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Global Retirement Partners’s Appian APPN Stock Holding History

Global Retirement Partners’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 		$46 Buy
+2
New +$44 ﹤0.01% 4468
2025
Q4 		$71 Hold
2
– – ﹤0.01% 4162
2025
Q3 		$61 Hold
2
– – ﹤0.01% 3818
2025
Q2 		$60 Buy
+2
New +$60 ﹤0.01% 3740
2024
Q4 		$66 Hold
2
– – ﹤0.01% 3569
2024
Q3 		$68 Hold
2
– – ﹤0.01% 3427
2024
Q2 		$62 Sell
2
-102
-98% -$3.35K ﹤0.01% 3477
2024
Q1 		$4.16K Sell
104
-7
-6% -$243 ﹤0.01% 2474
2023
Q4 		$3.66K Buy
111
+4
+4% +$156 ﹤0.01% 2448
2023
Q3 		$4.64K Hold
107
– – ﹤0.01% 2218
2023
Q2 		$5.09K Sell
107
-8
-7% -$337 ﹤0.01% 2192
2023
Q1 		$4.04K Buy
115
+108
+1,543% +$4.37K ﹤0.01% 2245
2022
Q4 		$228 Buy
+7
New +$276 ﹤0.01% 2930
2021
Q1 		– Sell
-94
Closed -$15K – 1769
2020
Q4 		$15K Buy
+94
New +$10.5K ﹤0.01% 1129

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 $3.37T AUM 44.26% 1-Year Est. Return

Global Retirement Partners's APPN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Appian (APPN) in Q2 2026: 2 shares worth $46. The stake represents ﹤0.01% of the portfolio and ranks #4468 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in APPN as recently as Q4 2025.

Global Retirement Partners first reported a position in APPN in Q4 2020 and has held it in 14 quarters since. The position peaked at $15K in Q4 2020. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Global Retirement Partners held 2 shares of Appian worth $46 as of Q2 2026.
  • Appian was a new Global Retirement Partners position in Q2 2026.
  • Appian made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4468 holding.
  • Global Retirement Partners first reported a position in Appian in Q4 2020 and has held it in 14 quarters since.
  • Global Retirement Partners's Appian position peaked at $15K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.