FWM
APPN icon

Fonville Wealth Management’s Appian APPN Stock Holding History

Fonville Wealth 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
Q2 		$510K Sell
22,273
-2,260
-9% -$50.3K 0.08% 93
2026
Q1 		$591K Sell
24,533
-300
-1% -$8.14K 0.11% 81
2025
Q4 		$880K Sell
24,833
-1,400
-5% -$49.9K 0.18% 70
2025
Q3 		$802K Hold
26,233
– – 0.18% 71
2025
Q2 		$783K Hold
26,233
– – 0.2% 66
2025
Q1 		$756K Buy
+26,233
New +$859K 0.22% 63

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

Fonville Wealth Management's APPN Position: Q2 2026 in Review

Fonville Wealth Management reduced its Appian (APPN) stake by 9.2% in Q2 2026, selling an estimated $50.3K and leaving 22,273 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #93.

Fonville Wealth Management first reported a position in APPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $880K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Fonville Wealth Management held 22,273 shares of Appian worth $510K as of Q2 2026.
  • Fonville Wealth Management sold 2,260 Appian shares in Q2 2026, an estimated $50.3K.
  • Appian made up 0.08% of Fonville Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Fonville Wealth Management first reported a position in Appian in Q1 2025 and has held it in 6 quarters since.
  • Fonville Wealth Management's Appian position peaked at $880K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.