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Bell Investment Advisors’s Appian APPN Stock Holding History

Bell Investment 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 		– Sell
-20
Closed -$483 – 1826
2026
Q1 		$483 Buy
+20
New +$543 ﹤0.01% 1760
2023
Q1 		– Sell
-13
Closed -$423 – 1914
2022
Q4 		$423 Buy
13
+2
+18% +$79 ﹤0.01% 1898
2022
Q3 		$0 Buy
+11
New +$534 ﹤0.01% 1713
2021
Q4 		$1K Sell
12
-6
-33% -$499 ﹤0.01% 1328
2021
Q3 		$2K Buy
+18
New +$1.99K ﹤0.01% 1019

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

Bell Investment Advisors's APPN Position: Q2 2026 in Review

Bell Investment Advisors sold out of Appian (APPN) in Q2 2026, closing a stake of 20 shares — an estimated $483 sold.

Bell Investment Advisors first reported a position in APPN in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Bell Investment Advisors reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 20 Appian shares in Q2 2026, an estimated $483.
  • Bell Investment Advisors first reported a position in Appian in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Appian position peaked at $2K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.