SHP Wealth Management’s Appian APPN Stock Holding History

SHP Wealth Management’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	-4	Closed	-$142	–	1827
2025 Q4	$142	Buy	+4	New	+$142	﹤0.01%	1485

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

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $6.73T AUM 46.02% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's APPN Position: Q1 2026 in Review

SHP Wealth Management sold out of Appian (APPN) in Q1 2026, closing a stake of 4 shares — an estimated $142 sold.

SHP Wealth Management first reported a position in APPN in Q4 2025 and held it in 1 quarter. The position peaked at $142 in Q4 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

SHP Wealth Management reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 4 Appian shares in Q1 2026, an estimated $142.
SHP Wealth Management first reported a position in Appian in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Appian position peaked at $142 in Q4 2025.
207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.