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, Q1 2024
Institutional positions in Appian Corp as of Mar 31, 2024. 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
- 208
- −7 vs. Q4 2023
- Shares held
- 32.4M
- −591.5K (−1.8%) vs. Q4 2023
- Total value
- $1.18B
- +$44.6M (+3.9%) vs. Q4 2023
- New holders
- 40
- 56 more added
- Sold out
- 47
- 57 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,000,000 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | +4+133.3% | Added |
| Assetmark, Inc | 4 | $160 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $200 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $200 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 6 | $240 | 0.00% | +6 | New |
| Fernwood Investment Management, LLC | 7 | $280 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $319 | 0.00% | +8 | New |
| IFP Advisors, Inc | 9 | $360 | 0.00% | −50−84.7% | Reduced |
| AdvisorNet Financial, Inc | 10 | $400 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $400 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 11 | $425 | 0.00% | +11 | New |
| Mendota Financial Group, LLC | 13 | $520 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15 | $599 | 0.00% | −7,056−99.8% | Reduced |
| Geneos Wealth Management Inc. | 15 | $599 | 0.00% | −117−88.6% | Reduced |
| Toronto Dominion Bank | 17 | $679 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $799 | 0.00% | −45−69.2% | Reduced |
| 1832 Asset Management L.P. | 20 | $799 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $799 | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 21 | $839 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $839 | 0.00% | +3+16.7% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.20K | 0.00% | +30 | New |
| National Bank of Canada | 45 | $1.45K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 39 | $1.56K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.60K | 0.00% | −45−52.9% | Reduced |
| Field & Main Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $2.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $2.21K | 0.00% | −67−53.2% | Reduced |
| Harbour Investments, Inc. | 57 | $2.28K | 0.00% | −10−14.9% | Reduced |
| CVA Family Office, LLC | 65 | $2.60K | 0.00% | −200−75.5% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $2.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $2.80K | 0.00% | +70 | New |
| Transcendent Capital Group LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 77 | $3.08K | 0.00% | −16−17.2% | Reduced |
| Larson Financial Group LLC | 79 | $3.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $3.36K | 0.00% | −11−11.6% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $3.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $4.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $4.16K | 0.00% | −7−6.3% | Reduced |
| Missouri Trust & Investment Co | 105 | $4.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $4.24K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $4.39K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.95K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $5.19K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 132 | $5.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $5.39K | 0.00% | +135 | New |
| Comerica Bank | 142 | $5.67K | 0.00% | +142 | New |
| Northwestern Mutual Wealth Management Co | 143 | $5.71K | 0.00% | −216−60.2% | Reduced |
| Quarry LP | 150 | $5.99K | 0.00% | +150 | New |
| Creekmur Asset Management LLC | 160 | $6.39K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $7.59K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $7.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $7.99K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $7.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $8.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 280 | $11.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 281 | $11.2K | 0.01% | −60−17.6% | Reduced |
| Russell Investments Group, Ltd. | 282 | $11.3K | 0.00% | +187+196.8% | Added |
| Venturi Wealth Management, LLC | 321 | $12.8K | 0.00% | −2,700−89.4% | Reduced |
| Keener Financial Planning LLC | 314 | $13.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 342 | $13.7K | 0.00% | −140−29.0% | Reduced |
| LifeSteps Financial, Inc. | 359 | $14.3K | 0.01% | +359 | New |
| Vima LLC | 355 | $14.4K | 0.02% | −23−6.1% | Reduced |
| GWM Advisors LLC | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $18.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 477 | $19.1K | 0.00% | +27+6.0% | Added |
| Baldwin Brothers Inc | 500 | $20.0K | 0.00% | −1,500−75.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 542 | $21.7K | 0.00% | −20−3.6% | Reduced |
| Signaturefd, LLC | 588 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 602 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 690 | $27.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $30.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 876 | $35.0K | 0.00% | +820+1,464.3% | Added |
| CWM, LLC | 1,360 | $54.0K | 0.00% | +45+3.4% | Added |
| Amalgamated Bank | 1,402 | $56.0K | 0.00% | −4,428−76.0% | Reduced |
| FMR LLC | 1,511 | $60.4K | 0.00% | +208+16.0% | Added |
| Quest Partners LLC | 1,625 | $64.9K | 0.01% | −3,066−65.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,855 | $74.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $75.9K | 0.00% | +1,900 | New |
| Concord Wealth Partners | 2,120 | $84.7K | 0.02% | +2,120 | New |
| Metropolitan Life Insurance Co | 2,176 | $86.9K | 0.00% | −262−10.7% | Reduced |
| Albion Financial Group | 2,430 | $97.1K | 0.01% | +255+11.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,038 | $121.4K | 0.03% | +3,038 | New |
| Ameritas Investment Partners, Inc. | 4,169 | $166.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,237 | $169.3K | 0.04% | +2,989+239.5% | Added |
| Public Employees Retirement Association of Colorado | 4,285 | $171.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,328 | $172.0K | 0.00% | +4,328 | New |
| EntryPoint Capital, LLC | 4,486 | $179.2K | 0.16% | −7,448−62.4% | Reduced |
| Jasper Ridge Partners, L.P. | 5,262 | $210.2K | 0.01% | +5,262 | New |
| Victory Capital Management Inc | 5,403 | $215.8K | 0.00% | −106−1.9% | Reduced |
| XTX Topco Ltd | 5,446 | $217.6K | 0.03% | −2,219−28.9% | Reduced |
| Principal Financial Group Inc | 5,519 | $220.5K | 0.00% | +5,519 | New |
| HSBC Holdings PLC | 5,617 | $224.4K | 0.00% | +5,617 | New |
| Inceptionr LLC | 6,017 | $240.4K | 0.06% | +6,017 | New |