Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 194 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 |
|---|---|---|---|---|
| Cricut, Inc. | 14,332,021 | reported | 04 May 2022 | tx 94+2,258,158 |
| Fastly, Inc. | 9,496,868 | reported | 21 May 2020 | tx 23+1,124,377 |
| GoodRx Holdings, Inc. | 8,062,788 | reported | 21 Dec 2021 | tx 5−206,900 |
| Alteryx, Inc. | 5,156,028 | reported | 01 Nov 2018 | tx 45+3,133,668 |
| APPIAN CORP | 4,246,284 | reported | 08 Aug 2025 | tx 188+2,941,933−2,615,911 |
| MINDBODY, Inc. | 3,351,493 | reported | 30 Aug 2016 | tx 19+750,542 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Aug 2025 | SALE | APPIAN CORP | 3,187 | 27.88 USD | |
| 06 Aug 2025 | SALE | APPIAN CORP | 129 | 27.88 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 336,027 | 29.21 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 16,124 | 29.21 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 276,752 | 30.09 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 13,280 | 30.09 USD | |
| 08 Aug 2025 | SALE | APPIAN CORP | 896 | 29.36 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 5,035 | 31.10 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 11,508 | 32.17 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 552 | 32.17 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 784 | 31.00 USD | |
| 08 Aug 2025 | SALE | APPIAN CORP | 275,416 | 29.11 USD | |
| 08 Aug 2025 | SALE | APPIAN CORP | 13,216 | 29.11 USD | |
| 07 Aug 2025 | SALE | APPIAN CORP | 104,933 | 31.10 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 853 | 29.86 USD | |
| 29 Jul 2025 | SALE | APPIAN CORP | 10,034 | 30.28 USD | |
| 25 Jul 2025 | SALE | APPIAN CORP | 238,674 | 29.73 USD | |
| 25 Jul 2025 | SALE | APPIAN CORP | 11,451 | 29.73 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 17,788 | 29.86 USD | |
| 29 Jul 2025 | SALE | APPIAN CORP | 482 | 30.28 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 312,014 | 30.40 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 14,971 | 30.40 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 18,262 | 31.01 USD | |
| 28 Jul 2025 | SALE | APPIAN CORP | 876 | 31.01 USD | |
| 29 Jul 2025 | SALE | APPIAN CORP | 10,677 | 29.71 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Jul 2024.