SSG
APPN icon

Summit Securities Group’s Appian APPN Stock Holding History

Summit Securities Group’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 		$44.9K Buy
1,863
+1,717
+1,176% +$46.6K 0.01% 412
2025
Q4 		$5.17K Buy
+146
New +$5.2K ﹤0.01% 933
2025
Q3 		– Sell
-5,037
Closed -$150K – 1018
2025
Q2 		$150K Buy
5,037
+4,886
+3,236% +$147K 0.03% 296
2025
Q1 		$4.35K Buy
+151
New +$4.94K ﹤0.01% 618
2022
Q4 		– Sell
-1
Closed – – 1146
2022
Q3 		$0 Buy
+1
New +$49 ﹤0.01% 919
2022
Q2 		– Sell
-400
Closed -$24K – 941
2022
Q1 		$24K Buy
+400
New +$22.7K ﹤0.01% 694
2021
Q2 		– Sell
-3,000
Closed -$399K – 696
2021
Q1 		$399K Buy
+3,000
New +$531K 0.04% 380

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