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JPL Wealth Management’s Appian APPN Stock Holding History

JPL 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
Q2 		$458 Hold
20
– – ﹤0.01% 1411
2026
Q1 		$483 Buy
+20
New +$543 ﹤0.01% 1312
2025
Q4 		– Sell
-35
Closed -$1.07K – 177
2025
Q3 		$1.07K Buy
+35
New +$1.05K ﹤0.01% 982

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

JPL Wealth Management's APPN Position: Q2 2026 in Review

JPL Wealth Management held its Appian (APPN) position steady in Q2 2026 at 20 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

JPL Wealth Management first reported a position in APPN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07K in Q3 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • JPL Wealth Management held 20 shares of Appian worth $458 as of Q2 2026.
  • JPL Wealth Management left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • JPL Wealth Management first reported a position in Appian in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Appian position peaked at $1.07K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

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