Clearstead Advisors’s Appian APPN Stock Holding History

Clearstead 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	$4.12K	Buy	+180	New	+$4K	﹤0.01%	2248
2026 Q1	–	Sell	-20	Closed	-$709	–	2279
2025 Q4	$709	Sell	20 -238	-92%	-$8.48K	﹤0.01%	2269
2025 Q3	$7.89K	Buy	+258	New	+$7.75K	﹤0.01%	1996
2025 Q1	–	Sell	-23	Closed	-$759	–	2205
2024 Q4	$759	Buy	+23	New	+$822	﹤0.01%	1948
2021 Q4	–	Sell	-13	Closed	-$1K	–	1274
2021 Q3	$1K	Sell	13 -73	-85%	-$8.09K	﹤0.01%	1177
2021 Q2	$12K	Buy	86 +73	+562%	+$8.29K	﹤0.01%	773
2021 Q1	$2K	Sell	13 -50	-79%	-$8.85K	﹤0.01%	949
2020 Q4	$10K	Sell	63 -608	-91%	-$68.1K	﹤0.01%	716
2020 Q3	$43K	Buy	+671	New	+$36.3K	﹤0.01%	492

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's APPN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Appian (APPN) in Q2 2026: 180 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #2248 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in APPN as recently as Q4 2025.

Clearstead Advisors first reported a position in APPN in Q3 2020 and has held it in 9 quarters since. The position peaked at $43K in Q3 2020. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Clearstead Advisors held 180 shares of Appian worth $4.12K as of Q2 2026.
Appian was a new Clearstead Advisors position in Q2 2026.
Appian made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2248 holding.
Clearstead Advisors first reported a position in Appian in Q3 2020 and has held it in 9 quarters since.
Clearstead Advisors's Appian position peaked at $43K in Q3 2020.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.