CIBC Private Wealth Group
APPN icon

CIBC Private Wealth Group’s Appian APPN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.77K Hold
50
– – ﹤0.01% 2820
2025
Q3 		$1.53K Hold
50
– – ﹤0.01% 2765
2025
Q2 		$1.49K Hold
50
– – ﹤0.01% 2707
2025
Q1 		$1.29K Hold
50
– – ﹤0.01% 2773
2024
Q4 		$1.74K Hold
50
– – ﹤0.01% 2721
2024
Q3 		$1.71K Hold
50
– – ﹤0.01% 2830
2024
Q2 		$1.59K Sell
50
-66,248
-100% -$2.17M ﹤0.01% 2809
2024
Q1 		$2.51M Buy
+66,298
New +$2.3M ﹤0.01% 501
2018
Q3 		– Sell
-200
Closed -$7K – 1010
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1639
2018
Q1 		$5K Buy
200
+190
+1,900% +$5.76K ﹤0.01% 1653
2017
Q4 		$0 Buy
+10
New +$231 ﹤0.01% 1918

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's APPN Position: Q4 2025 in Review

CIBC Private Wealth Group held its Appian (APPN) position steady in Q4 2025 at 50 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

CIBC Private Wealth Group first reported a position in APPN in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2024. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

  • CIBC Private Wealth Group held 50 shares of Appian worth $1.77K as of Q4 2025.
  • CIBC Private Wealth Group left its Appian share count unchanged in Q4 2025.
  • Appian made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2820 holding.
  • CIBC Private Wealth Group first reported a position in Appian in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Appian position peaked at $2.51M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.