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Flagship Harbor Advisors’s Appian APPN Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-95
Closed -$3.37K – 809
2025
Q4 		$3.37K Buy
+95
New +$3.38K ﹤0.01% 1741
2024
Q2 		– Sell
-6,743
Closed -$269K – 692
2024
Q1 		$269K Sell
6,743
-225
-3% -$7.8K 0.02% 553
2023
Q4 		$262K Buy
6,968
+500
+8% +$19.5K 0.02% 530
2023
Q3 		$295K Sell
6,468
-125
-2% -$5.99K 0.02% 471
2023
Q2 		$314K Sell
6,593
-55
-0.8% -$2.32K 0.03% 465
2023
Q1 		$295K Buy
6,648
+100
+2% +$4.04K 0.03% 486
2022
Q4 		$213K Sell
6,548
-650
-9% -$25.6K 0.02% 558
2022
Q3 		$294K Buy
7,198
+3
+0% +$146 0.03% 445
2022
Q2 		$341K Hold
7,195
– – 0.04% 417
2022
Q1 		$438K Buy
7,195
+440
+7% +$25K 0.04% 381
2021
Q4 		$440K Buy
6,755
+229
+4% +$19K 0.04% 394
2021
Q3 		$899K Hold
6,526
– – 0.1% 225
2021
Q2 		$899K Buy
6,526
+601
+10% +$68.3K 0.1% 226
2021
Q1 		$788K Buy
5,925
+170
+3% +$30.1K 0.09% 247
2020
Q4 		$933K Buy
5,755
+25
+0.4% +$2.8K 0.12% 190
2020
Q3 		$371K Buy
5,730
+125
+2% +$6.76K 0.05% 310
2020
Q2 		$287K Buy
5,605
+430
+8% +$21K 0.04% 365
2020
Q1 		$208K Buy
5,175
+1,765
+52% +$82K 0.04% 378
2019
Q4 		$130K Buy
3,410
+1,075
+46% +$46.3K 0.02% 546
2019
Q3 		$110K Sell
2,335
-300
-11% -$14K 0.02% 557
2019
Q2 		$95K Buy
2,635
+150
+6% +$5.13K 0.02% 581
2019
Q1 		$85K Buy
+2,485
New +$83.9K 0.02% 608

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Flagship Harbor Advisors's APPN Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Appian (APPN) in Q1 2026, closing a stake of 95 shares — an estimated $3.37K sold.

Flagship Harbor Advisors first reported a position in APPN in Q1 2019 and held it in 22 quarters. The position peaked at $933K in Q4 2020. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 95 Appian shares in Q1 2026, an estimated $3.37K.
  • Flagship Harbor Advisors first reported a position in Appian in Q1 2019 and held it in 22 quarters.
  • Flagship Harbor Advisors's Appian position peaked at $933K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.