Skip to main content

Evanson Asset Management, LLC

SEC CIK
0001626379
Latest filing
Apr 8, 2026

APPN holding history

Appian Corp in every 13F filed by Evanson Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APPN overviewAll 13F holders of APPNFull Q1 2026 holdings

Shares (Q1 2026)
12,943
Value
$312.1K
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of APPN by Evanson Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202612,943$312.1K<0.1%00.0%UnchangedHolders
Q4 202512,943$458.4K<0.1%00.0%UnchangedHolders
Q3 202512,943$395.7K<0.1%00.0%UnchangedHolders
Q2 202512,943$386.5K<0.1%00.0%UnchangedHolders
Q1 202512,943$372.9K<0.1%00.0%UnchangedHolders
Q4 202412,943$426.9K<0.1%00.0%UnchangedHolders
Q3 202412,943$441.9K<0.1%−8,402−39.4%ReducedHolders
Q2 202421,345$658.7K0.1%+59+0.3%AddedHolders
Q1 202421,286$850.4K0.1%00.0%UnchangedHolders
Q4 202321,286$801.6K0.1%−8,334−28.1%ReducedHolders
Q3 202329,620$1.35M0.1%00.0%UnchangedHolders
Q2 202329,620$1.41M0.1%+4,010+15.7%AddedHolders
Q1 202325,610$1.14M0.1%00.0%UnchangedHolders
Q4 202225,610$833.9K0.1%00.0%UnchangedHolders
Q3 202225,610$1.05M0.1%+25,610NewHolders