North Star Investment Management’s Appian APPN Stock Holding History

North Star Investment 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 Q1	$1.3K	Hold	54	–	–	﹤0.01%	1456
2025 Q4	$1.91K	Hold	54	–	–	﹤0.01%	1337
2025 Q3	$1.65K	Hold	54	–	–	﹤0.01%	1135
2025 Q2	$1.61K	Hold	54	–	–	﹤0.01%	1110
2025 Q1	$1.56K	Hold	54	–	–	﹤0.01%	1102
2024 Q4	$1.78K	Hold	54	–	–	﹤0.01%	1123
2024 Q3	$1.84K	Hold	54	–	–	﹤0.01%	1084
2024 Q2	$1.67K	Hold	54	–	–	﹤0.01%	1052
2024 Q1	$2.16K	Hold	54	–	–	﹤0.01%	1082
2023 Q4	$2.03K	Hold	54	–	–	﹤0.01%	1044
2023 Q3	$2.46K	Hold	54	–	–	﹤0.01%	1042
2023 Q2	$2.57K	Sell	54 -250	-82%	-$10.5K	﹤0.01%	1051
2023 Q1	$13.5K	Hold	304	–	–	﹤0.01%	821
2022 Q4	$9.9K	Buy	304 +250	+463%	+$9.86K	﹤0.01%	856
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	1016
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	990
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	1021
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	1012
2021 Q3	$5K	Hold	54	–	–	﹤0.01%	949
2021 Q2	$7K	Hold	54	–	–	﹤0.01%	900
2021 Q1	$7K	Hold	54	–	–	﹤0.01%	848
2020 Q4	$9K	Hold	54	–	–	﹤0.01%	785
2020 Q3	$3K	Buy	+54	New	+$2.92K	﹤0.01%	893
2020 Q1	–	Sell	-300	Closed	-$11K	–	998
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	795
2019 Q3	$14K	Buy	+300	New	+$14K	﹤0.01%	761
2019 Q1	–	Sell	-500	Closed	-$13K	–	1057
2018 Q4	$13K	Buy	+500	New	+$13.4K	﹤0.01%	749

Other funds holding APPN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

North Star Investment Management's APPN Position: Q1 2026 in Review

North Star Investment Management held its Appian (APPN) position steady in Q1 2026 at 54 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

North Star Investment Management first reported a position in APPN in Q4 2018 and has held it in 26 quarters since. The position peaked at $14K in Q3 2019. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

North Star Investment Management held 54 shares of Appian worth $1.3K as of Q1 2026.
North Star Investment Management left its Appian share count unchanged in Q1 2026.
Appian made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1456 holding.
North Star Investment Management first reported a position in Appian in Q4 2018 and has held it in 26 quarters since.
North Star Investment Management's Appian position peaked at $14K in Q3 2019.
207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.