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, Q4 2023
Institutional positions in Appian Corp as of Dec 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
- 216
- +15 vs. Q3 2023
- Shares held
- 33.0M
- +1.04M (+3.3%) vs. Q3 2023
- Total value
- $1.13B
- −$258.9M (−18.6%) vs. Q3 2023
- New holders
- 56
- 54 more added
- Sold out
- 41
- 59 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,000,000 | $0 | 0.00% | +1,500,000+100.0% | Added |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5 | $188 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5 | $188 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $189 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $377 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $377 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $414 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $452 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $490 | 0.00% | +13 | New |
| GAMMA Investing LLC | 18 | $587 | 0.00% | +18 | New |
| Toronto Dominion Bank | 17 | $641 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 20 | $753 | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 21 | $791 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $867 | 0.00% | +14+155.6% | Added |
| Private Wealth Management Group, LLC | 25 | $942 | 0.00% | +25 | New |
| Ronald Blue Trust, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 30 | $1.13K | 0.00% | +30 | New |
| First Manhattan Co | 39 | $1.47K | 0.00% | +39 | New |
| National Bank of Canada | 45 | $1.58K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $1.88K | 0.00% | +50 | New |
| NBC Securities, Inc. | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $2.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $2.10K | 0.00% | −12−17.6% | Reduced |
| IFP Advisors, Inc | 59 | $2.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 65 | $2.45K | 0.00% | +65 | New |
| Harbour Investments, Inc. | 67 | $2.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $2.60K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 85 | $2.74K | 0.00% | −50−37.0% | Reduced |
| Transcendent Capital Group LLC | 75 | $2.83K | 0.00% | +75 | New |
| Larson Financial Group LLC | 79 | $2.98K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 85 | $3.20K | 0.00% | +85 | New |
| Tradewinds Capital Management, LLC | 85 | $3.20K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 93 | $3.50K | 0.00% | +27+40.9% | Added |
| Versant Capital Management, Inc | 95 | $3.58K | 0.00% | +31+48.4% | Added |
| Russell Investments Group, Ltd. | 95 | $3.58K | 0.00% | +95 | New |
| Global Retirement Partners, LLC | 111 | $3.66K | 0.00% | +4+3.7% | Added |
| Greenwood Gearhart Inc | 100 | $3.77K | 0.00% | +100 | New |
| O'Dell Group, LLC | 100 | $3.77K | 0.00% | +100 | New |
| Activest Wealth Management | 103 | $3.89K | 0.00% | +39+60.9% | Added |
| Missouri Trust & Investment Co | 105 | $3.95K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.99K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $4.14K | 0.00% | +110 | New |
| Beacon Capital Management, LLC | 100 | $4.56K | 0.00% | +100 | New |
| Proequities, Inc. | 125 | $4.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $4.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 126 | $4.75K | 0.00% | +8+6.8% | Added |
| Creative Financial Designs Inc | 130 | $4.90K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.93K | 0.00% | +131 | New |
| Geneos Wealth Management Inc. | 132 | $4.97K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $4.97K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 140 | $5.27K | 0.00% | +140 | New |
| Creekmur Asset Management LLC | 160 | $6.03K | 0.00% | +160 | New |
| Tyler-Stone Wealth Management | 190 | $7.16K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $7.53K | 0.00% | −10−4.8% | Reduced |
| Abound Wealth Management | 200 | $7.53K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $7.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $7.91K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $9.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 265 | $9.98K | 0.00% | +265 | New |
| First Command Advisory Services, Inc. | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 314 | $12.0K | 0.01% | +314 | New |
| Rise Advisors, LLC | 341 | $12.8K | 0.01% | −50−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 359 | $13.5K | 0.00% | −405−53.0% | Reduced |
| Vima LLC | 378 | $14.2K | 0.03% | +378 | New |
| Nisa Investment Advisors, LLC | 450 | $16.9K | 0.00% | −780−63.4% | Reduced |
| GWM Advisors LLC | 450 | $16.9K | 0.00% | +300+200.0% | Added |
| Chilton Capital Management LLC | 453 | $17.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 482 | $18.2K | 0.00% | −190−28.3% | Reduced |
| Advisory Services Network, LLC | 511 | $19.2K | 0.00% | +511 | New |
| Federation des caisses Desjardins du Quebec | 562 | $21.2K | 0.00% | −10−1.7% | Reduced |
| Signaturefd, LLC | 588 | $22.1K | 0.00% | −42−6.7% | Reduced |
| Hantz Financial Services, Inc. | 602 | $23.0K | 0.00% | −95−13.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 690 | $26.0K | 0.01% | −275−28.5% | Reduced |
| Bartlett & Co. LLC | 750 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $29.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,248 | $47.0K | 0.01% | +1,248 | New |
| FMR LLC | 1,303 | $49.1K | 0.00% | −521−28.6% | Reduced |
| CWM, LLC | 1,315 | $50.0K | 0.00% | −4−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,855 | $69.9K | 0.00% | +80+4.5% | Added |
| Fifth Third Bancorp | 2,000 | $75.3K | 0.00% | −9−0.4% | Reduced |
| Baldwin Brothers Inc | 2,000 | $75.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 2,175 | $81.9K | 0.01% | −308−12.4% | Reduced |
| Metropolitan Life Insurance Co | 2,438 | $91.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,606 | $98.0K | 0.00% | +2,606 | New |
| Cutler Group LP | 2,765 | $104.0K | 0.01% | −400−12.6% | Reduced |
| Venturi Wealth Management, LLC | 3,021 | $113.8K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,232 | $121.7K | 0.00% | +3,232 | New |
| Contravisory Investment Management, Inc. | 3,631 | $136.7K | 0.03% | −1,135−23.8% | Reduced |
| Quantbot Technologies LP | 3,925 | $147.8K | 0.01% | −18,857−82.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,169 | $157.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $161.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,600 | $173.2K | 0.00% | +301+7.0% | Added |
| Quest Partners LLC | 4,691 | $176.7K | 0.04% | +4,691 | New |
| Victory Capital Management Inc | 5,509 | $207.5K | 0.00% | +1,027+22.9% | Added |
| Quadrature Capital Ltd | 5,576 | $210.0K | 0.00% | +5,576 | New |
| Amalgamated Bank | 5,830 | $220.0K | 0.00% | −417−6.7% | Reduced |