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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 30 | $865 | 0.00% | +30 | New |
| Mascoma Wealth Management LLC | 30 | $864 | 0.00% | +30 | New |
| GHP Investment Advisors, Inc. | 25 | $721 | 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 |
| Principal Securities, Inc. | 20 | $660 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $605 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $576 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $518 | 0.00% | +9+100.0% | Added |
| CoreCap Advisors, LLC | 16 | $461 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $432 | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 12 | $352 | 0.00% | +4+50.0% | Added |
| Stephens Consulting, LLC | 10 | $289 | 0.00% | +10 | New |
| Carolina Wealth Advisors, LLC | 10 | $288 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $230 | 0.00% | −234−96.7% | Reduced |
| Glen Eagle Advisors, LLC | 7 | $202 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $144 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $116 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $29 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −72,875−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −64,183−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −27,452−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −27,067−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,629−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,609−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| DHK Financial Advisors, Inc. | 0 | $0 | 0.00% | −11,874−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,185−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |