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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 265 | $17.0K | 0.00% | +265 | New |
| Rockbridge Investment Management, LCC | 245 | $16.0K | 0.00% | −20−7.5% | Reduced |
| JFS Wealth Advisors, LLC | 251 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 257 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 248 | $16.0K | 0.00% | +35+16.4% | Added |
| Huntington National Bank | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 227 | $13.0K | 0.01% | +125+122.5% | Added |
| Column Capital Advisors, LLC | 189 | $12.0K | 0.00% | +68+56.2% | Added |
| Tyler-Stone Wealth Management | 190 | $12.0K | 0.01% | +190 | New |
| Delos Wealth Advisors, LLC | 168 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 158 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 147 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 150 | $10.0K | 0.00% | +100+200.0% | Added |
| Anchor Investment Management, LLC | 150 | $9.78K | 0.00% | +150 | New |
| Larson Financial Group LLC | 141 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $9.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 133 | $8.00K | 0.00% | +133 | New |
| O'Dell Group, LLC | 100 | $7.00K | 0.00% | −50−33.3% | Reduced |
| Missouri Trust & Investment Co | 105 | $7.00K | 0.00% | +105 | New |
| Tradewinds Capital Management, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 100 | $6.00K | 0.01% | +100 | New |
| Blue Bell Private Wealth Management, LLC | 80 | $5.00K | 0.00% | +80 | New |
| Ancora Advisors, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Koshinski Asset Management, Inc. | 66 | $4.30K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $4.00K | 0.00% | −140−68.3% | Reduced |
| Activest Wealth Management | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 56 | $4.00K | 0.00% | +7+14.3% | Added |
| National Bank of Canada | 67 | $4.00K | 0.00% | +67 | New |
| Umb Bank N A | 60 | $4.00K | 0.00% | +60 | New |
| Tradition Wealth Management, LLC | 50 | $3.00K | 0.00% | −100−66.7% | Reduced |
| Sound Income Strategies, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $3.00K | 0.00% | +50 | New |
| CoreCap Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Harel Insurance Investments & Financial Services Ltd. | 32 | $2.00K | 0.00% | −1,270−97.5% | Reduced |
| Hudock, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 29 | $2.00K | 0.00% | +29 | New |
| Motley Fool Asset Management LLC | 32 | $2.00K | 0.00% | +32 | New |
| CVA Family Office, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Harbour Investments, Inc. | 21 | $1.00K | 0.00% | −2,511−99.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | −1,274−99.0% | Reduced |
| Duncker Streett & Co Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| Toronto Dominion Bank | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Stonebridge Capital Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Ahrens Investment Partners LLC | 10 | $1.00K | 0.00% | +10 | New |
| Rinkey Investments | 25 | $1.00K | 0.00% | +25 | New |
| Masso Torrence Wealth Management Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Macroview Investment Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 1,365 | – | – | +1,355+13,550.0% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −250,458−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −136,049−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −51,299−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −43,882−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −19,867−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −18,687−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,926−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,912−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −9,176−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,383−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,052−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Vivid Financial Management, Inc. | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −3,021−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |