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Appian Corp

APPN
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441683

In the last 90 days, Appian Corp insiders filed 0 open-market purchases and 3 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $880.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Appian Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
324
No complete 13F data for Q4 2020
Shares held
28.2M
No complete 13F data for Q4 2020
Total value
$3.74B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting APPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 324 institutions
Q1 2021: 324 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 269 institutionsQ1 2022: 269 institutionsQ2 2022: 243 institutionsQ3 2022: 237 institutionsQ4 2022: 213 institutionsQ1 2023: 210 institutionsQ2 2023: 212 institutionsQ3 2023: 203 institutionsQ4 2023: 216 institutionsQ1 2024: 208 institutionsQ2 2024: 195 institutionsQ3 2024: 192 institutionsQ4 2024: 204 institutionsQ1 2025: 220 institutionsQ2 2025: 221 institutionsQ3 2025: 232 institutionsQ4 2025: 246 institutionsQ1 2026: 208 institutionsQ2 2026: 212 institutions
Value heldQ1 2021: $3.74B
Q1 2021: $3.74BQ2 2021: $3.82BQ3 2021: $2.63BQ4 2021: $1.82BQ1 2022: $1.70BQ2 2022: $1.40BQ3 2022: $1.23BQ4 2022: $915.2MQ1 2023: $1.28BQ2 2023: $1.44BQ3 2023: $1.39BQ4 2023: $1.13BQ1 2024: $1.18BQ2 2024: $1.02BQ3 2024: $1.17BQ4 2024: $1.08BQ1 2025: $1.02BQ2 2025: $1.08BQ3 2025: $1.11BQ4 2025: $1.27BQ1 2026: $939.4MQ2 2026: $880.3M
Institutions holding APPN and their total value by quarter
QuarterHoldersValue
Q2 2026212$880.3M
Q1 2026208$939.4M
Q4 2025246$1.27B
Q3 2025232$1.11B
Q2 2025221$1.08B
Q1 2025220$1.02B
Q4 2024204$1.08B
Q3 2024192$1.17B
Q2 2024195$1.02B
Q1 2024208$1.18B
Q4 2023216$1.13B
Q3 2023203$1.39B
Q2 2023212$1.44B
Q1 2023210$1.28B
Q4 2022213$915.2M
Q3 2022237$1.23B
Q2 2022243$1.40B
Q1 2022269$1.70B
Q4 2021269$1.82B
Q3 2021286$2.63B
Q2 2021286$3.82B
Q1 2021324$3.74B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Appian Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding APPN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Charter Oak Capital Management, LLC3$00.00%––
Duncker Streett & Co Inc10$1.00K0.00%––
Macroview Investment Management LLC6$1.00K0.00%––
IFP Advisors, Inc9$1.00K0.00%––
Horan Securities, Inc.6$1.00K0.00%––
Institutional & Family Asset Management, LLC5$1.00K0.00%––
HHM Wealth Advisors, LLC8$1.00K0.00%––
Meridian Wealth Partners, LLC11$1.00K0.00%––
Iron Horse Wealth Management, LLC4$1.00K0.00%––
TD Private Client Wealth LLC9$1.20K0.00%––
Clearstead Advisors, LLC13$2.00K0.00%––
Plante Moran Financial Advisors, LLC15$2.00K0.00%––
Glassman Wealth Services15$2.00K0.00%––
Sugarloaf Wealth Management, LLC13$2.00K0.00%––
Horizon Financial Services, LLC14$2.00K0.00%––
Covington Capital Management25$3.00K0.00%––
Column Capital Advisors, LLC24$3.00K0.00%––
Alpha DNA Investment Management LLC29$3.00K0.00%––
Federation des caisses Desjardins du Quebec27$3.59K0.00%––
Delta Asset Management LLC30$4.00K0.00%––
Trust Co of Vermont29$4.00K0.00%––
Pier Capital, LLC27$4.00K0.00%––
Lenox Wealth Advisors, LLC30$4.00K0.00%––
Moisand Fitzgerald Tamayo, LLC30$4.00K0.00%––
Avion Wealth28$4.00K0.00%––
Eudaimonia Partners, LLC31$4.00K0.00%––
