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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
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oppenheimer & Co's APPN Position: Q1 2026 in Review

Oppenheimer & Co sold out of Appian (APPN) in Q1 2026, closing a stake of 7,200 shares — an estimated $255K sold.

Oppenheimer & Co first reported a position in APPN in Q3 2024 and held it in 6 quarters. The position peaked at $270K in Q4 2024. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Oppenheimer & Co reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 7,200 Appian shares in Q1 2026, an estimated $255K.
  • Oppenheimer & Co first reported a position in Appian in Q3 2024 and held it in 6 quarters.
  • Oppenheimer & Co's Appian position peaked at $270K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.