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
2022 Q2	–	Sell	-1,000	Closed	-$61K	–	942
2022 Q1	$61K	Buy	+1,000	New	+$56.7K	0.01%	573
2021 Q2	–	Sell	-30	Closed	-$399K	–	697
2021 Q1	$399K	Buy	+30	New	+$5.31K	0.04%	381

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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.