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, Q2 2021
Institutional positions in Appian Corp as of Jun 30, 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
- 286
- −37 vs. Q1 2021
- Shares held
- 27.8M
- −392.6K (−1.4%) vs. Q1 2021
- Total value
- $3.82B
- +$81.0M (+2.2%) vs. Q1 2021
- New holders
- 37
- 106 more added
- Sold out
- 74
- 77 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 212 | $880.3M |
| Q1 2026 | 208 | $939.4M |
| Q4 2025 | 246 | $1.27B |
| Q3 2025 | 232 | $1.11B |
| Q2 2025 | 221 | $1.08B |
| Q1 2025 | 220 | $1.02B |
| Q4 2024 | 204 | $1.08B |
| Q3 2024 | 192 | $1.17B |
| Q2 2024 | 195 | $1.02B |
| Q1 2024 | 208 | $1.18B |
| Q4 2023 | 216 | $1.13B |
| Q3 2023 | 203 | $1.39B |
| Q2 2023 | 212 | $1.44B |
| Q1 2023 | 210 | $1.28B |
| Q4 2022 | 213 | $915.2M |
| Q3 2022 | 237 | $1.23B |
| Q2 2022 | 243 | $1.40B |
| Q1 2022 | 269 | $1.70B |
| Q4 2021 | 269 | $1.82B |
| Q3 2021 | 286 | $2.63B |
| Q2 2021 | 286 | $3.82B |
| Q1 2021 | 324 | $3.74B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | New |
| Sugarloaf Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Private Capital Group, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Covington Capital Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $3.00K | 0.00% | +20 | New |
| Federation des caisses Desjardins du Quebec | 27 | $3.72K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $5.00K | 0.00% | −31−44.3% | Reduced |
| Hudock, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $5.00K | 0.00% | +25+312.5% | Added |
| Sound Income Strategies, LLC | 46 | $6.00K | 0.00% | −50−52.1% | Reduced |
| Berman Capital Advisors, LLC | 46 | $6.00K | 0.00% | −28−37.8% | Reduced |
| Ancora Advisors, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 59 | $8.00K | 0.00% | −46−43.8% | Reduced |
| Activest Wealth Management | 64 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $11.0K | 0.00% | +81 | New |
| Tradewinds Capital Management, LLC | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $12.0K | 0.00% | +73+561.5% | Added |
| Carroll Financial Associates, Inc. | 100 | $13.0K | 0.00% | −150−60.0% | Reduced |
| Tarbox Family Office, Inc. | 100 | $14.0K | 0.00% | +100 | New |
| Truvestments Capital LLC | 126 | $17.0K | 0.01% | −35−21.7% | Reduced |
| Column Capital Advisors, LLC | 121 | $17.0K | 0.00% | +97+404.2% | Added |
| HM Payson & Co | 126 | $17.0K | 0.00% | +126 | New |
| Larson Financial Group LLC | 141 | $19.0K | 0.00% | −70−33.2% | Reduced |
| BerganKDV Wealth Management, LLC | 140 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 147 | $20.0K | 0.01% | +147 | New |
| Canada Pension Plan Investment Board | 163 | $22.0K | 0.00% | −719−81.5% | Reduced |
| Bedel Financial Consulting, Inc. | 163 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 158 | $22.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 160 | $22.0K | 0.00% | +160 | New |
| Arkadios Wealth Advisors | 170 | $23.0K | 0.00% | +170 | New |
| Delos Wealth Advisors, LLC | 168 | $23.0K | 0.03% | +168 | New |
| WealthShield Partners, LLC | 172 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 205 | $28.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 213 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 220 | $30.0K | 0.01% | +66+42.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 227 | $31.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 247 | $34.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 255 | $35.0K | 0.01% | −23−8.3% | Reduced |
| Wagner Wealth Management, LLC | 260 | $36.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 265 | $37.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 286 | $39.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $39.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 317 | $44.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 321 | $44.0K | 0.00% | +111+52.9% | Added |
| Rockbridge Investment Management, LCC | 353 | $49.0K | 0.01% | +121+52.2% | Added |
| FMR LLC | 366 | $50.0K | 0.00% | +14+4.0% | Added |
| McIlrath & Eck, LLC | 373 | $51.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 500 | $68.9K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 532 | $73.0K | 0.00% | −358−40.2% | Reduced |
| Parisi Gray Wealth Management | 540 | $74.0K | 0.03% | +540 | New |
| Signaturefd, LLC | 578 | $80.0K | 0.00% | −35−5.7% | Reduced |
| Vestor Capital, LLC | 595 | $82.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 592 | $82.0K | 0.00% | +386+187.4% | Added |
| Eaton Vance Management | 600 | $83.0K | 0.00% | −50−7.7% | Reduced |
| Sandy Spring Bank | 602 | $83.0K | 0.00% | +400+198.0% | Added |
| Kistler-Tiffany Companies, LLC | 616 | $85.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 678 | $93.0K | 0.09% | +678 | New |
| Creative Financial Designs Inc | 750 | $103.0K | 0.02% | −110−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 759 | $105.0K | 0.00% | −6,646−89.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 787 | $108.0K | 0.06% | −275−25.9% | Reduced |
| Geneos Wealth Management Inc. | 945 | $126.0K | 0.00% | −26−2.7% | Reduced |
| Toronto Dominion Bank | 960 | $132.0K | 0.00% | +960 | New |
| Heritage Wealth Management, LLC | 977 | $135.0K | 0.05% | −1,490−60.4% | Reduced |
| Parallel Advisors, LLC | 1,162 | $160.0K | 0.01% | −478−29.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,167 | $161.0K | 0.00% | −2,281−66.2% | Reduced |
| AdvisorNet Financial, Inc | 1,208 | $166.0K | 0.01% | −200−14.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,244 | $171.0K | 0.00% | +500+67.2% | Added |
| Spire Wealth Management | 1,254 | $173.0K | 0.00% | −65−4.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,287 | $177.0K | 0.01% | −250−16.3% | Reduced |
| Amundi | 1,400 | $193.0K | 0.00% | +1,400 | New |
| Sonora Investment Management, LLC | 1,450 | $200.0K | 0.03% | +50+3.6% | Added |
| Nisa Investment Advisors, LLC | 1,450 | $200.0K | 0.00% | +100+7.4% | Added |
| Private Portfolio Partners LLC | 1,523 | $209.8K | 0.06% | +1,523 | New |
| Cim Investment Mangement Inc | 1,557 | $214.0K | 0.07% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,600 | $220.0K | 0.08% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 1,600 | $220.0K | 0.08% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,638 | $226.0K | 0.07% | +137+9.1% | Added |
| Cascadia Advisory Services, LLC | 1,646 | $227.0K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,662 | $229.0K | 0.02% | 00.0% | Unchanged |