Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$2,163
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40
shares
|
$1,730
0.0% of portfolio
|
Q2 2025
Reduced 48.05%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
39
shares
|
$1,687
0.0% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
38
shares
|
$1,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
30
shares
|
$1,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
25
shares
|
$1,081
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
21
shares
|
$908
0.0% of portfolio
|
Q3 2021
Added 110.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20
shares
|
$865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$865
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
19
shares
|
$822
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
18
shares
|
$778
0.0% of portfolio
|
Q3 2025
Added 63.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
18
shares
|
$778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$605
0.0% of portfolio
|
Q2 2025
Reduced 96.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12
shares
|
$519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
8
shares
|
$346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$346
0.0% of portfolio
|
Q2 2025
Reduced 86.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
7
shares
|
$302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
6
shares
|
$259
0.0% of portfolio
|
Q3 2025
Reduced 85.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
4
shares
|
$173
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
4
shares
|
$173
0.0% of portfolio
|
Q2 2022
Reduced 94.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q2 2024
Reduced 98.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|