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APPN icon

Sunbelt Securities’s Appian APPN Stock Holding History

Sunbelt Securities’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 		$434 Sell
18
-1
-5% -$27 ﹤0.01% 2328
2025
Q4 		$673 Hold
19
– – ﹤0.01% 2160
2025
Q3 		$581 Buy
+19
New +$571 ﹤0.01% 2187
2024
Q1 		– Sell
-11
Closed -$414 – 1735
2023
Q4 		$414 Hold
11
– – ﹤0.01% 1602
2023
Q3 		$502 Sell
11
-9
-45% -$431 ﹤0.01% 1655
2023
Q2 		$952 Sell
20
-2
-9% -$84 ﹤0.01% 1527
2023
Q1 		$931 Buy
+22
New +$889 ﹤0.01% 1501
2020
Q2 		– Sell
-13,896
Closed -$643K – 303
2020
Q1 		$643K Buy
+13,896
New +$646K 0.03% 195

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's APPN Position: Q1 2026 in Review

Sunbelt Securities reduced its Appian (APPN) stake by 5.3% in Q1 2026, selling an estimated $27 and leaving 18 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Sunbelt Securities first reported a position in APPN in Q1 2020 and has held it in 8 quarters since. The position peaked at $643K in Q1 2020. 208 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Sunbelt Securities held 18 shares of Appian worth $434 as of Q1 2026.
  • Sunbelt Securities sold 1 Appian share in Q1 2026, an estimated $27.
  • Appian made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2328 holding.
  • Sunbelt Securities first reported a position in Appian in Q1 2020 and has held it in 8 quarters since.
  • Sunbelt Securities's Appian position peaked at $643K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.