Raymond James Financial
APPN icon

Raymond James Financial’s Appian APPN Stock Holding History

Raymond James Financial’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 		$924K Sell
38,338
-2,250
-6% -$61.1K ﹤0.01% 3912
2025
Q4 		$1.44M Buy
40,588
+953
+2% +$33.9K ﹤0.01% 3532
2025
Q3 		$1.21M Sell
39,635
-6,055
-13% -$182K ﹤0.01% 3555
2025
Q2 		$1.36M Sell
45,690
-158
-0.3% -$4.74K ﹤0.01% 3366
2025
Q1 		$1.32M Sell
45,848
-5,323
-10% -$174K ﹤0.01% 3286
2024
Q4 		$1.69M Buy
+51,171
New +$1.83M ﹤0.01% 3086

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
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's APPN Position: Q1 2026 in Review

Raymond James Financial reduced its Appian (APPN) stake by 5.5% in Q1 2026, selling an estimated $61.1K and leaving 38,338 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #3912.

Raymond James Financial first reported a position in APPN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2024. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Raymond James Financial held 38,338 shares of Appian worth $924K as of Q1 2026.
  • Raymond James Financial sold 2,250 Appian shares in Q1 2026, an estimated $61.1K.
  • Appian made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3912 holding.
  • Raymond James Financial first reported a position in Appian in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Appian position peaked at $1.69M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.