GWN Securities’s Appian APPN Stock Holding History

GWN Securities’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	$402K	Buy	+17,557	New	+$390K	0.07%	334
2026 Q1	–	Sell	-10,023	Closed	-$355K	–	464
2025 Q4	$355K	Buy	+10,023	New	+$357K	0.07%	285

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

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

GWN Securities's APPN Position: Q2 2026 in Review

GWN Securities opened a new position in Appian (APPN) in Q2 2026: 17,557 shares worth $402K. The stake represents 0.07% of the portfolio and ranks #334 among its holdings. This is a return to the name: GWN Securities previously reported a position in APPN as recently as Q4 2025.

GWN Securities first reported a position in APPN in Q4 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

GWN Securities held 17,557 shares of Appian worth $402K as of Q2 2026.
Appian was a new GWN Securities position in Q2 2026.
Appian made up 0.07% of GWN Securities's portfolio in Q2 2026, its #334 holding.
GWN Securities first reported a position in Appian in Q4 2025 and has held it in 2 quarters since.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.