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, Q3 2024
Institutional positions in Appian Corp as of Sep 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
- 192
- −2 vs. Q2 2024
- Shares held
- 34.4M
- +3.13M (+10.0%) vs. Q2 2024
- Total value
- $1.17B
- +$255.6M (+27.8%) vs. Q2 2024
- New holders
- 35
- 45 more added
- Sold out
- 37
- 63 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | +3+42.9% | Added |
| TFC Financial Management | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $132 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $239 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $239 | 0.00% | +7 | New |
| Nemes Rush Group LLC | 6 | $240 | 0.00% | +6 | New |
| IFP Advisors, Inc | 9 | $307 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $340 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 10 | $341 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12 | $410 | 0.00% | +12 | New |
| Geneos Wealth Management Inc. | 15 | $512 | 0.00% | −3−16.7% | Reduced |
| Principal Securities, Inc. | 20 | $683 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $717 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21 | $733 | 0.00% | +17+425.0% | Added |
| Bessemer Group Inc | 35 | $1.00K | 0.00% | +35 | New |
| Quarry LP | 35 | $1.20K | 0.00% | +35 | New |
| Spire Wealth Management | 40 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.37K | 0.00% | +30+300.0% | Added |
| Sterling Capital Management LLC | 42 | $1.43K | 0.00% | +42 | New |
| Private Wealth Management Group, LLC | 49 | $1.67K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $1.77K | 0.00% | +52 | New |
| North Star Investment Management Corp. | 54 | $1.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $1.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $2.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $2.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $2.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 77 | $2.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $2.70K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 80 | $2.73K | 0.00% | +80 | New |
| EverSource Wealth Advisors, LLC | 82 | $2.80K | 0.00% | −17−17.2% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $2.90K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $3.53K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $3.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.62K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $3.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 114 | $3.98K | 0.00% | −228−66.7% | Reduced |
| GHP Investment Advisors, Inc. | 125 | $4.27K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 130 | $4.44K | 0.00% | −105−44.7% | Reduced |
| Creative Financial Designs Inc | 130 | $4.44K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 131 | $4.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $4.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $4.95K | 0.00% | −6−4.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 150 | $5.12K | 0.00% | −200−57.1% | Reduced |
| Hemington Wealth Management | 190 | $6.00K | 0.00% | +190 | New |
| Manchester Capital Management LLC | 200 | $6.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.83K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $6.83K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 208 | $7.10K | 0.00% | +83+66.4% | Added |
| Rise Advisors, LLC | 211 | $7.20K | 0.00% | −50−19.2% | Reduced |
| Huntington National Bank | 219 | $7.48K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 225 | $7.68K | 0.00% | −15−6.3% | Reduced |
| GAMMA Investing LLC | 275 | $9.39K | 0.00% | +261+1,864.3% | Added |
| Adirondack Trust Co | 280 | $9.56K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 281 | $9.59K | 0.00% | −83−22.8% | Reduced |
| Keener Financial Planning LLC | 314 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 335 | $10.3K | 0.00% | +295+737.5% | Added |
| Chilton Capital Management LLC | 322 | $11.0K | 0.00% | −131−28.9% | Reduced |
| GWM Advisors LLC | 450 | $15.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 473 | $16.1K | 0.00% | +152+47.4% | Added |
| Baldwin Brothers Inc | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 510 | $17.4K | 0.00% | −78−13.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 515 | $17.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 546 | $18.6K | 0.00% | +37+7.3% | Added |
| PEAK6 Investments LLC | 730 | $24.9K | 0.00% | −51,440−98.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 750 | $25.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 837 | $28.6K | 0.00% | +837 | New |
| Headlands Technologies LLC | 976 | $33.3K | 0.00% | +976 | New |
| Simplex Trading, LLC | 1,195 | $40.0K | 0.00% | −17,861−93.7% | Reduced |
| Amalgamated Bank | 1,402 | $48.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,512 | $52.0K | 0.00% | +13+0.9% | Added |
| Canada Pension Plan Investment Board | 1,800 | $61.5K | 0.00% | −1,300−41.9% | Reduced |
| B. Riley Asset Management, LLC | 2,000 | $68.3K | 0.04% | −68,621−97.2% | Reduced |
| Concord Wealth Partners | 2,120 | $72.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 2,554 | $87.2K | 0.01% | +54+2.2% | Added |
| nVerses Capital, LLC | 3,000 | $102.4K | 0.05% | −400−11.8% | Reduced |
| Penserra Capital Management LLC | 3,518 | $120.0K | 0.00% | −628−15.1% | Reduced |
| Acadian Asset Management LLC | 3,569 | $121.0K | 0.00% | +3,569 | New |
| Advisor Group Holdings, Inc. | 3,833 | $130.9K | 0.00% | −2,869−42.8% | Reduced |
| US Bancorp | 3,847 | $131.3K | 0.00% | −737−16.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,169 | $142.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,204 | $143.5K | 0.01% | −170−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,285 | $146.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,400 | $150.2K | 0.00% | −1,620−26.9% | Reduced |
| FMR LLC | 5,935 | $202.6K | 0.00% | +3,953+199.4% | Added |
| State of Wyoming | 6,608 | $225.6K | 0.03% | −793−10.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,870 | $240.0K | 0.00% | −463−6.3% | Reduced |
| Engineers Gate Manager LP | 7,081 | $241.7K | 0.00% | −628−8.1% | Reduced |
| Bayesian Capital Management, LP | 7,361 | $251.3K | 0.03% | +7,361 | New |
| Handelsbanken Fonder AB | 7,500 | $256.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,800 | $266.3K | 0.00% | +7,800 | New |
| ProShare Advisors LLC | 8,052 | $274.9K | 0.00% | +8,052 | New |
| Creative Planning | 8,197 | $279.8K | 0.00% | +1,493+22.3% | Added |
| Arete Wealth Advisors, LLC | 8,525 | $291.0K | 0.02% | +8,525 | New |
| Royal Bank of Canada | 8,919 | $305.0K | 0.00% | +1,999+28.9% | Added |
| EntryPoint Capital, LLC | 9,175 | $313.2K | 0.18% | +6,047+193.3% | Added |