Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
60
shares
|
$1,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
59
shares
|
$1,811
0.0% of portfolio
|
Q2 2022
Reduced 98.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
58
shares
|
$1,781
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
54
shares
|
$1,658
0.0% of portfolio
|
Q2 2023
Reduced 82.24%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
50
shares
|
$1,535
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50
shares
|
$1,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
50
shares
|
$1,535
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,535
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
49
shares
|
$1,504
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
42
shares
|
$1,289
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
39
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
25
shares
|
$767
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24
shares
|
$737
0.0% of portfolio
|
Q1 2025
Reduced 63.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
24
shares
|
$737
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
23
shares
|
$706
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$644
0.0% of portfolio
|
Q3 2021
Added 110.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$614
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
20
shares
|
$614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20
shares
|
$614
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
18
shares
|
$552
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
16
shares
|
$491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
15
shares
|
$460
0.0% of portfolio
|
Q1 2025
New holding
|