Cornerstone Advisory’s Appian APPN Stock Holding History

Cornerstone Advisory’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	$242K	Buy	+10,551	New	+$235K	0.02%	240
2026 Q1	–	Sell	-7,546	Closed	-$267K	–	265
2025 Q4	$267K	Sell	7,546 -20,890	-73%	-$744K	0.03%	215
2025 Q3	$869K	Buy	28,436 +25	+0.1%	+$751	0.09%	105
2025 Q2	$848K	Sell	28,411 -2,751	-9%	-$82.6K	0.09%	103
2025 Q1	$956K	Buy	31,162 +1,322	+4%	+$43.3K	0.11%	94
2024 Q4	$944K	Buy	29,840 +46	+0.2%	+$1.64K	0.11%	92
2024 Q3	$1.02M	Sell	29,794 -13	-0%	-$421	0.13%	84
2024 Q2	$920K	Sell	29,807 -1,868	-6%	-$61.3K	0.13%	84
2024 Q1	$1.27M	Buy	31,675 +35	+0.1%	+$1.21K	0.18%	74
2023 Q4	$1.19M	Sell	31,640 -13	-0%	-$508	0.19%	73
2023 Q3	$1.44M	Sell	31,653 -17	-0.1%	-$814	0.25%	59
2023 Q2	$1.51M	Sell	31,670 -20	-0.1%	-$843	0.26%	56
2023 Q1	$1.41M	Sell	31,690 -9	-0%	-$364	0.25%	63
2022 Q4	$1.03M	Buy	31,699 +12,099	+62%	+$477K	0.2%	77
2022 Q3	$800K	Hold	19,600	–	–	0.18%	83
2022 Q2	$928K	Sell	19,600 -130	-0.7%	-$6.53K	0.21%	79
2022 Q1	$1.2M	Buy	19,730 +18,090	+1,103%	+$1.03M	0.18%	94
2021 Q4	$107K	Buy	+1,640	New	+$136K	0.02%	324
2020 Q4	–	Sell	-4,300	Closed	-$278K	–	206
2020 Q3	$278K	Hold	4,300	–	–	0.06%	156
2020 Q2	$220K	Buy	+4,300	New	+$210K	0.06%	157
2020 Q1	–	Sell	-21,800	Closed	-$833K	–	159
2019 Q4	$833K	Buy	+21,800	New	+$940K	0.17%	80
2019 Q3	–	Sell	-9,300	Closed	-$335K	–	158
2019 Q2	$335K	Hold	9,300	–	–	0.07%	130
2019 Q1	$320K	Sell	9,300 -4,500	-33%	-$152K	0.07%	131
2018 Q4	$369K	Sell	13,800 -4,300	-24%	-$115K	0.1%	110
2018 Q3	$599K	Buy	+18,100	New	+$618K	0.18%	83
2018 Q2	–	Sell	-12,000	Closed	-$302K	–	141
2018 Q1	$302K	Buy	+12,000	New	+$364K	0.11%	117

Other funds holding APPN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Cornerstone Advisory's APPN Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Appian (APPN) in Q2 2026: 10,551 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in APPN as recently as Q4 2025.

Cornerstone Advisory first reported a position in APPN in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.51M in Q2 2023. 36 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Cornerstone Advisory held 10,551 shares of Appian worth $242K as of Q2 2026.
Appian was a new Cornerstone Advisory position in Q2 2026.
Appian made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #240 holding.
Cornerstone Advisory first reported a position in Appian in Q1 2018 and has held it in 26 quarters since.
Cornerstone Advisory's Appian position peaked at $1.51M in Q2 2023.
36 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.