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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's APPN Position: Q1 2026 in Review

Zacks Investment Management increased its Appian (APPN) stake by 4% in Q1 2026, buying an estimated $35.3K and bringing the position to 33,663 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #437.

Zacks Investment Management first reported a position in APPN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2025. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Zacks Investment Management held 33,663 shares of Appian worth $812K as of Q1 2026.
  • Zacks Investment Management bought 1,300 Appian shares in Q1 2026, an estimated $35.3K.
  • Appian made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #437 holding.
  • Zacks Investment Management first reported a position in Appian in Q1 2025 and has held it in 5 quarters since.
  • Zacks Investment Management's Appian position peaked at $1.15M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.