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Larson Financial Group’s Appian APPN Stock Holding History

Larson Financial Group’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 		$573 Sell
25
-638
-96% -$14.2K ﹤0.01% 3456
2026
Q1 		$16K Sell
663
-5,750
-90% -$156K ﹤0.01% 1970
2025
Q4 		$227K Sell
6,413
-63
-1% -$2.24K 0.01% 666
2025
Q3 		$198K Buy
6,476
+5,954
+1,141% +$179K 0.01% 696
2025
Q2 		$15.6K Buy
+522
New +$15.7K ﹤0.01% 1600
2025
Q1 		– Sell
-79
Closed -$2.6K – 3071
2024
Q4 		$2.6K Hold
79
– – ﹤0.01% 1826
2024
Q3 		$2.7K Hold
79
– – ﹤0.01% 1803
2024
Q2 		$2.44K Hold
79
– – ﹤0.01% 1564
2024
Q1 		$3.16K Hold
79
– – ﹤0.01% 1283
2023
Q4 		$2.98K Hold
79
– – ﹤0.01% 1294
2023
Q3 		$3.6K Hold
79
– – ﹤0.01% 1249
2023
Q2 		$3.76K Hold
79
– – ﹤0.01% 1162
2023
Q1 		$3.51K Sell
79
-62
-44% -$2.51K ﹤0.01% 1152
2022
Q4 		$4.59K Hold
141
– – ﹤0.01% 1053
2022
Q3 		$6K Hold
141
– – ﹤0.01% 906
2022
Q2 		$7K Hold
141
– – ﹤0.01% 794
2022
Q1 		$9K Hold
141
– – ﹤0.01% 672
2021
Q4 		$9K Hold
141
– – ﹤0.01% 702
2021
Q3 		$13K Hold
141
– – ﹤0.01% 534
2021
Q2 		$19K Sell
141
-70
-33% -$7.95K ﹤0.01% 438
2021
Q1 		$28K Buy
211
+68
+48% +$12K 0.01% 357
2020
Q4 		$23K Sell
143
-182
-56% -$20.4K 0.01% 342
2020
Q3 		$21K Buy
325
+79
+32% +$4.28K 0.01% 306
2020
Q2 		$13K Buy
+246
New +$12K 0.01% 338

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

Larson Financial Group's APPN Position: Q2 2026 in Review

Larson Financial Group reduced its Appian (APPN) stake by 96% in Q2 2026, selling an estimated $14.2K and leaving 25 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Larson Financial Group first reported a position in APPN in Q2 2020 and has held it in 24 quarters since. The position peaked at $227K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Larson Financial Group held 25 shares of Appian worth $573 as of Q2 2026.
  • Larson Financial Group sold 638 Appian shares in Q2 2026, an estimated $14.2K.
  • Appian made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3456 holding.
  • Larson Financial Group first reported a position in Appian in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Appian position peaked at $227K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

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