Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Fastly, Inc. | 11,865,321 | reported | 06 May 2021 | tx 26+2,013,639 |
| GoodRx Holdings, Inc. | 8,380,809 | reported | 17 Dec 2021 | tx 19+3,900−523,279 |
| APPIAN CORP | 5,940,717 | reported | 24 Jul 2025 | tx 168+1,337,977−2,001,112 |
| Cricut, Inc. | 5,273,978 | reported | 21 Feb 2024 | tx 86+2,989,217−2,000,000 |
| Alteryx, Inc. | 4,901,199 | reported | 23 Oct 2018 | tx 7+256,959 |
| MINDBODY, Inc. | 2,809,528 | reported | 10 May 2016 | tx 32+665,707−4,384 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 157 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Jul 2025 | SALE | APPIAN CORP | 2,208 | 29.59 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 8,018 | 30.14 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 167,108 | 30.14 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 12,428 | 29.54 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 258,997 | 29.54 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 158 | 28.77 USD | |
| 23 Jul 2025 | SALE | APPIAN CORP | 3,291 | 28.77 USD | |
| 22 Jul 2025 | SALE | APPIAN CORP | 3,581 | 29.37 USD | |
| 22 Jul 2025 | SALE | APPIAN CORP | 74,617 | 29.37 USD | |
| 24 Jul 2025 | SALE | APPIAN CORP | 46,005 | 29.59 USD | |
| 21 Jul 2025 | SALE | APPIAN CORP | 1,954 | 29.03 USD | |
| 21 Jul 2025 | SALE | APPIAN CORP | 40,743 | 29.03 USD | |
| 18 Jul 2025 | SALE | APPIAN CORP | 641 | 28.49 USD | |
| 18 Jul 2025 | SALE | APPIAN CORP | 9,237 | 28.81 USD | |
| 18 Jul 2025 | SALE | APPIAN CORP | 192,481 | 28.81 USD | |
| 17 Jul 2025 | SALE | APPIAN CORP | 42,941 | 28.51 USD | |
| 17 Jul 2025 | SALE | APPIAN CORP | 2,059 | 28.51 USD | |
| 17 Jul 2025 | SALE | APPIAN CORP | 629 | 28.80 USD | |
| 03 Jun 2025 | SALE | APPIAN CORP | 287,394 | 31.83 USD | |
| 02 Jun 2025 | SALE | APPIAN CORP | 35,862 | 31.43 USD | |
| 02 Jun 2025 | SALE | APPIAN CORP | 1,575 | 31.43 USD | |
| 30 May 2025 | SALE | APPIAN CORP | 290,506 | 31.47 USD | |
| 30 May 2025 | SALE | APPIAN CORP | 9,494 | 31.47 USD | |
| 03 Jun 2025 | SALE | APPIAN CORP | 12,606 | 31.83 USD | |
| 13 Sept 2024 | PURCHASE | APPIAN CORP | 352 | 32.73 USD |
3 purchases reported after at least 12 months of silence — most recent on 27 Aug 2024.