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, Q4 2024
Institutional positions in Appian Corp as of Dec 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
- 204
- +14 vs. Q3 2024
- Shares held
- 34.3M
- −59.8K (−0.2%) vs. Q3 2024
- Total value
- $1.08B
- −$91.2M (−7.8%) vs. Q3 2024
- New holders
- 45
- 61 more added
- Sold out
- 31
- 55 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 1,500,000 | $0 | 0.00% | +1,500,000 | New |
| TFC Financial Management | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $66 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $132 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $165 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7 | $231 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $231 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8 | $262 | 0.00% | −13−61.9% | Reduced |
| Huntington National Bank | 9 | $297 | 0.00% | −210−95.9% | Reduced |
| Signaturefd, LLC | 10 | $330 | 0.00% | −500−98.0% | Reduced |
| AdvisorNet Financial, Inc | 10 | $330 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $330 | 0.00% | +1+11.1% | Added |
| Carolina Wealth Advisors, LLC | 10 | $330 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 16 | $528 | 0.00% | +16 | New |
| Principal Securities, Inc. | 20 | $660 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $660 | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 20 | $660 | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 21 | $693 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $759 | 0.00% | +23 | New |
| GHP Investment Advisors, Inc. | 25 | $825 | 0.00% | −100−80.0% | Reduced |
| Covestor Ltd | 22 | $1.00K | 0.00% | +12+120.0% | Added |
| Rothschild Investment LLC | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $1.32K | 0.00% | +40 | New |
| Sterling Capital Management LLC | 42 | $1.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.62K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 50 | $1.65K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 50 | $1.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 60 | $1.98K | 0.00% | +60 | New |
| CVA Family Office, LLC | 65 | $2.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $2.24K | 0.00% | −14−17.1% | Reduced |
| Harbour Investments, Inc. | 72 | $2.38K | 0.00% | +15+26.3% | Added |
| Golden State Wealth Management, LLC | 78 | $2.57K | 0.00% | +78 | New |
| Larson Financial Group LLC | 79 | $2.60K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 94 | $3.10K | 0.00% | +17+22.1% | Added |
| Rise Advisors, LLC | 97 | $3.20K | 0.00% | −114−54.0% | Reduced |
| Activest Wealth Management | 103 | $3.41K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $3.46K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.50K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $3.63K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 112 | $3.69K | 0.00% | +112 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 116 | $3.81K | 0.00% | +116 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 126 | $4.16K | 0.00% | +126 | New |
| Main Street Group, LTD | 131 | $4.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 136 | $4.49K | 0.00% | −72−34.6% | Reduced |
| Lindbrook Capital, LLC | 145 | $4.78K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 196 | $6.46K | 0.00% | −780−79.9% | Reduced |
| Manchester Capital Management LLC | 200 | $6.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.60K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 222 | $7.32K | 0.00% | −53−19.3% | Reduced |
| Quarry LP | 242 | $7.98K | 0.00% | +207+591.4% | Added |
| Adirondack Trust Co | 280 | $9.23K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $9.89K | 0.00% | +300 | New |
| Keener Financial Planning LLC | 314 | $10.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 321 | $10.6K | 0.00% | −152−32.1% | Reduced |
| Chilton Capital Management LLC | 322 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 336 | $11.1K | 0.01% | +336 | New |
| Versant Capital Management, Inc | 342 | $11.3K | 0.00% | +290+557.7% | Added |
| GWM Advisors LLC | 350 | $11.5K | 0.00% | −100−22.2% | Reduced |
| The PNC Financial Services Group, Inc. | 353 | $11.6K | 0.00% | +128+56.9% | Added |
| Allworth Financial LP | 383 | $12.6K | 0.00% | +312+439.4% | Added |
| SBI Securities Co., Ltd. | 391 | $12.9K | 0.00% | +391 | New |
| MAI Capital Management | 404 | $13.3K | 0.00% | +404 | New |
| Jones Financial Companies LLLP | 455 | $15.0K | 0.00% | +341+299.1% | Added |
| Federation des caisses Desjardins du Quebec | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 606 | $20.0K | 0.00% | +60+11.0% | Added |
| R Squared Ltd | 610 | $20.1K | 0.02% | +610 | New |
| Steward Partners Investment Advisory, LLC | 622 | $20.5K | 0.00% | +492+378.5% | Added |
| Tower Research Capital LLC (TRC) | 684 | $22.6K | 0.00% | −3,716−84.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 750 | $24.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 991 | $33.0K | 0.00% | −521−34.5% | Reduced |
| Point72 Hong Kong Ltd | 1,062 | $35.0K | 0.00% | +1,062 | New |
| Amalgamated Bank | 1,402 | $46.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,572 | $51.8K | 0.00% | −2,261−59.0% | Reduced |
| US Bancorp | 2,063 | $68.0K | 0.00% | −1,784−46.4% | Reduced |
| Concord Wealth Partners | 2,120 | $69.9K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,300 | $75.9K | 0.00% | +500+27.8% | Added |
| Albion Financial Group | 2,594 | $85.6K | 0.01% | +40+1.6% | Added |
| State of Wyoming | 3,007 | $99.2K | 0.01% | −3,601−54.5% | Reduced |
| Royal Bank of Canada | 3,221 | $106.0K | 0.00% | −5,698−63.9% | Reduced |
| Group One Trading, L.P. | 3,469 | $114.4K | 0.00% | −735−17.5% | Reduced |
| Simplex Trading, LLC | 3,517 | $115.0K | 0.00% | +2,322+194.3% | Added |
| Russell Investments Group, Ltd. | 3,779 | $124.6K | 0.00% | +3,498+1,244.8% | Added |
| Ameritas Investment Partners, Inc. | 4,169 | $137.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $141.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 5,500 | $181.4K | 0.00% | +5,500 | New |
| SG Americas Securities, LLC | 5,954 | $196.0K | 0.00% | −5,717−49.0% | Reduced |
| Allianz Asset Management GmbH | 6,200 | $204.5K | 0.00% | +6,200 | New |
| Entropy Technologies, LP | 6,300 | $207.8K | 0.02% | +6,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,733 | $225.1K | 0.00% | −137−2.0% | Reduced |
| Bayesian Capital Management, LP | 7,461 | $246.1K | 0.03% | +100+1.4% | Added |
| Magnetar Financial LLC | 7,538 | $248.6K | 0.01% | +7,538 | New |
| Summit Global Investments | 7,763 | $256.0K | 0.02% | +7,763 | New |
| LPL Financial LLC | 7,941 | $261.9K | 0.00% | −1,897−19.3% | Reduced |
| Ameriprise Financial Inc | 8,121 | $267.8K | 0.00% | +8,121 | New |
| Oppenheimer & Co Inc | 8,200 | $270.4K | 0.00% | +400+5.1% | Added |
| Campbell & CO Investment Adviser LLC | 8,440 | $278.4K | 0.02% | −1,772−17.4% | Reduced |