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 2025
Institutional positions in Appian Corp as of Dec 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
- 246
- +20 vs. Q3 2025
- Shares held
- 35.8M
- −284.6K (−0.8%) vs. Q3 2025
- Total value
- $1.27B
- +$164.9M (+14.9%) vs. Q3 2025
- New holders
- 50
- 92 more added
- Sold out
- 30
- 72 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $25 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2 | $72 | 0.00% | −6−75.0% | Reduced |
| SHP Wealth Management | 4 | $142 | 0.00% | +4 | New |
| Atlantic Private Wealth, LLC | 5 | $177 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 6 | $213 | 0.00% | −13,290−100.0% | Reduced |
| Glen Eagle Advisors, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 11 | $390 | 0.00% | +11 | New |
| Truvestments Capital LLC | 13 | $460 | 0.00% | +13 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $531 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 19 | $673 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $673 | 0.00% | +13+216.7% | Added |
| Clearstead Advisors, LLC | 20 | $709 | 0.00% | −238−92.2% | Reduced |
| Duncker Streett & Co Inc | 21 | $744 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $815 | 0.00% | +23 | New |
| Northwestern Mutual Wealth Management Co | 28 | $992 | 0.00% | −940−97.1% | Reduced |
| GHP Investment Advisors, Inc. | 28 | $992 | 0.00% | +3+12.0% | Added |
| Covestor Ltd | 28 | $1.00K | 0.00% | +10+55.6% | Added |
| Motiv8 Investments LLC | 20 | $1.00K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 35 | $1.24K | 0.00% | +35 | New |
| Golden State Wealth Management, LLC | 36 | $1.27K | 0.00% | +28+350.0% | Added |
| Washington Trust Advisors, Inc. | 38 | $1.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $1.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 40 | $1.43K | 0.00% | +40 | New |
| Altshuler Shaham Ltd | 44 | $1.56K | 0.00% | +44 | New |
| Atlantic Union Bankshares Corp | 48 | $1.70K | 0.00% | +48 | New |
| Federation des caisses Desjardins du Quebec | 50 | $1.77K | 0.00% | −350−87.5% | Reduced |
| Comerica Bank | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $1.81K | 0.00% | −6−10.5% | Reduced |
| North Star Investment Management Corp. | 54 | $1.91K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 60 | $2.13K | 0.00% | +60 | New |
| SWAN Capital LLC | 64 | $2.27K | 0.00% | +64 | New |
| SageView Advisory Group, LLC | 65 | $2.30K | 0.00% | +65 | New |
| Kingdom Financial Group LLC. | 69 | $2.44K | 0.00% | +69 | New |
| Marquette Asset Management, LLC | 70 | $2.48K | 0.00% | +70 | New |
| Versant Capital Management, Inc | 76 | $2.69K | 0.00% | +62+442.9% | Added |
| GWM Advisors LLC | 95 | $3.37K | 0.00% | −35−26.9% | Reduced |
| Flagship Harbor Advisors, LLC | 95 | $3.37K | 0.00% | +95 | New |
| Parallel Advisors, LLC | 99 | $3.51K | 0.00% | −9−8.3% | Reduced |
| Vision Financial Markets LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.54K | 0.00% | +96+2,400.0% | Added |
| Signaturefd, LLC | 102 | $3.61K | 0.00% | −51−33.3% | Reduced |
| Missouri Trust & Investment Co | 105 | $3.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 121 | $4.29K | 0.00% | −2−1.6% | Reduced |
| Strive Financial Group ,LLC | 130 | $4.61K | 0.00% | +130 | New |
| Optiver Holding B.V. | 131 | $4.64K | 0.00% | −145−52.5% | Reduced |
| SBI Securities Co., Ltd. | 131 | $4.64K | 0.00% | −104−44.3% | Reduced |
