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APPN icon

NewEdge Advisors’s Appian APPN Stock Holding History

NewEdge Advisors’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 		$2.18K Hold
95
– – ﹤0.01% 3898
2026
Q1 		$2.29K Hold
95
– – ﹤0.01% 3782
2025
Q4 		$3.37K Sell
95
-35
-27% -$1.25K ﹤0.01% 3777
2025
Q3 		$3.98K Sell
130
-300
-70% -$9.02K ﹤0.01% 3601
2025
Q2 		$12.8K Hold
430
– – ﹤0.01% 3113
2025
Q1 		$12.4K Buy
430
+80
+23% +$2.62K ﹤0.01% 3020
2024
Q4 		$11.5K Sell
350
-100
-22% -$3.57K ﹤0.01% 2988
2024
Q3 		$15.4K Hold
450
– – ﹤0.01% 2796
2024
Q2 		$13.9K Hold
450
– – ﹤0.01% 2739
2024
Q1 		$18K Hold
450
– – ﹤0.01% 2664
2023
Q4 		$16.9K Buy
450
+300
+200% +$11.7K ﹤0.01% 2638
2023
Q3 		$6.84K Hold
150
– – ﹤0.01% 2708
2023
Q2 		$7.14K Hold
150
– – ﹤0.01% 2710
2023
Q1 		$6.66K Sell
150
-228
-60% -$9.22K ﹤0.01% 2685
2022
Q4 		$7.43K Buy
+378
New +$14.9K ﹤0.01% 2460

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

NewEdge Advisors's APPN Position: Q2 2026 in Review

NewEdge Advisors held its Appian (APPN) position steady in Q2 2026 at 95 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

NewEdge Advisors first reported a position in APPN in Q4 2022 and has held it in 15 quarters since. The position peaked at $18K in Q1 2024. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • NewEdge Advisors held 95 shares of Appian worth $2.18K as of Q2 2026.
  • NewEdge Advisors left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3898 holding.
  • NewEdge Advisors first reported a position in Appian in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Appian position peaked at $18K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.