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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 6,702 | $206.8K | 0.00% | −2,650−28.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,020 | $185.8K | 0.00% | +6,005+40,033.3% | Added |
| US Bancorp | 4,584 | $141.5K | 0.00% | −1,980−30.2% | Reduced |
| Group One Trading, L.P. | 4,374 | $135.0K | 0.00% | +4,374 | New |
| Public Employees Retirement Association of Colorado | 4,285 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,169 | $128.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,146 | $128.0K | 0.00% | −182−4.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,126 | $127.3K | 0.03% | +1,088+35.8% | Added |
| Point72 Hong Kong Ltd | 3,910 | $120.7K | 0.01% | +3,910 | New |
| nVerses Capital, LLC | 3,400 | $104.9K | 0.06% | +3,400 | New |
| EntryPoint Capital, LLC | 3,128 | $96.5K | 0.04% | −1,358−30.3% | Reduced |
| Canada Pension Plan Investment Board | 3,100 | $95.7K | 0.00% | +3,100 | New |
| Cypress Capital, LLC | 3,000 | $92.6K | 0.03% | +3,000 | New |
| Quantbot Technologies LP | 2,702 | $83.4K | 0.00% | +2,702 | New |
| Albion Financial Group | 2,500 | $77.2K | 0.01% | +70+2.9% | Added |
| Concord Wealth Partners | 2,120 | $65.4K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,112 | $65.0K | 0.01% | +2,112 | New |
| FMR LLC | 1,982 | $61.2K | 0.00% | +471+31.2% | Added |
| CWM, LLC | 1,499 | $46.0K | 0.00% | +139+10.2% | Added |
| Amalgamated Bank | 1,402 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $23.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 588 | $18.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 515 | $15.9K | 0.00% | −27−5.0% | Reduced |
| Nisa Investment Advisors, LLC | 509 | $15.7K | 0.00% | +32+6.7% | Added |
| Baldwin Brothers Inc | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 453 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 450 | $13.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 364 | $11.2K | 0.00% | +82+29.1% | Added |
| Newbridge Financial Services Group, Inc. | 350 | $10.8K | 0.00% | −340−49.3% | Reduced |
| Jones Financial Companies LLLP | 342 | $10.6K | 0.00% | +272+388.6% | Added |
| Venturi Wealth Management, LLC | 321 | $9.91K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 314 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 280 | $8.64K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 280 | $8.64K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 261 | $8.05K | 0.00% | −20−7.1% | Reduced |
| Mather Group, LLC. | 192 | $7.67K | 0.00% | +192 | New |
| The PNC Financial Services Group, Inc. | 240 | $7.41K | 0.00% | −1,615−87.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 235 | $7.25K | 0.00% | −107−31.3% | Reduced |
| Huntington National Bank | 219 | $6.76K | 0.00% | +9+4.3% | Added |
| Manchester Capital Management LLC | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 202 | $6.00K | 0.00% | −400−66.4% | Reduced |
| Tyler-Stone Wealth Management | 190 | $5.86K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 160 | $4.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $4.66K | 0.00% | +151 | New |
| Colonial Trust Advisors | 135 | $4.17K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.03K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $4.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $3.86K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 125 | $3.86K | 0.00% | −18−12.6% | Reduced |
| Proequities, Inc. | 125 | $3.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $3.66K | 0.00% | +40+67.8% | Added |
| Asset Dedication, LLC | 112 | $3.46K | 0.00% | +112 | New |
| Tucker Asset Management LLC | 110 | $3.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.27K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $3.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $3.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $2.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $2.50K | 0.00% | −805−91.9% | Reduced |
| Larson Financial Group LLC | 79 | $2.44K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 77 | $2.38K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 75 | $2.31K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 69 | $2.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $2.01K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $1.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $1.60K | 0.00% | +40 | New |
| CIBC Private Wealth Group, LLC | 50 | $1.59K | 0.00% | −66,248−99.9% | Reduced |
| 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 |
| Private Wealth Management Group, LLC | 49 | $1.51K | 0.00% | +49 | New |
| National Bank of Canada | 45 | $1.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.23K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $648 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $617 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 19 | $586 | 0.00% | +19 | New |
| Geneos Wealth Management Inc. | 18 | $555 | 0.00% | +3+20.0% | Added |
| Toronto Dominion Bank | 17 | $525 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14 | $432 | 0.00% | −7−33.3% | Reduced |
| Mendota Financial Group, LLC | 13 | $402 | 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 |
| IFP Advisors, Inc | 9 | $278 | 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 |
| Delos Wealth Advisors, LLC | 5 | $155 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $154 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 4 | $123 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 4 | $122 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 2 | $62 | 0.00% | −102−98.1% | Reduced |
| TFC Financial Management | 1 | $31 | 0.00% | +1 | New |
| 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 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −210,709−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −124,325−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −83,592−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −57,223−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |