Mackenzie Financial
APPN icon

Mackenzie Financial’s Appian APPN Stock Holding History

Mackenzie Financial’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
-28,222
Closed -$1.01M – 1446
2025
Q4 		$1.01M Sell
28,222
-1,381
-5% -$49.2K ﹤0.01% 1055
2025
Q3 		$905K Buy
+29,603
New +$890K ﹤0.01% 1093
2021
Q4 		– Sell
-2,297
Closed -$212K – 1434
2021
Q3 		$212K Buy
+2,297
New +$254K ﹤0.01% 1296

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mackenzie Financial's APPN Position: Q1 2026 in Review

Mackenzie Financial sold out of Appian (APPN) in Q1 2026, closing a stake of 28,222 shares — an estimated $1.01M sold.

Mackenzie Financial first reported a position in APPN in Q3 2021 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Mackenzie Financial reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 28,222 Appian shares in Q1 2026, an estimated $1.01M.
  • Mackenzie Financial first reported a position in Appian in Q3 2021 and held it in 3 quarters.
  • Mackenzie Financial's Appian position peaked at $1.01M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.