EWA
APPN icon

EverSource Wealth Advisors’s Appian APPN Stock Holding History

EverSource 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 		$20.5K Buy
894
+394
+79% +$8.76K ﹤0.01% 2411
2026
Q1 		$12.1K Sell
500
-643
-56% -$17.5K ﹤0.01% 2819
2025
Q4 		$40.5K Buy
1,143
+332
+41% +$11.8K ﹤0.01% 1895
2025
Q3 		$24.8K Buy
811
+599
+283% +$18K ﹤0.01% 2204
2025
Q2 		$6.33K Buy
212
+57
+37% +$1.71K ﹤0.01% 3055
2025
Q1 		$4.47K Buy
155
+87
+128% +$2.85K ﹤0.01% 2554
2024
Q4 		$2.24K Sell
68
-14
-17% -$500 ﹤0.01% 2670
2024
Q3 		$2.8K Sell
82
-17
-17% -$550 ﹤0.01% 2426
2024
Q2 		$3.66K Buy
99
+40
+68% +$1.31K ﹤0.01% 2327
2024
Q1 		$2.21K Sell
59
-67
-53% -$2.32K ﹤0.01% 2346
2023
Q4 		$4.75K Buy
126
+8
+7% +$313 ﹤0.01% 1882
2023
Q3 		$5.38K Sell
118
-27
-19% -$1.29K ﹤0.01% 1675
2023
Q2 		$6.9K Sell
145
-30
-17% -$1.26K ﹤0.01% 1597
2023
Q1 		$7.77K Sell
175
-53
-23% -$2.14K ﹤0.01% 1473
2022
Q4 		$7.42K Sell
228
-250
-52% -$9.86K ﹤0.01% 1449
2022
Q3 		$19K Sell
478
-17
-3% -$825 ﹤0.01% 918
2022
Q2 		$24K Sell
495
-96
-16% -$4.83K 0.01% 782
2022
Q1 		$36K Buy
591
+15
+3% +$851 0.01% 523
2021
Q4 		$37K Buy
+576
New +$47.9K 0.01% 481

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 $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Appian (APPN) stake by 79% in Q2 2026, buying an estimated $8.76K and bringing the position to 894 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

EverSource Wealth Advisors first reported a position in APPN in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.5K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • EverSource Wealth Advisors held 894 shares of Appian worth $20.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 394 Appian shares in Q2 2026, an estimated $8.76K.
  • Appian made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2411 holding.
  • EverSource Wealth Advisors first reported a position in Appian in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Appian position peaked at $40.5K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.