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
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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's APPN Position: Q4 2025 in Review

Global Retirement Partners held its Appian (APPN) position steady in Q4 2025 at 2 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #4162.

Global Retirement Partners first reported a position in APPN in Q4 2020 and has held it in 13 quarters since. The position peaked at $15K in Q4 2020. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

Global Retirement Partners held 2 shares of Appian worth $71 as of Q4 2025.
Global Retirement Partners left its Appian share count unchanged in Q4 2025.
Appian made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4162 holding.
Global Retirement Partners first reported a position in Appian in Q4 2020 and has held it in 13 quarters since.
Global Retirement Partners's Appian position peaked at $15K in Q4 2020.
245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.