Benjamin Edwards Inc’s Appian APPN Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-8,000	Closed	-$283K	–	1356
2025 Q4	$283K	Sell	8,000 -5,000	-38%	-$178K	﹤0.01%	1134
2025 Q3	$397K	Hold	13,000	–	–	﹤0.01%	998
2025 Q2	$388K	Sell	13,000 -1,500	-10%	-$45K	﹤0.01%	925
2025 Q1	$418K	Hold	14,500	–	–	0.01%	840
2024 Q4	$478K	Buy	14,500 +2,000	+16%	+$71.5K	0.01%	828
2024 Q3	$427K	Buy	+12,500	New	+$405K	0.01%	839

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Benjamin Edwards Inc's APPN Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Appian (APPN) in Q1 2026, closing a stake of 8,000 shares — an estimated $283K sold.

Benjamin Edwards Inc first reported a position in APPN in Q3 2024 and held it in 6 quarters. The position peaked at $478K in Q4 2024. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

Benjamin Edwards Inc reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 8,000 Appian shares in Q1 2026, an estimated $283K.
Benjamin Edwards Inc first reported a position in Appian in Q3 2024 and held it in 6 quarters.
Benjamin Edwards Inc's Appian position peaked at $478K in Q4 2024.
208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.