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
Q2 		$853K Sell
37,246
-1,092
-3% -$24.3K ﹤0.01% 4116
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial's APPN Position: Q2 2026 in Review

Raymond James Financial reduced its Appian (APPN) stake by 2.8% in Q2 2026, selling an estimated $24.3K and leaving 37,246 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

Raymond James Financial first reported a position in APPN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2024. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Raymond James Financial held 37,246 shares of Appian worth $853K as of Q2 2026.
  • Raymond James Financial sold 1,092 Appian shares in Q2 2026, an estimated $24.3K.
  • Appian made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4116 holding.
  • Raymond James Financial first reported a position in Appian in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Appian position peaked at $1.69M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.