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 |
|---|---|---|---|---|---|
| Creative Planning | 6,401 | $882.0K | 0.00% | −675−9.5% | Reduced |
| 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 |
| Valeo Financial Advisors, LLC | 6,175 | $851.0K | 0.05% | +663+12.0% | Added |
| Camden Capital, LLC | 5,601 | $772.0K | 0.18% | −342−5.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,522 | $761.0K | 0.10% | +50+0.9% | Added |
| King Luther Capital Management Corp | 5,512 | $759.0K | 0.00% | +146+2.7% | Added |
| Jasper Ridge Partners, L.P. | 5,262 | $725.0K | 0.04% | 00.0% | Unchanged |
| Twin Tree Management, LP | 5,206 | $717.0K | 0.02% | +4,640+819.8% | Added |
| ClariVest Asset Management LLC | 4,798 | $660.0K | 0.02% | +1,954+68.7% | Added |
| 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 |
| Financial Advocates Investment Management | 4,722 | $651.0K | 0.05% | −25−0.5% | Reduced |
| Fiduciary Trust Co | 4,700 | $648.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,664 | $642.0K | 0.01% | −76−1.6% | Reduced |
| American Portfolios Advisors | 4,498 | $619.6K | 0.02% | +740+19.7% | Added |
| Simplex Trading, LLC | 4,409 | $607.0K | 0.02% | +54+1.2% | Added |
| Allegheny Financial Group LTD | 4,330 | $596.0K | 0.27% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,305 | $593.0K | 0.00% | +629+17.1% | Added |
| Public Employees Retirement Association of Colorado | 4,285 | $590.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,279 | $588.0K | 0.00% | −1,267−22.8% | Reduced |
| Wedbush Securities Inc | 4,127 | $568.0K | 0.03% | −2,250−35.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,996 | $550.0K | 0.36% | +3,996 | New |
| Cetera Advisor Networks LLC | 3,836 | $528.0K | 0.01% | +3,836 | New |
| Albion Financial Group | 3,812 | $525.0K | 0.05% | +3,812 | New |
| Griffin Asset Management, Inc. | 3,635 | $501.0K | 0.06% | +1,606+79.2% | Added |
| Shell Asset Management Co | 3,495 | $481.0K | 0.01% | +3,495 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,448 | $475.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,349 | $462.0K | 0.04% | +213+6.8% | Added |
| Nwam LLC | 3,330 | $459.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 3,307 | $457.0K | 0.00% | +392+13.4% | Added |
| Western Wealth Management, LLC | 3,285 | $452.0K | 0.05% | −18−0.5% | Reduced |
| Adalta Capital Management LLC | 3,255 | $448.0K | 0.24% | +530+19.4% | Added |
| Level Four Advisory Services, LLC | 3,239 | $446.0K | 0.03% | +3,239 | New |
| HSBC Holdings PLC | 3,176 | $443.0K | 0.00% | +3,176 | New |
| Ameritas Investment Partners, Inc. | 3,174 | $437.0K | 0.02% | +190+6.4% | Added |
| Needham Investment Management LLC | 3,150 | $434.0K | 0.06% | −1,500−32.3% | Reduced |
| Illinois Municipal Retirement Fund | 3,109 | $428.0K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,100 | $427.0K | 0.05% | +3,100 | New |
| Prime Capital Investment Advisors, LLC | 3,067 | $422.0K | 0.02% | +830+37.1% | Added |
| Leonteq Securities AG | 3,050 | $420.1K | 0.03% | +500+19.6% | Added |
| Meristem Family Wealth, LLC | 3,034 | $418.0K | 0.07% | −3,239−51.6% | Reduced |
| Rehmann Capital Advisory Group | 2,923 | $416.0K | 0.04% | +2,923 | New |
| Newbridge Financial Services Group, Inc. | 2,992 | $412.0K | 0.25% | −40−1.3% | Reduced |
| Prudential Financial Inc | 2,901 | $400.0K | 0.00% | +248+9.3% | Added |
| 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 |
| Thrivent Financial for Lutherans | – | $394.0K | 0.00% | – | – |
| Victory Capital Management Inc | 2,855 | $393.0K | 0.00% | −170−5.6% | Reduced |
