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
2021
Q1 		– Sell
-300
Closed -$3K – 2610
2020
Q4 		$3K Buy
+300
New +$33.6K ﹤0.01% 2279

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.