Last 7 days
3.2%
Last 30 days
-10.1%
Last 90 days
-7.8%
Trailing 12 Months
9.1%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-11 | Matheos Mark | sold | -655,325 | 50.1473 | -13,068 | chief financial officer |
2023-09-11 | Winters Christopher | sold | -1,507,020 | 50.2339 | -30,000 | general counsel |
2023-09-11 | JONES CHRISTOPHER M | sold | -225,495 | 50.11 | -4,500 | chief revenue officer |
2023-08-07 | JONES CHRISTOPHER M | acquired | - | - | 18,985 | chief revenue officer |
2023-08-07 | JONES CHRISTOPHER M | sold (taxes) | -327,030 | 49.55 | -6,600 | chief revenue officer |
2023-07-03 | Lynch Mark Steven | acquired | - | - | 656 | - |
2023-07-03 | Edwards Shirley Ann | acquired | - | - | 656 | - |
2023-07-03 | Kilberg Bobbie G | acquired | - | - | 656 | - |
2023-07-03 | McCarthy William D. | acquired | - | - | 656 | - |
2023-07-03 | Biddle Albert G.W. III | acquired | - | - | 656 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | reduced | -32.51 | -250,000 | 657,000 | -% |
2023-09-12 | Farther Finance Advisors, LLC | sold off | -100 | -4,438 | - | -% |
2023-09-05 | Delos Wealth Advisors, LLC | unchanged | - | 16.00 | 238 | -% |
2023-08-23 | Stonebridge Capital Advisors LLC | unchanged | - | 38.00 | 571 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 9.04 | 141,456 | 975,800 | 0.01% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -1.77 | 30,893 | 511,785 | -% |
2023-08-21 | VitalStone Financial, LLC | reduced | -63.27 | -2,000 | 1,000 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -10.13 | -72,864 | 1,948,600 | -% |
2023-08-16 | Nuveen Asset Management, LLC | added | 2.14 | 448,752 | 5,140,750 | -% |
2023-08-16 | Sunbelt Securities, Inc. | reduced | -9.09 | 21.00 | 952 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jun 09, 2023 | vanguard group inc | 10.59% | 4,412,586 | SC 13G/A | |
Feb 09, 2023 | calkins matthew w | 39.9% | 29,048,442 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 9.55% | 3,918,420 | SC 13G/A | |
Jan 31, 2023 | blackrock inc. | 7.2% | 2,958,404 | SC 13G/A | |
Jan 26, 2023 | abdiel qualified master fund lp | 22.9% | 9,404,803 | SC 13D/A | |
Jan 19, 2023 | abdiel qualified master fund lp | 22.0% | 9,008,528 | SC 13D/A | |
Jan 06, 2023 | baillie gifford & co | 3.82% | 1,567,182 | SC 13G/A | |
Dec 01, 2022 | baillie gifford & co | 9.81% | 4,028,919 | SC 13G/A | |
Nov 14, 2022 | abdiel qualified master fund lp | 20.6% | 8,465,572 | SC 13D/A | |
May 25, 2022 | abdiel qualified master fund lp | 19.2% | 7,842,224 | SC 13D/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 13, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4/A | Insider Trading | |
Sep 11, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 11, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 11, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 07, 2023 | 8-K | Current Report | |
