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 2025
Institutional positions in Appian Corp as of Jun 30, 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
- 221
- +2 vs. Q1 2025
- Shares held
- 36.2M
- +860.8K (+2.4%) vs. Q1 2025
- Total value
- $1.08B
- +$62.6M (+6.2%) vs. Q1 2025
- New holders
- 39
- 72 more added
- Sold out
- 37
- 59 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $28 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $30 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 2 | $60 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 4 | $122 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $180 | 0.00% | −226−97.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $180 | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 7 | $209 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $239 | 0.00% | −50−86.2% | Reduced |
| Huntington National Bank | 9 | $269 | 0.00% | −9−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $359 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 14 | $418 | 0.00% | −365−96.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 15 | $448 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $478 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $597 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $627 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $747 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $896 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $896 | 0.00% | +30 | New |
| Ameritas Advisory Services, LLC | 31 | $926 | 0.00% | +31 | New |
| Spire Wealth Management | 40 | $1.19K | 0.00% | −37−48.1% | Reduced |
| Rothschild Investment LLC | 40 | $1.19K | 0.00% | −10−20.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 41 | $1.22K | 0.00% | −400−90.7% | Reduced |
| Skopos Labs, Inc. | 43 | $1.28K | 0.00% | +43 | New |
| IFP Advisors, Inc | 45 | $1.34K | 0.00% | +45 | New |
| Comerica Bank | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $1.52K | 0.00% | +51 | New |
| North Star Investment Management Corp. | 54 | $1.61K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $1.61K | 0.00% | +46+575.0% | Added |
| Harbour Investments, Inc. | 57 | $1.70K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 60 | $1.88K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 63 | $1.88K | 0.00% | −14−18.2% | Reduced |
| Massmutual Trust Co FSB | 70 | $2.09K | 0.00% | +65+1,300.0% | Added |
| Sterling Capital Management LLC | 94 | $2.81K | 0.00% | +52+123.8% | Added |
| Vision Financial Markets LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $3.05K | 0.00% | +78+325.0% | Added |
| Missouri Trust & Investment Co | 105 | $3.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.17K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 122 | $3.64K | 0.00% | −7−5.4% | Reduced |
| Main Street Group, LTD | 131 | $3.91K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 158 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 190 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $5.97K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $5.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $5.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 212 | $6.33K | 0.00% | +57+36.8% | Added |
| GAMMA Investing LLC | 254 | $7.58K | 0.00% | +37+17.1% | Added |
| Group One Trading, L.P. | 270 | $8.06K | 0.00% | −30,460−99.1% | Reduced |
| Adirondack Trust Co | 280 | $8.36K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $8.96K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 314 | $9.00K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 290 | $9.00K | 0.00% | +290 | New |
| Chilton Capital Management LLC | 322 | $9.62K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 336 | $10.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 365 | $10.9K | 0.00% | −4−1.1% | Reduced |
| Canada Pension Plan Investment Board | 400 | $11.9K | 0.00% | −3,200−88.9% | Reduced |
| Allworth Financial LP | 411 | $12.3K | 0.00% | +18+4.6% | Added |
| MAI Capital Management | 414 | $12.4K | 0.00% | +10+2.5% | Added |
| GWM Advisors LLC | 430 | $12.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 490 | $14.6K | 0.00% | −125−20.3% | Reduced |
| Larson Financial Group LLC | 522 | $15.6K | 0.00% | +522 | New |
| Federation des caisses Desjardins du Quebec | 565 | $16.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 714 | $21.3K | 0.01% | +714 | New |
| Jones Financial Companies LLLP | 767 | $22.2K | 0.00% | +491+177.9% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $22.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,040 | $31.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,176 | $35.1K | 0.00% | −3,042−72.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,198 | $35.8K | 0.00% | +564+89.0% | Added |
| Amalgamated Bank | 1,407 | $42.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,051 | $61.2K | 0.00% | −39,605−95.1% | Reduced |
| Concord Wealth Partners | 2,581 | $77.1K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,999 | $89.5K | 0.01% | +2,999 | New |
| Advisor Group Holdings, Inc. | 3,197 | $95.5K | 0.00% | +305+10.5% | Added |
| Royal Bank of Canada | 3,889 | $115.0K | 0.00% | +1,560+67.0% | Added |
| Ameritas Investment Partners, Inc. | 4,169 | $124.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,283 | $127.9K | 0.00% | +3,513+456.2% | Added |
| Public Employees Retirement Association of Colorado | 4,285 | $128.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 4,303 | $128.5K | 0.01% | −2,459−36.4% | Reduced |
| State of Tennessee, Treasury Department | 4,314 | $128.8K | 0.00% | +4,314 | New |
| State of Wyoming | 4,796 | $143.2K | 0.02% | +4,796 | New |
| Clear Street Markets LLC | 5,037 | $150.4K | 0.05% | +4,886+3,235.8% | Added |
| Bridgefront Capital, LLC | 6,802 | $203.1K | 0.05% | −6,707−49.6% | Reduced |
| XTX Topco Ltd | 7,076 | $211.3K | 0.01% | −13,918−66.3% | Reduced |
| CWM, LLC | 7,275 | $217.0K | 0.00% | −513−6.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,386 | $220.5K | 0.00% | +507+7.4% | Added |
| Summit Global Investments | 7,584 | $226.0K | 0.01% | −33−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,700 | $229.9K | 0.00% | +2,200+40.0% | Added |
| Oppenheimer & Co Inc | 8,200 | $244.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,200 | $245.0K | 0.00% | −400−4.7% | Reduced |
| ProShare Advisors LLC | 8,491 | $253.5K | 0.00% | −605−6.7% | Reduced |
| Keebeck Alpha, LP | 8,721 | $260.4K | 0.43% | +8,721 | New |
| Gotham Asset Management, LLC | 8,818 | $263.3K | 0.00% | +8,818 | New |
| Prelude Capital Management, LLC | 8,986 | $268.3K | 0.03% | +8,986 | New |
| Police & Firemen's Retirement System of New Jersey | 9,008 | $269.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 9,063 | $270.6K | 0.20% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,074 | $270.9K | 0.00% | −2,252−19.9% | Reduced |
| Inceptionr LLC | 9,339 | $278.9K | 0.06% | +9,339 | New |