Skip to main content

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, 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.

Institutional holdersQ3 2022: 237 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 heldQ3 2022: $1.23B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 2022.

Institutions holding APPN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.71$3.00K0.00%00.0%Unchanged
National Bank of Canada67$3.00K0.00%00.0%Unchanged
Allworth Financial LP69$3.00K0.00%−4−5.5%Reduced
Activest Wealth Management64$3.00K0.00%00.0%Unchanged
North Star Investment Management Corp.54$2.00K0.00%00.0%Unchanged
Gradient Investments LLC50$2.00K0.00%00.0%Unchanged
Field & Main Bank50$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.36$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC30$1.00K0.00%−40−57.1%Reduced
Lindbrook Capital, LLC28$1.00K0.00%−24−46.2%Reduced
Salem Investment Counselors Inc20$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank16$1.00K0.00%−1−5.9%Reduced
Duncker Streett & Co Inc21$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc18$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.13$1.00K0.00%00.0%Unchanged
Hudock, Inc.40$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC13$1.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC20$1.00K0.00%00.0%Unchanged
CVA Family Office, LLC24$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$00.00%00.0%Unchanged
Quadrant Capital Group LLC6$00.00%−5−45.5%Reduced
Money Concepts Capital Corp3$00.00%00.0%Unchanged
Ci Investments Inc.2$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1$00.00%00.0%Unchanged
Institutional & Family Asset Management, LLC5$00.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.10$00.00%00.0%Unchanged
Versant Capital Management, Inc5$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$00.00%00.0%Unchanged
Covestor Ltd4$00.00%−1−20.0%Reduced
Siena Capital LLC4$00.00%00.0%Unchanged
Hallmark Capital Management Inc12$00.00%+12New
Clear Street Markets LLC1$00.00%+1New
Boston Private Wealth LLC1,500,000$00.00%+1,500,000New
Bell Investment Advisors, Inc11$00.00%+11New
SJS Investment Consulting Inc.6$00.00%+6New
Macquarie Group Ltd300––−44−12.8%Reduced
Baron Silver Stevens Financial Advisors, LLC14––+14New
Proequities, Inc.0$00.00%−125−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−47,180−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−33,112−100.0%Sold out
Ergoteles LLC0$00.00%−26,350−100.0%Sold out
HSBC Holdings PLC0$00.00%−12,110−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,280−100.0%Sold out
Janus Henderson Group PLC0$00.00%−7,145−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−7,118−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−6,210−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−5,470−100.0%Sold out
Creative Planning0$00.00%−5,329−100.0%Sold out
Capital Investment Advisory Services, LLC0$00.00%−4,722−100.0%Sold out
Fiduciary Trust Co0$00.00%−4,500−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−4,330−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−1,777−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−1,573−100.0%Sold out
Captrust Financial Advisors0$00.00%−988−100.0%Sold out
Lumature Wealth Partners, LLC0$00.00%−600−100.0%Sold out
Chilton Capital Management LLC0$00.00%−453−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−241−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−200−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−150−100.0%Sold out
Umb Bank N A0$00.00%−60−100.0%Sold out
Arlington Partners LLC0$00.00%−64−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−50−100.0%Sold out
West Oak Capital, LLC0$00.00%−50−100.0%Sold out
Glassman Wealth Services0$00.00%−15−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−25−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−28−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−13−100.0%Sold out
Macroview Investment Management LLC0$00.00%−6−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−3−100.0%Sold out
Lake Point Wealth Management––––Not filed
Exane Derivatives––––Not filed