KAS
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Kestra Advisory Services’s Appian APPN Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-974
Closed -$34.5K – 3174
2025
Q4 		$34.5K Buy
+974
New +$34.7K ﹤0.01% 4202
2021
Q3 		– Sell
-2,090
Closed -$288K – 2110
2021
Q2 		$288K Buy
2,090
+466
+29% +$52.9K ﹤0.01% 1586
2021
Q1 		$216K Sell
1,624
-1,255
-44% -$222K ﹤0.01% 1683
2020
Q4 		$465K Buy
+2,879
New +$322K 0.01% 1245

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's APPN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Appian (APPN) in Q1 2026, closing a stake of 974 shares — an estimated $34.5K sold.

Kestra Advisory Services first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $465K in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 974 Appian shares in Q1 2026, an estimated $34.5K.
  • Kestra Advisory Services first reported a position in Appian in Q4 2020 and held it in 4 quarters.
  • Kestra Advisory Services's Appian position peaked at $465K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.