LPL Financial’s Appian APPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,458
| Closed | -$228K | – | 5880 |
|
|
2025
Q3 | $228K | Sell |
7,458
-2,632
| -26% | -$79.1K | ﹤0.01% | 5261 |
|
|
2025
Q2 | $301K | Buy |
10,090
+602
| +6% | +$18.1K | ﹤0.01% | 4773 |
|
|
2025
Q1 | $273K | Buy |
9,488
+1,547
| +19% | +$50.6K | ﹤0.01% | 4649 |
|
|
2024
Q4 | $262K | Sell |
7,941
-1,897
| -19% | -$67.8K | ﹤0.01% | 4645 |
|
|
2024
Q3 | $336K | Sell |
9,838
-1,163
| -11% | -$37.7K | ﹤0.01% | 4337 |
|
|
2024
Q2 | $339K | Sell |
11,001
-3,805
| -26% | -$125K | ﹤0.01% | 4176 |
|
|
2024
Q1 | $592K | Sell |
14,806
-1,001
| -6% | -$34.7K | ﹤0.01% | 3638 |
|
|
2023
Q4 | $595K | Sell |
15,807
-5,479
| -26% | -$214K | ﹤0.01% | 3523 |
|
|
2023
Q3 | $971K | Sell |
21,286
-5,382
| -20% | -$258K | ﹤0.01% | 2924 |
|
|
2023
Q2 | $1.27M | Sell |
26,668
-3,036
| -10% | -$128K | ﹤0.01% | 2647 |
|
|
2023
Q1 | $1.32M | Buy |
29,704
+231
| +0.8% | +$9.34K | ﹤0.01% | 2522 |
|
|
2022
Q4 | $960K | Sell |
29,473
-2,199
| -7% | -$86.7K | ﹤0.01% | 2682 |
|
|
2022
Q3 | $1.29M | Buy |
31,672
+2,291
| +8% | +$111K | ﹤0.01% | 2335 |
|
|
2022
Q2 | $1.39M | Sell |
29,381
-2,054
| -7% | -$103K | ﹤0.01% | 2307 |
|
|
2022
Q1 | $1.91M | Buy |
31,435
+2,504
| +9% | +$142K | ﹤0.01% | 2093 |
|
|
2021
Q4 | $1.89M | Sell |
28,931
-2,161
| -7% | -$180K | ﹤0.01% | 2134 |
|
|
2021
Q3 | $2.88M | Sell |
31,092
-5,770
| -16% | -$639K | ﹤0.01% | 1777 |
|
|
2021
Q2 | $5.08M | Sell |
36,862
-13,148
| -26% | -$1.49M | 0.01% | 1337 |
|
|
2021
Q1 | $6.65M | Sell |
50,010
-3,514
| -7% | -$622K | 0.01% | 1055 |
|
|
2020
Q4 | $8.68M | Sell |
53,524
-509
| -0.9% | -$57K | 0.01% | 814 |
|
|
2020
Q3 | $3.5M | Buy |
54,033
+18,855
| +54% | +$1.02M | 0.01% | 1147 |
|
|
2020
Q2 | $1.8M | Sell |
35,178
-2,127
| -6% | -$104K | ﹤0.01% | 1403 |
|
|
2020
Q1 | $1.5M | Buy |
37,305
+12,084
| +48% | +$562K | ﹤0.01% | 1361 |
|
|
2019
Q4 | $964K | Buy |
25,221
+9,069
| +56% | +$391K | ﹤0.01% | 1866 |
|
|
2019
Q3 | $767K | Buy |
16,152
+1,902
| +13% | +$89K | ﹤0.01% | 1924 |
|
|
2019
Q2 | $514K | Sell |
14,250
-1,838
| -11% | -$62.9K | ﹤0.01% | 2260 |
|
|
2019
Q1 | $554K | Buy |
16,088
+7,990
| +99% | +$270K | ﹤0.01% | 2154 |
|
|
2018
Q4 | $216K | Sell |
8,098
-2,041
| -20% | -$54.5K | ﹤0.01% | 2755 |
|
|
2018
Q3 | $336K | Buy |
+10,139
| New | +$346K | ﹤0.01% | 2581 |
|
Other funds holding APPN
LECM
FP
LPL Financial's APPN Position: Q4 2025 in Review
LPL Financial sold out of Appian (APPN) in Q4 2025, closing a stake of 7,458 shares — an estimated $228K sold.
LPL Financial first reported a position in APPN in Q3 2018 and held it in 29 quarters. The position peaked at $8.68M in Q4 2020. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.
- LPL Financial reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 7,458 Appian shares in Q4 2025, an estimated $228K.
- LPL Financial first reported a position in Appian in Q3 2018 and held it in 29 quarters.
- LPL Financial's Appian position peaked at $8.68M in Q4 2020.
- 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.