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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, Q4 2021

Institutional positions in Appian Corp as of Dec 31, 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
269
−14 vs. Q3 2021
Shares held
27.9M
−461.2K (−1.6%) vs. Q3 2021
Total value
$1.82B
−$805.3M (−30.7%) vs. Q3 2021
New holders
49
72 more added
Sold out
63
89 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 269 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 heldQ4 2021: $1.82B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2021.

Institutions holding APPN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC6$00.00%00.0%Unchanged
Ci Investments Inc.2$00.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC3$00.00%00.0%Unchanged
Covestor Ltd6$00.00%+6New
Harbour Investments, Inc.21$1.00K0.00%−2,511−99.2%Reduced
Benjamin F. Edwards & Company, Inc.13$1.00K0.00%−1,274−99.0%Reduced
Duncker Streett & Co Inc21$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC20$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc12$1.00K0.00%−6−33.3%Reduced
Toronto Dominion Bank17$1.00K0.00%+1+6.3%Added
Stonebridge Capital Advisors LLC14$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc9$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC13$1.00K0.00%00.0%Unchanged
Glassman Wealth Services10$1.00K0.00%+10New
Quadrant Capital Group LLC10$1.00K0.00%+10New
Ahrens Investment Partners LLC10$1.00K0.00%+10New
Rinkey Investments25$1.00K0.00%+25New
Masso Torrence Wealth Management Inc.9$1.00K0.00%+9New
Harel Insurance Investments & Financial Services Ltd.32$2.00K0.00%−1,270−97.5%Reduced
Hudock, Inc.40$2.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC30$2.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC30$2.00K0.00%00.0%Unchanged
Covington Capital Management25$2.00K0.00%00.0%Unchanged
Trust Co of Vermont29$2.00K0.00%+29New
Motley Fool Asset Management LLC32$2.00K0.00%+32New
CVA Family Office, LLC24$2.00K0.00%+24New
Henrickson Nauta Wealth Advisors, Inc.35$2.00K0.00%+35New
Tradition Wealth Management, LLC50$3.00K0.00%−100−66.7%Reduced
Sound Income Strategies, LLC46$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc39$3.00K0.00%00.0%Unchanged
Field & Main Bank50$3.00K0.00%+50New
CoreCap Advisors, LLC47$3.00K0.00%+47New
Allworth Financial LP65$4.00K0.00%−140−68.3%Reduced
Activest Wealth Management64$4.00K0.00%00.0%Unchanged
North Star Investment Management Corp.54$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC56$4.00K0.00%+7+14.3%Added
National Bank of Canada67$4.00K0.00%+67New
Umb Bank N A60$4.00K0.00%+60New
Koshinski Asset Management, Inc.66$4.30K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC80$5.00K0.00%+80New
Ancora Advisors, LLC75$5.00K0.00%+75New
Tradewinds Capital Management, LLC85$6.00K0.00%00.0%Unchanged
James Reed Financial Services, Inc.100$6.00K0.01%+100New
O'Dell Group, LLC100$7.00K0.00%−50−33.3%Reduced
Missouri Trust & Investment Co105$7.00K0.00%+105New
BerganKDV Wealth Management, LLC130$8.00K0.00%00.0%Unchanged
Truvestments Capital LLC126$8.00K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.133$8.00K0.00%+133New
Larson Financial Group LLC141$9.00K0.00%00.0%Unchanged
Orion Capital Management LLC132$9.00K0.01%00.0%Unchanged
Anchor Investment Management, LLC150$9.78K0.00%+150New
Rocky Mountain Advisers, LLC158$10.0K0.01%00.0%Unchanged
Lake Point Wealth Management147$10.0K0.00%00.0%Unchanged
Gradient Investments LLC150$10.0K0.00%+100+200.0%Added
Delos Wealth Advisors, LLC168$11.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.163$11.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC189$12.0K0.00%+68+56.2%Added
Tyler-Stone Wealth Management190$12.0K0.01%+190New
Howe & Rusling Inc200$13.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC200$13.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.227$13.0K0.01%+125+122.5%Added
Huntington National Bank210$14.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC245$16.0K0.00%−20−7.5%Reduced
JFS Wealth Advisors, LLC251$16.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC257$16.0K0.00%00.0%Unchanged
Proequities, Inc.248$16.0K0.00%+35+16.4%Added
Massmutual Trust Co FSB266$17.0K0.00%−51−16.1%Reduced
Wagner Wealth Management, LLC260$17.0K0.01%00.0%Unchanged
Amplius Wealth Advisors, LLC265$17.0K0.00%+265New
FMR LLC280$18.0K0.00%−142−33.6%Reduced
Creative Financial Designs Inc275$18.0K0.00%−25−8.3%Reduced
Adirondack Trust Co280$18.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC275$18.0K0.00%+132+92.3%Added
Dark Forest Capital Management LP292$19.0K0.01%+292New
Federation des caisses Desjardins du Quebec292$19.0K0.00%+165+129.9%Added
McIlrath & Eck, LLC373$24.0K0.01%00.0%Unchanged
Sandy Spring Bank402$26.0K0.00%−200−33.2%Reduced
TCI Wealth Advisors, Inc.393$26.0K0.00%+62+18.7%Added
Rise Advisors, LLC422$27.5K0.03%+422New
Chilton Capital Management LLC453$30.0K0.00%+453New
Northwestern Mutual Wealth Management Co493$32.0K0.00%−114−18.8%Reduced
Parkside Financial Bank & Trust500$33.0K0.01%+300+150.0%Added
Toth Financial Advisory Corp515$34.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.562$37.0K0.02%−25−4.3%Reduced
EverSource Wealth Advisors, LLC576$37.0K0.01%+576New
Tower Research Capital LLC (TRC)598$39.0K0.00%−713−54.4%Reduced
Focused Wealth Management, Inc600$39.0K0.01%−200−25.0%Reduced
Signaturefd, LLC596$39.0K0.00%−119−16.6%Reduced
Lumature Wealth Partners, LLC600$39.0K0.02%00.0%Unchanged
Snowden Capital Advisors LLC600$39.0K0.00%+600New
Kistler-Tiffany Companies, LLC606$40.0K0.01%−10−1.6%Reduced
Eaton Vance Management700$46.0K0.00%−100−12.5%Reduced
Leonteq Securities AG750$48.9K0.00%−1,500−66.7%Reduced
Parallel Advisors, LLC751$49.0K0.00%−391−34.2%Reduced
Steward Partners Investment Advisory, LLC764$50.0K0.00%−210−21.6%Reduced
Geneos Wealth Management Inc.850$55.0K0.00%−45−5.0%Reduced
Macquarie Group Ltd909$59.0K0.00%00.0%Unchanged
Penserra Capital Management LLC1,212$79.0K0.00%+456+60.3%Added
Captrust Financial Advisors1,243$81.0K0.00%−788−38.8%Reduced