Wealthspire Advisors (New York)’s Appian APPN Stock Holding History

Wealthspire Advisors (New York)’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	$309K	Hold	13,500	–	–	﹤0.01%	982
2026 Q1	$325K	Buy	+13,500	New	+$366K	﹤0.01%	699
2025 Q4	–	Sell	-1,000	Closed	-$30.6K	–	1137
2025 Q3	$30.6K	Buy	+1,000	New	+$30.1K	﹤0.01%	1453
2020 Q2	–	Sell	-22,200	Closed	-$893K	–	295
2020 Q1	$893K	Buy	+22,200	New	+$1.03M	0.04%	213

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 $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s APPN Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Appian (APPN) position steady in Q2 2026 at 13,500 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Wealthspire Advisors (New York) first reported a position in APPN in Q1 2020 and has held it in 4 quarters since. The position peaked at $893K in Q1 2020. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Wealthspire Advisors (New York) held 13,500 shares of Appian worth $309K as of Q2 2026.
Wealthspire Advisors (New York) left its Appian share count unchanged in Q2 2026.
Appian made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #982 holding.
Wealthspire Advisors (New York) first reported a position in Appian in Q1 2020 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Appian position peaked at $893K in Q1 2020.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.