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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
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

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

Essential Partners's APPN Position: Q2 2026 in Review

Essential Partners reduced its Appian (APPN) stake by 72% in Q2 2026, selling an estimated $70.9K and leaving 1,243 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #780.

Essential Partners first reported a position in APPN in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q1 2026. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Essential Partners held 1,243 shares of Appian worth $28.5K as of Q2 2026.
  • Essential Partners sold 3,188 Appian shares in Q2 2026, an estimated $70.9K.
  • Appian made up 0.01% of Essential Partners's portfolio in Q2 2026, its #780 holding.
  • Essential Partners first reported a position in Appian in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Appian position peaked at $107K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.