ZIM
APPN icon

Zacks Investment Management’s Appian APPN Stock Holding History

Zacks Investment Management’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 		$275K Sell
12,002
-21,661
-64% -$482K ﹤0.01% 610
2026
Q1 		$812K Buy
33,663
+1,300
+4% +$35.3K 0.01% 437
2025
Q4 		$1.15M Buy
32,363
+20,663
+177% +$736K 0.01% 406
2025
Q3 		$358K Hold
11,700
– – ﹤0.01% 545
2025
Q2 		$349K Hold
11,700
– – ﹤0.01% 532
2025
Q1 		$337K Buy
+11,700
New +$383K ﹤0.01% 534

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

Zacks Investment Management's APPN Position: Q2 2026 in Review

Zacks Investment Management reduced its Appian (APPN) stake by 64% in Q2 2026, selling an estimated $482K and leaving 12,002 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Zacks Investment Management first reported a position in APPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Zacks Investment Management held 12,002 shares of Appian worth $275K as of Q2 2026.
  • Zacks Investment Management sold 21,661 Appian shares in Q2 2026, an estimated $482K.
  • Appian made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #610 holding.
  • Zacks Investment Management first reported a position in Appian in Q1 2025 and has held it in 6 quarters since.
  • Zacks Investment Management's Appian position peaked at $1.15M in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.