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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 1,710 | $236.0K | 0.13% | +75+4.6% | Added |
| Independent Financial Group, LLC | 1,774 | $244.4K | 0.03% | −278−13.5% | Reduced |
| Captrust Financial Advisors | 1,799 | $248.0K | 0.00% | −163−8.3% | Reduced |
| Cribstone Capital Management, LLC | 1,800 | $248.0K | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,853 | $255.0K | 0.00% | +257+16.1% | Added |
| Regal Investment Advisors LLC | 1,869 | $257.0K | 0.03% | +1,869 | New |
| Concorde Asset Management, LLC | 1,876 | $258.0K | 0.14% | −1,064−36.2% | Reduced |
| Clear Perspective Advisors, LLC | 1,900 | $262.0K | 0.09% | +215+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,991 | $274.0K | 0.07% | +30+1.5% | Added |
| Eqis Capital Management, Inc. | 2,015 | $278.0K | 0.02% | −167−7.7% | Reduced |
| Private Advisor Group, LLC | 2,022 | $279.0K | 0.00% | +20+1.0% | Added |
| Wolverine Trading, LLC | 1,893 | $282.0K | 0.01% | +1,893 | New |
| Prospera Financial Services Inc | 2,067 | $284.0K | 0.01% | +67+3.4% | Added |
| Cetera Investment Advisers | 2,066 | $285.0K | 0.00% | −666−24.4% | Reduced |
| Kestra Advisory Services, LLC | 2,090 | $288.0K | 0.00% | +466+28.7% | Added |
| Fifth Third Bancorp | 2,111 | $291.0K | 0.00% | −169−7.4% | Reduced |
| Xponance, Inc. | 2,154 | $297.0K | 0.01% | +2,154 | New |
| Cetera Advisors LLC | 2,166 | $298.0K | 0.01% | +18+0.8% | Added |
| Vontobel Holding Ltd. | 2,179 | $300.0K | 0.00% | −6,086−73.6% | Reduced |
| Quilter Plc | 2,196 | $302.0K | 0.01% | −97−4.2% | Reduced |
| Seven Post Investment Office LP | 2,200 | $303.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,264 | $311.0K | 0.00% | −9−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,264 | $312.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,438 | $336.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,460 | $339.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,500 | $344.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,507 | $345.0K | 0.01% | −6−0.2% | Reduced |
| AE Wealth Management LLC | 2,513 | $346.0K | 0.00% | +334+15.3% | Added |
| National Asset Management, Inc. | 2,553 | $352.0K | 0.01% | −100−3.8% | Reduced |
| CIBC Asset Management Inc | 2,574 | $355.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 2,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,659 | $366.0K | 0.00% | −65−2.4% | Reduced |
| Capula Management Ltd | 2,734 | $377.0K | 0.07% | +2,734 | New |
| Stratos Wealth Advisors, LLC | 2,761 | $380.0K | 0.03% | +4+0.1% | Added |
| Banque Cantonale Vaudoise | 2,766 | $381.0K | 0.02% | +1,843+199.7% | Added |
| Victory Capital Management Inc | 2,855 | $393.0K | 0.00% | −170−5.6% | Reduced |
| Thrivent Financial for Lutherans | – | $394.0K | 0.00% | – | – |
| Baldwin Brothers Inc | 2,900 | $399.0K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,892 | $399.0K | 0.01% | +953+49.1% | Added |
| Prudential Financial Inc | 2,901 | $400.0K | 0.00% | +248+9.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,992 | $412.0K | 0.25% | −40−1.3% | Reduced |
| Rehmann Capital Advisory Group | 2,923 | $416.0K | 0.04% | +2,923 | New |
| Meristem Family Wealth, LLC | 3,034 | $418.0K | 0.07% | −3,239−51.6% | Reduced |
| Leonteq Securities AG | 3,050 | $420.1K | 0.03% | +500+19.6% | Added |
| Prime Capital Investment Advisors, LLC | 3,067 | $422.0K | 0.02% | +830+37.1% | Added |
| Segment Wealth Management, LLC | 3,100 | $427.0K | 0.05% | +3,100 | New |
| Illinois Municipal Retirement Fund | 3,109 | $428.0K | 0.02% | 00.0% | Unchanged |
| Needham Investment Management LLC | 3,150 | $434.0K | 0.06% | −1,500−32.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,174 | $437.0K | 0.02% | +190+6.4% | Added |
| HSBC Holdings PLC | 3,176 | $443.0K | 0.00% | +3,176 | New |
