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, Q2 2024
Institutional positions in Appian Corp as of Jun 30, 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
- 195
- −12 vs. Q1 2024
- Shares held
- 34.5M
- +2.12M (+6.6%) vs. Q1 2024
- Total value
- $1.02B
- −$154.8M (−13.2%) vs. Q1 2024
- New holders
- 38
- 58 more added
- Sold out
- 50
- 48 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 1,500,000 | $0 | 0.00% | −1,500,000−50.0% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $31 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 2 | $62 | 0.00% | −102−98.1% | Reduced |
| Smartleaf Asset Management LLC | 4 | $122 | 0.00% | +4 | New |
| TD Waterhouse Canada Inc. | 4 | $123 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 5 | $154 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $155 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $216 | 0.00% | +7 | New |
| Triad Wealth Partners, LLC | 7 | $216 | 0.00% | +7 | New |
| IFP Advisors, Inc | 9 | $278 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $309 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $309 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $309 | 0.00% | +5+100.0% | Added |
| Mendota Financial Group, LLC | 13 | $402 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14 | $432 | 0.00% | −7−33.3% | Reduced |
| Toronto Dominion Bank | 17 | $525 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $555 | 0.00% | +3+20.0% | Added |
| Innealta Capital, LLC | 19 | $586 | 0.00% | +19 | New |
| Principal Securities, Inc. | 20 | $617 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $648 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.23K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.51K | 0.00% | +49 | New |
| McIlrath & Eck, LLC | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $1.54K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 50 | $1.59K | 0.00% | −66,248−99.9% | Reduced |
| Ronald Blue Trust, Inc. | 40 | $1.60K | 0.00% | +40 | New |
| North Star Investment Management Corp. | 54 | $1.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $1.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $2.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $2.13K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 75 | $2.31K | 0.00% | +75 | New |
| Parallel Advisors, LLC | 77 | $2.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $2.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $2.50K | 0.00% | −805−91.9% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $2.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $3.19K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $3.24K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $3.40K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 112 | $3.46K | 0.00% | +112 | New |
| EverSource Wealth Advisors, LLC | 99 | $3.66K | 0.00% | +40+67.8% | Added |
| Northwestern Mutual Wealth Management Co | 125 | $3.86K | 0.00% | −18−12.6% | Reduced |
| Proequities, Inc. | 125 | $3.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $3.86K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $4.01K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $4.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $4.66K | 0.00% | +151 | New |
| Creekmur Asset Management LLC | 160 | $4.94K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 190 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 202 | $6.00K | 0.00% | −400−66.4% | Reduced |
| Manchester Capital Management LLC | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 219 | $6.76K | 0.00% | +9+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 235 | $7.25K | 0.00% | −107−31.3% | Reduced |
| The PNC Financial Services Group, Inc. | 240 | $7.41K | 0.00% | −1,615−87.1% | Reduced |
| Mather Group, LLC. | 192 | $7.67K | 0.00% | +192 | New |
| Rise Advisors, LLC | 261 | $8.05K | 0.00% | −20−7.1% | Reduced |
| Adirondack Trust Co | 280 | $8.64K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 280 | $8.64K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 314 | $9.00K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 321 | $9.91K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 342 | $10.6K | 0.00% | +272+388.6% | Added |
| Newbridge Financial Services Group, Inc. | 350 | $10.8K | 0.00% | −340−49.3% | Reduced |
| Russell Investments Group, Ltd. | 364 | $11.2K | 0.00% | +82+29.1% | Added |
| GWM Advisors LLC | 450 | $13.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 509 | $15.7K | 0.00% | +32+6.7% | Added |
| Federation des caisses Desjardins du Quebec | 515 | $15.9K | 0.00% | −27−5.0% | Reduced |
| Signaturefd, LLC | 588 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $23.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,402 | $43.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,499 | $46.0K | 0.00% | +139+10.2% | Added |
| FMR LLC | 1,982 | $61.2K | 0.00% | +471+31.2% | Added |
| Neo Ivy Capital Management | 2,112 | $65.0K | 0.01% | +2,112 | New |
| Concord Wealth Partners | 2,120 | $65.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 2,500 | $77.2K | 0.01% | +70+2.9% | Added |
| Quantbot Technologies LP | 2,702 | $83.4K | 0.00% | +2,702 | New |
| Cypress Capital, LLC | 3,000 | $92.6K | 0.03% | +3,000 | New |
| Canada Pension Plan Investment Board | 3,100 | $95.7K | 0.00% | +3,100 | New |
| EntryPoint Capital, LLC | 3,128 | $96.5K | 0.04% | −1,358−30.3% | Reduced |
| nVerses Capital, LLC | 3,400 | $104.9K | 0.06% | +3,400 | New |
| Point72 Hong Kong Ltd | 3,910 | $120.7K | 0.01% | +3,910 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,126 | $127.3K | 0.03% | +1,088+35.8% | Added |
| Penserra Capital Management LLC | 4,146 | $128.0K | 0.00% | −182−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,169 | $128.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $132.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,374 | $135.0K | 0.00% | +4,374 | New |
| US Bancorp | 4,584 | $141.5K | 0.00% | −1,980−30.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,020 | $185.8K | 0.00% | +6,005+40,033.3% | Added |
| Advisor Group Holdings, Inc. | 6,702 | $206.8K | 0.00% | −2,650−28.3% | Reduced |
| Creative Planning | 6,704 | $206.9K | 0.00% | +325+5.1% | Added |
| Royal Bank of Canada | 6,920 | $214.0K | 0.00% | +272+4.1% | Added |
| State of Wisconsin Investment Board | 6,988 | $215.7K | 0.00% | +6,988 | New |
| Mirae Asset Global Investments Co., Ltd. | 7,333 | $223.9K | 0.00% | −359,636−98.0% | Reduced |
| State of Wyoming | 7,401 | $228.4K | 0.04% | +7,401 | New |