Aug 08, 2023 | 4 | Insider Trading | |
Aug 03, 2023 | 10-Q | Quarterly Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MSFT | 2.4T | 211.9B | -2.09% | 38.56% | 33.05 | 11.29 | 6.88% | -0.52% |
ADBE | 237.6B | 18.9B | -7.47% | 89.36% | 46.4 | 12.58 | 9.86% | 6.40% |
AZPN | - | - | 4.66% | -14.69% | - | - | - | - |
ORCL | 292.3B | 51.0B | -11.76% | 75.63% | 31.17 | 5.74 | 15.41% | 61.40% |
CRM | 198.6B | 33.1B | -8.04% | 41.62% | 125.87 | 6.01 | 14.81% | 194.40% |
ZM | 21.0B | 4.5B | -2.24% | -4.73% | 147.96 | 4.7 | 3.92% | -85.69% |
MID-CAP | ||||||||
APPN | 3.3B | 506.6M | -10.09% | 9.11% | -20.65 | 6.42 | 20.13% | -27.36% |
MANH | 12.3B | 848.2M | -1.16% | 49.49% | 84.02 | 14.46 | 19.21% | 23.01% |
GWRE | 7.4B | 905.3M | 4.13% | 46.31% | -47.54 | 8.14 | 11.41% | -3.11% |
SMALL-CAP | ||||||||
ZUO | 1.1B | 415.3M | -11.29% | 10.70% | -5.96 | 2.68 | 11.66% | -68.02% |
YEXT | 779.1M | 403.2M | -31.24% | 40.13% | -32.52 | 1.93 | 0.77% | 74.48% |
UPLD | 144.3M | 309.9M | 19.14% | -45.63% | -0.78 | 0.47 | -0.26% | -219.50% |
9.0%
-12.2%
100%
98.1%
77.7%
Y-axis is the maximum loss one would have experienced if Appian was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 3.6% | 506,612,000 | 488,960,000 | 467,991,000 | 447,193,000 | 421,734,000 | 394,670,000 | 369,259,000 | 345,901,000 | 330,788,000 | 314,564,000 | 304,573,000 | 291,561,000 | 280,412,000 | 278,912,000 | 260,352,000 | 251,950,000 | 240,743,000 | 235,351,000 | 226,743,000 | 217,089,000 | 206,789,000 |
Gross Profit | 4.0% | 364,684,000 | 350,584,000 | 334,685,000 | 321,002,000 | 302,796,000 | 283,190,000 | 265,166,000 | 248,090,000 | 237,933,000 | 226,388,000 | 215,807,000 | 201,962,000 | 188,413,000 | 185,018,000 | 166,511,000 | 158,672,000 | 151,324,000 | 147,409,000 | 141,818,000 | 135,717,000 | 128,896,000 |
Operating Expenses | 2.4% | 519,008,000 | 506,993,000 | 479,695,000 | 451,335,000 | 418,250,000 | 380,473,000 | 349,073,000 | 315,739,000 | 290,200,000 | 266,174,000 | 253,709,000 | 243,240,000 | 234,463,000 | 228,767,000 | 216,979,000 | 209,380,000 | 204,630,000 | 199,206,000 | 188,537,000 | 176,089,000 | 160,906,000 |
S&GA Expenses | 2.7% | 243,853,000 | 237,438,000 | 220,374,000 | 206,271,000 | 193,430,000 | 177,784,000 | 167,852,000 | 154,000,000 | 143,562,000 | 132,128,000 | 130,316,000 | 126,145,000 | 122,115,000 | 123,021,000 | 117,440,000 | 116,363,000 | 114,227,000 | 111,619,000 | 105,992,000 | 98,278,000 | 92,536,000 |
R&D Expenses | 3.9% | 156,799,000 | 150,898,000 | 139,210,000 | 127,759,000 | 116,646,000 | 106,666,000 | 97,517,000 | 89,937,000 | 81,577,000 | 74,893,000 | 70,241,000 | 66,991,000 | 64,538,000 | 60,125,000 | 58,043,000 | 54,750,000 | 50,790,000 | 48,810,000 | 44,724,000 | 41,360,000 | 38,219,000 |
