Rothwell Investment Advisors, LLC’s Appian APPN Stock Holding History

Rothwell Investment Advisors, 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	$7.16K	Buy	+203	New	+$6.64K	﹤0.01%	837

Other funds holding APPN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Rothwell Investment Advisors, LLC's APPN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Appian (APPN) in Q3 2026: 203 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

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

Rothwell Investment Advisors, LLC held 203 shares of Appian worth $7.16K as of Q3 2026.
Appian was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Appian made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #837 holding.
86 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.