| Clear Street Markets LLC | 146 | $5.17K | 0.00% | +146 | New |
| Bank of Jackson Hole Trust | 176 | $6.23K | 0.00% | −160−47.6% | Reduced |
| Eastern Bank | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $8.15K | 0.00% | +230 | New |
| IFP Advisors, Inc | 231 | $8.18K | 0.00% | −162−41.2% | Reduced |
| GAMMA Investing LLC | 243 | $8.61K | 0.00% | −14−5.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 245 | $8.68K | 0.00% | +245 | New |
| Sterling Capital Management LLC | 262 | $9.28K | 0.00% | +166+172.9% | Added |
| Group One Trading, L.P. | 265 | $9.39K | 0.00% | −5,360−95.3% | Reduced |
| Adirondack Trust Co | 280 | $9.91K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 322 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 330 | $11.7K | 0.00% | +268+432.3% | Added |
| Rothschild Investment LLC | 337 | $11.9K | 0.00% | +139+70.2% | Added |
| Nisa Investment Advisors, LLC | 430 | $15.2K | 0.00% | −116−21.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 460 | $16.3K | 0.00% | −580−55.8% | Reduced |
| MAI Capital Management | 590 | $20.9K | 0.00% | +26+4.6% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $26.6K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 838 | $29.7K | 0.01% | +838 | New |
| Simplex Trading, LLC | 849 | $30.1K | 0.00% | −20,570−96.0% | Reduced |
| US Bancorp | 912 | $32.3K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 949 | $33.6K | 0.01% | +949 | New |
| Kestra Advisory Services, LLC | 974 | $34.5K | 0.00% | +974 | New |
| The PNC Financial Services Group, Inc. | 1,037 | $36.7K | 0.00% | −113−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,143 | $40.5K | 0.00% | +332+40.9% | Added |
| Amalgamated Bank | 1,238 | $44.0K | 0.00% | −169−12.0% | Reduced |
| Jones Financial Companies LLLP | 1,312 | $46.5K | 0.00% | −341−20.6% | Reduced |
| Essential Partners LLC | 1,414 | $50.1K | 0.02% | +92+7.0% | Added |
| State of Wyoming | 1,462 | $51.8K | 0.01% | +519+55.0% | Added |
| Farther Finance Advisors, LLC | 1,615 | $57.2K | 0.00% | +1,061+191.5% | Added |
| NBC Securities, Inc. | 2,272 | $80.5K | 0.01% | +2,272 | New |
| Allworth Financial LP | 2,317 | $82.1K | 0.00% | +1,186+104.9% | Added |
| Advisor Group Holdings, Inc. | 2,520 | $89.3K | 0.00% | −95−3.6% | Reduced |
| Concord Wealth Partners | 2,579 | $91.3K | 0.01% | −2−0.1% | Reduced |
| Globeflex Capital L P | 2,999 | $106.2K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 3,300 | $116.9K | 0.00% | +3,300 | New |
| Royal Bank of Canada | 3,383 | $119.0K | 0.00% | −297,413−98.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,383 | $119.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $152.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,932 | $175.0K | 0.00% | +4,585+1,321.3% | Added |
| Great West Life Assurance Co | 5,069 | $180.0K | 0.00% | +1,483+41.4% | Added |
| Tower Research Capital LLC (TRC) | 5,610 | $198.7K | 0.00% | +4,904+694.6% | Added |
| Pictet Asset Management Holding SA | 5,805 | $205.6K | 0.00% | +5,805 | New |
| Stanley-Laman Group, Ltd. | 5,827 | $206.4K | 0.03% | +5,827 | New |
| Bayforest Capital Ltd | 5,939 | $210.4K | 0.16% | −1,376−18.8% | Reduced |
| Graham Capital Management, L.P. | 6,105 | $216.2K | 0.01% | −5,049−45.3% | Reduced |
| DRW Securities, LLC | 6,178 | $218.8K | 0.02% | −9,230−59.9% | Reduced |
| Larson Financial Group LLC | 6,413 | $227.1K | 0.01% | −63−1.0% | Reduced |
| Stifel Financial Corp | 6,807 | $241.1K | 0.00% | +6,807 | New |