Root Financial Partners
APPN icon

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
Q3 		$17.8K Buy
+506
New +$16.5K ﹤0.01% 1612
2026
Q2 		– Sell
-143
Closed -$3.45K – 577
2026
Q1 		$3.45K Buy
+143
New +$3.88K ﹤0.01% 2090

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Vanguard Capital Management
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First Trust Advisors
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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
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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

Root Financial Partners's APPN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Appian (APPN) in Q3 2026: 506 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APPN as recently as Q1 2026.

Root Financial Partners first reported a position in APPN in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Root Financial Partners held 506 shares of Appian worth $17.8K as of Q3 2026.
  • Appian was a new Root Financial Partners position in Q3 2026.
  • Appian made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1612 holding.
  • Root Financial Partners first reported a position in Appian in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.