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, Q3 2023
Institutional positions in Appian Corp as of Sep 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
- 203
- −5 vs. Q2 2023
- Shares held
- 32.0M
- +313.3K (+1.0%) vs. Q2 2023
- Total value
- $1.39B
- −$46.7M (−3.2%) vs. Q2 2023
- New holders
- 23
- 58 more added
- Sold out
- 28
- 57 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 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 | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Glassman Wealth Services | 3 | $137 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $182 | 0.00% | −5−55.6% | Reduced |
| Barrett & Company, Inc. | 4 | $182 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $228 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $228 | 0.00% | +5 | New |
| Atwood & Palmer Inc | 5 | $229 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $244 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $411 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $456 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $457 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $502 | 0.00% | −9−45.0% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $547 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $547 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 17 | $776 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $913 | 0.00% | −25−55.6% | Reduced |
| Duncker Streett & Co Inc | 21 | $958 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $958 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 40 | $1.82K | 0.00% | +40 | New |
| National Bank of Canada | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.28K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $2.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $2.46K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 55 | $2.51K | 0.00% | +55 | New |
| IFP Advisors, Inc | 59 | $2.69K | 0.00% | −5−7.8% | Reduced |
| Versant Capital Management, Inc | 64 | $2.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $2.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| Parallel Advisors, LLC | 66 | $3.01K | 0.00% | −56−45.9% | Reduced |
| Harbour Investments, Inc. | 67 | $3.06K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $3.10K | 0.00% | +3+4.6% | Added |
| JFS Wealth Advisors, LLC | 69 | $3.15K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 75 | $3.42K | 0.00% | +75 | New |
| Larson Financial Group LLC | 79 | $3.60K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $3.65K | 0.00% | +80 | New |
| Tradewinds Capital Management, LLC | 85 | $3.88K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $4.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $4.64K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $4.79K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $4.83K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $5.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $5.38K | 0.00% | −27−18.6% | Reduced |
| Proequities, Inc. | 125 | $5.70K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $5.93K | 0.00% | −130−50.0% | Reduced |
| Geneos Wealth Management Inc. | 132 | $6.02K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $6.02K | 0.00% | +132 | New |
| Spire Wealth Management | 135 | $6.16K | 0.00% | −50−27.0% | Reduced |
| GWM Advisors LLC | 150 | $6.84K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $6.84K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 151 | $7.00K | 0.00% | −14−8.5% | Reduced |
| Column Capital Advisors, LLC | 189 | $8.62K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 196 | $8.94K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $9.12K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $9.12K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $9.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $9.58K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $12.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 280 | $12.8K | 0.00% | +280 | New |
| Parkside Financial Bank & Trust | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 391 | $17.8K | 0.01% | −166−29.8% | Reduced |
| Tompkins Financial Corp | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $20.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $22.8K | 0.00% | −10−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 572 | $26.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 630 | $28.7K | 0.00% | +10+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 672 | $30.6K | 0.00% | +85+14.5% | Added |
| Hantz Financial Services, Inc. | 697 | $32.0K | 0.00% | +20+3.0% | Added |
| Tower Research Capital LLC (TRC) | 708 | $32.3K | 0.00% | −1,095−60.7% | Reduced |
| Bartlett & Co. LLC | 750 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $34.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 764 | $34.8K | 0.00% | +533+230.7% | Added |
| Newbridge Financial Services Group, Inc. | 965 | $44.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,230 | $56.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,319 | $60.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,775 | $81.0K | 0.00% | −97−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,824 | $83.2K | 0.00% | −314−14.7% | Reduced |
| FMR LLC | 1,824 | $83.2K | 0.00% | +526+40.5% | Added |
| Baldwin Brothers Inc | 2,000 | $91.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,009 | $91.6K | 0.00% | −10−0.5% | Reduced |
| Simplex Trading, LLC | 2,092 | $95.0K | 0.00% | +469+28.9% | Added |
| Walleye Capital LLC | 2,139 | $97.6K | 0.00% | +2,139 | New |
| Metropolitan Life Insurance Co | 2,438 | $111.2K | 0.01% | +147+6.4% | Added |
| Albion Financial Group | 2,483 | $113.3K | 0.01% | +210+9.2% | Added |
| Venturi Wealth Management, LLC | 3,021 | $137.8K | 0.01% | +200+7.1% | Added |
| Cutler Group LP | 3,165 | $144.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,211 | $146.5K | 0.00% | −58−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,169 | $190.1K | 0.01% | +689+19.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,180 | $190.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $195.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,299 | $196.1K | 0.00% | +3,446+404.0% | Added |
| Group One Trading, L.P. | 4,407 | $201.0K | 0.01% | +1,097+33.1% | Added |
| Allegheny Financial Group LTD | 4,480 | $204.3K | 0.08% | +4,480 | New |
| Victory Capital Management Inc | 4,482 | $204.4K | 0.00% | +76+1.7% | Added |
| Atria Wealth Solutions, Inc. | 4,680 | $213.5K | 0.00% | +4,680 | New |
| Prudential Financial Inc | 4,792 | $216.8K | 0.00% | +200+4.4% | Added |
| Contravisory Investment Management, Inc. | 4,766 | $217.4K | 0.06% | +4,766 | New |
| Point72 Middle East FZE | 4,908 | $223.9K | 0.01% | +4,908 | New |