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 2022
Institutional positions in Appian Corp as of Sep 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
- 237
- −4 vs. Q2 2022
- Shares held
- 31.5M
- +2.06M (+7.0%) vs. Q2 2022
- Total value
- $1.23B
- −$169.8M (−12.2%) vs. Q2 2022
- New holders
- 28
- 55 more added
- Sold out
- 32
- 79 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| Money Concepts Capital Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Siena Capital LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 12 | $0 | 0.00% | +12 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Boston Private Wealth LLC | 1,500,000 | $0 | 0.00% | +1,500,000 | New |
| Bell Investment Advisors, Inc | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Blue Bell Private Wealth Management, LLC | 30 | $1.00K | 0.00% | −40−57.1% | Reduced |
| Lindbrook Capital, LLC | 28 | $1.00K | 0.00% | −24−46.2% | Reduced |
| Salem Investment Counselors Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 16 | $1.00K | 0.00% | −1−5.9% | Reduced |
| 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 |
| Hudock, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $3.00K | 0.00% | −4−5.5% | Reduced |
| Activest Wealth Management | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 136 | $6.00K | 0.00% | −169−55.4% | Reduced |
| Larson Financial Group LLC | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $6.13K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 173 | $7.00K | 0.00% | −153−46.9% | Reduced |
| Delos Wealth Advisors, LLC | 168 | $7.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $8.00K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $8.17K | 0.00% | +200 | New |
| Huntington National Bank | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 251 | $10.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 239 | $10.0K | 0.00% | +197+469.0% | Added |
| IFP Advisors, Inc | 270 | $10.0K | 0.00% | +250+1,250.0% | Added |
| MUFG Americas Holdings Corp | 240 | $10.0K | 0.00% | +240 | New |
| Creative Financial Designs Inc | 275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 260 | $11.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 260 | $11.0K | 0.01% | +260 | New |
| Covington Capital Management | 325 | $13.0K | 0.00% | +300+1,200.0% | Added |
| Wipfli Financial Advisors LLC, | 316 | $13.0K | 0.00% | +316 | New |
| Tompkins Financial Corp | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 395 | $16.0K | 0.00% | +39+11.0% | Added |
| Heritage Wealth Management, LLC | 419 | $17.0K | 0.01% | −144−25.6% | Reduced |
| Almanack Investment Partners, LLC. | 415 | $17.0K | 0.00% | +415 | New |
| EverSource Wealth Advisors, LLC | 478 | $19.0K | 0.00% | −17−3.4% | Reduced |
| Parkside Financial Bank & Trust | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 513 | $21.0K | 0.00% | −20−3.8% | Reduced |
| Rise Advisors, LLC | 527 | $22.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 566 | $23.0K | 0.00% | +344+155.0% | Added |
| Federation des caisses Desjardins du Quebec | 572 | $23.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 606 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 652 | $26.0K | 0.00% | +150+29.9% | Added |
| Signaturefd, LLC | 738 | $30.0K | 0.00% | +118+19.0% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $31.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 818 | $33.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 835 | $34.0K | 0.00% | −25−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,008 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,080 | $52.0K | 0.00% | +80+8.0% | Added |
| STRS Ohio | 1,300 | $53.0K | 0.00% | −4,000−75.5% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $53.0K | 0.01% | +1,300 | New |
| CWM, LLC | 1,330 | $54.0K | 0.00% | −500−27.3% | Reduced |
| Point72 Hong Kong Ltd | 1,685 | $69.0K | 0.00% | +1,685 | New |
| Amundi | 1,634 | $72.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,800 | $73.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,883 | $77.0K | 0.00% | −15−0.8% | Reduced |
| American Portfolios Advisors | 2,027 | $82.8K | 0.00% | −180−8.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,025 | $83.0K | 0.05% | −31−1.5% | Reduced |
| Fifth Third Bancorp | 2,100 | $86.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,298 | $93.8K | 0.00% | −243−9.6% | Reduced |
| Baldwin Brothers Inc | 2,400 | $98.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,584 | $106.0K | 0.00% | −341−11.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,785 | $113.0K | 0.00% | 00.0% | Unchanged |