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
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

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

Rockefeller Capital Management's APPN Position: Q2 2026 in Review

Rockefeller Capital Management held its Appian (APPN) position steady in Q2 2026 at 16 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #4624.

Rockefeller Capital Management first reported a position in APPN in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.18M in Q3 2018. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Rockefeller Capital Management held 16 shares of Appian worth $366 as of Q2 2026.
  • Rockefeller Capital Management left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4624 holding.
  • Rockefeller Capital Management first reported a position in Appian in Q1 2018 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Appian position peaked at $1.18M in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.