EBITDA | 100.0% | - | -150,504,000 | -141,260,000 | -135,624,000 | -117,461,000 | -92,968,000 | -81,797,000 | -62,837,000 | -40,735,000 | -28,547,000 | -26,578,000 | -31,155,000 | -40,268,000 | -38,749,000 | -42,598,000 | -47,147,000 | -50,653,000 | -52,306,000 | -47,145,000 | -39,719,000 | -30,858,333 |
EBITDA Margin | 100.0% | - | -0.31 | -0.30 | -0.30 | -0.28 | -0.24 | -0.22 | -0.18 | -0.12 | -0.09 | -0.09 | -0.11 | -0.14 | -0.14 | -0.16 | -0.18 | -0.21 | -0.22 | -0.21 | -0.18 | -0.15 |
Interest Expenses | 50.6% | 4,257,000 | 2,826,000 | 1,671,000 | 326,000 | 295,000 | 313,000 | 323,000 | 289,000 | 250,000 | 204,000 | 165,000 | 197,000 | 249,000 | 311,000 | 331,000 | 262,000 | 195,000 | 107,000 | 46,000 | 549,000 | 714,667 |
Earnings Before Taxes | 4.6% | -153,767,000 | -161,196,000 | -150,228,000 | -142,954,000 | -124,511,000 | -99,126,000 | -87,863,000 | -68,170,000 | -46,229,000 | -34,195,000 | -32,594,000 | -37,132,000 | -48,420,000 | -46,663,000 | -49,894,000 | -53,399,000 | -53,816,000 | -54,964,000 | -49,212,000 | -41,933,000 | -32,967,000 |
EBT Margin | 100.0% | - | -0.33 | -0.32 | -0.32 | -0.30 | -0.25 | -0.24 | -0.20 | -0.14 | -0.11 | -0.11 | -0.13 | -0.16 | -0.16 | -0.18 | -0.20 | -0.22 | -0.23 | -0.22 | -0.19 | -0.16 |
Net Income | 4.3% | -157,597,000 | -164,596,000 | -150,920,000 | -142,349,000 | -123,737,000 | -98,208,000 | -88,641,000 | -69,177,000 | -47,405,000 | -35,395,000 | -33,477,000 | -37,893,000 | -48,931,000 | -47,167,000 | -50,714,000 | -53,820,000 | -54,198,000 | -55,114,000 | -49,451,000 | -42,417,000 | -33,673,000 |
Net Income Margin | 100.0% | - | -0.34 | -0.32 | -0.32 | -0.29 | -0.25 | -0.24 | -0.20 | -0.14 | -0.11 | -0.11 | -0.13 | -0.16 | -0.16 | -0.19 | -0.21 | -0.23 | -0.24 | -0.22 | -0.20 | -0.16 |
Free Cashflow | 100.0% | - | -121,338,000 | -115,646,000 | -122,824,000 | -104,522,000 | -80,692,000 | -59,976,000 | -31,353,000 | -11,628,000 | -8,088,000 | -8,871,000 | -21,526,000 | -33,308,000 | -24,690,000 | -41,347,000 | -46,505,000 | -28,808,000 | -44,184,000 | -38,335,000 | -25,271,000 | -28,815,000 |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | -5.0% | 612 | 645 | 594 | 455 | 470 | 503 | 505 | 494 | 494 | 501 | 513 | 492 | 471 | 359 | 371 | 319 | 228 | 232 | 233 | 207 | 150 |
Current Assets | -7.5% | 436 | 472 | 422 | 298 | 315 | 339 | 338 | 347 | 373 | 367 | 365 | 383 | 369 | 255 | 278 | 265 | 177 | 192 | 210 | 188 | 133 |
Cash Equivalents | -13.7% | 172 | 199 | 148 | 52.00 | 76.00 | 107 | 101 | 127 | 131 | 115 | 112 | 251 | 256 | 149 | 160 | 166 | 81.00 | 75.00 | 95.00 | 107 | 50.00 |
Net PPE | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 40.00 | 37.00 | 23.00 | 8.00 | 3.00 | 3.00 |
Goodwill | -0.3% | 27.00 | 27.00 | 26.00 | 24.00 | 26.00 | 27.00 | 28.00 | 27.00 | 5.00 | 5.00 | 5.00 | 5.00 | 4.00 | 4.00 | - | - | - | - | - | - | - |
