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Livermore
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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, 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.

Institutional holdersQ3 2023: 203 institutions
Q1 2021: 324 institutionsQ2 2021: 286 institutionsQ3 2021: 286 institutionsQ4 2021: 269 institutionsQ1 2022: 269 institutionsQ2 2022: 243 institutionsQ3 2022: 237 institutionsQ4 2022: 213 institutionsQ1 2023: 210 institutionsQ2 2023: 212 institutionsQ3 2023: 203 institutionsQ4 2023: 216 institutionsQ1 2024: 208 institutionsQ2 2024: 195 institutionsQ3 2024: 192 institutionsQ4 2024: 204 institutionsQ1 2025: 220 institutionsQ2 2025: 221 institutionsQ3 2025: 232 institutionsQ4 2025: 246 institutionsQ1 2026: 208 institutionsQ2 2026: 213 institutions
Value heldQ3 2023: $1.39B
Q1 2021: $3.74BQ2 2021: $3.82BQ3 2021: $2.63BQ4 2021: $1.82BQ1 2022: $1.70BQ2 2022: $1.40BQ3 2022: $1.23BQ4 2022: $915.2MQ1 2023: $1.28BQ2 2023: $1.44BQ3 2023: $1.39BQ4 2023: $1.13BQ1 2024: $1.18BQ2 2024: $1.02BQ3 2024: $1.17BQ4 2024: $1.08BQ1 2025: $1.02BQ2 2025: $1.08BQ3 2025: $1.11BQ4 2025: $1.27BQ1 2026: $939.4MQ2 2026: $880.5M
Institutions holding APPN and their total value by quarter
QuarterHoldersValue
Q2 2026213$880.5M
Q1 2026208$939.4M
Q4 2025246$1.27B
Q3 2025232$1.11B
Q2 2025221$1.08B
Q1 2025220$1.02B
Q4 2024204$1.08B
Q3 2024192$1.17B
Q2 2024195$1.02B
Q1 2024208$1.18B
Q4 2023216$1.13B
Q3 2023203$1.39B
Q2 2023212$1.44B
Q1 2023210$1.28B
Q4 2022213$915.2M
Q3 2022237$1.23B
Q2 2022243$1.40B
Q1 2022269$1.70B
Q4 2021269$1.82B
Q3 2021286$2.63B
Q2 2021286$3.82B
Q1 2021324$3.74B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 2023.

Institutions holding APPN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jasper Ridge Partners, L.P.5,262$240.0K0.01%00.0%Unchanged
Creative Planning5,036$229.7K0.00%+5,036New
Raymond James Financial Services Advisors, Inc.4,933$225.0K0.00%+695+16.4%Added
Point72 Middle East FZE4,908$223.9K0.01%+4,908New
Contravisory Investment Management, Inc.4,766$217.4K0.06%+4,766New
Prudential Financial Inc4,792$216.8K0.00%+200+4.4%Added
Atria Wealth Solutions, Inc.4,680$213.5K0.00%+4,680New
Victory Capital Management Inc4,482$204.4K0.00%+76+1.7%Added
Allegheny Financial Group LTD4,480$204.3K0.08%+4,480New
Group One Trading, L.P.4,407$201.0K0.01%+1,097+33.1%Added
Point72 Asset Management, L.P.4,299$196.1K0.00%+3,446+404.0%Added
Public Employees Retirement Association of Colorado4,285$195.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,180$190.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,169$190.1K0.01%+689+19.8%Added
US Bancorp3,211$146.5K0.00%−58−1.8%Reduced
Cutler Group LP3,165$144.0K0.02%00.0%Unchanged
Venturi Wealth Management, LLC3,021$137.8K0.01%+200+7.1%Added
Albion Financial Group2,483$113.3K0.01%+210+9.2%Added
Metropolitan Life Insurance Co2,438$111.2K0.01%+147+6.4%Added
Walleye Capital LLC2,139$97.6K0.00%+2,139New
Simplex Trading, LLC2,092$95.0K0.00%+469+28.9%Added
Fifth Third Bancorp2,009$91.6K0.00%−10−0.5%Reduced
Baldwin Brothers Inc2,000$91.2K0.01%00.0%Unchanged
FMR LLC1,824$83.2K0.00%+526+40.5%Added
Allspring Global Investments Holdings, LLC1,824$83.2K0.00%−314−14.7%Reduced
The PNC Financial Services Group, Inc.1,775$81.0K0.00%−97−5.2%Reduced
CWM, LLC1,319$60.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,230$56.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.965$44.0K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co764$34.8K0.00%+533+230.7%Added
Bartlett & Co. Wealth Management LLC750$34.2K0.00%00.0%Unchanged
Bartlett & Co. LLC750$34.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)708$32.3K0.00%−1,095−60.7%Reduced
