Concord Wealth Partners’s Appian APPN Stock Holding History

Concord Wealth 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	$69K	Buy	+3,014	New	+$67K	0.01%	324
2026 Q1	–	Sell	-2,579	Closed	-$91.3K	–	237
2025 Q4	$91.3K	Sell	2,579 -2	-0.1%	-$71	0.01%	265
2025 Q3	$78.9K	Hold	2,581	–	–	0.01%	280
2025 Q2	$77.1K	Hold	2,581	–	–	0.01%	290
2025 Q1	$74.4K	Buy	2,581 +461	+22%	+$15.1K	0.01%	276
2024 Q4	$69.9K	Hold	2,120	–	–	0.01%	288
2024 Q3	$72.4K	Hold	2,120	–	–	0.01%	292
2024 Q2	$65.4K	Hold	2,120	–	–	0.01%	281
2024 Q1	$84.7K	Buy	+2,120	New	+$73.5K	0.02%	286
2023 Q3	–	Sell	-55	Closed	-$2.62K	–	1039
2023 Q2	$2.62K	Hold	55	–	–	﹤0.01%	822
2023 Q1	$2.44K	Hold	55	–	–	﹤0.01%	783
2022 Q4	$1.79K	Buy	+55	New	+$2.17K	﹤0.01%	960

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

Concord Wealth Partners's APPN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Appian (APPN) in Q2 2026: 3,014 shares worth $69K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in APPN as recently as Q4 2025.

Concord Wealth Partners first reported a position in APPN in Q4 2022 and has held it in 12 quarters since. The position peaked at $91.3K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Concord Wealth Partners held 3,014 shares of Appian worth $69K as of Q2 2026.
Appian was a new Concord Wealth Partners position in Q2 2026.
Appian made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #324 holding.
Concord Wealth Partners first reported a position in Appian in Q4 2022 and has held it in 12 quarters since.
Concord Wealth Partners's Appian position peaked at $91.3K in Q4 2025.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.