JG
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Joel Greenblatt’s Appian APPN Stock Holding History

Joel Greenblatt’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 		$2.51M Buy
109,564
+13,916
+15% +$309K 0.01% 1092
2026
Q1 		$2.31M Buy
95,648
+47,463
+99% +$1.29M 0.01% 1067
2025
Q4 		$1.71M Buy
48,185
+37,745
+362% +$1.34M 0.01% 1091
2025
Q3 		$319K Buy
10,440
+1,622
+18% +$48.7K ﹤0.01% 1502
2025
Q2 		$263K Buy
+8,818
New +$265K ﹤0.01% 1501
2022
Q2 		– Sell
-7,310
Closed -$445K – 1111
2022
Q1 		$445K Buy
+7,310
New +$415K 0.01% 837
2021
Q2 		– Sell
-1,740
Closed -$231K – 995
2021
Q1 		$231K Sell
1,740
-6,230
-78% -$1.1M 0.01% 913
2020
Q4 		$1.29M Buy
+7,970
New +$892K 0.04% 474

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

Joel Greenblatt's APPN Position: Q2 2026 in Review

Joel Greenblatt increased its Appian (APPN) stake by 15% in Q2 2026, buying an estimated $309K and bringing the position to 109,564 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #1092.

Joel Greenblatt first reported a position in APPN in Q4 2020 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Joel Greenblatt held 109,564 shares of Appian worth $2.51M as of Q2 2026.
  • Joel Greenblatt bought 13,916 Appian shares in Q2 2026, an estimated $309K.
  • Appian made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1092 holding.
  • Joel Greenblatt first reported a position in Appian in Q4 2020 and has held it in 8 quarters since.
  • 211 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.