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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
Q2 		– Sell
-1,863
Closed -$44.9K – 1147
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

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

Summit Securities Group's APPN Position: Q2 2026 in Review

Summit Securities Group sold out of Appian (APPN) in Q2 2026, closing a stake of 1,863 shares — an estimated $44.9K sold.

Summit Securities Group first reported a position in APPN in Q1 2021 and held it in 7 quarters. The position peaked at $399K in Q1 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Summit Securities Group reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,863 Appian shares in Q2 2026, an estimated $44.9K.
  • Summit Securities Group first reported a position in Appian in Q1 2021 and held it in 7 quarters.
  • Summit Securities Group's Appian position peaked at $399K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.