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 2025
Institutional positions in Appian Corp as of Mar 31, 2025. 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
- 220
- +18 vs. Q4 2024
- Shares held
- 35.3M
- +1.24M (+3.6%) vs. Q4 2024
- Total value
- $1.02B
- −$56.6M (−5.3%) vs. Q4 2024
- New holders
- 48
- 81 more added
- Sold out
- 30
- 42 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 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 2025
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $29 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 4 | $116 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $144 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $202 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $230 | 0.00% | −234−96.7% | Reduced |
| Carolina Wealth Advisors, LLC | 10 | $288 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $289 | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 12 | $352 | 0.00% | +4+50.0% | Added |
| Blue Bell Private Wealth Management, LLC | 15 | $432 | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 16 | $461 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $518 | 0.00% | +9+100.0% | Added |
| National Bank of Canada | 20 | $576 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $605 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $660 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $691 | 0.00% | −41−63.1% | Reduced |
| Signaturefd, LLC | 24 | $691 | 0.00% | +14+140.0% | Added |
| GHP Investment Advisors, Inc. | 25 | $721 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $864 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 30 | $865 | 0.00% | +30 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| Quadrant Capital Group LLC | 39 | $1.12K | 0.00% | +39 | New |
| Sterling Capital Management LLC | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.41K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $1.44K | 0.00% | +10+25.0% | Added |
| North Star Investment Management Corp. | 54 | $1.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $1.64K | 0.00% | −15−20.8% | Reduced |
| Golden State Wealth Management, LLC | 58 | $1.67K | 0.00% | −20−25.6% | Reduced |
| Dogwood Wealth Management LLC | 60 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 61 | $1.76K | 0.00% | +61 | New |
| Parallel Advisors, LLC | 77 | $2.22K | 0.00% | −17−18.1% | Reduced |
| Spire Wealth Management | 77 | $2.22K | 0.00% | +37+92.5% | Added |
| Rise Advisors, LLC | 97 | $2.79K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.88K | 0.00% | +100 | New |
| MorganRosel Wealth Management, LLC | 100 | $2.88K | 0.00% | +100 | New |
| Missouri Trust & Investment Co | 105 | $3.02K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 105 | $3.03K | 0.00% | +105 | New |
| GPS Wealth Strategies Group, LLC | 106 | $3.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 129 | $3.72K | 0.00% | −7−5.1% | Reduced |
| Main Street Group, LTD | 131 | $3.77K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 151 | $4.35K | 0.00% | +151 | New |
| EverSource Wealth Advisors, LLC | 155 | $4.47K | 0.00% | +87+127.9% | Added |
| Quintet Private Bank (Europe) S.A. | 158 | $4.55K | 0.00% | +158 | New |
| Hemington Wealth Management | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $5.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $5.76K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $5.76K | 0.00% | +200 | New |
| GAMMA Investing LLC | 217 | $6.25K | 0.00% | −5−2.3% | Reduced |
| Lindbrook Capital, LLC | 217 | $6.25K | 0.00% | +72+49.7% | Added |
| True Wealth Design, LLC | 232 | $6.68K | 0.00% | +232 | New |
| Adirondack Trust Co | 280 | $8.06K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 276 | $8.10K | 0.00% | −179−39.3% | Reduced |
| Crews Bank & Trust | 300 | $8.64K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 314 | $9.00K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 322 | $9.28K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 369 | $10.6K | 0.00% | −22−5.6% | Reduced |
| Bank of Jackson Hole Trust | 336 | $10.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $10.9K | 0.00% | +37+10.8% | Added |
| MAI Capital Management | 404 | $11.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 393 | $12.1K | 0.00% | +10+2.6% | Added |
| GWM Advisors LLC | 430 | $12.4K | 0.00% | +80+22.9% | Added |
| Caitong International Asset Management Co., Ltd | 441 | $12.7K | 0.01% | +441 | New |
| Federation des caisses Desjardins du Quebec | 565 | $16.3K | 0.00% | +50+9.7% | Added |
| Nisa Investment Advisors, LLC | 615 | $17.7K | 0.00% | +9+1.5% | Added |
| The PNC Financial Services Group, Inc. | 634 | $18.3K | 0.00% | +281+79.6% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $21.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 770 | $21.9K | 0.00% | +86+12.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,040 | $30.0K | 0.00% | +418+67.2% | Added |
| Amalgamated Bank | 1,407 | $41.0K | 0.00% | +5+0.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,465 | $47.6K | 0.01% | +1,465 | New |
| Royal Bank of Canada | 2,329 | $68.0K | 0.00% | −892−27.7% | Reduced |
| Concord Wealth Partners | 2,581 | $74.4K | 0.01% | +461+21.7% | Added |
| Advisor Group Holdings, Inc. | 2,892 | $83.3K | 0.00% | +1,320+84.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,348 | $96.5K | 0.03% | +3,232+2,786.2% | Added |
| Canada Pension Plan Investment Board | 3,600 | $103.7K | 0.00% | +1,300+56.5% | Added |
| Ameritas Investment Partners, Inc. | 4,169 | $120.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,218 | $121.5K | 0.01% | +4,022+2,052.0% | Added |
| Public Employees Retirement Association of Colorado | 4,285 | $123.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 5,500 | $158.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,506 | $187.4K | 0.00% | +4,443+215.4% | Added |
| Point72 (DIFC) Ltd | 6,762 | $194.8K | 0.02% | +6,762 | New |
| Quest Partners LLC | 6,997 | $201.6K | 0.02% | −10,698−60.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,879 | $201.8K | 0.00% | +146+2.2% | Added |
| Summit Global Investments | 7,617 | $219.0K | 0.02% | −146−1.9% | Reduced |
| CWM, LLC | 7,788 | $224.0K | 0.00% | +6,797+685.9% | Added |
| Petrus Trust Company, LTA | 7,866 | $226.6K | 0.02% | +7,866 | New |
| Oppenheimer & Co Inc | 8,200 | $236.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,206 | $236.4K | 0.00% | +85+1.0% | Added |
| Cresset Asset Management, LLC | 8,295 | $239.0K | 0.00% | −3,043−26.8% | Reduced |
| Allianz Asset Management GmbH | 8,600 | $247.8K | 0.00% | +2,400+38.7% | Added |
| Handelsbanken Fonder AB | 8,600 | $248.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 8,872 | $255.6K | 0.08% | +8,872 | New |
| CIBC World Markets Corp | 8,937 | $257.5K | 0.00% | +8,937 | New |
| Bayesian Capital Management, LP | 8,954 | $258.0K | 0.04% | +1,493+20.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,008 | $259.5K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 9,063 | $261.1K | 0.23% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,096 | $262.1K | 0.00% | −2,692−22.8% | Reduced |