AIP
APPN icon

Ameritas Investment Partners’s Appian APPN Stock Holding History

Ameritas Investment Partners’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
Q1 		$81.6K Hold
3,383
– – ﹤0.01% 1807
2025
Q4 		$120K Hold
3,383
– – ﹤0.01% 1594
2025
Q3 		$103K Sell
3,383
-786
-19% -$23.6K ﹤0.01% 1672
2025
Q2 		$124K Hold
4,169
– – ﹤0.01% 1603
2025
Q1 		$120K Hold
4,169
– – ﹤0.01% 1578
2024
Q4 		$137K Hold
4,169
– – ﹤0.01% 1569
2024
Q3 		$142K Hold
4,169
– – ﹤0.01% 1560
2024
Q2 		$129K Hold
4,169
– – ﹤0.01% 1572
2024
Q1 		$167K Hold
4,169
– – 0.01% 1416
2023
Q4 		$157K Hold
4,169
– – 0.01% 1441
2023
Q3 		$190K Buy
4,169
+689
+20% +$33K 0.01% 1210
2023
Q2 		$166K Buy
3,480
+306
+10% +$12.9K 0.01% 1252
2023
Q1 		$141K Hold
3,174
– – 0.01% 1302
2022
Q4 		$128K Hold
3,174
– – 0.01% 1416
2022
Q3 		$128K Hold
3,174
– – 0.01% 1320
2022
Q2 		$150K Hold
3,174
– – 0.01% 1233
2022
Q1 		$193K Hold
3,174
– – 0.01% 1210
2021
Q4 		$206K Hold
3,174
– – 0.01% 1219
2021
Q3 		$293K Hold
3,174
– – 0.01% 968
2021
Q2 		$437K Buy
3,174
+190
+6% +$21.6K 0.02% 827
2021
Q1 		$396K Sell
2,984
-87
-3% -$15.4K 0.02% 853
2020
Q4 		$497K Sell
3,071
-76
-2% -$8.51K 0.02% 770
2020
Q3 		$203K Buy
3,147
+70
+2% +$3.79K 0.01% 1025
2020
Q2 		$157K Sell
3,077
-157
-5% -$7.66K 0.01% 1125
2020
Q1 		$130K Buy
3,234
+306
+10% +$14.2K 0.01% 1122
2019
Q4 		$112K Buy
2,928
+317
+12% +$13.7K 0.01% 1441
2019
Q3 		$124K Sell
2,611
-140
-5% -$6.55K 0.01% 1341
2019
Q2 		$99K Buy
+2,751
New +$94.1K ﹤0.01% 1509

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Investment Partners's APPN Position: Q1 2026 in Review

Ameritas Investment Partners held its Appian (APPN) position steady in Q1 2026 at 3,383 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Ameritas Investment Partners first reported a position in APPN in Q2 2019 and has held it in 28 quarters since. The position peaked at $497K in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Ameritas Investment Partners held 3,383 shares of Appian worth $81.6K as of Q1 2026.
  • Ameritas Investment Partners left its Appian share count unchanged in Q1 2026.
  • Appian made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1807 holding.
  • Ameritas Investment Partners first reported a position in Appian in Q2 2019 and has held it in 28 quarters since.
  • Ameritas Investment Partners's Appian position peaked at $497K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.