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Rothschild Investment LLC’s Appian APPN Stock Holding History

Rothschild Investment LLC’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 		$9.44K Buy
412
+16
+4% +$356 ﹤0.01% 1914
2026
Q1 		$9.55K Buy
396
+59
+18% +$1.6K ﹤0.01% 1706
2025
Q4 		$11.9K Buy
337
+139
+70% +$4.95K ﹤0.01% 1506
2025
Q3 		$6.05K Buy
198
+158
+395% +$4.75K ﹤0.01% 1629
2025
Q2 		$1.19K Sell
40
-10
-20% -$300 ﹤0.01% 2368
2025
Q1 		$1.44K Buy
50
+10
+25% +$327 ﹤0.01% 2112
2024
Q4 		$1.32K Hold
40
– – ﹤0.01% 2049
2024
Q3 		$1.37K Buy
40
+30
+300% +$971 ﹤0.01% 1949
2024
Q2 		$309 Buy
10
+5
+100% +$164 ﹤0.01% 2283
2024
Q1 		$200 Buy
+5
New +$173 ﹤0.01% 1737

Other funds holding APPN

VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's APPN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Appian (APPN) stake by 4% in Q2 2026, buying an estimated $356 and bringing the position to 412 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Rothschild Investment LLC first reported a position in APPN in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9K in Q4 2025. 174 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Rothschild Investment LLC held 412 shares of Appian worth $9.44K as of Q2 2026.
  • Rothschild Investment LLC bought 16 Appian shares in Q2 2026, an estimated $356.
  • Appian made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1914 holding.
  • Rothschild Investment LLC first reported a position in Appian in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Appian position peaked at $11.9K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.