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

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

UBS Group's APPN Position: Q2 2026 in Review

UBS Group reduced its Appian (APPN) stake by 25% in Q2 2026, selling an estimated $1.55M and leaving 214,582 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #4179.

UBS Group first reported a position in APPN in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.23M in Q3 2025. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

UBS Group held 214,582 shares of Appian worth $4.91M as of Q2 2026.
UBS Group sold 69,702 Appian shares in Q2 2026, an estimated $1.55M.
Appian made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4179 holding.
UBS Group first reported a position in Appian in Q3 2017 and has held it in 36 quarters since.
UBS Group's Appian position peaked at $8.23M in Q3 2025.
212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.