Stifel Financial
APPN icon

Stifel Financial’s Appian APPN Stock Holding History

Stifel Financial’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 		– Sell
-8,570
Closed -$207K – 3709
2026
Q1 		$207K Buy
8,570
+1,763
+26% +$47.9K ﹤0.01% 3410
2025
Q4 		$241K Buy
+6,807
New +$242K ﹤0.01% 3286
2022
Q2 		– Sell
-15,832
Closed -$963K – 3321
2022
Q1 		$963K Buy
+15,832
New +$898K ﹤0.01% 2142
2021
Q2 		– Sell
-2,304
Closed -$307K – 3313
2021
Q1 		$307K Buy
2,304
+714
+45% +$126K ﹤0.01% 2775
2020
Q4 		$258K Buy
+1,590
New +$178K ﹤0.01% 2681
2019
Q2 		– Sell
-16,735
Closed -$576K – 2961
2019
Q1 		$576K Buy
+16,735
New +$565K ﹤0.01% 1981

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

Stifel Financial's APPN Position: Q2 2026 in Review

Stifel Financial sold out of Appian (APPN) in Q2 2026, closing a stake of 8,570 shares — an estimated $207K sold.

Stifel Financial first reported a position in APPN in Q1 2019 and held it in 6 quarters. The position peaked at $963K in Q1 2022. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Stifel Financial reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 8,570 Appian shares in Q2 2026, an estimated $207K.
  • Stifel Financial first reported a position in Appian in Q1 2019 and held it in 6 quarters.
  • Stifel Financial's Appian position peaked at $963K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.