Marquette Asset Management’s Appian APPN Stock Holding History

Marquette Asset 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	-20	Closed	-$483	–	844
2026 Q1	$483	Sell	20 -50	-71%	-$1.36K	﹤0.01%	766
2025 Q4	$2.48K	Buy	+70	New	+$2.49K	﹤0.01%	446

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marquette Asset Management's APPN Position: Q2 2026 in Review

Marquette Asset Management sold out of Appian (APPN) in Q2 2026, closing a stake of 20 shares — an estimated $483 sold.

Marquette Asset Management first reported a position in APPN in Q4 2025 and held it in 2 quarters. The position peaked at $2.48K in Q4 2025. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Marquette Asset Management reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
Marquette Asset Management sold 20 Appian shares in Q2 2026, an estimated $483.
Marquette Asset Management first reported a position in Appian in Q4 2025 and held it in 2 quarters.
Marquette Asset Management's Appian position peaked at $2.48K in Q4 2025.
212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.