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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $880.5M |
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 6,548 | $213.2K | 0.02% | −650−9.0% | Reduced |
| Amalgamated Bank | 6,442 | $210.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 5,312 | $173.0K | 0.17% | +559+11.8% | Added |
| SG Americas Securities, LLC | 4,337 | $141.0K | 0.00% | −8,597−66.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,285 | $140.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,180 | $136.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,174 | $128.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,717 | $121.0K | 0.01% | +3,544+2,048.6% | Added |
| Albion Financial Group | 3,510 | $114.3K | 0.01% | −141−3.9% | Reduced |
| Gyon Technologies Capital Management, LP | 3,234 | $105.3K | 0.04% | +3,234 | New |
| US Bancorp | 2,725 | $88.7K | 0.00% | −139−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,725 | $88.7K | 0.00% | −60−2.2% | Reduced |
| Metropolitan Life Insurance Co | 2,482 | $80.8K | 0.00% | +184+8.0% | Added |
| Shell Asset Management Co | 2,394 | $78.0K | 0.00% | −190−7.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,025 | $65.9K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,000 | $65.1K | 0.01% | −400−16.7% | Reduced |
| Fifth Third Bancorp | 2,000 | $65.1K | 0.00% | −100−4.8% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $59.0K | 0.00% | +500+38.5% | Added |
| The PNC Financial Services Group, Inc. | 1,806 | $58.8K | 0.00% | −77−4.1% | Reduced |
| Cribstone Capital Management, LLC | 1,800 | $58.6K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,701 | $55.4K | 0.00% | −18,958−91.8% | Reduced |
| CWM, LLC | 1,500 | $49.0K | 0.00% | +170+12.8% | Added |
| Tower Research Capital LLC (TRC) | 1,495 | $48.0K | 0.00% | −1,338−47.2% | Reduced |
| Evermay Wealth Management LLC | 1,450 | $47.2K | 0.01% | +1,450 | New |
| FMR LLC | 1,411 | $45.9K | 0.00% | −27,514−95.1% | Reduced |
| STRS Ohio | 1,300 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,206 | $39.0K | 0.00% | −19,410−94.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,058 | $34.4K | 0.00% | −2,773−72.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,013 | $32.0K | 0.00% | +5+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 803 | $26.1K | 0.00% | −15−1.8% | Reduced |
| Heritage Wealth Management, LLC | 782 | $25.5K | 0.00% | +363+86.6% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $24.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 722 | $23.5K | 0.00% | +156+27.6% | Added |
| Simplex Trading, LLC | 700 | $22.0K | 0.00% | −24,131−97.2% | Reduced |
| Point72 Middle East FZE | 615 | $20.0K | 0.00% | +615 | New |
| Kistler-Tiffany Companies, LLC | 606 | $19.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 593 | $19.3K | 0.00% | −145−19.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 572 | $18.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 504 | $16.5K | 0.01% | −23−4.4% | Reduced |
| Toth Financial Advisory Corp | 500 | $16.3K | 0.00% | −13−2.5% | Reduced |
| Tompkins Financial Corp | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $13.0K | 0.00% | +45+16.7% | Added |
| Kraematon Investment Advisors, Inc | 308 | $10.0K | 0.01% | +308 | New |
| North Star Investment Management Corp. | 304 | $9.90K | 0.00% | +250+463.0% | Added |
| Parkside Financial Bank & Trust | 300 | $9.77K | 0.00% | −200−40.0% | Reduced |
| Adirondack Trust Co | 280 | $9.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 275 | $8.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 273 | $8.89K | 0.00% | +58+27.0% | Added |
| Joseph Group Capital Management | 260 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 233 | $8.00K | 0.00% | +233 | New |
| Money Concepts Capital Corp | 242 | $7.88K | 0.00% | +239+7,966.7% | Added |
| GWM Advisors LLC | 378 | $7.43K | 0.00% | +378 | New |
| EverSource Wealth Advisors, LLC | 228 | $7.42K | 0.00% | −250−52.3% | Reduced |
| Manchester Capital Management LLC | 222 | $7.23K | 0.00% | −17−7.1% | Reduced |
| Huntington National Bank | 210 | $6.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 197 | $6.41K | 0.00% | +197 | New |
| Column Capital Advisors, LLC | 189 | $6.15K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 168 | $5.47K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $4.88K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $4.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $4.59K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $4.30K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $4.23K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 126 | $4.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $4.07K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $4.07K | 0.00% | +125 | New |
| Spire Wealth Management | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $3.61K | 0.00% | +111 | New |
| TCI Wealth Advisors, Inc. | 107 | $3.48K | 0.00% | −288−72.9% | Reduced |
| Geneos Wealth Management Inc. | 105 | $3.42K | 0.00% | −730−87.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 80 | $3.00K | 0.00% | −1,000−92.6% | Reduced |
| Missouri Trust & Investment Co | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $2.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $2.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $2.25K | 0.00% | −182−72.5% | Reduced |
| National Bank of Canada | 67 | $2.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $2.12K | 0.00% | −4−5.8% | Reduced |
| Activest Wealth Management | 64 | $2.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $1.79K | 0.00% | +55 | New |
| Gradient Investments LLC | 50 | $1.63K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 50 | $1.63K | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 50 | $1.63K | 0.00% | +50 | New |
| Field & Main Bank | 50 | $1.63K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 45 | $1.47K | 0.00% | +45 | New |
| U.S. Capital Wealth Advisors, LLC | 35 | $1.14K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Glassman Wealth Services | 26 | $847 | 0.00% | +26 | New |
| CVA Family Office, LLC | 24 | $781 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $684 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $684 | 0.00% | +3+16.7% | Added |
| Baker Avenue Asset Management, LP | 21 | $684 | 0.00% | +21 | New |
| Salem Investment Counselors Inc | 20 | $651 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $423 | 0.00% | +2+18.2% | Added |