FFA
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Farther Finance Advisors’s Appian APPN Stock Holding History

Farther Finance 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
Q3 		$40.2K Buy
1,140
+255
+29% +$8.34K ﹤0.01% 3599
2026
Q2 		$20.2K Sell
885
-817
-48% -$18.2K ﹤0.01% 3961
2026
Q1 		$40.9K Buy
1,702
+87
+5% +$2.36K ﹤0.01% 3133
2025
Q4 		$57.2K Buy
1,615
+1,061
+192% +$37.8K ﹤0.01% 2726
2025
Q3 		$16.9K Buy
554
+524
+1,747% +$15.7K ﹤0.01% 3142
2025
Q2 		$896 Buy
+30
New +$901 ﹤0.01% 3925
2023
Q2 		– Sell
-100
Closed -$4.44K – 2500
2023
Q1 		$4.44K Sell
100
-11
-10% -$445 ﹤0.01% 1383
2022
Q4 		$3.61K Buy
+111
New +$4.38K ﹤0.01% 1272

Other funds holding APPN

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's APPN Position: Q3 2026 in Review

Farther Finance Advisors increased its Appian (APPN) stake by 29% in Q3 2026, buying an estimated $8.34K and bringing the position to 1,140 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Farther Finance Advisors first reported a position in APPN in Q4 2022 and has held it in 8 quarters since. The position peaked at $57.2K in Q4 2025. 7 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Farther Finance Advisors held 1,140 shares of Appian worth $40.2K as of Q3 2026.
  • Farther Finance Advisors bought 255 Appian shares in Q3 2026, an estimated $8.34K.
  • Appian made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3599 holding.
  • Farther Finance Advisors first reported a position in Appian in Q4 2022 and has held it in 8 quarters since.
  • Farther Finance Advisors's Appian position peaked at $57.2K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.