HB Wealth Management’s Appian APPN Stock Holding History

HB 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 Q3	$232K	Buy	+6,566	New	+$215K	﹤0.01%	1637

Other funds holding APPN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

HB Wealth Management's APPN Position: Q3 2026 in Review

HB Wealth Management opened a new position in Appian (APPN) in Q3 2026: 6,566 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings.

26 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

HB Wealth Management held 6,566 shares of Appian worth $232K as of Q3 2026.
Appian was a new HB Wealth Management position in Q3 2026.
Appian made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1637 holding.
26 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.