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APPN icon

Covestor’s Appian APPN Stock Holding History

Covestor’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 		$1K Buy
31
+21
+210% +$467 ﹤0.01% 2038
2026
Q1 		$0 Sell
10
-18
-64% -$489 ﹤0.01% 2231
2025
Q4 		$1K Buy
28
+10
+56% +$356 ﹤0.01% 1983
2025
Q3 		$1K Buy
18
+7
+64% +$210 ﹤0.01% 2008
2025
Q2 		$0 Sell
11
-12
-52% -$360 ﹤0.01% 2174
2025
Q1 		$1K Buy
23
+1
+5% +$33 ﹤0.01% 1915
2024
Q4 		$1K Buy
22
+12
+120% +$429 ﹤0.01% 1975
2024
Q3 		$0 Buy
10
+3
+43% +$97 ﹤0.01% 2179
2024
Q2 		$0 Hold
7
– – ﹤0.01% 2212
2024
Q1 		$0 Buy
7
+4
+133% +$139 ﹤0.01% 2203
2023
Q4 		$0 Hold
3
– – ﹤0.01% 2111
2023
Q3 		$0 Sell
3
-1
-25% -$48 ﹤0.01% 2081
2023
Q2 		$0 Hold
4
– – ﹤0.01% 2100
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1984
2022
Q4 		$0 Hold
4
– – ﹤0.01% 2028
2022
Q3 		$0 Sell
4
-1
-20% -$49 ﹤0.01% 1947
2022
Q2 		$0 Sell
5
-1
-17% -$50 ﹤0.01% 1874
2022
Q1 		$0 Hold
6
– – ﹤0.01% 2075
2021
Q4 		$0 Buy
+6
New +$499 ﹤0.01% 2093

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 $3.37T AUM 44.26% 1-Year Est. Return

Covestor's APPN Position: Q2 2026 in Review

Covestor increased its Appian (APPN) stake by 210% in Q2 2026, buying an estimated $467 and bringing the position to 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Covestor first reported a position in APPN in Q4 2021 and has held it in 19 quarters since. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Covestor held 31 shares of Appian worth $1K as of Q2 2026.
  • Covestor bought 21 Appian shares in Q2 2026, an estimated $467.
  • Appian made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2038 holding.
  • Covestor first reported a position in Appian in Q4 2021 and has held it in 19 quarters since.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.