Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 216 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APPIAN CORP | 6,813,539 | reported | 16 Jul 2025 | tx 165+3,311,022−741,462 |
| Alteryx, Inc. | 4,615,095 | reported | 18 May 2018 | tx 28+493,072 |
| MINDBODY, Inc. | 3,516,493 | reported | 29 Sept 2016 | tx 15+352,711 |
| Fastly, Inc. | 2,685,971 | reported | 05 Aug 2019 | tx 10+274,111 |
| Cricut, Inc. | 190,616 | reported | 07 Mar 2024 | tx 124+3,945,555−9,886,303 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Jul 2025 | SALE | APPIAN CORP | 321 | 30.12 USD | |
| 16 Jul 2025 | SALE | APPIAN CORP | 119,274 | 28.81 USD | |
| 16 Jul 2025 | SALE | APPIAN CORP | 5,726 | 28.81 USD | |
| 14 Jul 2025 | SALE | APPIAN CORP | 6,666 | 30.12 USD | |
| 02 Jul 2025 | SALE | APPIAN CORP | 84,876 | 30.29 USD | |
| 01 Jul 2025 | SALE | APPIAN CORP | 100,315 | 30.24 USD | |
| 30 Jun 2025 | SALE | APPIAN CORP | 21,156 | 29.92 USD | |
| 01 Jul 2025 | SALE | APPIAN CORP | 375 | 30.15 USD | |
| 27 May 2025 | SALE | APPIAN CORP | 73,166 | 31.71 USD | |
| 28 May 2025 | SALE | APPIAN CORP | 4,670 | 31.51 USD | |
| 29 May 2025 | SALE | APPIAN CORP | 53,337 | 31.45 USD | |
| 04 Apr 2025 | SALE | APPIAN CORP | 77,079 | 26.49 USD | |
| 03 Apr 2025 | SALE | APPIAN CORP | 100,000 | 27.89 USD | |
| 04 Apr 2025 | SALE | APPIAN CORP | 899 | 26.14 USD | |
| 04 Apr 2025 | SALE | APPIAN CORP | 550 | 27.01 USD | |
| 02 Apr 2025 | SALE | APPIAN CORP | 975 | 29.54 USD | |
| 03 Apr 2025 | SALE | APPIAN CORP | 895 | 27.90 USD | |
| 02 Apr 2025 | SALE | APPIAN CORP | 4,562 | 28.77 USD | |
| 02 Apr 2025 | SALE | APPIAN CORP | 52,438 | 29.58 USD | |
| 01 Oct 2024 | PURCHASE | APPIAN CORP | 10,265 | 33.75 USD | |
| 11 Sept 2024 | PURCHASE | APPIAN CORP | 276 | 30.85 USD | |
| 11 Sept 2024 | PURCHASE | APPIAN CORP | 13,773 | 31.38 USD | |
| 11 Sept 2024 | PURCHASE | APPIAN CORP | 529 | 31.38 USD | |
| 12 Sept 2024 | PURCHASE | APPIAN CORP | 8,223 | 31.57 USD | |
| 11 Sept 2024 | PURCHASE | APPIAN CORP | 7,191 | 30.85 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Jul 2024.