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; 213 institutions reported holding it in 13F filings for Q2 2026, worth $880.5M 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 | 213 | $880.5M |
| 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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 977 | $135.0K | 0.05% | −1,490−60.4% | Reduced |
| Toronto Dominion Bank | 960 | $132.0K | 0.00% | +960 | New |
| Geneos Wealth Management Inc. | 945 | $126.0K | 0.00% | −26−2.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 787 | $108.0K | 0.06% | −275−25.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 759 | $105.0K | 0.00% | −6,646−89.8% | Reduced |
| Creative Financial Designs Inc | 750 | $103.0K | 0.02% | −110−12.8% | Reduced |
| Neo Ivy Capital Management | 678 | $93.0K | 0.09% | +678 | New |
| Kistler-Tiffany Companies, LLC | 616 | $85.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 600 | $83.0K | 0.00% | −50−7.7% | Reduced |
| Sandy Spring Bank | 602 | $83.0K | 0.00% | +400+198.0% | Added |
| 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 |
| Signaturefd, LLC | 578 | $80.0K | 0.00% | −35−5.7% | Reduced |
| Parisi Gray Wealth Management | 540 | $74.0K | 0.03% | +540 | New |
| Macquarie Group Ltd | 532 | $73.0K | 0.00% | −358−40.2% | Reduced |
| Toth Financial Advisory Corp | 500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 500 | $68.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 373 | $51.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 366 | $50.0K | 0.00% | +14+4.0% | Added |
| Rockbridge Investment Management, LCC | 353 | $49.0K | 0.01% | +121+52.2% | Added |
| Massmutual Trust Co FSB | 317 | $44.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 321 | $44.0K | 0.00% | +111+52.9% | Added |
| 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 |
| Hall Laurie J Trustee | 265 | $37.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 260 | $36.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 255 | $35.0K | 0.01% | −23−8.3% | Reduced |
| Orion Capital Management LLC | 247 | $34.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 227 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 220 | $30.0K | 0.01% | +66+42.9% | Added |
| Proequities, Inc. | 213 | $29.0K | 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 |
| WealthShield Partners, LLC | 172 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 170 | $23.0K | 0.00% | +170 | New |
| Delos Wealth Advisors, LLC | 168 | $23.0K | 0.03% | +168 | 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 |
| Lake Point Wealth Management | 147 | $20.0K | 0.01% | +147 | 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 |
| 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 |
| Tarbox Family Office, Inc. | 100 | $14.0K | 0.00% | +100 | New |
| Carroll Financial Associates, Inc. | 100 | $13.0K | 0.00% | −150−60.0% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $12.0K | 0.00% | +73+561.5% | Added |
| Quadrant Capital Group LLC | 81 | $11.0K | 0.00% | +81 | New |
| JFS Wealth Advisors, LLC | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $9.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 59 | $8.00K | 0.00% | −46−43.8% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 27 | $3.72K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $3.00K | 0.00% | +20 | 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 |
| 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 |
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,882 | – | – | −1,150−37.9% | Reduced |
| Sofos Investments, Inc. | 10 | – | – | +10 | New |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −657,605−100.0% | Sold out |
| Anglepoint Asset Management, Ltd. | 0 | $0 | 0.00% | −406,579−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −105,096−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −100,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −57,750−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,992−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −33,303−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −32,785−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,770−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,659−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −15,048−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,553−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,873−100.0% | Sold out |