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Spire Wealth Management’s Appian APPN Stock Holding History

Spire 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
Q2 		$916 Hold
40
– – ﹤0.01% 2148
2026
Q1 		$964 Hold
40
– – ﹤0.01% 2155
2025
Q4 		$1.42K Hold
40
– – ﹤0.01% 2150
2025
Q3 		$1.22K Hold
40
– – ﹤0.01% 2238
2025
Q2 		$1.19K Sell
40
-37
-48% -$1.11K ﹤0.01% 2252
2025
Q1 		$2.22K Buy
77
+37
+93% +$1.21K ﹤0.01% 2262
2024
Q4 		$1.32K Hold
40
– – ﹤0.01% 2322
2024
Q3 		$1.37K Hold
40
– – ﹤0.01% 2058
2024
Q2 		$1.23K Hold
40
– – ﹤0.01% 2087
2024
Q1 		$1.6K Sell
40
-45
-53% -$1.56K ﹤0.01% 2139
2023
Q4 		$2.74K Sell
85
-50
-37% -$1.95K ﹤0.01% 2082
2023
Q3 		$6.16K Sell
135
-50
-27% -$2.4K ﹤0.01% 1881
2023
Q2 		$8.81K Sell
185
-65
-26% -$2.74K ﹤0.01% 1851
2023
Q1 		$11.1K Buy
250
+114
+84% +$4.61K ﹤0.01% 1808
2022
Q4 		$4K Hold
136
– – ﹤0.01% 1866
2022
Q3 		$6K Sell
136
-169
-55% -$8.2K ﹤0.01% 1683
2022
Q2 		$14K Sell
305
-477
-61% -$24K ﹤0.01% 1790
2022
Q1 		$48K Sell
782
-1,001
-56% -$56.8K ﹤0.01% 1460
2021
Q4 		$116K Buy
1,783
+529
+42% +$44K ﹤0.01% 1336
2021
Q3 		$116K Hold
1,254
– – ﹤0.01% 1136
2021
Q2 		$173K Sell
1,254
-65
-5% -$7.38K ﹤0.01% 982
2021
Q1 		$179K Buy
+1,319
New +$233K ﹤0.01% 1117

Other funds holding APPN

Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Spire Wealth Management's APPN Position: Q2 2026 in Review

Spire Wealth Management held its Appian (APPN) position steady in Q2 2026 at 40 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Spire Wealth Management first reported a position in APPN in Q1 2021 and has held it in 22 quarters since. The position peaked at $179K in Q1 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Spire Wealth Management held 40 shares of Appian worth $916 as of Q2 2026.
  • Spire Wealth Management left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2148 holding.
  • Spire Wealth Management first reported a position in Appian in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Appian position peaked at $179K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.