Jacobs Levy Equity Management
APPN icon

Jacobs Levy Equity Management’s Appian APPN Stock Holding History

Jacobs Levy Equity 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
Q2 		$15.8M Buy
689,825
+86,395
+14% +$1.92M 0.06% 255
2026
Q1 		$14.5M Sell
603,430
-17,951
-3% -$487K 0.06% 254
2025
Q4 		$22M Sell
621,381
-63,889
-9% -$2.28M 0.09% 192
2025
Q3 		$20.9M Buy
685,270
+173,461
+34% +$5.21M 0.08% 196
2025
Q2 		$15.3M Buy
511,809
+263,079
+106% +$7.9M 0.06% 246
2025
Q1 		$7.17M Buy
+248,730
New +$8.14M 0.03% 392

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

Jacobs Levy Equity Management's APPN Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Appian (APPN) stake by 14% in Q2 2026, buying an estimated $1.92M and bringing the position to 689,825 shares worth $15.8M. The position accounts for 0.06% of the portfolio, ranked #255.

Jacobs Levy Equity Management first reported a position in APPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $22M in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Jacobs Levy Equity Management held 689,825 shares of Appian worth $15.8M as of Q2 2026.
  • Jacobs Levy Equity Management bought 86,395 Appian shares in Q2 2026, an estimated $1.92M.
  • Appian made up 0.06% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #255 holding.
  • Jacobs Levy Equity Management first reported a position in Appian in Q1 2025 and has held it in 6 quarters since.
  • Jacobs Levy Equity Management's Appian position peaked at $22M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.