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APPN icon

InceptionR’s Appian APPN Stock Holding History

InceptionR’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 		$355K Buy
+15,504
New +$345K 0.09% 418
2025
Q3 		– Sell
-9,339
Closed -$279K – 668
2025
Q2 		$279K Buy
+9,339
New +$280K 0.06% 471
2024
Q3 		– Sell
-12,596
Closed -$389K – 631
2024
Q2 		$389K Buy
12,596
+6,579
+109% +$216K 0.11% 351
2024
Q1 		$240K Buy
+6,017
New +$209K 0.06% 481

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

InceptionR's APPN Position: Q2 2026 in Review

InceptionR opened a new position in Appian (APPN) in Q2 2026: 15,504 shares worth $355K. The stake represents 0.09% of the portfolio and ranks #418 among its holdings. This is a return to the name: InceptionR previously reported a position in APPN as recently as Q2 2025.

InceptionR first reported a position in APPN in Q1 2024 and has held it in 4 quarters since. The position peaked at $389K in Q2 2024. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • InceptionR held 15,504 shares of Appian worth $355K as of Q2 2026.
  • Appian was a new InceptionR position in Q2 2026.
  • Appian made up 0.09% of InceptionR's portfolio in Q2 2026, its #418 holding.
  • InceptionR first reported a position in Appian in Q1 2024 and has held it in 4 quarters since.
  • InceptionR's Appian position peaked at $389K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.