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 2026
Institutional positions in Appian Corp as of Jun 30, 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
- 212
- +9 vs. Q1 2026
- Shares held
- 38.4M
- −412.6K (−1.1%) vs. Q1 2026
- Total value
- $880.3M
- −$56.9M (−6.1%) vs. Q1 2026
- New holders
- 39
- 80 more added
- Sold out
- 30
- 51 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Appian Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2 | $46 | 0.00% | +2 | New |
| Activest Wealth Management | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $160 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $183 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10 | $229 | 0.00% | −120−92.3% | Reduced |
| Truvestments Capital LLC | 13 | $298 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $298 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 14 | $335 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16 | $366 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $412 | 0.00% | +18 | New |
| JPL Wealth Management, LLC | 20 | $458 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 21 | $481 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 23 | $527 | 0.00% | −37−61.7% | Reduced |
| Larson Financial Group LLC | 25 | $573 | 0.00% | −638−96.2% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $573 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $593 | 0.00% | +2+8.3% | Added |
| Fulcrum Asset Management LLP | 30 | $674 | 0.00% | +30 | New |
| Signaturefd, LLC | 33 | $756 | 0.00% | −136−80.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 35 | $802 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $870 | 0.00% | +38 | New |
| Spire Wealth Management | 40 | $916 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $1.00K | 0.00% | +21+210.0% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $1.24K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 57 | $1.30K | 0.00% | +57 | New |
| Trust Co of Vermont | 60 | $1.37K | 0.00% | +60 | New |
| SWAN Capital LLC | 63 | $1.44K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 70 | $1.60K | 0.00% | +3+4.5% | Added |
| SJS Investment Consulting Inc. | 76 | $1.74K | 0.00% | +61+406.7% | Added |
| Massmutual Trust Co FSB | 77 | $1.76K | 0.00% | +77 | New |
| Steward Partners Investment Advisory, LLC | 83 | $1.90K | 0.00% | −277−76.9% | Reduced |
| GWM Advisors LLC | 95 | $2.18K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.38K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 117 | $2.68K | 0.00% | +117 | New |
| LifeSteps Financial, Inc. | 127 | $2.91K | 0.00% | +127 | New |
| Aster Capital Management (DIFC) Ltd | 128 | $2.93K | 0.00% | +128 | New |
| Quarry LP | 129 | $2.95K | 0.00% | +129 | New |
| Main Street Group, LTD | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 131 | $3.00K | 0.00% | +116+773.3% | Added |
| Parallel Advisors, LLC | 138 | $3.16K | 0.00% | +21+17.9% | Added |
| Sterling Capital Management LLC | 140 | $3.21K | 0.00% | −116−45.3% | Reduced |
| Ronald Blue Trust, Inc. | 150 | $3.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 160 | $3.66K | 0.00% | +31+24.0% | Added |
| Clearstead Advisors, LLC | 180 | $4.12K | 0.00% | +180 | New |
| Eastern Bank | 200 | $4.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $4.58K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 224 | $5.13K | 0.00% | +224 | New |
| NBH Bank | 254 | $5.82K | 0.00% | +254 | New |
| Adirondack Trust Co | 280 | $6.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 314 | $7.19K | 0.00% | −25−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 319 | $7.30K | 0.00% | +58+22.2% | Added |
| Chilton Capital Management LLC | 322 | $7.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 331 | $7.58K | 0.00% | +9+2.8% | Added |
| Kingdom Financial Group LLC. | 354 | $8.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 412 | $9.44K | 0.00% | +16+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 429 | $9.82K | 0.00% | +384+853.3% | Added |
| GAMMA Investing LLC | 444 | $10.2K | 0.00% | −279−38.6% | Reduced |
| Nykredit A/S | 675 | $15.5K | 0.00% | +675 | New |
| Bartlett & Co. Wealth Management LLC | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 864 | $19.8K | 0.00% | −113−11.6% | Reduced |
| Farther Finance Advisors, LLC | 885 | $20.2K | 0.00% | −817−48.0% | Reduced |
| EverSource Wealth Advisors, LLC | 894 | $20.5K | 0.00% | +394+78.8% | Added |
| Nisa Investment Advisors, LLC | 1,063 | $24.3K | 0.00% | +616+137.8% | Added |
| IFP Advisors, Inc | 1,108 | $25.4K | 0.00% | +290+35.5% | Added |
| Essential Partners LLC | 1,243 | $28.5K | 0.01% | −3,188−71.9% | Reduced |
| KBC Group NV | 1,284 | $29.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,405 | $30.9K | 0.00% | +111+8.6% | Added |
| Group One Trading, L.P. | 1,422 | $32.6K | 0.00% | +1,422 | New |
| Simplex Trading, LLC | 1,617 | $37.0K | 0.00% | +1,617 | New |
| Advisor Group Holdings, Inc. | 2,005 | $45.9K | 0.00% | +42+2.1% | Added |
| Walleye Trading LLC | 2,279 | $52.2K | 0.00% | +2,279 | New |
| Allworth Financial LP | 2,678 | $61.3K | 0.00% | +350+15.0% | Added |
| Kemnay Advisory Services Inc. | 2,808 | $64.3K | 0.01% | +2,808 | New |
| Tower Research Capital LLC (TRC) | 2,836 | $64.9K | 0.00% | +1,137+66.9% | Added |
| Globeflex Capital L P | 2,999 | $68.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,014 | $69.0K | 0.01% | +3,014 | New |
| Royal Bank of Canada | 3,087 | $71.0K | 0.00% | +1,110+56.1% | Added |
| Ameritas Investment Partners, Inc. | 3,383 | $77.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,285 | $98.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,069 | $116.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 6,629 | $151.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,133 | $163.0K | 0.00% | −8,361−54.0% | Reduced |
| SRS Capital Advisors, Inc. | 8,298 | $190.0K | 0.00% | +7,751+1,417.0% | Added |
| KLP Kapitalforvaltning AS | 8,300 | $190.1K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,886 | $203.5K | 0.00% | −66,274−88.2% | Reduced |
| Arizona State Retirement System | 9,168 | $209.9K | 0.00% | −1,397−13.2% | Reduced |
| Entropy Technologies, LP | 9,510 | $217.8K | 0.01% | +9,510 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,987 | $228.7K | 0.00% | +9,987 | New |
| Allstate Corp | 10,087 | $231.0K | 0.00% | +10,087 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,522 | $241.0K | 0.00% | +4,728+81.6% | Added |
| Cornerstone Advisory, LLC | 10,551 | $241.6K | 0.02% | +10,551 | New |
| Teacher Retirement System of Texas | 10,559 | $241.8K | 0.00% | −18,964−64.2% | Reduced |
| Ground Swell Capital, LLC | 10,603 | $242.8K | 0.26% | +10,603 | New |
| Vanguard Investments Australia, Ltd. | 10,791 | $247.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,911 | $249.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,640 | $266.6K | 0.00% | +11,640 | New |
| State of Wyoming | 11,811 | $270.5K | 0.03% | +1,858+18.7% | Added |
| Zacks Investment Management | 12,002 | $274.8K | 0.00% | −21,661−64.3% | Reduced |