Skip to main content

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, Q3 2021

Institutional positions in Appian Corp as of Sep 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
+4 vs. Q2 2021
Shares held
28.4M
+636.2K (+2.3%) vs. Q2 2021
Total value
$2.63B
−$1.20B (−31.3%) vs. Q2 2021
New holders
52
87 more added
Sold out
48
73 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 286 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 heldQ3 2021: $2.63B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 2021.

Institutions holding APPN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Institutional & Family Asset Management, LLC5$00.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC3$00.00%00.0%Unchanged
Ci Investments Inc.2$00.00%+2New
Toronto Dominion Bank16$1.00K0.00%−944−98.3%Reduced
Clearstead Advisors, LLC13$1.00K0.00%−73−84.9%Reduced
Sugarloaf Wealth Management, LLC13$1.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$1.00K0.00%00.0%Unchanged
Macroview Investment Management LLC6$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc9$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC14$1.00K0.00%+14New
Pier Capital, LLC27$2.00K0.00%00.0%Unchanged
Covington Capital Management25$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC20$2.00K0.00%+4+25.0%Added
Duncker Streett & Co Inc21$2.00K0.00%+11+110.0%Added
Bell Investment Advisors, Inc18$2.00K0.00%+18New
Hudock, Inc.40$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC30$3.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC30$3.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC46$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc39$4.00K0.00%00.0%Unchanged
North Star Investment Management Corp.54$5.00K0.00%00.0%Unchanged
Gradient Investments LLC50$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC49$5.00K0.00%+49New
Activest Wealth Management64$6.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management73$6.00K0.00%+73New
Koshinski Asset Management, Inc.66$6.11K0.00%+66New
Tradewinds Capital Management, LLC85$8.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC96$8.00K0.00%+50+108.7%Added
Carroll Financial Associates, Inc.100$9.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.102$9.00K0.01%+102New
Lindbrook Capital, LLC120$11.0K0.00%−100−45.5%Reduced
Column Capital Advisors, LLC121$11.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec127$11.7K0.00%+100+370.4%Added
Orion Capital Management LLC132$12.0K0.01%−115−46.6%Reduced
BerganKDV Wealth Management, LLC130$12.0K0.00%−10−7.1%Reduced
Truvestments Capital LLC126$12.0K0.01%00.0%Unchanged
Larson Financial Group LLC141$13.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC143$13.0K0.00%+110+333.3%Added
Lake Point Wealth Management147$14.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC150$14.0K0.00%+100+200.0%Added
O'Dell Group, LLC150$14.0K0.00%+150New
Kowal Investment Group, LLC149$14.0K0.00%+149New
Arkadios Wealth Advisors170$15.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC158$15.0K0.02%00.0%Unchanged
Bedel Financial Consulting, Inc.163$15.0K0.01%00.0%Unchanged
Independence Bank of Kentucky160$15.0K0.01%+160New
Delos Wealth Advisors, LLC168$16.0K0.02%00.0%Unchanged
Huntington National Bank210$19.0K0.00%−111−34.6%Reduced
Parkside Financial Bank & Trust200$19.0K0.01%00.0%Unchanged
Allworth Financial LP205$19.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC200$19.0K0.00%00.0%Unchanged
Howe & Rusling Inc200$19.0K0.00%+200New
Proequities, Inc.213$20.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC257$23.0K0.00%+30+13.2%Added
JFS Wealth Advisors, LLC251$23.0K0.00%+182+263.8%Added
Rockbridge Investment Management, LCC265$25.0K0.00%−88−24.9%Reduced
Hall Laurie J Trustee265$25.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC286$26.0K0.01%00.0%Unchanged
Wagner Wealth Management, LLC260$26.0K0.02%00.0%Unchanged
Creative Financial Designs Inc300$28.0K0.00%−450−60.0%Reduced
Adirondack Trust Co280$28.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB317$29.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.331$31.0K0.00%+76+29.8%Added
McIlrath & Eck, LLC373$35.0K0.01%00.0%Unchanged
FMR LLC422$39.0K0.00%+56+15.3%Added
Toth Financial Advisory Corp515$48.0K0.01%+15+3.0%Added
Glen Eagle Advisors, LLC525$48.6K0.01%+25+5.0%Added
Carmichael Hill & Associates, Inc.587$54.0K0.03%−200−25.4%Reduced
Vestor Capital, LLC595$55.0K0.01%00.0%Unchanged
Sandy Spring Bank602$56.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co607$56.0K0.00%+15+2.5%Added
Lumature Wealth Partners, LLC600$56.0K0.02%+600New
Kistler-Tiffany Companies, LLC616$57.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund718$66.0K0.00%−31,000−97.7%Reduced
Signaturefd, LLC715$66.0K0.00%+137+23.7%Added
Penserra Capital Management LLC756$69.0K0.00%+756New
Heritage Wealth Management, LLC765$71.0K0.03%−212−21.7%Reduced
Eaton Vance Management800$74.0K0.00%+200+33.3%Added
Focused Wealth Management, Inc800$74.0K0.01%+800New
Geneos Wealth Management Inc.895$84.0K0.00%−50−5.3%Reduced
Macquarie Group Ltd909$84.0K0.00%+377+70.9%Added
Steward Partners Investment Advisory, LLC974$90.0K0.00%+215+28.3%Added
Parallel Advisors, LLC1,142$106.0K0.00%−20−1.7%Reduced
AdvisorNet Financial, Inc1,208$112.0K0.01%00.0%Unchanged
Spire Wealth Management1,254$116.0K0.00%00.0%Unchanged
Ayalon Holdings Ltd.1,250$118.0K0.04%+1,250New
Benjamin F. Edwards & Company, Inc.1,287$119.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.1,302$120.0K0.00%−580−30.8%Reduced
Tower Research Capital LLC (TRC)1,311$121.0K0.00%+144+12.3%Added
Nisa Investment Advisors, LLC1,450$134.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.1,518$140.0K0.00%+274+22.0%Added
Total Clarity Wealth Management, Inc.1,710$158.0K0.08%00.0%Unchanged
Sonora Investment Management, LLC1,750$162.0K0.02%+300+20.7%Added
Cribstone Capital Management, LLC1,800$167.0K0.10%00.0%Unchanged
Neo Ivy Capital Management3,509$180.0K0.21%+2,831+417.6%Added
Captrust Financial Advisors2,031$188.0K0.00%+232+12.9%Added
O'Shaughnessy Asset Management, LLC2,096$194.0K0.00%−168−7.4%Reduced
Fifth Third Bancorp2,111$195.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,162$199.0K0.00%−102−4.5%Reduced