EP Wealth Advisors’s Appian APPN Stock Holding History

EP Wealth Advisors’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	–	Sell	-12,441	Closed	-$300K	–	1723
2026 Q1	$300K	Buy	+12,441	New	+$338K	﹤0.01%	1168

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

EP Wealth Advisors's APPN Position: Q2 2026 in Review

EP Wealth Advisors sold out of Appian (APPN) in Q2 2026, closing a stake of 12,441 shares — an estimated $300K sold.

EP Wealth Advisors first reported a position in APPN in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

EP Wealth Advisors reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 12,441 Appian shares in Q2 2026, an estimated $300K.
EP Wealth Advisors first reported a position in Appian in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's Appian position peaked at $300K in Q1 2026.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.