Abound Wealth Management’s Appian APPN Stock Holding History

Abound Wealth Management’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 Q2	$4.58K	Hold	200	–	–	﹤0.01%	617
2026 Q1	$4.82K	Hold	200	–	–	﹤0.01%	735
2025 Q4	$7.08K	Hold	200	–	–	﹤0.01%	578
2025 Q3	$6.11K	Hold	200	–	–	﹤0.01%	602
2025 Q2	$5.97K	Hold	200	–	–	﹤0.01%	534
2025 Q1	$5.76K	Hold	200	–	–	﹤0.01%	506
2024 Q4	$6.6K	Hold	200	–	–	﹤0.01%	475
2024 Q3	$6.83K	Hold	200	–	–	﹤0.01%	483
2024 Q2	$6.17K	Hold	200	–	–	﹤0.01%	453
2024 Q1	$7.99K	Hold	200	–	–	﹤0.01%	416
2023 Q4	$7.53K	Hold	200	–	–	﹤0.01%	422
2023 Q3	$9.12K	Hold	200	–	–	﹤0.01%	346
2023 Q2	$9.52K	Hold	200	–	–	﹤0.01%	345
2023 Q1	$8.88K	Hold	200	–	–	﹤0.01%	302
2022 Q4	$6.51K	Hold	200	–	–	﹤0.01%	313
2022 Q3	$8.17K	Buy	+200	New	+$9.7K	﹤0.01%	294

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Abound Wealth Management's APPN Position: Q2 2026 in Review

Abound Wealth Management held its Appian (APPN) position steady in Q2 2026 at 200 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Abound Wealth Management first reported a position in APPN in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.52K in Q2 2023. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Abound Wealth Management held 200 shares of Appian worth $4.58K as of Q2 2026.
Abound Wealth Management left its Appian share count unchanged in Q2 2026.
Appian made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #617 holding.
Abound Wealth Management first reported a position in Appian in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Appian position peaked at $9.52K in Q2 2023.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.