Spire Wealth Management
APPN icon

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
Q3 		$1.41K Hold
40
– – ﹤0.01% 2049
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fivespan Partners
Fivespan Partners San Francisco, California $796M AUM 4.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Spire Wealth Management's APPN Position: Q3 2026 in Review

Spire Wealth Management held its Appian (APPN) position steady in Q3 2026 at 40 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Spire Wealth Management first reported a position in APPN in Q1 2021 and has held it in 23 quarters since. The position peaked at $179K in Q1 2021. 188 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Spire Wealth Management held 40 shares of Appian worth $1.41K as of Q3 2026.
  • Spire Wealth Management left its Appian share count unchanged in Q3 2026.
  • Appian made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2049 holding.
  • Spire Wealth Management first reported a position in Appian in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Appian position peaked at $179K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.