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Basecamp Wealth Advisors’s Appian APPN Stock Holding History

Basecamp Wealth Advisors’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 		$527 Sell
23
-37
-62% -$823 ﹤0.01% 1624
2026
Q1 		$1.45K Buy
+60
New +$1.63K ﹤0.01% 1480

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

Basecamp Wealth Advisors's APPN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Appian (APPN) stake by 62% in Q2 2026, selling an estimated $823 and leaving 23 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Basecamp Wealth Advisors first reported a position in APPN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.45K in Q1 2026. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Basecamp Wealth Advisors held 23 shares of Appian worth $527 as of Q2 2026.
  • Basecamp Wealth Advisors sold 37 Appian shares in Q2 2026, an estimated $823.
  • Appian made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1624 holding.
  • Basecamp Wealth Advisors first reported a position in Appian in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's Appian position peaked at $1.45K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.