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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
235
shares
|
$10,168
0.0% of portfolio
|
Q3 2025
Reduced 35.62%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
217
shares
|
$9,389
0.0% of portfolio
|
Q1 2025
Added 49.66%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$8,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
200
shares
|
$8,654
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
198
shares
|
$8,567
0.0% of portfolio
|
Q3 2025
Added 395.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
190
shares
|
$8,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
189
shares
|
$8,178
0.0% of portfolio
|
Q4 2021
Added 56.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
153
shares
|
$6,620
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$6,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
147
shares
|
$6,360
0.0% of portfolio
|
Q2 2021
Added 33.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
131
shares
|
$5,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
130
shares
|
$5,625
0.0% of portfolio
|
Q3 2021
Reduced 7.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
130
shares
|
$5,625
0.0% of portfolio
|
Q3 2025
Reduced 69.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
123
shares
|
$5,322
0.0% of portfolio
|
Q3 2025
Added 1950.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
110
shares
|
$4,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
108
shares
|
$4,673
0.0% of portfolio
|
Q3 2025
Added 71.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
105
shares
|
$4,543
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
100
shares
|
$4,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
96
shares
|
$4,153
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
62
shares
|
$2,682
0.0% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
59
shares
|
$2,552
0.0% of portfolio
|
Q2 2022
Reduced 98.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
57
shares
|
$2,466
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
54
shares
|
$2,336
0.0% of portfolio
|
Q2 2023
Reduced 82.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
50
shares
|
$2,163
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
50
shares
|
$2,163
0.0% of portfolio
|
Q4 2024
New holding
|
|