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

UBS Group AG Γ— APPN AI Analytics

πŸ“ˆ UBS Group AG outperformed the S&P 500 by +3.8% annually on this APPN position. Timing score: 53% (18/34 decisions correct). Average cost basis: $36.66. Maximum drawdown during holding period: –82.2%.

πŸ“ˆ Position Alpha vs SPY
+3.8%
annualised excess return

βœ… Outperformed SPY on this position by 3.8% ann.
34 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
18 of 34 add/trim decisions correct

πŸ’° Entry Quality
$36.66
-3.4% vs current ($35.42)

Best entry: $25.18 (2018 Q1)  Β·  Worst: $132.95 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–82.2%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
50%
buy-side decisions

18 adds Β· 18 trims. Bought during 7 of 15 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    APPN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 93,104 +48,204 +107.4% 0.00% $3.3M $35.42
2025 Q3 REDUCED 44,900 -224,326 -83.3% 0.00% $1.4M $30.57
2025 Q3 ADDED 269,226 +191,441 +246.1% 0.00% $8.2M $30.57
2025 Q2 REDUCED 77,785 -9,247 -10.6% 0.00% $2.3M $29.86
2025 Q1 ADDED 87,032 +8,848 +11.3% 0.00% $2.5M $28.81
2024 Q4 ADDED 78,184 +42,556 +119.4% 0.00% $2.6M $32.98
2024 Q3 ADDED 35,628 +6,193 +21.0% 0.00% $1.2M $34.14
2024 Q2 REDUCED 29,435 -38,765 -56.8% 0.00% $908K $30.86
2024 Q1 REDUCED 68,200 -5,394 -7.3% 0.00% $2.7M $39.95
2024 Q1 ADDED 73,594 +65,355 +793.2% 0.00% $2.9M $39.95
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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