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Livermore
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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; 213 institutions reported holding it in 13F filings for Q2 2026, worth $880.5M in total; no superinvestor holds it.

13F holders, Q1 2022

Institutional positions in Appian Corp as of Mar 31, 2022. 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
+3 vs. Q4 2021
Shares held
27.9M
+29.2K (+0.1%) vs. Q4 2021
Total value
$1.70B
−$121.9M (−6.7%) vs. Q4 2021
New holders
50
66 more added
Sold out
47
86 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 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: 213 institutions
Value heldQ1 2022: $1.70B
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: $880.5M
Institutions holding APPN and their total value by quarter
QuarterHoldersValue
Q2 2026213$880.5M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q4 2021.

Institutions holding APPN in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB266$16.0K0.00%00.0%Unchanged
Parallel Advisors, LLC237$15.0K0.00%−514−68.4%Reduced
JFS Wealth Advisors, LLC251$15.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC238$14.5K0.00%−7−2.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC227$13.0K0.00%−30−11.7%Reduced
Huntington National Bank210$13.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.227$13.0K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC210$13.0K0.01%+210New
Howe & Rusling Inc200$12.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC200$12.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management190$12.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc200$12.0K0.00%+200New
Northwestern Mutual Wealth Management Co183$11.0K0.00%−310−62.9%Reduced
Column Capital Advisors, LLC189$11.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.175$10.0K0.00%−9,953−98.3%Reduced
Bedel Financial Consulting, Inc.163$10.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC168$10.0K0.01%00.0%Unchanged
Anchor Investment Management, LLC150$9.12K0.00%00.0%Unchanged
Lake Point Wealth Management147$9.00K0.00%00.0%Unchanged
Larson Financial Group LLC141$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.150$9.00K0.00%+150New
Addison Advisors LLC150$9.00K0.00%+150New
Proequities, Inc.125$8.00K0.00%−123−49.6%Reduced
Orion Capital Management LLC132$8.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC130$8.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.125$8.00K0.00%+125New
O'Dell Group, LLC100$6.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co105$6.00K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$6.00K0.01%+100New
Tradewinds Capital Management, LLC85$5.00K0.00%00.0%Unchanged
Ancora Advisors, LLC75$5.00K0.00%00.0%Unchanged
Siena Capital LLC75$5.00K0.00%+75New
Koshinski Asset Management, Inc.66$4.01K0.00%00.0%Unchanged
National Bank of Canada67$4.00K0.00%00.0%Unchanged
Umb Bank N A60$4.00K0.00%00.0%Unchanged
Activest Wealth Management64$4.00K0.00%00.0%Unchanged
IFP Advisors, Inc37$4.00K0.00%+28+311.1%Added
Arlington Partners LLC64$4.00K0.00%+64New
Gradient Investments LLC50$3.00K0.00%−100−66.7%Reduced
North Star Investment Management Corp.54$3.00K0.00%00.0%Unchanged
Manchester Capital Management LLC46$3.00K0.00%−10−17.9%Reduced
Field & Main Bank50$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC45$3.00K0.00%+45New
Blue Bell Private Wealth Management, LLC30$2.00K0.00%−50−62.5%Reduced
Covington Capital Management25$2.00K0.00%00.0%Unchanged
Hudock, Inc.40$2.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC30$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC41$2.00K0.00%+41New
AdvisorNet Financial, Inc18$1.00K0.00%−1,250−98.6%Reduced
CVA Family Office, LLC24$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank17$1.00K0.00%00.0%Unchanged
Duncker Streett & Co Inc21$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.13$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC14$1.00K0.00%00.0%Unchanged
Glassman Wealth Services20$1.00K0.00%+10+100.0%Added
Sugarloaf Wealth Management, LLC13$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC20$1.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc20$1.00K0.00%+20New
State of Wyoming19$1.00K0.00%+19New
TCWP LLC27$1.00K0.00%+27New
Versant Capital Management, Inc5$00.00%−34−87.2%Reduced
Quadrant Capital Group LLC5$00.00%−5−50.0%Reduced
Ci Investments Inc.2$00.00%00.0%Unchanged
Macroview Investment Management LLC6$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%00.0%Unchanged
Capital Advisors, Ltd. LLC5$00.00%+5New
Advisor Group Holdings, Inc.14,162––−7,174−33.6%Reduced
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−299,180−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−36,571−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−29,309−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−18,505−100.0%Sold out
Parkwood LLC0$00.00%−17,911−100.0%Sold out
Duality Advisers, LP0$00.00%−12,973−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−11,873−100.0%Sold out
Ergoteles LLC0$00.00%−11,277−100.0%Sold out
Squarepoint Ops LLC0$00.00%−11,056−100.0%Sold out
Wolverine Trading, LLC0$00.00%−6,927−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%–Sold out
Fox Run Management, L.L.C.0$00.00%−5,202−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−5,165−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−4,820−100.0%Sold out
Glenmede Trust Co NA0$00.00%−4,749−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,577−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−3,627−100.0%Sold out
Cerity Partners LLC0$00.00%−3,383−100.0%Sold out
Nwam LLC0$00.00%−3,368−100.0%Sold out
Adalta Capital Management LLC0$00.00%−3,160−100.0%Sold out
Needham Investment Management LLC0$00.00%−3,150−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−2,700−100.0%Sold out
KRS Capital Management, LLC0$00.00%−2,450−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−1,873−100.0%Sold out
Permian Investment Partners, LP0$00.00%−1,660−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−600−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−600−100.0%Sold out
Chilton Capital Management LLC0$00.00%−453−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−292−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−260−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−265−100.0%Sold out