BFC Planning, Inc.’s Appian APPN Stock Holding History

BFC Planning, Inc.’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	–	Sell	-11	Closed	-$265	–	3429
2026 Q1	$265	Hold	11	–	–	﹤0.01%	2911
2025 Q4	$390	Buy	+11	New	+$392	﹤0.01%	2963
2025 Q3	–	Sell	-30	Closed	-$896	–	2901
2025 Q2	$896	Buy	+30	New	+$901	﹤0.01%	2470

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC Planning, Inc.'s APPN Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Appian (APPN) in Q2 2026, closing a stake of 11 shares — an estimated $265 sold.

BFC Planning, Inc. first reported a position in APPN in Q2 2025 and held it in 3 quarters. The position peaked at $896 in Q2 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

BFC Planning, Inc. reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 11 Appian shares in Q2 2026, an estimated $265.
BFC Planning, Inc. first reported a position in Appian in Q2 2025 and held it in 3 quarters.
BFC Planning, Inc.'s Appian position peaked at $896 in Q2 2025.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.