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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
Q1 		$3.45K Buy
+143
New +$3.88K ﹤0.01% 2090

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's APPN Position: Q1 2026 in Review

Root Financial Partners opened a new position in Appian (APPN) in Q1 2026: 143 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings.

207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Root Financial Partners held 143 shares of Appian worth $3.45K as of Q1 2026.
  • Appian was a new Root Financial Partners position in Q1 2026.
  • Appian made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2090 holding.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.