Smartleaf Asset Management
APPN icon

Smartleaf Asset Management’s Appian APPN Stock Holding History

Smartleaf Asset 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
Q3 		– Sell
-14
Closed -$335 – 3632
2026
Q2 		$335 Hold
14
– – ﹤0.01% 3253
2026
Q1 		$355 Sell
14
-26
-65% -$706 ﹤0.01% 3270
2025
Q4 		$1.43K Buy
+40
New +$1.42K ﹤0.01% 3085
2025
Q2 		– Sell
-12
Closed -$352 – 2730
2025
Q1 		$352 Buy
12
+4
+50% +$131 ﹤0.01% 2745
2024
Q4 		$262 Sell
8
-13
-62% -$465 ﹤0.01% 2849
2024
Q3 		$733 Buy
21
+17
+425% +$550 ﹤0.01% 2722
2024
Q2 		$122 Buy
+4
New +$131 ﹤0.01% 2714

Other funds holding APPN

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.39B AUM 81.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smartleaf Asset Management's APPN Position: Q3 2026 in Review

Smartleaf Asset Management sold out of Appian (APPN) in Q3 2026, closing a stake of 14 shares — an estimated $335 sold.

Smartleaf Asset Management first reported a position in APPN in Q2 2024 and held it in 7 quarters. The position peaked at $1.43K in Q4 2025. 111 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Smartleaf Asset Management reported no remaining Appian position as of Q3 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 14 Appian shares in Q3 2026, an estimated $335.
  • Smartleaf Asset Management first reported a position in Appian in Q2 2024 and held it in 7 quarters.
  • Smartleaf Asset Management's Appian position peaked at $1.43K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.