Capital Advisors Ltd’s Appian APPN Stock Holding History

Capital Advisors Ltd’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	-1	Closed	–	–	1352
2026 Q1	$0	Buy	+1	New	+$27	﹤0.01%	1350
2022 Q4	–	Sell	-1	Closed	–	–	1202
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1225
2022 Q2	$0	Sell	1 -4	-80%	-$201	﹤0.01%	988
2022 Q1	$0	Buy	+5	New	+$284	﹤0.01%	894

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Advisors Ltd's APPN Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Appian (APPN) in Q2 2026, closing a stake of 1 share.

Capital Advisors Ltd first reported a position in APPN in Q1 2022 and held it in 4 quarters. The position peaked at $0 in Q1 2026. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Capital Advisors Ltd reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 1 Appian share in Q2 2026.
Capital Advisors Ltd first reported a position in Appian in Q1 2022 and held it in 4 quarters.
Capital Advisors Ltd's Appian position peaked at $0 in Q1 2026.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.