Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 255 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 |
|---|---|---|---|---|
| Fastly, Inc. | 10,862,029 | reported | 08 Mar 2021 | tx 26+1,349,413 |
| Cricut, Inc. | 9,444,742 | reported | 15 Dec 2023 | tx 103+1,535,379−3,000,000 |
| APPIAN CORP | 9,199,001 | reported | 21 May 2025 | tx 277+3,241,761−1,323,917 |
| MINDBODY, Inc. | 4,016,493 | reported | 11 Oct 2016 | tx 17+1,036,793 |
| Alteryx, Inc. | 4,016,199 | reported | 24 Jan 2019 | tx 14+242,500−1,150,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2025 | SALE | APPIAN CORP | 1,400 | 32.01 USD | |
| 20 May 2025 | SALE | APPIAN CORP | 150,000 | 32.20 USD | |
| 19 Sept 2024 | PURCHASE | APPIAN CORP | 235 | 33.70 USD | |
| 20 Sept 2024 | PURCHASE | APPIAN CORP | 7,617 | 33.55 USD | |
| 20 Sept 2024 | PURCHASE | APPIAN CORP | 340 | 33.55 USD | |
| 18 Sept 2024 | PURCHASE | APPIAN CORP | 11,341 | 33.25 USD | |
| 18 Sept 2024 | PURCHASE | APPIAN CORP | 457 | 33.25 USD | |
| 19 Sept 2024 | PURCHASE | APPIAN CORP | 6,811 | 33.70 USD | |
| 09 Sept 2024 | PURCHASE | APPIAN CORP | 791 | 30.22 USD | |
| 09 Sept 2024 | PURCHASE | APPIAN CORP | 22,262 | 30.22 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 66 | 31.31 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 779 | 30.35 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 21,241 | 30.35 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 35 | 29.98 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 1,812 | 31.31 USD | |
| 06 Sept 2024 | PURCHASE | APPIAN CORP | 965 | 29.98 USD | |
| 05 Sept 2024 | PURCHASE | APPIAN CORP | 815 | 31.21 USD | |
| 05 Sept 2024 | PURCHASE | APPIAN CORP | 19,199 | 31.21 USD | |
| 09 Aug 2024 | PURCHASE | APPIAN CORP | 72,193 | 28.15 USD | |
| 07 Aug 2024 | PURCHASE | APPIAN CORP | 146,266 | 27.11 USD | |
| 08 Aug 2024 | PURCHASE | APPIAN CORP | 1,315 | 28.34 USD | |
| 08 Aug 2024 | PURCHASE | APPIAN CORP | 35,267 | 28.34 USD | |
| 08 Aug 2024 | PURCHASE | APPIAN CORP | 482 | 27.66 USD | |
| 08 Aug 2024 | PURCHASE | APPIAN CORP | 12,936 | 27.66 USD | |
| 07 Aug 2024 | PURCHASE | APPIAN CORP | 3,734 | 27.11 USD |
2 purchases reported after at least 12 months of silence — most recent on 19 Jul 2024.