Evanson Asset Management’s Appian APPN Stock Holding History

Evanson Asset Management’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 Q1	$312K	Hold	12,943	–	–	0.02%	246
2025 Q4	$458K	Hold	12,943	–	–	0.02%	209
2025 Q3	$396K	Hold	12,943	–	–	0.02%	227
2025 Q2	$386K	Hold	12,943	–	–	0.02%	228
2025 Q1	$373K	Hold	12,943	–	–	0.03%	211
2024 Q4	$427K	Hold	12,943	–	–	0.03%	198
2024 Q3	$442K	Sell	12,943 -8,402	-39%	-$272K	0.03%	194
2024 Q2	$659K	Buy	21,345 +59	+0.3%	+$1.94K	0.05%	141
2024 Q1	$850K	Hold	21,286	–	–	0.06%	127
2023 Q4	$802K	Sell	21,286 -8,334	-28%	-$326K	0.07%	125
2023 Q3	$1.35M	Hold	29,620	–	–	0.12%	79
2023 Q2	$1.41M	Buy	29,620 +4,010	+16%	+$169K	0.13%	79
2023 Q1	$1.14M	Hold	25,610	–	–	0.11%	88
2022 Q4	$834K	Hold	25,610	–	–	0.09%	101
2022 Q3	$1.05M	Buy	+25,610	New	+$1.24M	0.12%	87

Other funds holding APPN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evanson Asset Management's APPN Position: Q1 2026 in Review

Evanson Asset Management held its Appian (APPN) position steady in Q1 2026 at 12,943 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #246.

Evanson Asset Management first reported a position in APPN in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q2 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

Evanson Asset Management held 12,943 shares of Appian worth $312K as of Q1 2026.
Evanson Asset Management left its Appian share count unchanged in Q1 2026.
Appian made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #246 holding.
Evanson Asset Management first reported a position in Appian in Q3 2022 and has held it in 15 quarters since.
Evanson Asset Management's Appian position peaked at $1.41M in Q2 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.