Creative Planning
APPN icon

Creative Planning’s Appian APPN Stock Holding History

Creative Planning’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 		$698K Sell
30,488
-3,584
-11% -$79.7K ﹤0.01% 2928
2026
Q1 		$821K Buy
34,072
+14,747
+76% +$400K ﹤0.01% 2619
2025
Q4 		$684K Buy
19,325
+2,476
+15% +$88.2K ﹤0.01% 2581
2025
Q3 		$515K Buy
16,849
+7,198
+75% +$216K ﹤0.01% 2695
2025
Q2 		$288K Sell
9,651
-2,953
-23% -$88.7K ﹤0.01% 2929
2025
Q1 		$363K Buy
12,604
+1,862
+17% +$60.9K ﹤0.01% 2581
2024
Q4 		$354K Buy
10,742
+2,545
+31% +$91K ﹤0.01% 2531
2024
Q3 		$280K Buy
8,197
+1,493
+22% +$48.3K ﹤0.01% 2574
2024
Q2 		$207K Buy
6,704
+325
+5% +$10.7K ﹤0.01% 2652
2024
Q1 		$255K Buy
+6,379
New +$221K ﹤0.01% 2382
2023
Q4 		– Sell
-5,036
Closed -$230K – 2765
2023
Q3 		$230K Buy
+5,036
New +$241K ﹤0.01% 2136
2022
Q3 		– Sell
-5,329
Closed -$252K – 2318
2022
Q2 		$252K Sell
5,329
-15
-0.3% -$754 ﹤0.01% 1727
2022
Q1 		$325K Sell
5,344
-2,397
-31% -$136K ﹤0.01% 1578
2021
Q4 		$505K Buy
7,741
+621
+9% +$51.6K ﹤0.01% 1295
2021
Q3 		$659K Buy
7,120
+719
+11% +$79.7K ﹤0.01% 1148
2021
Q2 		$882K Sell
6,401
-675
-10% -$76.7K ﹤0.01% 997
2021
Q1 		$941K Buy
7,076
+1,053
+17% +$186K ﹤0.01% 1059
2020
Q4 		$976K Buy
6,023
+611
+11% +$68.4K ﹤0.01% 965
2020
Q3 		$350K Sell
5,412
-151
-3% -$8.17K ﹤0.01% 1323
2020
Q2 		$285K Buy
+5,563
New +$271K ﹤0.01% 1342
2017
Q3 		– Sell
-200
Closed -$4K – 1978
2017
Q2 		$4K Buy
+200
New +$3.62K ﹤0.01% 4068

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

Creative Planning's APPN Position: Q2 2026 in Review

Creative Planning reduced its Appian (APPN) stake by 11% in Q2 2026, selling an estimated $79.7K and leaving 30,488 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Creative Planning first reported a position in APPN in Q2 2017 and has held it in 21 quarters since. The position peaked at $976K in Q4 2020. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Creative Planning held 30,488 shares of Appian worth $698K as of Q2 2026.
  • Creative Planning sold 3,584 Appian shares in Q2 2026, an estimated $79.7K.
  • Appian made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2928 holding.
  • Creative Planning first reported a position in Appian in Q2 2017 and has held it in 21 quarters since.
  • Creative Planning's Appian position peaked at $976K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.