Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Sell |
66,579
-19,421
| -23% | -$432K | ﹤0.01% | 2180 |
|
|
2026
Q1 | $2.07M | Buy |
86,000
+2,085
| +2% | +$56.6K | ﹤0.01% | 2026 |
|
|
2025
Q4 | $2.97M | Buy |
83,915
+14,820
| +21% | +$528K | ﹤0.01% | 1716 |
|
|
2025
Q3 | $2.11M | Sell |
69,095
-51,011
| -42% | -$1.53M | ﹤0.01% | 1723 |
|
|
2025
Q2 | $3.59M | Buy |
120,106
+30,026
| +33% | +$902K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $2.6M | Buy |
90,080
+2,244
| +3% | +$73.4K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $2.9M | Buy |
87,836
+7,594
| +9% | +$271K | ﹤0.01% | 1871 |
|
|
2024
Q3 | $2.74M | Buy |
80,242
+491
| +0.6% | +$15.9K | ﹤0.01% | 1875 |
|
|
2024
Q2 | $2.46M | Buy |
79,751
+34,047
| +74% | +$1.12M | ﹤0.01% | 1886 |
|
|
2024
Q1 | $1.83M | Hold |
45,704
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q4 | $1.72M | Hold |
45,704
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q3 | $2.08M | Buy |
45,704
+2,118
| +5% | +$101K | ﹤0.01% | 1606 |
|
|
2023
Q2 | $1.93M | Hold |
43,586
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q1 | $1.93M | Buy |
43,586
+2,502
| +6% | +$101K | ﹤0.01% | 1668 |
|
|
2022
Q4 | $1.34M | Sell |
41,084
-1,197
| -3% | -$47.2K | ﹤0.01% | 1712 |
|
|
2022
Q3 | $1.73M | Sell |
42,281
-8,694
| -17% | -$422K | ﹤0.01% | 1678 |
|
|
2022
Q2 | $2.41M | Buy |
50,975
+6,135
| +14% | +$308K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $2.73M | Buy |
44,840
+2,682
| +6% | +$152K | ﹤0.01% | 1627 |
|
|
2021
Q4 | $2.75M | Sell |
42,158
-155
| -0.4% | -$12.9K | ﹤0.01% | 1721 |
|
|
2021
Q3 | $3.91M | Sell |
42,313
-701
| -2% | -$77.7K | ﹤0.01% | 1477 |
|
|
2021
Q2 | $5.93M | Buy |
43,014
+4,881
| +13% | +$554K | ﹤0.01% | 1295 |
|
|
2021
Q1 | $5.07M | Buy |
38,133
+2,421
| +7% | +$428K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $5.79M | Buy |
35,712
+8,103
| +29% | +$907K | ﹤0.01% | 1234 |
|
|
2020
Q3 | $1.79M | Buy |
27,609
+3,588
| +15% | +$194K | ﹤0.01% | 1597 |
|
|
2020
Q2 | $1.23M | Buy |
24,021
+3,426
| +17% | +$167K | ﹤0.01% | 1714 |
|
|
2020
Q1 | $829K | Buy |
20,595
+923
| +5% | +$42.9K | ﹤0.01% | 1773 |
|
|
2019
Q4 | $752K | Buy |
19,672
+88
| +0.4% | +$3.79K | ﹤0.01% | 2062 |
|
|
2019
Q3 | $930K | Buy |
19,584
+4,710
| +32% | +$221K | ﹤0.01% | 1985 |
|
|
2019
Q2 | $537K | Buy |
+14,874
| New | +$509K | ﹤0.01% | 2181 |
|
Other funds holding APPN
FP
LECM
RFM
UBS AM's APPN Position: Q2 2026 in Review
UBS AM reduced its Appian (APPN) stake by 23% in Q2 2026, selling an estimated $432K and leaving 66,579 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2180.
UBS AM first reported a position in APPN in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.93M in Q2 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.
- UBS AM held 66,579 shares of Appian worth $1.52M as of Q2 2026.
- UBS AM sold 19,421 Appian shares in Q2 2026, an estimated $432K.
- Appian made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2180 holding.
- UBS AM first reported a position in Appian in Q2 2019 and has held it in 29 quarters since.
- UBS AM's Appian position peaked at $5.93M in Q2 2021.
- 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.