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Advisory Services Network’s Appian APPN Stock Holding History

Advisory Services Network’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 		– Sell
-352
Closed -$8.49K – 2284
2026
Q1 		$8.49K Buy
+352
New +$9.55K ﹤0.01% 3640
2025
Q4 		– Sell
-383
Closed -$11.7K – 1921
2025
Q3 		$11.7K Buy
+383
New +$11.5K ﹤0.01% 3219
2024
Q1 		– Sell
-511
Closed -$19.2K – 1556
2023
Q4 		$19.2K Buy
+511
New +$20K ﹤0.01% 2552
2023
Q2 		– Sell
-1,584
Closed -$70.3K – 1541
2023
Q1 		$70.3K Sell
1,584
-117
-7% -$4.73K ﹤0.01% 1835
2022
Q4 		$55.4K Sell
1,701
-18,958
-92% -$748K ﹤0.01% 1924
2022
Q3 		$844K Sell
20,659
-1,017
-5% -$49.3K 0.03% 605
2022
Q2 		$1.03M Sell
21,676
-5,381
-20% -$270K 0.04% 550
2022
Q1 		$1.65M Sell
27,057
-479
-2% -$27.2K 0.05% 459
2021
Q4 		$1.8M Buy
27,536
+616
+2% +$51.2K 0.05% 435
2021
Q3 		$2.49M Buy
26,920
+200
+0.7% +$22.2K 0.08% 317
2021
Q2 		$3.68M Sell
26,720
-314
-1% -$35.7K 0.12% 224
2021
Q1 		$3.59M Buy
27,034
+6,184
+30% +$1.09M 0.13% 197
2020
Q4 		$3.38M Buy
20,850
+19,840
+1,964% +$2.22M 0.14% 188
2020
Q3 		$65K Buy
+1,010
New +$54.7K ﹤0.01% 1452
2020
Q2 		– Sell
-834
Closed -$34K – 1136
2020
Q1 		$34K Buy
834
+400
+92% +$18.6K ﹤0.01% 1562
2019
Q4 		$17K Buy
434
+234
+117% +$10.1K ﹤0.01% 2093
2019
Q3 		$7K Hold
200
– – ﹤0.01% 2276
2019
Q2 		$7K Hold
200
– – ﹤0.01% 2274
2019
Q1 		$7K Hold
200
– – ﹤0.01% 1964
2018
Q4 		$5K Buy
+200
New +$5.34K ﹤0.01% 1999

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Services Network's APPN Position: Q2 2026 in Review

Advisory Services Network sold out of Appian (APPN) in Q2 2026, closing a stake of 352 shares — an estimated $8.49K sold.

Advisory Services Network first reported a position in APPN in Q4 2018 and held it in 20 quarters. The position peaked at $3.68M in Q2 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Advisory Services Network reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 352 Appian shares in Q2 2026, an estimated $8.49K.
  • Advisory Services Network first reported a position in Appian in Q4 2018 and held it in 20 quarters.
  • Advisory Services Network's Appian position peaked at $3.68M in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.