AF
APPN icon

Allworth Financial’s Appian APPN Stock Holding History

Allworth Financial’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 		$61.3K Buy
2,678
+350
+15% +$7.78K ﹤0.01% 2303
2026
Q1 		$56.1K Buy
2,328
+11
+0.5% +$299 ﹤0.01% 2234
2025
Q4 		$82.1K Buy
2,317
+1,186
+105% +$42.2K ﹤0.01% 1870
2025
Q3 		$34.6K Buy
1,131
+720
+175% +$21.6K ﹤0.01% 2366
2025
Q2 		$12.3K Buy
411
+18
+5% +$540 ﹤0.01% 2796
2025
Q1 		$12.1K Buy
393
+10
+3% +$327 ﹤0.01% 2343
2024
Q4 		$12.6K Buy
383
+312
+439% +$11.2K ﹤0.01% 2343
2024
Q3 		$2.42K Hold
71
– – ﹤0.01% 2885
2024
Q2 		$2.5K Sell
71
-805
-92% -$26.4K ﹤0.01% 2823
2024
Q1 		$35K Buy
876
+820
+1,464% +$28.4K ﹤0.01% 1464
2023
Q4 		$2.1K Sell
56
-12
-18% -$469 ﹤0.01% 2663
2023
Q3 		$3.1K Buy
68
+3
+5% +$144 ﹤0.01% 2340
2023
Q2 		$3.09K Hold
65
– – ﹤0.01% 2304
2023
Q1 		$2.88K Hold
65
– – ﹤0.01% 2256
2022
Q4 		$2.12K Sell
65
-4
-6% -$158 ﹤0.01% 2226
2022
Q3 		$3K Sell
69
-4
-5% -$194 ﹤0.01% 2001
2022
Q2 		$3K Sell
73
-203
-74% -$10.2K ﹤0.01% 1869
2022
Q1 		$17K Buy
276
+211
+325% +$12K ﹤0.01% 1310
2021
Q4 		$4K Sell
65
-140
-68% -$11.6K ﹤0.01% 1581
2021
Q3 		$19K Hold
205
– – ﹤0.01% 1044
2021
Q2 		$28K Hold
205
– – ﹤0.01% 765
2021
Q1 		$27K Sell
205
-150
-42% -$26.5K ﹤0.01% 711
2020
Q4 		$58K Buy
355
+55
+18% +$6.16K ﹤0.01% 446
2020
Q3 		$19K Hold
300
– – ﹤0.01% 575
2020
Q2 		$15K Buy
+300
New +$14.6K ﹤0.01% 638

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 $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's APPN Position: Q2 2026 in Review

Allworth Financial increased its Appian (APPN) stake by 15% in Q2 2026, buying an estimated $7.78K and bringing the position to 2,678 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Allworth Financial first reported a position in APPN in Q2 2020 and has held it in 25 quarters since. The position peaked at $82.1K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Allworth Financial held 2,678 shares of Appian worth $61.3K as of Q2 2026.
  • Allworth Financial bought 350 Appian shares in Q2 2026, an estimated $7.78K.
  • Appian made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2303 holding.
  • Allworth Financial first reported a position in Appian in Q2 2020 and has held it in 25 quarters since.
  • Allworth Financial's Appian position peaked at $82.1K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.