CAPTRUST Financial Advisors
APPN icon

CAPTRUST Financial Advisors’s Appian APPN Stock Holding History

CAPTRUST Financial 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 		$329K Buy
14,355
+5,379
+60% +$120K ﹤0.01% 2514
2026
Q1 		$216K Buy
8,976
+580
+7% +$15.7K ﹤0.01% 2629
2025
Q4 		$297K Sell
8,396
-383
-4% -$13.6K ﹤0.01% 2257
2025
Q3 		$268K Buy
+8,779
New +$264K ﹤0.01% 2245
2022
Q3 		– Sell
-988
Closed -$47K – 2168
2022
Q2 		$47K Buy
988
+71
+8% +$3.57K ﹤0.01% 2803
2022
Q1 		$56K Sell
917
-326
-26% -$18.5K ﹤0.01% 2699
2021
Q4 		$81K Sell
1,243
-788
-39% -$65.5K ﹤0.01% 2317
2021
Q3 		$188K Buy
2,031
+232
+13% +$25.7K ﹤0.01% 1596
2021
Q2 		$248K Sell
1,799
-163
-8% -$18.5K ﹤0.01% 1373
2021
Q1 		$261K Sell
1,962
-5
-0.3% -$885 ﹤0.01% 1303
2020
Q4 		$319K Buy
1,967
+297
+18% +$33.3K ﹤0.01% 998
2020
Q3 		$111K Buy
1,670
+415
+33% +$22.5K ﹤0.01% 1299
2020
Q2 		$66K Buy
+1,255
New +$61.2K ﹤0.01% 1508
2019
Q4 		– Sell
-2,466
Closed -$117K – 1043
2019
Q3 		$117K Buy
2,466
+1,191
+93% +$55.8K ﹤0.01% 722
2019
Q2 		$46K Buy
1,275
+1,125
+750% +$38.5K ﹤0.01% 987
2019
Q1 		$5K Buy
+150
New +$5.07K ﹤0.01% 1520
2018
Q4 		– Sell
-100
Closed -$3K – 1584
2018
Q3 		$3K Hold
100
– – ﹤0.01% 1429
2018
Q2 		$4K Buy
+100
New +$3.1K ﹤0.01% 1339

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

CAPTRUST Financial Advisors's APPN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Appian (APPN) stake by 60% in Q2 2026, buying an estimated $120K and bringing the position to 14,355 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

CAPTRUST Financial Advisors first reported a position in APPN in Q2 2018 and has held it in 18 quarters since. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,355 shares of Appian worth $329K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,379 Appian shares in Q2 2026, an estimated $120K.
  • Appian made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2514 holding.
  • CAPTRUST Financial Advisors first reported a position in Appian in Q2 2018 and has held it in 18 quarters since.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.