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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; 212 institutions reported holding it in 13F filings for Q2 2026, worth $880.3M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Appian Corp as of Dec 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
213
−19 vs. Q3 2022
Shares held
29.6M
−1.33M (−4.3%) vs. Q3 2022
Total value
$915.2M
−$286.2M (−23.8%) vs. Q3 2022
New holders
32
59 more added
Sold out
51
66 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 213 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: 212 institutions
Value heldQ4 2022: $915.2M
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: $880.3M
Institutions holding APPN and their total value by quarter
QuarterHoldersValue
Q2 2026212$880.3M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2022.

Institutions holding APPN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.13$00.00%00.0%Unchanged
Ci Investments Inc.2$00.00%00.0%Unchanged
Boston Private Wealth LLC1,500,000$00.00%00.0%Unchanged
Covestor Ltd4$00.00%00.0%Unchanged
TD Waterhouse Canada Inc.4$1290.00%−9,493−100.0%Reduced
Lindbrook Capital, LLC5$1630.00%−23−82.1%Reduced
Institutional & Family Asset Management, LLC5$1630.00%00.0%Unchanged
Versant Capital Management, Inc5$1630.00%00.0%Unchanged
Sofos Investments, Inc.33$2220.00%+33New
Global Retirement Partners, LLC7$2280.00%+7New
Carmichael Hill & Associates, Inc.10$3260.00%00.0%Unchanged
Madden Securities Corp10$3260.00%+10New
Stonebridge Capital Advisors LLC12$3910.00%00.0%Unchanged
Bell Investment Advisors, Inc13$4230.00%+2+18.2%Added
Salem Investment Counselors Inc20$6510.00%00.0%Unchanged
Duncker Streett & Co Inc21$6840.00%00.0%Unchanged
AdvisorNet Financial, Inc21$6840.00%+3+16.7%Added
Baker Avenue Asset Management, LP21$6840.00%+21New
CVA Family Office, LLC24$7810.00%00.0%Unchanged
Glassman Wealth Services26$8470.00%+26New
Ronald Blue Trust, Inc.36$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank16$1.00K0.00%00.0%Unchanged
VitalStone Financial, LLC18$1.00K0.00%+18New
U.S. Capital Wealth Advisors, LLC35$1.14K0.00%+35New
ICA Group Wealth Management, LLC45$1.47K0.00%+45New
Field & Main Bank50$1.63K0.00%00.0%Unchanged
Gradient Investments LLC50$1.63K0.00%00.0%Unchanged
Romano Brothers and Company50$1.63K0.00%+50New
Global Wealth Strategies & Associates50$1.63K0.00%+50New
Concord Wealth Partners55$1.79K0.00%+55New
Activest Wealth Management64$2.08K0.00%00.0%Unchanged
Allworth Financial LP65$2.12K0.00%−4−5.8%Reduced
National Bank of Canada67$2.18K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$2.25K0.00%−182−72.5%Reduced
Harbour Investments, Inc.71$2.31K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC85$2.77K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC80$3.00K0.00%−1,000−92.6%Reduced
Missouri Trust & Investment Co105$3.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$3.26K0.00%00.0%Unchanged
Geneos Wealth Management Inc.105$3.42K0.00%−730−87.4%Reduced
TCI Wealth Advisors, Inc.107$3.48K0.00%−288−72.9%Reduced
Farther Finance Advisors, LLC111$3.61K0.00%+111New
Spire Wealth Management136$4.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.125$4.07K0.00%00.0%Unchanged
Proequities, Inc.125$4.07K0.00%+125New
Truvestments Capital LLC126$4.10K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC130$4.23K0.00%00.0%Unchanged
Orion Capital Management LLC132$4.30K0.00%00.0%Unchanged
Larson Financial Group LLC141$4.59K0.00%00.0%Unchanged
Anchor Investment Management, LLC150$4.88K0.00%00.0%Unchanged
Addison Advisors LLC150$4.88K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC168$5.47K0.01%00.0%Unchanged
Tyler-Stone Wealth Management190$6.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC189$6.15K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC197$6.41K0.00%+197New
Abound Wealth Management200$6.51K0.00%00.0%Unchanged
Huntington National Bank210$6.84K0.00%00.0%Unchanged
Manchester Capital Management LLC222$7.23K0.00%−17−7.1%Reduced
EverSource Wealth Advisors, LLC228$7.42K0.00%−250−52.3%Reduced
GWM Advisors LLC378$7.43K0.00%+378New
Money Concepts Capital Corp242$7.88K0.00%+239+7,966.7%Added
Joseph Group Capital Management260$8.00K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.233$8.00K0.00%+233New
Parallel Advisors, LLC273$8.89K0.00%+58+27.0%Added
Creative Financial Designs Inc275$8.95K0.00%00.0%Unchanged
Adirondack Trust Co280$9.11K0.00%00.0%Unchanged
Parkside Financial Bank & Trust300$9.77K0.00%−200−40.0%Reduced
North Star Investment Management Corp.304$9.90K0.00%+250+463.0%Added
Kraematon Investment Advisors, Inc308$10.0K0.01%+308New
Tompkins Financial Corp400$13.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.400$13.0K0.00%00.0%Unchanged
IFP Advisors, Inc315$13.0K0.00%+45+16.7%Added
Toth Financial Advisory Corp500$16.3K0.00%−13−2.5%Reduced
Rise Advisors, LLC504$16.5K0.01%−23−4.4%Reduced
Federation des caisses Desjardins du Quebec572$18.6K0.00%00.0%Unchanged
Signaturefd, LLC593$19.3K0.00%−145−19.6%Reduced
Kistler-Tiffany Companies, LLC606$19.7K0.00%00.0%Unchanged
Point72 Middle East FZE615$20.0K0.00%+615New
Simplex Trading, LLC700$22.0K0.00%−24,131−97.2%Reduced
Northwestern Mutual Wealth Management Co722$23.5K0.00%+156+27.6%Added
Bartlett & Co. LLC750$24.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC750$24.4K0.00%00.0%Unchanged
Heritage Wealth Management, LLC782$25.5K0.00%+363+86.6%Added
Steward Partners Investment Advisory, LLC803$26.1K0.00%−15−1.8%Reduced
Rockefeller Capital Management L.P.1,013$32.0K0.00%+5+0.5%Added
Parallax Volatility Advisers, L.P.1,058$34.4K0.00%−2,773−72.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,206$39.0K0.00%−19,410−94.2%Reduced
STRS Ohio1,300$42.0K0.00%00.0%Unchanged
FMR LLC1,411$45.9K0.00%−27,514−95.1%Reduced
Evermay Wealth Management LLC1,450$47.2K0.01%+1,450New
Tower Research Capital LLC (TRC)1,495$48.0K0.00%−1,338−47.2%Reduced
CWM, LLC1,500$49.0K0.00%+170+12.8%Added
Advisory Services Network, LLC1,701$55.4K0.00%−18,958−91.8%Reduced
Cribstone Capital Management, LLC1,800$58.6K0.03%00.0%Unchanged
The PNC Financial Services Group, Inc.1,806$58.8K0.00%−77−4.1%Reduced
Aquatic Capital Management LLC1,800$59.0K0.00%+500+38.5%Added
Baldwin Brothers Inc2,000$65.1K0.01%−400−16.7%Reduced
Fifth Third Bancorp2,000$65.1K0.00%−100−4.8%Reduced
Newbridge Financial Services Group, Inc.2,025$65.9K0.04%00.0%Unchanged
Shell Asset Management Co2,394$78.0K0.00%−190−7.4%Reduced