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, Q2 2022
Institutional positions in Appian Corp as of Jun 30, 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
- 243
- −20 vs. Q1 2022
- Shares held
- 29.5M
- +1.76M (+6.4%) vs. Q1 2022
- Total value
- $1.40B
- −$288.2M (−17.1%) vs. Q1 2022
- New holders
- 31
- 50 more added
- Sold out
- 51
- 92 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 212 | $880.3M |
| 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 2022
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | −552−98.2% | Reduced |
| Money Concepts Capital Corp | 3 | $0 | 0.00% | −324−99.1% | Reduced |
| Siena Capital LLC | 4 | $0 | 0.00% | −71−94.7% | Reduced |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Institutional & Family Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $0 | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 13 | $616 | 0.00% | +13 | New |
| Covington Capital Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Glassman Wealth Services | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Professional Financial Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Mach-1 Financial Group, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 28 | $1.00K | 0.00% | +28 | New |
| IFP Advisors, Inc | 20 | $2.00K | 0.00% | −17−45.9% | Reduced |
| Manchester Capital Management LLC | 42 | $2.00K | 0.00% | −4−8.7% | Reduced |
| Gradient Investments LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $2.00K | 0.00% | +11+26.8% | Added |
| West Oak Capital, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Rockbridge Investment Management, LCC | 50 | $2.37K | 0.00% | −188−79.0% | Reduced |
| Exane Derivatives | 59 | $2.79K | 0.00% | −3,045−98.1% | Reduced |
| Allworth Financial LP | 73 | $3.00K | 0.00% | −203−73.6% | Reduced |
| National Bank of Canada | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 70 | $3.00K | 0.00% | +40+133.3% | Added |
| Harbour Investments, Inc. | 71 | $3.00K | 0.00% | +71 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $4.00K | 0.00% | −127−55.9% | Reduced |
| Ancora Advisors, LLC | 80 | $4.00K | 0.00% | +5+6.7% | Added |
| Tradewinds Capital Management, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 126 | $6.00K | 0.00% | +126 | New |
| Financial Management Professionals, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 168 | $8.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 215 | $10.0K | 0.00% | −22−9.3% | Reduced |
| Huntington National Bank | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 222 | $10.0K | 0.00% | +39+21.3% | Added |
| Venture Visionary Partners LLC | 241 | $11.4K | 0.00% | +241 | New |
| JFS Wealth Advisors, LLC | 251 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 260 | $12.0K | 0.01% | +260 | New |
| Creative Financial Designs Inc | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $13.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 305 | $14.0K | 0.00% | −477−61.0% | Reduced |
| Cutler Group LP | 326 | $15.0K | 0.00% | +46+16.4% | Added |
| Macquarie Group Ltd | 344 | $16.0K | 0.00% | −565−62.2% | Reduced |
| TCI Wealth Advisors, Inc. | 356 | $17.0K | 0.00% | −57−13.8% | Reduced |
| Tompkins Financial Corp | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $21.0K | 0.00% | +453 | New |
| EverSource Wealth Advisors, LLC | 495 | $24.0K | 0.01% | −96−16.2% | Reduced |
| Parkside Financial Bank & Trust | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 502 | $24.0K | 0.00% | +100+24.9% | Added |
| Rise Advisors, LLC | 527 | $25.0K | 0.03% | −10−1.9% | Reduced |
| Toth Financial Advisory Corp | 533 | $25.0K | 0.00% | +18+3.5% | Added |
| Heritage Wealth Management, LLC | 563 | $26.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 572 | $27.1K | 0.00% | −20−3.4% | Reduced |
| Lumature Wealth Partners, LLC | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 620 | $29.0K | 0.00% | −103−14.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 606 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $35.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $36.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 818 | $39.0K | 0.00% | −46−5.3% | Reduced |
| Geneos Wealth Management Inc. | 860 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,008 | $47.0K | 0.00% | −274−21.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $47.0K | 0.00% | −10−1.0% | Reduced |
| Captrust Financial Advisors | 988 | $47.0K | 0.00% | +71+7.7% | Added |
| Tower Research Capital LLC (TRC) | 1,185 | $56.0K | 0.00% | +713+151.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,573 | $74.0K | 0.04% | +1,573 | New |
| Amundi | 1,634 | $77.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,777 | $84.0K | 0.00% | −2,000−53.0% | Reduced |