FFA
APPN icon

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Farther Finance Advisors's APPN Position: Q2 2026 in Review

Farther Finance Advisors reduced its Appian (APPN) stake by 48% in Q2 2026, selling an estimated $18.2K and leaving 885 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

Farther Finance Advisors first reported a position in APPN in Q4 2022 and has held it in 7 quarters since. The position peaked at $57.2K in Q4 2025. 17 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Farther Finance Advisors held 885 shares of Appian worth $20.2K as of Q2 2026.
  • Farther Finance Advisors sold 817 Appian shares in Q2 2026, an estimated $18.2K.
  • Appian made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3961 holding.
  • Farther Finance Advisors first reported a position in Appian in Q4 2022 and has held it in 7 quarters since.
  • Farther Finance Advisors's Appian position peaked at $57.2K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.