Appian Corp. Class AAPPN

13F holders, Q2 2024 (June 30)
194holders −12
35new positions
48sold out
3famous investors
$30.86avg. 13F price*

At the end of Q2 2024, 194 institutions reported holding Appian Corp. Class A (APPN) in their 13F filings, down 12 from Q1 2024. 35 opened new positions and 48 sold out. The largest holders were Abdiel Capital Advisors, LP ($181.8M), Vanguard Group Inc. ($158.9M) and Morgan Stanley ($106.2M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Appian Corp. Class A
CUSIP
03782L101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 206Q1 2024Q2 2024: 194Q2 2024Q3 2024: 192Q3 2024Q4 2024: 203Q4 2024Q1 2025: 220Q1 2025Q2 2025: 221Q2 2025Q3 2025: 232Q3 2025Q4 2025: 246Q4 2025Q1 2026: 208Q1 2026Q2 2026: 212Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions35$56.4M
Exits48$30.2M

All 13F filers, Q1 2024 → Q2 2024: 5,646,431 shares bought and 2,578,552 shares sold, net +3,067,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

Abdiel Capital Advisors, LP 12.82% No change 5,890,304 $181.8M
Vanguard Group Inc. 0.00% Add +1.3% 5,149,711 $158.9M
Morgan Stanley 0.01% Add +340.8% 3,442,214 $106.2M
BlackRock Inc. 0.00% Add +1.6% 3,217,117 $99.3M
Hawk Ridge Capital Management LP 2.62% Reduce -1.7% 1,973,521 $60.9M
Baillie Gifford & Co. 0.03% Reduce -17.8% 1,443,767 $44.6M
Lead Edge Capital Management, LLC 11.39% New 1,156,985 $35.7M
First Trust Advisors LP 0.04% Reduce -22.7% 1,116,988 $34.5M
State Street Corp. 0.00% Add +4.7% 1,045,542 $32.3M
Geode Capital Management, LLC 0.00% Add +1.4% 951,721 $29.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 574,867 $17.7M
Goldman Sachs Group Inc. 0.00% Add +116.7% 511,578 $15.8M
D. E. Shaw & Co. 0.02% Reduce -28.4% 506,977 $15.6M
CANADA LIFE ASSURANCE Co 0.03% