Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,688
shares
|
$47,601
0.0% of portfolio
|
Q2 2025
Reduced 41.63%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,407
shares
|
$39,677
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,198
shares
|
$33,783
0.0% of portfolio
|
Q2 2025
Added 88.96%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,176
shares
|
$33,163
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,040
shares
|
$29,328
0.0% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
767
shares
|
$21,629
0.0% of portfolio
|
Q2 2025
Added 177.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
750
shares
|
$21,150
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
750
shares
|
$21,150
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
730
shares
|
$20,586
0.0% of portfolio
|
Q3 2024
Reduced 98.6%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
600
shares
|
$16,920
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$16,807
0.0% of portfolio
|
Q1 2023
Reduced 1.65%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
565
shares
|
$15,933
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
522
shares
|
$14,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
490
shares
|
$13,818
0.0% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
430
shares
|
$12,126
0.0% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
411
shares
|
$11,590
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
404
shares
|
$11,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
400
shares
|
$11,280
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
365
shares
|
$10,293
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
336
shares
|
$9,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
325
shares
|
$9,165
0.0% of portfolio
|
Q3 2022
Added 1200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
322
shares
|
$9,080
0.0% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
316
shares
|
$8,911
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
314
shares
|
$8,854
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
300
shares
|
$8,460
0.0% of portfolio
|
Q4 2024
New holding
|