NPT
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National Philanthropic Trust’s Appian APPN Stock Holding History

National Philanthropic Trust’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 		$6.86M Hold
299,532
– – 0.1% 77
2026
Q1 		$7.22M Hold
299,532
– – 0.08% 73
2025
Q4 		$10.6M Buy
299,532
+17,850
+6% +$636K 0.1% 61
2025
Q3 		$8.61M Hold
281,682
– – 0.1% 62
2025
Q2 		$8.41M Hold
281,682
– – 0.11% 61
2025
Q1 		$8.12M Hold
281,682
– – 0.13% 55
2024
Q4 		$9.29M Hold
281,682
– – 0.13% 54
2024
Q3 		$9.62M Hold
281,682
– – 0.17% 53
2024
Q2 		$8.69M Hold
281,682
– – 0.17% 54
2024
Q1 		$11.3M Hold
281,682
– – 0.25% 47
2023
Q4 		$10.6M Buy
+281,682
New +$11M 0.28% 47

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Philanthropic Trust's APPN Position: Q2 2026 in Review

National Philanthropic Trust held its Appian (APPN) position steady in Q2 2026 at 299,532 shares worth $6.86M. The position accounts for 0.1% of the portfolio, ranked #77.

National Philanthropic Trust first reported a position in APPN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2024. 195 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • National Philanthropic Trust held 299,532 shares of Appian worth $6.86M as of Q2 2026.
  • National Philanthropic Trust left its Appian share count unchanged in Q2 2026.
  • Appian made up 0.1% of National Philanthropic Trust's portfolio in Q2 2026, its #77 holding.
  • National Philanthropic Trust first reported a position in Appian in Q4 2023 and has held it in 11 quarters since.
  • National Philanthropic Trust's Appian position peaked at $11.3M in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.