Osaic Holdings
APPN icon

Osaic Holdings’s Appian APPN Stock Holding History

Osaic Holdings’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 		$60.8K Sell
1,724
-281
-14% -$9.19K ﹤0.01% 5372
2026
Q2 		$45.9K Buy
2,005
+42
+2% +$934 ﹤0.01% 5547
2026
Q1 		$47.3K Sell
1,963
-557
-22% -$15.1K ﹤0.01% 5266
2025
Q4 		$89.3K Sell
2,520
-95
-4% -$3.38K ﹤0.01% 4808
2025
Q3 		$80.3K Sell
2,615
-582
-18% -$17.5K ﹤0.01% 4963
2025
Q2 		$95.5K Buy
3,197
+305
+11% +$9.16K ﹤0.01% 4537
2025
Q1 		$83.3K Buy
2,892
+1,320
+84% +$43.2K ﹤0.01% 4317
2024
Q4 		$51.8K Sell
1,572
-2,261
-59% -$80.8K ﹤0.01% 4673
2024
Q3 		$131K Sell
3,833
-2,869
-43% -$92.9K ﹤0.01% 4007
2024
Q2 		$207K Sell
6,702
-2,650
-28% -$86.9K ﹤0.01% 3529
2024
Q1 		$373K Buy
9,352
+435
+5% +$15.1K ﹤0.01% 3174
2023
Q4 		$336K Sell
8,917
-3,442
-28% -$135K ﹤0.01% 3504
2023
Q3 		$564K Buy
12,359
+1,658
+15% +$79.4K ﹤0.01% 3146
2023
Q2 		$512K Sell
10,701
-193
-2% -$8.13K ﹤0.01% 3134
2023
Q1 		$481K Sell
10,894
-2,774
-20% -$112K ﹤0.01% 3124
2022
Q4 		$444K Buy
13,668
+1,826
+15% +$72K ﹤0.01% 3139
2022
Q3 		$483K Sell
11,842
-799
-6% -$38.8K ﹤0.01% 2923
2022
Q2 		$597K Sell
12,641
-1,521
-11% -$76.5K ﹤0.01% 2753
2022
Q1 		$4.11M Sell
14,162
-7,174
-34% -$407K 0.01% 1347
2021
Q4 		$1.39M Buy
21,336
+2,023
+10% +$168K ﹤0.01% 2092
2021
Q3 		$1.8M Sell
19,313
-7,600
-28% -$842K ﹤0.01% 1801
2021
Q2 		$3.7M Buy
26,913
+5,927
+28% +$673K 0.01% 1239
2021
Q1 		$2.81M Sell
20,986
-4,796
-19% -$848K 0.01% 1333
2020
Q4 		$4.18M Sell
25,782
-32,039
-55% -$3.59M 0.01% 951
2020
Q3 		$3.71M Sell
57,821
-15,779
-21% -$854K 0.01% 919
2020
Q2 		$3.77M Sell
73,600
-94,216
-56% -$4.6M 0.01% 848
2020
Q1 		$1.21M Buy
+167,816
New +$7.8M ﹤0.01% 1395

Other funds holding APPN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Osaic Holdings's APPN Position: Q3 2026 in Review

Osaic Holdings reduced its Appian (APPN) stake by 14% in Q3 2026, selling an estimated $9.19K and leaving 1,724 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5372.

Osaic Holdings first reported a position in APPN in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.18M in Q4 2020. 144 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Osaic Holdings held 1,724 shares of Appian worth $60.8K as of Q3 2026.
  • Osaic Holdings sold 281 Appian shares in Q3 2026, an estimated $9.19K.
  • Appian made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #5372 holding.
  • Osaic Holdings first reported a position in Appian in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's Appian position peaked at $4.18M in Q4 2020.
  • 144 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.