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BOLTON SECURITIES CORPORATION’s Appian APPN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$17.6K Buy
500
+367
+276% +$12K ﹤0.01% 1661
2026
Q2 		$3.05K Buy
+133
New +$2.96K ﹤0.01% 2029
2025
Q3 		– Sell
-155
Closed -$4.63K – 1949
2025
Q2 		$4.63K Sell
155
-32
-17% -$961 ﹤0.01% 1665
2025
Q1 		$5.39K Buy
+187
New +$6.12K ﹤0.01% 1565

Other funds holding APPN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fivespan Partners
Fivespan Partners San Francisco, California $796M AUM 4.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's APPN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Appian (APPN) stake by 276% in Q3 2026, buying an estimated $12K and bringing the position to 500 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

BOLTON SECURITIES CORPORATION first reported a position in APPN in Q1 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 500 shares of Appian worth $17.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 367 Appian shares in Q3 2026, an estimated $12K.
  • Appian made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1661 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Appian in Q1 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.