Capstone Investment Advisors
APPN icon

Capstone Investment Advisors’s Appian APPN Stock Holding History

Capstone 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 		$320K Buy
+13,970
New +$311K ﹤0.01% 1424
2025
Q4 		– Sell
-18,497
Closed -$565K – 1574
2025
Q3 		$565K Buy
18,497
+5,585
+43% +$168K ﹤0.01% 1305
2025
Q2 		$386K Buy
+12,912
New +$388K ﹤0.01% 1268
2024
Q2 		– Sell
-18,713
Closed -$748K – 2067
2024
Q1 		$748K Buy
+18,713
New +$649K ﹤0.01% 1316

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

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

Capstone Investment Advisors opened a new position in Appian (APPN) in Q2 2026: 13,970 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in APPN as recently as Q3 2025.

Capstone Investment Advisors first reported a position in APPN in Q1 2024 and has held it in 4 quarters since. The position peaked at $748K in Q1 2024. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Capstone Investment Advisors held 13,970 shares of Appian worth $320K as of Q2 2026.
  • Appian was a new Capstone Investment Advisors position in Q2 2026.
  • Appian made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1424 holding.
  • Capstone Investment Advisors first reported a position in Appian in Q1 2024 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Appian position peaked at $748K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.