Liabilities | 0.6% | 532 | 528 | 449 | 282 | 265 | 260 | 271 | 238 | 218 | 205 | 216 | 195 | 173 | 162 | 166 | 166 | 171 | 167 | 160 | 125 | 118 |
Current Liabilities | 0.4% | 325 | 324 | 270 | 224 | 212 | 206 | 216 | 178 | 160 | 147 | 156 | 133 | 120 | 109 | 112 | 129 | 133 | 133 | 128 | 111 | 103 |
LT Debt, Current | 0.0% | 65.00 | 65.00 | 3.00 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
LT Debt, Non Current | -0.6% | 143 | 144 | 115 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholder's Equity | -30.7% | 81.00 | 116 | 146 | 173 | 205 | 243 | 234 | 256 | 276 | 296 | 297 | 298 | 299 | 198 | 205 | 213 | 121 | 128 | 73.00 | 82.00 | 32.00 |
Retained Earnings | -9.5% | -487 | -445 | -408 | -374 | -330 | -280 | -257 | -231 | -206 | -182 | -168 | -162 | -158 | -147 | -135 | -185 | -172 | -163 | -145 | -131 | -116 |
Additional Paid-In Capital | 1.7% | 579 | 570 | 561 | 550 | 538 | 528 | 497 | 491 | 485 | 479 | 470 | 463 | 458 | 345 | 341 | 337 | 230 | 227 | 218 | 213 | 148 |
Shares Outstanding | 0.2% | 73.00 | 73.00 | - | 73.00 | 72.00 | 72.00 | - | 71.00 | 71.00 | 71.00 | 69.00 | 70.00 | 68.00 | 68.00 | 65.00 | 65.00 | 65.00 | 64.00 | 62.00 | 62.00 | 61.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 15.9% | -93.49 | -111 | -106 | -113 | -94.81 | -71.71 | -53.92 | -28.66 | -10.04 | -6.57 | -7.62 | -19.50 | -27.89 | -8.66 | -8.93 | -10.25 | 4.00 | -21.61 | -31.32 | -22.95 | -26.99 |
Share Based Compensation | 4.7% | 45.00 | 43.00 | 39.00 | 34.00 | 27.00 | 23.00 | 24.00 | 22.00 | 21.00 | 20.00 | 15.00 | 14.00 | 14.00 | 13.00 | 16.00 | 18.00 | 22.00 | 21.00 | 16.00 | 13.00 | 8.00 |
Cashflow From Investing | -277.8% | -15.68 | -4.15 | 10.00 | 11.00 | 16.00 | 39.00 | 42.00 | -94.79 | -119 | -141 | -153 | -8.16 | -11.56 | -22.17 | -32.42 | -36.26 | -33.11 | -22.57 | -7.01 | -2.32 | -1.82 |
Cashflow From Financing | -1.5% | 204 | 207 | 143 | 26.00 | 26.00 | 27.00 | 3.00 | 3.00 | 3.00 | 111 | 110 | 110 | 213 | 105 | 106 | 106 | 61.00 | 61.00 | 61.00 | 61.00 | 1.00 |
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenue | ||||
Total revenue | $ 127,715 | $ 110,063 | $ 262,950 | $ 224,329 |
Cost of revenue | ||||
Total cost of revenue | 36,845 | 33,293 | 72,938 | 64,314 |
Gross profit | 90,870 | 76,770 | 190,012 | 160,015 |
Operating expenses | ||||
Sales and marketing | 62,581 | 56,166 | 125,671 | 102,192 |
Research and development | 39,743 | 33,842 | 81,367 | 63,778 |
General and administrative | 29,208 | 29,509 | 58,902 | 60,658 |
Total operating expenses | 131,532 | 119,517 | 265,940 | 226,628 |
Operating loss | (40,662) | (42,747) | (75,928) | (66,613) |
Other non-operating expense | ||||
Other (income) expense, net | (3,886) | 6,153 | (6,576) | 6,940 |
Interest expense | 4,755 | 60 | 7,873 | 134 |
Total other non-operating expense | 869 | 6,213 | 1,297 | 7,074 |
