Jones Financial Companies
APPN icon

Jones Financial Companies’s Appian APPN Stock Holding History

Jones Financial Companies’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 		$30.9K Buy
1,405
+111
+9% +$2.47K ﹤0.01% 3316
2026
Q1 		$30K Sell
1,294
-18
-1% -$489 ﹤0.01% 3137
2025
Q4 		$46.5K Sell
1,312
-341
-21% -$12.1K ﹤0.01% 2562
2025
Q3 		$51.2K Buy
1,653
+886
+116% +$26.6K ﹤0.01% 2370
2025
Q2 		$22.2K Buy
767
+491
+178% +$14.7K ﹤0.01% 2545
2025
Q1 		$8.1K Sell
276
-179
-39% -$5.86K ﹤0.01% 2796
2024
Q4 		$15K Buy
455
+341
+299% +$12.2K ﹤0.01% 2362
2024
Q3 		$3.98K Sell
114
-228
-67% -$7.38K ﹤0.01% 2509
2024
Q2 		$10.6K Buy
342
+272
+389% +$8.92K ﹤0.01% 1746
2024
Q1 		$2.8K Buy
+70
New +$2.43K ﹤0.01% 1234

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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's APPN Position: Q2 2026 in Review

Jones Financial Companies increased its Appian (APPN) stake by 8.6% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,405 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Jones Financial Companies first reported a position in APPN in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.2K in Q3 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Jones Financial Companies held 1,405 shares of Appian worth $30.9K as of Q2 2026.
  • Jones Financial Companies bought 111 Appian shares in Q2 2026, an estimated $2.47K.
  • Appian made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3316 holding.
  • Jones Financial Companies first reported a position in Appian in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's Appian position peaked at $51.2K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.