TFC Financial Management27$4.00K0.00%––
Ancora Advisors, LLC40$5.00K0.00%––
Hudock, Inc.40$5.00K0.00%––
North Star Investment Management Corp.54$7.00K0.00%––
Gradient Investments LLC50$7.00K0.00%––
JFS Wealth Advisors, LLC69$9.00K0.00%––
Berman Capital Advisors, LLC74$9.00K0.00%––
Versant Capital Management, Inc70$9.00K0.00%––
Activest Wealth Management64$9.00K0.01%––
FinTrust Capital Advisors, LLC75$10.0K0.00%––
Tradewinds Capital Management, LLC85$11.0K0.00%––
Sound Income Strategies, LLC96$12.8K0.00%––
Winch Advisory Services, LLC105$14.0K0.01%––
Point72 Hong Kong Ltd130$17.0K0.00%––
Manchester Financial Inc141$19.0K0.01%––
BerganKDV Wealth Management, LLC140$19.0K0.00%––
Lindbrook Capital, LLC154$20.0K0.00%––
Rocky Mountain Advisers, LLC158$21.0K0.03%––
Truvestments Capital LLC161$21.0K0.01%––
Bedel Financial Consulting, Inc.163$22.0K0.01%––
WealthShield Partners, LLC172$23.0K0.00%––
Northwestern Mutual Wealth Management Co206$27.0K0.00%––
Parkside Financial Bank & Trust200$27.0K0.01%––
Sandy Spring Bank202$27.0K0.00%––
Allworth Financial LP205$27.0K0.00%––
Capital Analysts, LLC200$27.0K0.00%––
Patriot Financial Group Insurance Agency, LLC200$27.0K0.01%––
RMR Wealth Builders200$27.0K0.01%––
Huntington National Bank210$28.0K0.00%––
Proequities, Inc.213$28.0K0.00%––
Larson Financial Group LLC211$28.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC227$30.0K0.00%––
Rockbridge Investment Management, LCC232$31.0K0.01%––
Carroll Financial Associates, Inc.250$33.0K0.00%––
Orion Capital Management LLC247$33.0K0.02%––
Hall Laurie J Trustee265$35.0K0.01%––
Wagner Wealth Management, LLC260$35.0K0.03%––
Adirondack Trust Co280$37.0K0.02%––
TCI Wealth Advisors, Inc.278$37.0K0.02%––
Capital Advisory Group Advisory Services, LLC286$38.0K0.01%––
Ameritas Investment Company, LLC300$39.9K0.00%––
Massmutual Trust Co FSB317$42.0K0.00%––
FMR LLC352$47.0K0.00%––
McIlrath & Eck, LLC373$50.0K0.02%––
Altshuler Shaham Ltd401$53.0K0.00%––
Exchange Traded Concepts, LLC399$53.0K0.00%––
Parallax Volatility Advisers, L.P.435$58.0K0.00%––
Meeder Asset Management Inc452$61.0K0.00%––
Toth Financial Advisory Corp500$66.0K0.01%––
Glen Eagle Advisors, LLC500$66.5K0.02%––
Sowell Financial Services LLC698$69.0K0.00%––
Harbor Investment Advisory, LLC550$73.0K0.01%––
Twin Tree Management, LP566$75.0K0.00%––
Vestor Capital, LLC595$79.0K0.01%––
Signaturefd, LLC613$81.0K0.00%––
Kistler-Tiffany Companies, LLC616$82.0K0.02%––
Eaton Vance Management650$86.0K0.00%––
Cutler Group LP680$90.0K0.01%––
Rockefeller Capital Management L.P.744$98.0K0.00%––
Creative Financial Designs Inc860$114.0K0.02%––
Canada Pension Plan Investment Board882$117.0K0.00%––
Geneos Wealth Management Inc.971$117.0K0.00%––
Macquarie Group Ltd890$118.0K0.00%––
Banque Cantonale Vaudoise923$123.0K0.01%––
Carmichael Hill & Associates, Inc.1,062$141.0K0.08%––
Salem Investment Counselors Inc1,230$164.0K0.01%––
Nisa Investment Advisors, LLC1,350$179.0K0.00%––
Spire Wealth Management1,319$179.0K0.00%––
Amundi Asset Management US, Inc.1,400$186.0K0.00%––
Sonora Investment Management, LLC1,400$186.0K0.01%––
AdvisorNet Financial, Inc1,408$187.0K0.01%––
LexAurum Advisors, LLC1,501$200.0K0.07%––
XTX Topco Ltd1,505$200.0K0.10%––
Benjamin F. Edwards & Company, Inc.1,537$204.0K0.01%––