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 |
|---|---|---|---|---|---|
| National Philanthropic Trust | 281,682 | $10.6M | 0.28% | +281,682 | New |
| Charles Schwab Investment Management Inc | 325,288 | $12.3M | 0.00% | +5,538+1.7% | Added |
| Northern Trust Corp | 378,024 | $14.2M | 0.00% | +616+0.2% | Added |
| Bank of Montreal | 422,251 | $16.6M | 0.01% | +274,860+186.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 466,062 | $17.6M | 0.04% | +4,543+1.0% | Added |
| Morgan Stanley | 476,959 | $18.0M | 0.00% | −33,494−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 832,193 | $31.3M | 0.05% | −70,017−7.8% | Reduced |
| Geode Capital Management, LLC | 909,200 | $34.2M | 0.00% | +36,995+4.2% | Added |
| State Street Corp | 969,402 | $36.5M | 0.00% | +78,371+8.8% | Added |
| Citadel Advisors LLC | 1,301,895 | $49.0M | 0.05% | +1,091,823+519.7% | Added |
| First Trust Advisors LP | 1,322,675 | $49.8M | 0.05% | +317,411+31.6% | Added |
| Baillie Gifford & Co | 1,663,168 | $62.6M | 0.05% | −211,469−11.3% | Reduced |
| Hawk Ridge Capital Management LP | 1,859,877 | $70.0M | 4.01% | +236,230+14.5% | Added |
| BlackRock Inc. | 3,175,201 | $119.6M | 0.00% | +213,515+7.2% | Added |
| Vanguard Group Inc | 4,689,370 | $176.6M | 0.00% | +132,827+2.9% | Added |
| Abdiel Capital Advisors, LP | 6,611,444 | $249.0M | 12.95% | −3,510,510−34.7% | Reduced |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −326,337−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −199,486−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −77,654−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −32,352−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −31,561−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,874−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,159−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −21,926−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,283−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −8,798−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −4,933−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |