Essential Partners
APPN icon

Essential Partners’s Appian APPN Stock Holding History

Essential Partners’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
Q3 		$38K Sell
1,078
-165
-13% -$5.4K 0.02% 703
2026
Q2 		$28.5K Sell
1,243
-3,188
-72% -$70.9K 0.01% 780
2026
Q1 		$107K Buy
4,431
+3,017
+213% +$81.9K 0.04% 410
2025
Q4 		$50.1K Buy
1,414
+92
+7% +$3.28K 0.02% 606
2025
Q3 		$40.4K Buy
1,322
+608
+85% +$18.3K 0.01% 654
2025
Q2 		$21.3K Buy
+714
New +$21.4K 0.01% 658

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Essential Partners's APPN Position: Q3 2026 in Review

Essential Partners reduced its Appian (APPN) stake by 13% in Q3 2026, selling an estimated $5.4K and leaving 1,078 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #703.

Essential Partners first reported a position in APPN in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q1 2026. 17 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Essential Partners held 1,078 shares of Appian worth $38K as of Q3 2026.
  • Essential Partners sold 165 Appian shares in Q3 2026, an estimated $5.4K.
  • Appian made up 0.02% of Essential Partners's portfolio in Q3 2026, its #703 holding.
  • Essential Partners first reported a position in Appian in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Appian position peaked at $107K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.