Oppenheimer & Co’s Appian APPN Stock Holding History

Oppenheimer & Co’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 Q3	$243K	Buy	+6,900	New	+$226K	﹤0.01%	1534
2026 Q1	–	Sell	-7,200	Closed	-$255K	–	1690
2025 Q4	$255K	Sell	7,200 -1,000	-12%	-$35.6K	﹤0.01%	1336
2025 Q3	$251K	Hold	8,200	–	–	﹤0.01%	1455
2025 Q2	$245K	Hold	8,200	–	–	﹤0.01%	1424
2025 Q1	$236K	Hold	8,200	–	–	﹤0.01%	1384
2024 Q4	$270K	Buy	8,200 +400	+5%	+$14.3K	﹤0.01%	1313
2024 Q3	$266K	Buy	+7,800	New	+$253K	﹤0.01%	1298

Other funds holding APPN

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oppenheimer & Co's APPN Position: Q3 2026 in Review

Oppenheimer & Co opened a new position in Appian (APPN) in Q3 2026: 6,900 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in APPN as recently as Q4 2025.

Oppenheimer & Co first reported a position in APPN in Q3 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2024. 51 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

Oppenheimer & Co held 6,900 shares of Appian worth $243K as of Q3 2026.
Appian was a new Oppenheimer & Co position in Q3 2026.
Appian made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1534 holding.
Oppenheimer & Co first reported a position in Appian in Q3 2024 and has held it in 7 quarters since.
Oppenheimer & Co's Appian position peaked at $270K in Q4 2024.
51 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.