| Level Four Advisory Services, LLC | 3,239 | $446.0K | 0.03% | +3,239 | New |
| Adalta Capital Management LLC | 3,255 | $448.0K | 0.24% | +530+19.4% | Added |
| Western Wealth Management, LLC | 3,285 | $452.0K | 0.05% | −18−0.5% | Reduced |
| US Bancorp | 3,307 | $457.0K | 0.00% | +392+13.4% | Added |
| Nwam LLC | 3,330 | $459.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,349 | $462.0K | 0.04% | +213+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,448 | $475.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,495 | $481.0K | 0.01% | +3,495 | New |
| Griffin Asset Management, Inc. | 3,635 | $501.0K | 0.06% | +1,606+79.2% | Added |
| Albion Financial Group | 3,812 | $525.0K | 0.05% | +3,812 | New |
| Cetera Advisor Networks LLC | 3,836 | $528.0K | 0.01% | +3,836 | New |
| Cherry Creek Investment Advisors, Inc. | 3,996 | $550.0K | 0.36% | +3,996 | New |
| Wedbush Securities Inc | 4,127 | $568.0K | 0.03% | −2,250−35.3% | Reduced |
| Glenmede Trust Co NA | 4,279 | $588.0K | 0.00% | −1,267−22.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,285 | $590.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,305 | $593.0K | 0.00% | +629+17.1% | Added |
| Allegheny Financial Group LTD | 4,330 | $596.0K | 0.27% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,409 | $607.0K | 0.02% | +54+1.2% | Added |
| American Portfolios Advisors | 4,498 | $619.6K | 0.02% | +740+19.7% | Added |
| MML Investors Services, LLC | 4,664 | $642.0K | 0.01% | −76−1.6% | Reduced |
| Fiduciary Trust Co | 4,700 | $648.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,722 | $651.0K | 0.05% | −25−0.5% | Reduced |
| Envestnet Asset Management Inc | 4,777 | $658.0K | 0.00% | +356+8.1% | Added |
| Truist Financial Corp | 4,772 | $658.0K | 0.00% | +1,700+55.3% | Added |
| ClariVest Asset Management LLC | 4,798 | $660.0K | 0.02% | +1,954+68.7% | Added |
| Twin Tree Management, LP | 5,206 | $717.0K | 0.02% | +4,640+819.8% | Added |
| Jasper Ridge Partners, L.P. | 5,262 | $725.0K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,512 | $759.0K | 0.00% | +146+2.7% | Added |
| Capital Investment Advisory Services, LLC | 5,522 | $761.0K | 0.10% | +50+0.9% | Added |
| Camden Capital, LLC | 5,601 | $772.0K | 0.18% | −342−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 6,175 | $851.0K | 0.05% | +663+12.0% | Added |
| Principal Financial Group Inc | 6,289 | $866.0K | 0.00% | −1,301−17.1% | Reduced |
| HighTower Advisors, LLC | 6,273 | $866.0K | 0.00% | +193+3.2% | Added |
| Creative Planning | 6,401 | $882.0K | 0.00% | −675−9.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,526 | $899.0K | 0.10% | +601+10.1% | Added |
| Handelsbanken Fonder AB | 6,800 | $937.0K | 0.00% | −200−2.9% | Reduced |
| D.A. Davidson & Co. | 7,176 | $988.0K | 0.01% | +743+11.5% | Added |
| Sante Capital Fund, LP | 7,237 | $997.0K | 0.41% | +7,237 | New |
| Amalgamated Bank | 7,429 | $1.02M | 0.01% | +2,363+46.6% | Added |
| Cubist Systematic Strategies, LLC | 7,496 | $1.03M | 0.01% | −37,522−83.3% | Reduced |
| Raymond James & Associates | 8,098 | $1.11M | 0.00% | +1,990+32.6% | Added |
| Los Angeles Capital Management LLC | 8,377 | $1.15M | 0.01% | −201−2.3% | Reduced |
| AQR Capital Management LLC | 8,751 | $1.21M | 0.00% | −5,947−40.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,118 | $1.26M | 0.31% | +824+9.9% | Added |
| Arizona State Retirement System | 9,538 | $1.31M | 0.01% | +176+1.9% | Added |
| Royal Bank of Canada | 9,641 | $1.33M | 0.00% | −7,485−43.7% | Reduced |
| STRS Ohio | 9,700 | $1.34M | 0.00% | +700+7.8% | Added |
| ProShare Advisors LLC | 10,339 | $1.42M | 0.00% | +758+7.9% | Added |
| Metropolitan Life Insurance Co | 10,666 | $1.47M | 0.02% | +1,237+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,848 | $1.49M | 0.01% | +172+1.6% | Added |