Bank of America
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Bank of America’s Appian APPN Stock Holding History

Bank of America’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
2025
Q4 		– Sell
-1,050,000
Closed -$32.1M – 7360
2025
Q3 		$32.1M Buy
+1,050,000
New +$31.6M ﹤0.01% 2146
2025
Q2 		– Sell
-445,100
Closed -$12.8M – 8381
2025
Q1 		$12.8M Buy
+445,100
New +$14.6M ﹤0.01% 2894

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

Bank of America's APPN Position: Q1 2026 in Review

Bank of America increased its Appian (APPN) stake by 8% in Q1 2026, buying an estimated $356K and bringing the position to 176,566 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Bank of America first reported a position in APPN in Q4 2017 and has held it in 33 quarters since. The position peaked at $13.7M in Q1 2021. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Bank of America held 176,566 shares of Appian worth $4.26M as of Q1 2026.
  • Bank of America bought 13,129 Appian shares in Q1 2026, an estimated $356K.
  • Appian made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3592 holding.
  • Bank of America first reported a position in Appian in Q4 2017 and has held it in 33 quarters since.
  • Bank of America's Appian position peaked at $13.7M in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.