Keener Financial Planning’s Appian APPN Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-314	Closed	-$9K	–	73
2025 Q3	$9K	Hold	314	–	–	﹤0.01%	162
2025 Q2	$9K	Hold	314	–	–	﹤0.01%	161
2025 Q1	$9K	Hold	314	–	–	0.01%	125
2024 Q4	$10K	Hold	314	–	–	0.01%	130
2024 Q3	$10K	Hold	314	–	–	0.01%	128
2024 Q2	$9K	Hold	314	–	–	0.01%	136
2024 Q1	$13K	Hold	314	–	–	0.01%	143
2023 Q4	$12K	Buy	+314	New	+$12.3K	0.01%	134

Other funds holding APPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Keener Financial Planning's APPN Position: Q4 2025 in Review

Keener Financial Planning sold out of Appian (APPN) in Q4 2025, closing a stake of 314 shares — an estimated $9K sold.

Keener Financial Planning first reported a position in APPN in Q4 2023 and held it in 8 quarters. The position peaked at $13K in Q1 2024. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

Keener Financial Planning reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 314 Appian shares in Q4 2025, an estimated $9K.
Keener Financial Planning first reported a position in Appian in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Appian position peaked at $13K in Q1 2024.
245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.