Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 177 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. | 13,425,803 | reported | 11 Mar 2022 | tx 44+2,351,867 |
| GoodRx Holdings, Inc. | 8,762,316 | reported | 08 Sept 2021 | tx 25+1,178,529 |
| Fastly, Inc. | 8,552,987 | reported | 13 Mar 2020 | tx 20+459,071 |
| APPIAN CORP | 6,939,889 | reported | 11 Jul 2025 | tx 252+4,791,150−5,125,990 |
| MINDBODY, Inc. | 1,217,490 | reported | 21 Sept 2015 | tx 30+432,490 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Jul 2025 | SALE | APPIAN CORP | 80,371 | 30.71 USD | |
| 11 Jul 2025 | SALE | APPIAN CORP | 89 | 30.12 USD | |
| 10 Jul 2025 | SALE | APPIAN CORP | 2,797 | 31.06 USD | |
| 09 Jul 2025 | SALE | APPIAN CORP | 8,425 | 31.19 USD | |
| 09 Jul 2025 | SALE | APPIAN CORP | 191,118 | 31.19 USD | |
| 10 Jul 2025 | SALE | APPIAN CORP | 3,741 | 30.71 USD | |
| 11 Jul 2025 | SALE | APPIAN CORP | 1,919 | 30.12 USD | |
| 10 Jul 2025 | SALE | APPIAN CORP | 130 | 31.06 USD | |
| 07 Jul 2025 | SALE | APPIAN CORP | 108,148 | 31.14 USD | |
| 07 Jul 2025 | SALE | APPIAN CORP | 91,852 | 30.77 USD | |
| 08 Jul 2025 | SALE | APPIAN CORP | 75,000 | 31.27 USD | |
| 03 Jul 2025 | SALE | APPIAN CORP | 24,597 | 30.45 USD | |
| 03 Jul 2025 | SALE | APPIAN CORP | 597 | 30.51 USD | |
| 08 Jul 2025 | SALE | APPIAN CORP | 598 | 31.19 USD | |
| 07 Jul 2025 | SALE | APPIAN CORP | 587 | 31.02 USD | |
| 06 Jun 2025 | SALE | APPIAN CORP | 9,462 | 32.21 USD | |
| 06 Jun 2025 | SALE | APPIAN CORP | 720 | 32.01 USD | |
| 06 Jun 2025 | SALE | APPIAN CORP | 215,538 | 32.21 USD | |
| 04 Jun 2025 | SALE | APPIAN CORP | 5,171 | 31.80 USD | |
| 04 Jun 2025 | SALE | APPIAN CORP | 119,829 | 31.80 USD | |
| 05 Jun 2025 | SALE | APPIAN CORP | 615 | 32.17 USD | |
| 04 Jun 2025 | SALE | APPIAN CORP | 615 | 31.93 USD | |
| 05 Jun 2025 | SALE | APPIAN CORP | 65,576 | 31.82 USD | |
| 05 Jun 2025 | SALE | APPIAN CORP | 2,878 | 31.82 USD | |
| 05 Jun 2025 | SALE | APPIAN CORP | 149,963 | 32.30 USD |
3 purchases reported after at least 12 months of silence — most recent on 14 Aug 2024.