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, Q1 2023
Institutional positions in Appian Corp as of Mar 31, 2023. 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
- 210
- 0 vs. Q4 2022
- Shares held
- 30.4M
- +831.5K (+2.8%) vs. Q4 2022
- Total value
- $1.28B
- +$368.3M (+40.2%) vs. Q4 2022
- New holders
- 36
- 61 more added
- Sold out
- 36
- 64 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 4,900 | $217.5K | 0.29% | +4,900 | New |
| Cutler Group LP | 4,552 | $202.0K | 0.03% | +835+22.5% | Added |
| Victory Capital Management Inc | 4,508 | $200.1K | 0.00% | +4,508 | New |
| Public Employees Retirement Association of Colorado | 4,285 | $190.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,180 | $185.5K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,040 | $179.3K | 0.01% | +4,040 | New |
| SG Americas Securities, LLC | 3,916 | $174.0K | 0.00% | −421−9.7% | Reduced |
| Albion Financial Group | 3,755 | $166.6K | 0.02% | +245+7.0% | Added |
| Dark Forest Capital Management LP | 3,464 | $153.7K | 0.04% | +3,464 | New |
| US Bancorp | 3,342 | $148.3K | 0.00% | +617+22.6% | Added |
| Royal Bank of Canada | 3,205 | $142.0K | 0.00% | −3,605−52.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,174 | $140.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,621 | $116.3K | 0.01% | +2,621 | New |
| Allspring Global Investments Holdings, LLC | 2,536 | $112.5K | 0.00% | −189−6.9% | Reduced |
| Metropolitan Life Insurance Co | 2,134 | $94.7K | 0.00% | −348−14.0% | Reduced |
| Fifth Third Bancorp | 2,000 | $88.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,000 | $88.8K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,902 | $84.4K | 0.00% | +491+34.8% | Added |
| The PNC Financial Services Group, Inc. | 1,730 | $76.8K | 0.00% | −76−4.2% | Reduced |
| Advisory Services Network, LLC | 1,584 | $70.3K | 0.00% | −117−6.9% | Reduced |
| Point72 Asset Management, L.P. | 1,415 | $62.8K | 0.00% | +1,415 | New |
| CWM, LLC | 1,407 | $62.0K | 0.00% | −93−6.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,025 | $45.5K | 0.02% | −1,000−49.4% | Reduced |
| Signaturefd, LLC | 814 | $36.1K | 0.00% | +221+37.3% | Added |
| Nisa Investment Advisors, LLC | 760 | $34.0K | 0.00% | +680+850.0% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $33.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 738 | $33.0K | 0.00% | −757−50.6% | Reduced |
| Bartlett & Co. LLC | 750 | $33.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 677 | $30.0K | 0.00% | +277+69.3% | Added |
| Quarry LP | 607 | $26.9K | 0.01% | +607 | New |
| Lumature Wealth Partners, LLC | 600 | $26.6K | 0.01% | +600 | New |
| Kistler-Tiffany Companies, LLC | 596 | $26.5K | 0.01% | −10−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 587 | $26.1K | 0.00% | −216−26.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 572 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 507 | $22.5K | 0.02% | +3+0.6% | Added |
| Toth Financial Advisory Corp | 500 | $22.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 498 | $22.1K | 0.00% | −224−31.0% | Reduced |
| Chilton Capital Management LLC | 453 | $20.1K | 0.00% | +453 | New |
| Tompkins Financial Corp | 400 | $17.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 304 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 300 | $13.0K | 0.00% | −1,000−76.9% | Reduced |
| Adirondack Trust Co | 280 | $12.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 260 | $11.5K | 0.00% | −15−5.5% | Reduced |
| Spire Wealth Management | 250 | $11.1K | 0.00% | +114+83.8% | Added |
| Manchester Capital Management LLC | 223 | $9.90K | 0.00% | +1+0.5% | Added |
| Parallel Advisors, LLC | 214 | $9.50K | 0.00% | −59−21.6% | Reduced |
| Huntington National Bank | 210 | $9.32K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $9.00K | 0.00% | −1,600−88.9% | Reduced |
| Ameritas Advisory Services, LLC | 231 | $8.88K | 0.00% | +231 | New |
| Abound Wealth Management | 200 | $8.88K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 197 | $8.74K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $8.40K | 0.01% | +200 | New |
| Column Capital Advisors, LLC | 189 | $8.39K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 177 | $8.00K | 0.00% | −56−24.0% | Reduced |
| EverSource Wealth Advisors, LLC | 175 | $7.77K | 0.00% | −53−23.2% | Reduced |
| GWM Advisors LLC | 150 | $6.66K | 0.00% | −228−60.3% | Reduced |
| Anchor Investment Management, LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $5.86K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $5.77K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 128 | $5.68K | 0.00% | +3+2.4% | Added |
| GHP Investment Advisors, Inc. | 125 | $5.55K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $4.66K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $4.44K | 0.00% | −11−9.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $4.44K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 115 | $4.04K | 0.00% | +108+1,542.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 90 | $4.00K | 0.00% | +5+5.9% | Added |
| National Bank of Canada | 82 | $3.64K | 0.00% | +15+22.4% | Added |
| Larson Financial Group LLC | 79 | $3.51K | 0.00% | −62−44.0% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $3.06K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 49 | $3.00K | 0.00% | +31+172.2% | Added |
| Harbour Investments, Inc. | 67 | $2.97K | 0.00% | −4−5.6% | Reduced |
| Allworth Financial LP | 65 | $2.88K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $2.71K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $2.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $1.51K | 0.00% | +34 | New |
| Geneos Wealth Management Inc. | 27 | $1.20K | 0.00% | −78−74.3% | Reduced |
| CVA Family Office, LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $932 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $932 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $931 | 0.00% | +22 | New |
| Salem Investment Counselors Inc | 20 | $888 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 19 | $843 | 0.00% | −31−62.0% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $755 | 0.00% | −90−84.1% | Reduced |
| Truvestments Capital LLC | 12 | $533 | 0.00% | −114−90.5% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $533 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $459 | 0.00% | −301−95.6% | Reduced |
| AdvisorNet Financial, Inc | 10 | $444 | 0.00% | −11−52.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 10 | $444 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $400 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 9 | $399 | 0.00% | +4+80.0% | Added |