Purchases and Sales Made in Q4 2025 in Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN) during Q4 2025. The information is specifically focused on institutions that hold shares of APPIAN CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
44.7KNew |
$1.24M - $2.04M
|
44.7K
$1.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
32.8K+ 81.18% |
$909K - $1.5M
|
73.3K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.13K+ 19.77% |
$86.6K - $143K
|
18.9K
$820K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
95New |
$2.63K - $4.34K
|
95
$4.11K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
70New |
$1.94K - $3.19K
|
70
$3.03K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 442.86% |
$1.72K - $2.83K
|
76
$3.29K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
60New |
$1.66K - $2.74K
|
60
$2.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23New |
$637 - $1.05K
|
23
$995
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 1.63% |
$55.4 - $91.3
|
121
$5.24K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14- 5.45% |
$388 - $639
|
243
$10.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-51- 33.33% |
$1.41K - $2.33K
|
102
$4.41K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-116- 21.25% |
$3.21K - $5.29K
|
430
$18.6K
|
|