| Banque Cantonale Vaudoise | 2,766 | $381.0K | 0.02% | +1,843+199.7% | Added |
| Stratos Wealth Advisors, LLC | 2,761 | $380.0K | 0.03% | +4+0.1% | Added |
| Capula Management Ltd | 2,734 | $377.0K | 0.07% | +2,734 | New |
| Janney Montgomery Scott LLC | 2,659 | $366.0K | 0.00% | −65−2.4% | Reduced |
| Pictet Asset Management Ltd | 2,600 | $358.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,574 | $355.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,553 | $352.0K | 0.01% | −100−3.8% | Reduced |
| AE Wealth Management LLC | 2,513 | $346.0K | 0.00% | +334+15.3% | Added |
| Harbour Investments, Inc. | 2,507 | $345.0K | 0.01% | −6−0.2% | Reduced |
| Brewin Dolphin Ltd | 2,500 | $344.4K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,460 | $339.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,438 | $336.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,264 | $312.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,264 | $311.0K | 0.00% | −9−0.4% | Reduced |
| Seven Post Investment Office LP | 2,200 | $303.0K | 0.09% | 00.0% | Unchanged |
| Quilter Plc | 2,196 | $302.0K | 0.01% | −97−4.2% | Reduced |
| Vontobel Holding Ltd. | 2,179 | $300.0K | 0.00% | −6,086−73.6% | Reduced |
| Cetera Advisors LLC | 2,166 | $298.0K | 0.01% | +18+0.8% | Added |
| Xponance, Inc. | 2,154 | $297.0K | 0.01% | +2,154 | New |
| Fifth Third Bancorp | 2,111 | $291.0K | 0.00% | −169−7.4% | Reduced |
| Kestra Advisory Services, LLC | 2,090 | $288.0K | 0.00% | +466+28.7% | Added |
| Cetera Investment Advisers | 2,066 | $285.0K | 0.00% | −666−24.4% | Reduced |
| Prospera Financial Services Inc | 2,067 | $284.0K | 0.01% | +67+3.4% | Added |
| Wolverine Trading, LLC | 1,893 | $282.0K | 0.01% | +1,893 | New |
| Private Advisor Group, LLC | 2,022 | $279.0K | 0.00% | +20+1.0% | Added |
| Eqis Capital Management, Inc. | 2,015 | $278.0K | 0.02% | −167−7.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,991 | $274.0K | 0.07% | +30+1.5% | Added |
| Clear Perspective Advisors, LLC | 1,900 | $262.0K | 0.09% | +215+12.8% | Added |
| Concorde Asset Management, LLC | 1,876 | $258.0K | 0.14% | −1,064−36.2% | Reduced |
| Regal Investment Advisors LLC | 1,869 | $257.0K | 0.03% | +1,869 | New |
| Mercer Global Advisors Inc | 1,853 | $255.0K | 0.00% | +257+16.1% | Added |
| 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 |
| Independent Financial Group, LLC | 1,774 | $244.4K | 0.03% | −278−13.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,710 | $236.0K | 0.13% | +75+4.6% | Added |
| Wealthcare Advisory Partners LLC | 1,662 | $229.0K | 0.02% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 1,646 | $227.0K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,638 | $226.0K | 0.07% | +137+9.1% | Added |
| 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 |
| Cim Investment Mangement Inc | 1,557 | $214.0K | 0.07% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,523 | $209.8K | 0.06% | +1,523 | 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 |
| Amundi | 1,400 | $193.0K | 0.00% | +1,400 | New |
| Benjamin F. Edwards & Company, Inc. | 1,287 | $177.0K | 0.01% | −250−16.3% | Reduced |
| Spire Wealth Management | 1,254 | $173.0K | 0.00% | −65−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,244 | $171.0K | 0.00% | +500+67.2% | Added |
| AdvisorNet Financial, Inc | 1,208 | $166.0K | 0.01% | −200−14.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,167 | $161.0K | 0.00% | −2,281−66.2% | Reduced |
| Parallel Advisors, LLC | 1,162 | $160.0K | 0.01% | −478−29.1% | Reduced |