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, 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 | 213 | $880.5M |
| 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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 6,743 | $269.4K | 0.02% | −225−3.2% | Reduced |
| Royal Bank of Canada | 6,648 | $266.0K | 0.00% | −9,167−58.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,589 | $263.0K | 0.00% | −1,247−15.9% | Reduced |
| US Bancorp | 6,564 | $262.2K | 0.00% | +165+2.6% | Added |
| Keebeck Alpha, LP | 6,550 | $261.7K | 0.17% | +6,550 | New |
| Creative Planning | 6,379 | $254.8K | 0.00% | +6,379 | New |
| Prelude Capital Management, LLC | 6,288 | $251.2K | 0.02% | +6,288 | New |
| Parallax Volatility Advisers, L.P. | 6,273 | $250.6K | 0.01% | +6,273 | New |
| Inceptionr LLC | 6,017 | $240.4K | 0.06% | +6,017 | New |
| HSBC Holdings PLC | 5,617 | $224.4K | 0.00% | +5,617 | New |
| Principal Financial Group Inc | 5,519 | $220.5K | 0.00% | +5,519 | New |
| XTX Topco Ltd | 5,446 | $217.6K | 0.03% | −2,219−28.9% | Reduced |
| Victory Capital Management Inc | 5,403 | $215.8K | 0.00% | −106−1.9% | Reduced |
| Jasper Ridge Partners, L.P. | 5,262 | $210.2K | 0.01% | +5,262 | New |
| EntryPoint Capital, LLC | 4,486 | $179.2K | 0.16% | −7,448−62.4% | Reduced |
| Penserra Capital Management LLC | 4,328 | $172.0K | 0.00% | +4,328 | New |
| Public Employees Retirement Association of Colorado | 4,285 | $171.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,237 | $169.3K | 0.04% | +2,989+239.5% | Added |
| Ameritas Investment Partners, Inc. | 4,169 | $166.6K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,038 | $121.4K | 0.03% | +3,038 | New |
| Albion Financial Group | 2,430 | $97.1K | 0.01% | +255+11.7% | Added |
| Metropolitan Life Insurance Co | 2,176 | $86.9K | 0.00% | −262−10.7% | Reduced |
| Concord Wealth Partners | 2,120 | $84.7K | 0.02% | +2,120 | New |
| Danske Bank A/S | 1,900 | $75.9K | 0.00% | +1,900 | New |
| The PNC Financial Services Group, Inc. | 1,855 | $74.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,625 | $64.9K | 0.01% | −3,066−65.4% | Reduced |
| FMR LLC | 1,511 | $60.4K | 0.00% | +208+16.0% | Added |
| Amalgamated Bank | 1,402 | $56.0K | 0.00% | −4,428−76.0% | Reduced |
| CWM, LLC | 1,360 | $54.0K | 0.00% | +45+3.4% | Added |
| Allworth Financial LP | 876 | $35.0K | 0.00% | +820+1,464.3% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $30.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 690 | $27.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 602 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 588 | $23.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 542 | $21.7K | 0.00% | −20−3.6% | Reduced |
| Baldwin Brothers Inc | 500 | $20.0K | 0.00% | −1,500−75.0% | Reduced |
| Nisa Investment Advisors, LLC | 477 | $19.1K | 0.00% | +27+6.0% | Added |
| Chilton Capital Management LLC | 453 | $18.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 355 | $14.4K | 0.02% | −23−6.1% | Reduced |
| LifeSteps Financial, Inc. | 359 | $14.3K | 0.01% | +359 | New |
| Steward Partners Investment Advisory, LLC | 342 | $13.7K | 0.00% | −140−29.0% | Reduced |
| Keener Financial Planning LLC | 314 | $13.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 321 | $12.8K | 0.00% | −2,700−89.4% | Reduced |
| Russell Investments Group, Ltd. | 282 | $11.3K | 0.00% | +187+196.8% | Added |
| Rise Advisors, LLC | 281 | $11.2K | 0.01% | −60−17.6% | Reduced |
| First Command Advisory Services, Inc. | 280 | $11.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $11.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $8.39K | 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 |
| Tyler-Stone Wealth Management | 190 | $7.59K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 160 | $6.39K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 150 | $5.99K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 143 | $5.71K | 0.00% | −216−60.2% | Reduced |
| Comerica Bank | 142 | $5.67K | 0.00% | +142 | New |
| Colonial Trust Advisors | 135 | $5.39K | 0.00% | +135 | New |
| Orion Capital Management LLC | 132 | $5.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $5.19K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $4.39K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $4.24K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $4.20K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $4.16K | 0.00% | −7−6.3% | Reduced |
| Activest Wealth Management | 103 | $4.13K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $3.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $3.36K | 0.00% | −11−11.6% | Reduced |
| Larson Financial Group LLC | 79 | $3.16K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 77 | $3.08K | 0.00% | −16−17.2% | Reduced |
| Transcendent Capital Group LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $2.80K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 69 | $2.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $2.60K | 0.00% | −200−75.5% | Reduced |
| Harbour Investments, Inc. | 57 | $2.28K | 0.00% | −10−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 59 | $2.21K | 0.00% | −67−53.2% | Reduced |
| North Star Investment Management Corp. | 54 | $2.16K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.60K | 0.00% | −45−52.9% | Reduced |
| First Manhattan Co | 39 | $1.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $1.45K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.20K | 0.00% | +30 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Duncker Streett & Co Inc | 21 | $839 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $839 | 0.00% | +3+16.7% | Added |
| 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 |
| Toronto Dominion Bank | 17 | $679 | 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 |
| Mendota Financial Group, LLC | 13 | $520 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 11 | $425 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 10 | $400 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $400 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $360 | 0.00% | −50−84.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $319 | 0.00% | +8 | New |