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, Q1 2026
Institutional positions in Appian Corp as of Mar 31, 2026. 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
- 208
- −32 vs. Q4 2025
- Shares held
- 38.9M
- +9.21M (+31.0%) vs. Q4 2025
- Total value
- $939.4M
- −$113.7M (−10.8%) vs. Q4 2025
- New holders
- 38
- 70 more added
- Sold out
- 70
- 71 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −18−64.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Activest Wealth Management | 4 | $96 | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 7 | $169 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $193 | 0.00% | −28−77.8% | Reduced |
| Truvestments Capital LLC | 13 | $313 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $355 | 0.00% | −26−65.0% | Reduced |
| SJS Investment Consulting Inc. | 15 | $362 | 0.00% | −8−34.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 15 | $362 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16 | $386 | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 18 | $434 | 0.00% | −1−5.3% | Reduced |
| Bare Financial Services, Inc | 20 | $482 | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 20 | $483 | 0.00% | −50−71.4% | Reduced |
| Bell Investment Advisors, Inc | 20 | $483 | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 20 | $483 | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 21 | $506 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $587 | 0.00% | −27−52.9% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $603 | 0.00% | −3−10.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 35 | $844 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $964 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 45 | $1.08K | 0.00% | +17+60.7% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 50 | $1.21K | 0.00% | +50 | New |
| North Star Investment Management Corp. | 54 | $1.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 60 | $1.45K | 0.00% | +60 | New |
| SWAN Capital LLC | 63 | $1.52K | 0.00% | −1−1.6% | Reduced |
| Altshuler Shaham Ltd | 67 | $1.61K | 0.00% | +23+52.3% | Added |
| GWM Advisors LLC | 95 | $2.29K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 105 | $2.53K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 116 | $2.80K | 0.00% | +116 | New |
| Parallel Advisors, LLC | 117 | $2.82K | 0.00% | +18+18.2% | Added |
| SBI Securities Co., Ltd. | 129 | $3.11K | 0.00% | −2−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 130 | $3.13K | 0.00% | −907−87.5% | Reduced |
| Main Street Group, LTD | 131 | $3.16K | 0.00% | +131 | New |
| Root Financial Partners, LLC | 143 | $3.45K | 0.00% | +143 | New |
| Ronald Blue Trust, Inc. | 150 | $3.62K | 0.00% | +150 | New |
| Signaturefd, LLC | 169 | $4.08K | 0.00% | +67+65.7% | Added |
| Toronto Dominion Bank | 184 | $4.44K | 0.00% | +184 | New |
| Eastern Bank | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 252 | $6.08K | 0.00% | +121+92.4% | Added |
| Sterling Capital Management LLC | 256 | $6.17K | 0.00% | −6−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 261 | $6.29K | 0.00% | +16+6.5% | Added |
| Wealth Preservation Advisors, LLC | 265 | $6.39K | 0.01% | +265 | New |
| Adirondack Trust Co | 280 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 281 | $6.78K | 0.00% | +105+59.7% | Added |
| Crews Bank & Trust | 300 | $7.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 322 | $7.76K | 0.00% | +246+323.7% | Added |
| Chilton Capital Management LLC | 322 | $7.76K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 339 | $8.17K | 0.00% | +218+180.2% | Added |
| Advisory Services Network, LLC | 352 | $8.49K | 0.00% | +352 | New |
| Kingdom Financial Group LLC. | 354 | $8.54K | 0.00% | +285+413.0% | Added |
| Lloyd Advisory Services, LLC. | 354 | $8.54K | 0.00% | +354 | New |
| Steward Partners Investment Advisory, LLC | 360 | $8.68K | 0.00% | −100−21.7% | Reduced |
| Rothschild Investment LLC | 396 | $9.55K | 0.00% | +59+17.5% | Added |
| Nisa Investment Advisors, LLC | 447 | $10.8K | 0.00% | +17+4.0% | Added |
| EverSource Wealth Advisors, LLC | 500 | $12.1K | 0.00% | −643−56.3% | Reduced |
| SRS Capital Advisors, Inc. | 547 | $13.2K | 0.00% | +541+9,016.7% | Added |
| Larson Financial Group LLC | 663 | $16.0K | 0.00% | −5,750−89.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 750 | $16.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 723 | $17.4K | 0.00% | +480+197.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 786 | $18.9K | 0.00% | −4,146−84.1% | Reduced |
| IFP Advisors, Inc | 818 | $19.7K | 0.00% | +587+254.1% | Added |
| Quadrant Capital Group LLC | 841 | $20.3K | 0.00% | +841 | New |
| US Bancorp | 977 | $23.6K | 0.00% | +65+7.1% | Added |
| Jones Financial Companies LLLP | 1,294 | $30.0K | 0.00% | −18−1.4% | Reduced |
| KBC Group NV | 1,284 | $31.0K | 0.00% | +1,284 | New |
| Farther Finance Advisors, LLC | 1,702 | $40.9K | 0.00% | +87+5.4% | Added |
| Tower Research Capital LLC (TRC) | 1,699 | $41.0K | 0.00% | −3,911−69.7% | Reduced |
| Walleye Capital LLC | 1,839 | $44.3K | 0.00% | −62,309−97.1% | Reduced |
| Clear Street Markets LLC | 1,863 | $44.9K | 0.02% | +1,717+1,176.0% | Added |
| MAI Capital Management | 1,870 | $45.1K | 0.00% | +1,280+216.9% | Added |
| Royal Bank of Canada | 1,977 | $47.0K | 0.00% | −1,406−41.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,963 | $47.3K | 0.00% | −557−22.1% | Reduced |
| Allworth Financial LP | 2,328 | $56.1K | 0.00% | +11+0.5% | Added |
| Globeflex Capital L P | 2,999 | $72.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,383 | $81.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $103.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4,431 | $106.8K | 0.04% | +3,017+213.4% | Added |
| Great West Life Assurance Co | 5,069 | $123.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 5,794 | $139.7K | 0.00% | −9,420−61.9% | Reduced |
| Ossiam | 6,629 | $159.8K | 0.00% | −4,795−42.0% | Reduced |
| KLP Kapitalforvaltning AS | 8,300 | $200.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,431 | $203.3K | 0.00% | −5,547−39.7% | Reduced |
| nVerses Capital, LLC | 8,446 | $203.6K | 0.19% | +8,446 | New |
| Stifel Financial Corp | 8,570 | $206.6K | 0.00% | +1,763+25.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,826 | $212.8K | 0.00% | −59,362−87.1% | Reduced |
| Captrust Financial Advisors | 8,976 | $216.4K | 0.00% | +580+6.9% | Added |
| Cim Investment Mangement Inc | 9,642 | $232.5K | 0.06% | +9,642 | New |
| Bayforest Capital Ltd | 9,868 | $237.9K | 0.27% | +3,929+66.2% | Added |
| State of Wyoming | 9,953 | $240.0K | 0.03% | +8,491+580.8% | Added |
| Arizona State Retirement System | 10,565 | $254.7K | 0.00% | −251−2.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 10,791 | $260.2K | 0.00% | +10,791 | New |
| Police & Firemen's Retirement System of New Jersey | 10,911 | $263.1K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 10,954 | $264.1K | 0.03% | +10,954 | New |
| State Board of Administration of Florida Retirement System | 11,715 | $282.4K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 12,136 | $292.6K | 0.00% | +12,136 | New |
| EP Wealth Advisors, LLC | 12,441 | $300.0K | 0.00% | +12,441 | New |