SageView Advisory Group’s Appian APPN Stock Holding History

SageView Advisory Group’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	–	Sell	-65	Closed	-$2.3K	–	680
2025 Q4	$2.3K	Buy	+65	New	+$2.32K	﹤0.01%	2198

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

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

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's APPN Position: Q1 2026 in Review

SageView Advisory Group sold out of Appian (APPN) in Q1 2026, closing a stake of 65 shares — an estimated $2.3K sold.

SageView Advisory Group first reported a position in APPN in Q4 2025 and held it in 1 quarter. The position peaked at $2.3K in Q4 2025. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

SageView Advisory Group reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 65 Appian shares in Q1 2026, an estimated $2.3K.
SageView Advisory Group first reported a position in Appian in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Appian position peaked at $2.3K in Q4 2025.
208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.