SGI
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Summit Global Investments’s Appian APPN Stock Holding History

Summit Global Investments’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 		– Sell
-6,850
Closed -$243K – 486
2025
Q4 		$243K Sell
6,850
-734
-10% -$26.1K 0.01% 440
2025
Q3 		$232K Hold
7,584
– – 0.01% 432
2025
Q2 		$226K Sell
7,584
-33
-0.4% -$991 0.01% 429
2025
Q1 		$219K Sell
7,617
-146
-2% -$4.78K 0.02% 400
2024
Q4 		$256K Buy
+7,763
New +$277K 0.02% 466
2024
Q2 		– Sell
-16,154
Closed -$645K – 497
2024
Q1 		$645K Buy
16,154
+7,930
+96% +$275K 0.05% 289
2023
Q4 		$310K Buy
+8,224
New +$321K 0.02% 424

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Summit Global Investments's APPN Position: Q1 2026 in Review

Summit Global Investments sold out of Appian (APPN) in Q1 2026, closing a stake of 6,850 shares — an estimated $243K sold.

Summit Global Investments first reported a position in APPN in Q4 2023 and held it in 7 quarters. The position peaked at $645K in Q1 2024. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Summit Global Investments reported no remaining Appian position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 6,850 Appian shares in Q1 2026, an estimated $243K.
  • Summit Global Investments first reported a position in Appian in Q4 2023 and held it in 7 quarters.
  • Summit Global Investments's Appian position peaked at $645K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.