Hantz Financial Services, Inc.697$32.0K0.00%+20+3.0%Added
Steward Partners Investment Advisory, LLC672$30.6K0.00%+85+14.5%Added
Signaturefd, LLC630$28.7K0.00%+10+1.6%Added
Federation des caisses Desjardins du Quebec572$26.1K0.00%00.0%Unchanged
Toth Financial Advisory Corp500$22.8K0.00%−10−2.0%Reduced
Chilton Capital Management LLC453$20.7K0.00%00.0%Unchanged
Tompkins Financial Corp400$18.2K0.00%00.0%Unchanged
Rise Advisors, LLC391$17.8K0.01%−166−29.8%Reduced
Parkside Financial Bank & Trust300$13.7K0.00%00.0%Unchanged
First Command Advisory Services, Inc.280$12.8K0.00%+280New
Adirondack Trust Co280$12.8K0.01%00.0%Unchanged
Manchester Capital Management LLC210$9.58K0.00%00.0%Unchanged
Huntington National Bank210$9.58K0.00%00.0%Unchanged
Abound Wealth Management200$9.12K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC200$9.12K0.00%00.0%Unchanged
Tyler-Stone Wealth Management190$9.00K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC196$8.94K0.00%00.0%Unchanged
Column Capital Advisors, LLC189$8.62K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.151$7.00K0.00%−14−8.5%Reduced
GWM Advisors LLC150$6.84K0.00%00.0%Unchanged
Addison Advisors LLC150$6.84K0.00%00.0%Unchanged
Spire Wealth Management135$6.16K0.00%−50−27.0%Reduced
Geneos Wealth Management Inc.132$6.02K0.00%00.0%Unchanged
Orion Capital Management LLC132$6.02K0.00%+132New
Creative Financial Designs Inc130$5.93K0.00%−130−50.0%Reduced
Proequities, Inc.125$5.70K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC118$5.38K0.00%−27−18.6%Reduced
GHP Investment Advisors, Inc.125$5.16K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC106$4.83K0.00%00.0%Unchanged
Missouri Trust & Investment Co105$4.79K0.00%00.0%Unchanged
Global Retirement Partners, LLC107$4.64K0.00%00.0%Unchanged
Carmel Capital Partners, LLC100$4.56K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC85$3.88K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC80$3.65K0.00%+80New
Larson Financial Group LLC79$3.60K0.00%00.0%Unchanged
Hibernia Wealth Partners, LLC75$3.42K0.00%+75New
JFS Wealth Advisors, LLC69$3.15K0.00%00.0%Unchanged
Allworth Financial LP68$3.10K0.00%+3+4.6%Added
Harbour Investments, Inc.67$3.06K0.00%00.0%Unchanged
Parallel Advisors, LLC66$3.01K0.00%−56−45.9%Reduced
NBC Securities, Inc.74$3.00K0.00%+74New
Versant Capital Management, Inc64$2.92K0.00%00.0%Unchanged
Activest Wealth Management64$2.92K0.00%00.0%Unchanged
IFP Advisors, Inc59$2.69K0.00%−5−7.8%Reduced
Authentikos Wealth Advisory, LLC55$2.51K0.00%+55New
North Star Investment Management Corp.54$2.46K0.00%00.0%Unchanged
Gradient Investments LLC50$2.28K0.00%00.0%Unchanged
Field & Main Bank50$2.28K0.00%00.0%Unchanged
National Bank of Canada45$2.00K0.00%00.0%Unchanged
Legacy Financial Group LLC40$1.82K0.00%+40New
Benjamin F. Edwards & Company, Inc.13$1.00K0.00%00.0%Unchanged
Duncker Streett & Co Inc21$9580.00%00.0%Unchanged
Baker Avenue Asset Management, LP21$9580.00%00.0%Unchanged
Salem Investment Counselors Inc20$9130.00%−25−55.6%Reduced
Toronto Dominion Bank17$7760.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$5470.00%00.0%Unchanged
Truvestments Capital LLC12$5470.00%00.0%Unchanged
Sunbelt Securities, Inc.11$5020.00%−9−45.0%Reduced
Carmichael Hill & Associates, Inc.10$4570.00%00.0%Unchanged
AdvisorNet Financial, Inc10$4560.00%00.0%Unchanged
Quadrant Capital Group LLC9$4110.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$2440.00%00.0%Unchanged
Atwood & Palmer Inc5$2290.00%+5New
Institutional & Family Asset Management, LLC5$2280.00%00.0%Unchanged
Your Advocates Ltd., LLP5$2280.00%+5New
Lindbrook Capital, LLC4$1820.00%−5−55.6%Reduced
Barrett & Company, Inc.4$1820.00%00.0%Unchanged