SAG
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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
2025
Q4 		$2.3K Buy
+65
New +$2.32K ﹤0.01% 2198

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SageView Advisory Group's APPN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Appian (APPN) in Q4 2025: 65 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #2198 among its holdings.

245 funds tracked by Wall St. Rank hold APPN as of Q4 2025.

  • SageView Advisory Group held 65 shares of Appian worth $2.3K as of Q4 2025.
  • Appian was a new SageView Advisory Group position in Q4 2025.
  • Appian made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2198 holding.
  • 245 funds tracked by Wall St. Rank held Appian as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.