Rockefeller Capital Management
APPN icon

Rockefeller Capital Management’s Appian APPN Stock Holding History

Rockefeller Capital Management’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 		– Sell
-16
Closed -$366 – 4866
2026
Q2 		$366 Hold
16
– – ﹤0.01% 4624
2026
Q1 		$386 Buy
+16
New +$434 ﹤0.01% 4577
2023
Q1 		– Sell
-1,013
Closed -$32K – 2076
2022
Q4 		$32K Buy
1,013
+5
+0.5% +$197 ﹤0.01% 2594
2022
Q3 		$41K Hold
1,008
– – ﹤0.01% 2448
2022
Q2 		$47K Sell
1,008
-274
-21% -$13.8K ﹤0.01% 2320
2022
Q1 		$77K Sell
1,282
-100
-7% -$5.67K ﹤0.01% 2096
2021
Q4 		$90K Sell
1,382
-136
-9% -$11.3K ﹤0.01% 1976
2021
Q3 		$140K Buy
1,518
+274
+22% +$30.4K ﹤0.01% 1719
2021
Q2 		$171K Buy
1,244
+500
+67% +$56.8K ﹤0.01% 1569
2021
Q1 		$98K Sell
744
-69
-8% -$12.2K ﹤0.01% 1601
2020
Q4 		$131K Buy
813
+144
+22% +$16.1K ﹤0.01% 1340
2020
Q3 		$43K Buy
669
+419
+168% +$22.7K ﹤0.01% 1545
2020
Q2 		$13K Buy
+250
New +$12.2K ﹤0.01% 1806
2019
Q1 		– Sell
-14,574
Closed -$389K – 1913
2018
Q4 		$389K Sell
14,574
-21,054
-59% -$562K 0.01% 349
2018
Q3 		$1.18M Buy
+35,628
New +$1.22M 0.02% 199
2018
Q2 		– Sell
-28,537
Closed -$719K – 772
2018
Q1 		$719K Buy
+28,537
New +$865K 0.01% 244

Other funds holding APPN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fivespan Partners
Fivespan Partners San Francisco, California $796M AUM 4.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Rockefeller Capital Management's APPN Position: Q3 2026 in Review

Rockefeller Capital Management sold out of Appian (APPN) in Q3 2026, closing a stake of 16 shares — an estimated $366 sold.

Rockefeller Capital Management first reported a position in APPN in Q1 2018 and held it in 16 quarters. The position peaked at $1.18M in Q3 2018. 188 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Rockefeller Capital Management reported no remaining Appian position as of Q3 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 16 Appian shares in Q3 2026, an estimated $366.
  • Rockefeller Capital Management first reported a position in Appian in Q1 2018 and held it in 16 quarters.
  • Rockefeller Capital Management's Appian position peaked at $1.18M in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.