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Steward Partners Investment Advisory’s Appian APPN Stock Holding History

Steward Partners Investment Advisory’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 		$8.68K Sell
360
-100
-22% -$2.71K ﹤0.01% 3612
2025
Q4 		$16.3K Sell
460
-580
-56% -$20.7K ﹤0.01% 3225
2025
Q3 		$31.8K Hold
1,040
– – ﹤0.01% 2849
2025
Q2 		$31.1K Hold
1,040
– – ﹤0.01% 2714
2025
Q1 		$30K Buy
1,040
+418
+67% +$13.7K ﹤0.01% 2631
2024
Q4 		$20.5K Buy
622
+492
+378% +$17.6K ﹤0.01% 2779
2024
Q3 		$4.44K Sell
130
-105
-45% -$3.4K ﹤0.01% 3225
2024
Q2 		$7.25K Sell
235
-107
-31% -$3.51K ﹤0.01% 2923
2024
Q1 		$13.7K Sell
342
-140
-29% -$4.85K ﹤0.01% 2683
2023
Q4 		$18.2K Sell
482
-190
-28% -$7.43K ﹤0.01% 2448
2023
Q3 		$30.6K Buy
672
+85
+14% +$4.07K ﹤0.01% 2124
2023
Q2 		$27.9K Hold
587
– – ﹤0.01% 2124
2023
Q1 		$26.1K Sell
587
-216
-27% -$8.73K ﹤0.01% 2139
2022
Q4 		$26.1K Sell
803
-15
-2% -$592 ﹤0.01% 2111
2022
Q3 		$33K Hold
818
– – ﹤0.01% 1973
2022
Q2 		$39K Sell
818
-46
-5% -$2.31K ﹤0.01% 1921
2022
Q1 		$53K Buy
864
+100
+13% +$5.67K ﹤0.01% 1882
2021
Q4 		$50K Sell
764
-210
-22% -$17.5K ﹤0.01% 1904
2021
Q3 		$90K Buy
974
+215
+28% +$23.8K ﹤0.01% 1598
2021
Q2 		$105K Sell
759
-6,646
-90% -$755K ﹤0.01% 2185
2021
Q1 		$984K Buy
7,405
+6,884
+1,321% +$1.22M 0.02% 652
2020
Q4 		$84K Buy
521
+268
+106% +$30K ﹤0.01% 1434
2020
Q3 		$16K Sell
253
-200
-44% -$10.8K ﹤0.01% 1955
2020
Q2 		$23K Buy
+453
New +$22.1K ﹤0.01% 1716
2018
Q4 		– Sell
-5,000
Closed -$166K – 842
2018
Q3 		$166K Buy
+5,000
New +$171K 0.01% 773

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
FP
Fivespan Partners San Francisco, California $377M AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's APPN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Appian (APPN) stake by 22% in Q1 2026, selling an estimated $2.71K and leaving 360 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

Steward Partners Investment Advisory first reported a position in APPN in Q3 2018 and has held it in 25 quarters since. The position peaked at $984K in Q1 2021. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Steward Partners Investment Advisory held 360 shares of Appian worth $8.68K as of Q1 2026.
  • Steward Partners Investment Advisory sold 100 Appian shares in Q1 2026, an estimated $2.71K.
  • Appian made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3612 holding.
  • Steward Partners Investment Advisory first reported a position in Appian in Q3 2018 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Appian position peaked at $984K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.