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, Q2 2023
Institutional positions in Appian Corp as of Jun 30, 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
- 212
- +4 vs. Q1 2023
- Shares held
- 31.7M
- +1.27M (+4.2%) vs. Q1 2023
- Total value
- $1.44B
- +$154.5M (+12.0%) vs. Q1 2023
- New holders
- 29
- 65 more added
- Sold out
- 25
- 60 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 1,500,000 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Global Wealth Management Investment Advisory, Inc. | 1 | $48 | 0.00% | +1 | New |
| Glassman Wealth Services | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $190 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $238 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $238 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $429 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $476 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $476 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 48 | $491 | 0.00% | +48 | New |
| Stonebridge Capital Advisors LLC | 12 | $571 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $571 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 19 | $904 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $952 | 0.00% | −2−9.1% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $952 | 0.00% | +20 | New |
| VitalStone Financial, LLC | 18 | $1.00K | 0.00% | −31−63.3% | Reduced |
| Toronto Dominion Bank | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $2.10K | 0.00% | +50+357.1% | Added |
| National Bank of Canada | 45 | $2.14K | 0.00% | −37−45.1% | Reduced |
| Salem Investment Counselors Inc | 45 | $2.14K | 0.00% | +25+125.0% | Added |
| Field & Main Bank | 50 | $2.38K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $2.38K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.38K | 0.00% | +50 | New |
| North Star Investment Management Corp. | 54 | $2.57K | 0.00% | −250−82.2% | Reduced |
| Concord Wealth Partners | 55 | $2.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $3.05K | 0.00% | +59+1,180.0% | Added |
| Allworth Financial LP | 65 | $3.09K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 65 | $3.09K | 0.00% | +20+44.4% | Added |
| CVA Family Office, LLC | 65 | $3.09K | 0.00% | +41+170.8% | Added |
| Harbour Investments, Inc. | 67 | $3.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $3.29K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $3.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $4.05K | 0.00% | −5−5.6% | Reduced |
| Carmel Capital Partners, LLC | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 100 | $4.76K | 0.00% | +100 | New |
| O'Dell Group, LLC | 100 | $4.76K | 0.00% | +100 | New |
| Missouri Trust & Investment Co | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $5.05K | 0.00% | +106 | New |
| Global Retirement Partners, LLC | 107 | $5.09K | 0.00% | −8−7.0% | Reduced |
| Parallel Advisors, LLC | 122 | $5.81K | 0.00% | −92−43.0% | Reduced |
| Proequities, Inc. | 125 | $5.95K | 0.00% | −3−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 130 | $6.19K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 132 | $6.28K | 0.00% | +105+388.9% | Added |
| EverSource Wealth Advisors, LLC | 145 | $6.90K | 0.00% | −30−17.1% | Reduced |
| GWM Advisors LLC | 150 | $7.14K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $7.14K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.14K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 165 | $8.00K | 0.00% | −12−6.8% | Reduced |
| Spire Wealth Management | 185 | $8.81K | 0.00% | −65−26.0% | Reduced |
| Column Capital Advisors, LLC | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $9.00K | 0.01% | +190 | New |
| Cary Street Partner Investment Advisory LLC | 196 | $9.33K | 0.00% | −1−0.5% | Reduced |
| Abound Wealth Management | 200 | $9.52K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $9.52K | 0.00% | +200 | New |
| Manchester Capital Management LLC | 210 | $10.0K | 0.00% | −13−5.8% | Reduced |
| Huntington National Bank | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 231 | $11.0K | 0.00% | −267−53.6% | Reduced |
| Creative Financial Designs Inc | 260 | $12.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $14.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $21.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 510 | $24.3K | 0.00% | +10+2.0% | Added |
| Rise Advisors, LLC | 557 | $26.5K | 0.02% | +50+9.9% | Added |
| Federation des caisses Desjardins du Quebec | 572 | $27.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 587 | $27.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 596 | $28.4K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 600 | $28.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 620 | $29.5K | 0.00% | −194−23.8% | Reduced |
| Hantz Financial Services, Inc. | 677 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $35.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $36.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 853 | $40.6K | 0.00% | −562−39.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 965 | $45.9K | 0.02% | −60−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,230 | $58.5K | 0.00% | +470+61.8% | Added |
| FMR LLC | 1,298 | $61.8K | 0.00% | −604−31.8% | Reduced |
| CWM, LLC | 1,319 | $63.0K | 0.00% | −88−6.3% | Reduced |
| Simplex Trading, LLC | 1,623 | $77.0K | 0.00% | +923+131.9% | Added |
| Tower Research Capital LLC (TRC) | 1,803 | $85.8K | 0.00% | +1,065+144.3% | Added |
| The PNC Financial Services Group, Inc. | 1,872 | $89.1K | 0.00% | +142+8.2% | Added |
| Baldwin Brothers Inc | 2,000 | $95.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,019 | $96.1K | 0.00% | +19+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,138 | $101.8K | 0.00% | −398−15.7% | Reduced |
| Albion Financial Group | 2,273 | $108.2K | 0.01% | −1,482−39.5% | Reduced |
| Metropolitan Life Insurance Co | 2,291 | $109.1K | 0.01% | +157+7.4% | Added |
| SG Americas Securities, LLC | 2,482 | $118.0K | 0.00% | −1,434−36.6% | Reduced |
| Venturi Wealth Management, LLC | 2,821 | $134.3K | 0.01% | +200+7.6% | Added |
| Cutler Group LP | 3,165 | $150.0K | 0.04% | −1,387−30.5% | Reduced |
| US Bancorp | 3,269 | $155.6K | 0.00% | −73−2.2% | Reduced |
| Group One Trading, L.P. | 3,310 | $157.6K | 0.01% | +3,310 | New |
| Ameritas Investment Partners, Inc. | 3,480 | $165.6K | 0.01% | +306+9.6% | Added |
| Royal Bank of Canada | 3,913 | $187.0K | 0.00% | +708+22.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,180 | $199.0K | 0.00% | 00.0% | Unchanged |