SPL
APPN icon

Superior Planning, LLC’s Appian APPN Stock Holding History

Superior Planning, LLC’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.64K Buy
+75
New +$2.45K ﹤0.01% 1464

Other funds holding APPN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Superior Planning, LLC's APPN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Appian (APPN) in Q3 2026: 75 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings.

144 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Superior Planning, LLC held 75 shares of Appian worth $2.64K as of Q3 2026.
  • Appian was a new Superior Planning, LLC position in Q3 2026.
  • Appian made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1464 holding.
  • 144 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.