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MAI Capital Management’s Appian APPN Stock Holding History

MAI Capital Management’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 		– Sell
-1,870
Closed -$45.1K – 2238
2026
Q1 		$45.1K Buy
1,870
+1,280
+217% +$34.7K ﹤0.01% 2295
2025
Q4 		$20.9K Buy
590
+26
+5% +$926 ﹤0.01% 2488
2025
Q3 		$17.2K Buy
564
+150
+36% +$4.51K ﹤0.01% 2480
2025
Q2 		$12.4K Buy
414
+10
+2% +$300 ﹤0.01% 2615
2025
Q1 		$11.6K Hold
404
– – ﹤0.01% 2423
2024
Q4 		$13.3K Buy
+404
New +$14.4K ﹤0.01% 2390

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

MAI Capital Management's APPN Position: Q2 2026 in Review

MAI Capital Management sold out of Appian (APPN) in Q2 2026, closing a stake of 1,870 shares — an estimated $45.1K sold.

MAI Capital Management first reported a position in APPN in Q4 2024 and held it in 6 quarters. The position peaked at $45.1K in Q1 2026. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • MAI Capital Management reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,870 Appian shares in Q2 2026, an estimated $45.1K.
  • MAI Capital Management first reported a position in Appian in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Appian position peaked at $45.1K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.