Root Financial Partners’s Appian APPN Stock Holding History

Root Financial Partners’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	–	Sell	-143	Closed	-$3.45K	–	577
2026 Q1	$3.45K	Buy	+143	New	+$3.88K	﹤0.01%	2090

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's APPN Position: Q2 2026 in Review

Root Financial Partners sold out of Appian (APPN) in Q2 2026, closing a stake of 143 shares — an estimated $3.45K sold.

Root Financial Partners first reported a position in APPN in Q1 2026 and held it in 1 quarter. The position peaked at $3.45K in Q1 2026. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Root Financial Partners reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 143 Appian shares in Q2 2026, an estimated $3.45K.
Root Financial Partners first reported a position in Appian in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Appian position peaked at $3.45K in Q1 2026.
212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.