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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 5,650 | $268.9K | 0.02% | +5,650 | New |
| Y-Intercept (Hong Kong) Ltd | 5,275 | $251.1K | 0.03% | +239+4.7% | Added |
| Jasper Ridge Partners, L.P. | 5,262 | $250.5K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,134 | $244.4K | 0.07% | +5,134 | New |
| Principal Financial Group Inc | 4,848 | $230.8K | 0.00% | +4,848 | New |
| Schonfeld Strategic Advisors LLC | 4,800 | $228.5K | 0.00% | +4,800 | New |
| Moody National Bank Trust Division | 4,748 | $226.0K | 0.02% | −652−12.1% | Reduced |
| Prudential Financial Inc | 4,592 | $218.6K | 0.00% | −5,820−55.9% | Reduced |
| Victory Capital Management Inc | 4,406 | $209.7K | 0.00% | −102−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,285 | $204.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,238 | $201.7K | 0.00% | +4,238 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,180 | $199.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,913 | $187.0K | 0.00% | +708+22.1% | Added |
| Ameritas Investment Partners, Inc. | 3,480 | $165.6K | 0.01% | +306+9.6% | Added |
| Group One Trading, L.P. | 3,310 | $157.6K | 0.01% | +3,310 | New |
| US Bancorp | 3,269 | $155.6K | 0.00% | −73−2.2% | Reduced |
| Cutler Group LP | 3,165 | $150.0K | 0.04% | −1,387−30.5% | Reduced |
| Venturi Wealth Management, LLC | 2,821 | $134.3K | 0.01% | +200+7.6% | Added |
| SG Americas Securities, LLC | 2,482 | $118.0K | 0.00% | −1,434−36.6% | Reduced |
| Metropolitan Life Insurance Co | 2,291 | $109.1K | 0.01% | +157+7.4% | Added |
| Albion Financial Group | 2,273 | $108.2K | 0.01% | −1,482−39.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,138 | $101.8K | 0.00% | −398−15.7% | Reduced |
| Fifth Third Bancorp | 2,019 | $96.1K | 0.00% | +19+1.0% | Added |
| Baldwin Brothers Inc | 2,000 | $95.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,872 | $89.1K | 0.00% | +142+8.2% | Added |
| Tower Research Capital LLC (TRC) | 1,803 | $85.8K | 0.00% | +1,065+144.3% | Added |
| Simplex Trading, LLC | 1,623 | $77.0K | 0.00% | +923+131.9% | Added |
| CWM, LLC | 1,319 | $63.0K | 0.00% | −88−6.3% | Reduced |
| FMR LLC | 1,298 | $61.8K | 0.00% | −604−31.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,230 | $58.5K | 0.00% | +470+61.8% | Added |
| Newbridge Financial Services Group, Inc. | 965 | $45.9K | 0.02% | −60−5.9% | Reduced |
| Point72 Asset Management, L.P. | 853 | $40.6K | 0.00% | −562−39.7% | Reduced |
| Bartlett & Co. LLC | 750 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $35.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 677 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 620 | $29.5K | 0.00% | −194−23.8% | Reduced |
| Lumature Wealth Partners, LLC | 600 | $28.6K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 596 | $28.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 587 | $27.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 572 | $27.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 557 | $26.5K | 0.02% | +50+9.9% | Added |
| Toth Financial Advisory Corp | 510 | $24.3K | 0.00% | +10+2.0% | Added |
| Chilton Capital Management LLC | 453 | $21.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $14.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 260 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 231 | $11.0K | 0.00% | −267−53.6% | Reduced |
| Manchester Capital Management LLC | 210 | $10.0K | 0.00% | −13−5.8% | Reduced |
| Huntington National Bank | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $9.52K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $9.52K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 196 | $9.33K | 0.00% | −1−0.5% | Reduced |
| Tyler-Stone Wealth Management | 190 | $9.00K | 0.01% | +190 | New |
| Column Capital Advisors, LLC | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 185 | $8.81K | 0.00% | −65−26.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 165 | $8.00K | 0.00% | −12−6.8% | 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 |
| EverSource Wealth Advisors, LLC | 145 | $6.90K | 0.00% | −30−17.1% | Reduced |
| Geneos Wealth Management Inc. | 132 | $6.28K | 0.00% | +105+388.9% | Added |
| BerganKDV Wealth Management, LLC | 130 | $6.19K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $5.95K | 0.00% | −3−2.3% | Reduced |
| Parallel Advisors, LLC | 122 | $5.81K | 0.00% | −92−43.0% | Reduced |
| Global Retirement Partners, LLC | 107 | $5.09K | 0.00% | −8−7.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 106 | $5.05K | 0.00% | +106 | New |
| Missouri Trust & Investment Co | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tradewinds Capital Management, LLC | 85 | $4.05K | 0.00% | −5−5.6% | Reduced |
| Larson Financial Group LLC | 79 | $3.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $3.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 67 | $3.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 64 | $3.05K | 0.00% | +59+1,180.0% | Added |
| Concord Wealth Partners | 55 | $2.62K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $2.57K | 0.00% | −250−82.2% | Reduced |
| Gradient Investments LLC | 50 | $2.38K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $2.38K | 0.00% | +50 | New |
| Field & Main Bank | 50 | $2.38K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $2.14K | 0.00% | +25+125.0% | Added |
| National Bank of Canada | 45 | $2.14K | 0.00% | −37−45.1% | Reduced |
| IFP Advisors, Inc | 64 | $2.10K | 0.00% | +50+357.1% | Added |
| 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 |
| Sunbelt Securities, Inc. | 20 | $952 | 0.00% | −2−9.1% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $952 | 0.00% | +20 | New |
| Global Wealth Strategies & Associates | 19 | $904 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $571 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $571 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 48 | $491 | 0.00% | +48 | New |
| AdvisorNet Financial, Inc | 10 | $476 | 0.00% | 00.0% | Unchanged |