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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's APPN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Appian (APPN) stake by 6.9% in Q1 2026, buying an estimated $15.7K and bringing the position to 8,976 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

CAPTRUST Financial Advisors first reported a position in APPN in Q2 2018 and has held it in 17 quarters since. The position peaked at $319K in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • CAPTRUST Financial Advisors held 8,976 shares of Appian worth $216K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 580 Appian shares in Q1 2026, an estimated $15.7K.
  • Appian made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2629 holding.
  • CAPTRUST Financial Advisors first reported a position in Appian in Q2 2018 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Appian position peaked at $319K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.