VFM
APPN icon

Vision Financial Markets’s Appian APPN Stock Holding History

Vision Financial Markets’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 		$2.38K Hold
100
– – ﹤0.01% 327
2026
Q1 		$2.41K Hold
100
– – ﹤0.01% 326
2025
Q4 		$3.54K Hold
100
– – ﹤0.01% 290
2025
Q3 		$3.06K Hold
100
– – ﹤0.01% 320
2025
Q2 		$2.99K Hold
100
– – ﹤0.01% 303
2025
Q1 		$2.88K Buy
+100
New +$3.27K ﹤0.01% 292

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vision Financial Markets's APPN Position: Q2 2026 in Review

Vision Financial Markets held its Appian (APPN) position steady in Q2 2026 at 100 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Vision Financial Markets first reported a position in APPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.54K in Q4 2025. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Vision Financial Markets held 100 shares of Appian worth $2.38K as of Q2 2026.
  • Vision Financial Markets left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #327 holding.
  • Vision Financial Markets first reported a position in Appian in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's Appian position peaked at $3.54K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.