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Principal Securities’s Appian APPN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-20
Closed -$611 – 1457
2025
Q3 		$611 Hold
20
– – ﹤0.01% 3505
2025
Q2 		$597 Hold
20
– – ﹤0.01% 3449
2025
Q1 		$660 Hold
20
– – ﹤0.01% 3302
2024
Q4 		$660 Hold
20
– – ﹤0.01% 3295
2024
Q3 		$683 Hold
20
– – ﹤0.01% 3215
2024
Q2 		$617 Hold
20
– – ﹤0.01% 3164
2024
Q1 		$799 Buy
+20
New +$693 ﹤0.01% 3074

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Securities's APPN Position: Q4 2025 in Review

Principal Securities sold out of Appian (APPN) in Q4 2025, closing a stake of 20 shares — an estimated $611 sold.

Principal Securities first reported a position in APPN in Q1 2024 and held it in 7 quarters. The position peaked at $799 in Q1 2024. 245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

  • Principal Securities reported no remaining Appian position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 20 Appian shares in Q4 2025, an estimated $611.
  • Principal Securities first reported a position in Appian in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Appian position peaked at $799 in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.