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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
Q2 		$1.9K Sell
83
-277
-77% -$6.16K ﹤0.01% 4252
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

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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's APPN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Appian (APPN) stake by 77% in Q2 2026, selling an estimated $6.16K and leaving 83 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Steward Partners Investment Advisory first reported a position in APPN in Q3 2018 and has held it in 26 quarters since. The position peaked at $984K in Q1 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Steward Partners Investment Advisory held 83 shares of Appian worth $1.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 277 Appian shares in Q2 2026, an estimated $6.16K.
  • Appian made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4252 holding.
  • Steward Partners Investment Advisory first reported a position in Appian in Q3 2018 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Appian position peaked at $984K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.