Swan Capital’s Appian APPN Stock Holding History

Swan Capital’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	$1.44K	Hold	63	–	–	﹤0.01%	413
2026 Q1	$1.52K	Sell	63 -1	-2%	-$27	﹤0.01%	395
2025 Q4	$2.27K	Buy	+64	New	+$2.28K	﹤0.01%	324

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

Swan Capital's APPN Position: Q2 2026 in Review

Swan Capital held its Appian (APPN) position steady in Q2 2026 at 63 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Swan Capital first reported a position in APPN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Swan Capital held 63 shares of Appian worth $1.44K as of Q2 2026.
Swan Capital left its Appian share count unchanged in Q2 2026.
Appian made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #413 holding.
Swan Capital first reported a position in Appian in Q4 2025 and has held it in 3 quarters since.
Swan Capital's Appian position peaked at $2.27K in Q4 2025.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.