Cerity Partners
APPN icon

Cerity Partners’s Appian APPN Stock Holding History

Cerity Partners’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 		$754K Sell
32,915
-5,274
-14% -$117K ﹤0.01% 2169
2026
Q1 		$921K Buy
38,189
+11,534
+43% +$313K ﹤0.01% 1909
2025
Q4 		$944K Buy
26,655
+7,686
+41% +$274K ﹤0.01% 1748
2025
Q3 		$580K Buy
+18,969
New +$570K ﹤0.01% 1879
2022
Q1 		– Sell
-3,383
Closed -$221K – 943
2021
Q4 		$221K Buy
+3,383
New +$281K ﹤0.01% 899

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

Cerity Partners's APPN Position: Q2 2026 in Review

Cerity Partners reduced its Appian (APPN) stake by 14% in Q2 2026, selling an estimated $117K and leaving 32,915 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Cerity Partners first reported a position in APPN in Q4 2021 and has held it in 5 quarters since. The position peaked at $944K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Cerity Partners held 32,915 shares of Appian worth $754K as of Q2 2026.
  • Cerity Partners sold 5,274 Appian shares in Q2 2026, an estimated $117K.
  • Appian made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2169 holding.
  • Cerity Partners first reported a position in Appian in Q4 2021 and has held it in 5 quarters since.
  • Cerity Partners's Appian position peaked at $944K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.