Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
336
shares
|
$10,641
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
325
shares
|
$10,292
0.0% of portfolio
|
Q3 2022
Added 1200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
322
shares
|
$10,197
0.0% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
321
shares
|
$10,166
0.0% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
316
shares
|
$10,007
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
314
shares
|
$9,944
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
300
shares
|
$9,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
280
shares
|
$8,867
0.0% of portfolio
|
Q1 2021
Added 12.0%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
242
shares
|
$7,664
0.0% of portfolio
|
Q4 2024
Added 591.43%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
222
shares
|
$7,030
0.0% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
200
shares
|
$6,334
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
200
shares
|
$6,334
0.0% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
196
shares
|
$6,207
0.0% of portfolio
|
Q4 2024
Reduced 79.92%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
190
shares
|
$6,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
189
shares
|
$5,985
0.0% of portfolio
|
Q4 2021
Added 56.2%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
147
shares
|
$4,655
0.0% of portfolio
|
Q2 2021
Added 33.64%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
145
shares
|
$4,592
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
136
shares
|
$4,307
0.0% of portfolio
|
Q4 2024
Reduced 34.62%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
131
shares
|
$4,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
130
shares
|
$4,117
0.0% of portfolio
|
Q3 2021
Reduced 7.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
126
shares
|
$3,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
116
shares
|
$3,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
112
shares
|
$3,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
110
shares
|
$3,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
106
shares
|
$3,357
0.0% of portfolio
|
Q2 2023
New holding
|