Loss before income taxes | (41,531) | (48,960) | (77,225) | (73,687) |
Income tax expense (benefit) | 824 | 394 | 1,959 | (1,179) |
Net loss | $ (42,355) | $ (49,354) | $ (79,184) | $ (72,508) |
Net loss per share: | ||||
Basic (in usd per share) | $ (0.58) | $ (0.68) | $ (1.09) | $ (1.00) |
Diluted (in usd per share) | $ (0.58) | $ (0.68) | $ (1.09) | $ (1.00) |
Weighted average common shares outstanding: | ||||
Basic (in shares) | 73,041 | 72,390 | 72,956 | 72,272 |
Diluted (in shares) | 73,041 | 72,390 | 72,956 | 72,272 |
Subscriptions | ||||
Revenue | ||||
Total revenue | $ 93,794 | $ 76,668 | $ 192,751 | $ 160,388 |
Cost of revenue | ||||
Total cost of revenue | 10,779 | 8,528 | 21,227 | 16,751 |
Professional services | ||||
Revenue | ||||
Total revenue | 33,921 | 33,395 | 70,199 | 63,941 |
Cost of revenue | ||||
Total cost of revenue | $ 26,066 | $ 24,765 | $ 51,711 | $ 47,563 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 171,530 | $ 148,132 |
Short-term investments and marketable securities | 65,430 | 47,863 |
Accounts receivable, net of allowance of $2,206 and $2,125, respectively | 134,016 | 165,964 |
Deferred commissions, current | 30,389 | 30,196 |
Prepaid expenses and other current assets | 32,720 | 28,093 |
Restricted cash, current | 2,272 | 2,249 |
Total current assets | 436,357 | 422,497 |
Property and equipment, net of accumulated depreciation of $21,054 and $18,864, respectively | 44,514 | 41,855 |
Goodwill | 26,618 | 26,349 |
Intangible assets, net of accumulated amortization of $3,486 and $2,715, respectively | 4,562 | 5,251 |
Right-of-use assets for operating leases | 39,197 | 37,248 |
Deferred commissions, net of current portion | 55,471 | 55,788 |
Deferred tax assets | 2,466 | 1,940 |
Other assets | 3,171 | 3,286 |
Total assets | 612,356 | 594,214 |
Current liabilities | ||
Accounts payable | 7,104 | 7,997 |
Accrued expenses | 11,943 | 12,227 |
Accrued compensation and related benefits | 34,630 | 40,718 |
Deferred revenue | 191,672 | 194,768 |
Debt | 65,431 | 2,740 |
Operating lease liabilities | 9,876 | 8,681 |
Other current liabilities | 4,295 | 3,121 |
Total current liabilities | 324,951 | 270,252 |
Long-term debt | 142,874 | 115,379 |
Operating lease liabilities | 60,079 | 57,225 |
Deferred revenue | 3,734 | 5,556 |
Deferred tax liabilities | 86 | 102 |
Total liabilities | 531,724 | 448,514 |
Stockholders’ equity | ||
Additional paid-in capital | 579,378 | 561,390 |
Accumulated other comprehensive loss | (11,118) | (7,246) |
Accumulated deficit | (487,635) | (408,451) |
Total stockholders’ equity | 80,632 | 145,700 |
Total liabilities and stockholders’ equity | 612,356 | 594,214 |
Class A Common Stock | ||
Stockholders’ equity | ||
Common stock | 4 | 4 |
Class B Common Stock | ||
Stockholders’ equity | ||
Common stock | $ 3 | $ 3 |