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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
60
shares
|
$1,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
59
shares
|
$1,663
0.0% of portfolio
|
Q2 2022
Reduced 98.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
57
shares
|
$1,607
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
54
shares
|
$1,522
0.0% of portfolio
|
Q2 2023
Reduced 82.24%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54
shares
|
$1,522
0.0% of portfolio
|
Q2 2025
Added 575.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$1,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
50
shares
|
$1,410
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
50
shares
|
$1,410
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
41
shares
|
$1,156
0.0% of portfolio
|
Q2 2025
Reduced 90.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
40
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
Reduced 48.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
31
shares
|
$874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
25
shares
|
$705
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
21
shares
|
$592
0.0% of portfolio
|
Q3 2021
Added 110.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$564
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
15
shares
|
$423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
14
shares
|
$394
0.0% of portfolio
|
Q2 2025
Reduced 96.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12
shares
|
$338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
11
shares
|
$310
0.0% of portfolio
|
Q2 2025
Reduced 52.17%
|