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APPN — APPIAN CORP

Reported value held$540.74M
Funds holding (latest)42
SectorTechnology
Funds holding (Q2 2026)33
Institutional value$295.53M · 12.97M sh
New / Add / Cut / Exit4 / 18 / 10 / 2
Top-5 / Top-10 concentration63.3% / 80.6%
Institutional holdings change Reducing -4.2% (-567.18K sh)
Institutional value change Down -9.1%

As of Q2 2026, 33 SEC-registered investment managers reported holding APPN (APPIAN CORP) in their latest 13F filings, with a combined reported value of $295.53M across 12.97M shares. That is -4.2% by share count (-567.18K shares) versus the previous quarter, while reported value moved -9.1%. Ownership is concentrated: the five largest holders account for 63.3% of reported value and the top ten for 80.6%.

Compared with the prior quarter, 4 opened new positions, 18 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

APPN is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 6.10M $215.92M 0.00% Add
BlackRock Inc history Q2 2026 3.58M $81.99M 0.00% Add
AQR Capital Management history Q2 2026 1.41M $32.31M 0.01% Add
Arrowstreet Capital history Q2 2026 1.38M $31.71M 0.01% Reduce
Geode Capital Management history Q2 2026 1.06M $24.27M 0.00% Add
Coatue Management history Q4 2021 299.18K $19.51M 0.09% New
Baillie Gifford & Co history Q2 2026 735.16K $16.84M 0.01% Reduce
Citadel Advisors history Q2 2026 674.92K $15.46M 0.00% Reduce
Morgan Stanley history Q2 2026 418.90K $9.59M 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 417.24K $9.55M 0.00% Add
Northern Trust Corp history Q2 2026 365.92K $8.38M 0.00% Add
Charles Schwab Investment Management history Q2 2026 348.10K $7.97M 0.00% Reduce
Two Sigma Investments history Q2 2026 335.63K $7.69M 0.01% Add
D. E. Shaw & Co history Q2 2026 332.09K $7.60M 0.00% Reduce
Goldman Sachs Group history Q2 2026 316.74K $7.25M 0.00% Add
UBS Group AG history Q2 2026 214.58K $4.91M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 216.27K $4.86M 0.00% New
Bank of America Corp history Q2 2026 177.78K $4.07M 0.00% Add
Norges Bank Investment Management history Q4 2024 122.67K $4.05M 0.00% Add
Point72 Asset Management history Q2 2026 175.63K $4.02M 0.01% Add

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.25M 3.27M 3.28M 3.19M 3.40M 3.28M 3.23M 3.58M
AQR Capital Management 10.80K — — — — — — — — 20.53K 62.12K 78.15K 83.70K 42.64K 199.87K 246.68K 622.10K 671.79K 957.62K 1.41M
Arrowstreet Capital — — — — — — — — — — — — — 149.11K 221.53K 690.79K 1.29M 1.30M 1.52M 1.38M
Geode Capital Management 678.32K 676.86K 711.95K 713.88K 735.15K 767.06K 806.01K 846.14K 872.21K 909.20K 938.54K 951.72K 957.49K 972.20K 1.00M 1.00M 1.01M 985.88K 985.50K 1.06M
Baillie Gifford & Co 6.16M 6.17M 5.87M 5.73M 5.63M 1.57M 1.50M 1.88M 1.87M 1.66M 1.76M 1.44M 1.39M 1.10M 1.08M 1.01M 993.97K 941.11K 905.91K 735.16K
Citadel Advisors 481.15K 321.20K 328.84K 371.70K 627.20K 819.77K 290.11K 233.04K 377.47K 1.43M 272.51K 78.60K 66.90K 66.05K 145.69K 2.23M 2.22M 1.98M 1.10M 674.92K
Morgan Stanley 1.35M 743.99K 375.61K 411.03K 378.80K 530.28K 219.70K 483.05K 510.45K 476.96K 780.98K 3.44M 3.05M 690.87K 454.68K 636.92K 1.24M 1.42M 1.55M 418.90K
Fidelity Management & Research (FMR) 422 280 31.57K 45.66K 28.93K 1.41K 1.90K 1.30K 1.82K 1.30K 1.51K 1.98K 5.93K 27.79K 120.49K 234.27K 261.90K 322.60K 380.70K 417.24K
Northern Trust Corp 392.92K 388.62K 373.80K 368.50K 361.45K 360.41K 366.89K 376.11K 377.41K 378.02K 367.62K 353.29K 351.58K 363.92K 350.02K 357.33K 358.26K 337.25K 344.34K 365.92K
Charles Schwab Investment Management 274.37K 279.64K 287.12K 288.26K 295.77K 302.11K 302.29K 309.85K 319.75K 325.29K 329.60K 331.03K 334.85K 348.93K 341.04K 345.54K 337.90K 350.93K 370.66K 348.10K
Two Sigma Investments 435.76K 209.81K 32.01K 138.85K 10.71K — 5.44K 101.51K 33.57K 58.77K 89.12K 26.72K 34.48K 20.63K — 42.16K 31.16K 319.10K 119.07K 335.63K
D. E. Shaw & Co 649.72K 467.83K 364.00K 353.67K 301.52K 566.32K 887.84K 930.83K 902.21K 895.49K 777.44K 540.18K 552.63K 658.65K 785.29K 909.75K 647.11K 1.11M 501.49K 332.09K
Goldman Sachs Group 108.48K 198.30K 139.60K 114.67K 103.44K 232.48K 303.73K 261.05K 225.08K 186.02K 236.05K 511.58K 153.94K 377.41K 385.73K 213.07K 365.92K 410.22K 285.26K 316.74K
UBS Group AG 39.40K 18.65K 14.06K 19.43K 13.94K 12.21K 10.82K 23.43K 12.83K 76.44K 141.79K 29.43K 35.63K 78.18K 87.03K 77.78K 314.13K 93.10K 284.28K 214.58K
JPMorgan Chase & Co 43.85K 45.01K 31.08K 37.32K 37.87K 42.16K 4.94K 59.28K 52.43K 48.55K 28.45K 30.71K 30.99K 160.79K 204.88K 208.83K 190.16K 111.90K — 216.27K
Bank of America Corp 89.22K 48.85K 28.54K 39.74K 23.22K 15.38K 56.45K 18.09K 16.09K 26.41K 80.35K 99.82K 110.08K 40.54K 603.20K 237.42K 1.46M 163.44K 176.57K 177.78K
Point72 Asset Management — — — — — — 1.42K 853 4.30K 4.60K 31.50K 11.52K — — 24.31K 13.76K 6.87K 230.32K 147.23K 175.63K
CPP Investments — — 3.78K 1.78K — — — — — — — 3.10K 1.80K 2.30K 3.60K 400 161.30K 196.70K 179.50K 158.50K
BNY Mellon 156.43K 166.27K 166.77K 161.37K 173.21K 165.85K 169.04K 181.29K 192.29K 140.03K 130.94K 143.98K 112.62K 112.53K 109.81K 112.26K 118.02K 123.08K 120.43K 116.81K
Citigroup Inc 47.69K 68.80K 43.34K 37.73K 27.38K 22.50K 22.26K 18.61K 7.41K 16.98K 20.79K 27.58K 44.60K 47.35K 42.10K 48.58K 200.85K 215.49K 45.92K 67.93K

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