UBS Group’s Appian APPN Stock Holding History

UBS 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
2024 Q2	–	Sell	-68,200	Closed	-$2.72M	–	9493
2024 Q1	$2.72M	Hold	68,200	–	–	﹤0.01%	3628
2023 Q4	$2.57M	Buy	+68,200	New	+$2.67M	﹤0.01%	3549

Other funds holding APPN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's APPN Position: Q1 2026 in Review

UBS Group increased its Appian (APPN) stake by 205% in Q1 2026, buying an estimated $5.19M and bringing the position to 284,284 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

UBS Group first reported a position in APPN in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.23M in Q3 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

UBS Group held 284,284 shares of Appian worth $6.85M as of Q1 2026.
UBS Group bought 191,180 Appian shares in Q1 2026, an estimated $5.19M.
Appian made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3743 holding.
UBS Group first reported a position in Appian in Q3 2017 and has held it in 35 quarters since.
UBS Group's Appian position peaked at $8.23M in Q3 2025.
207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.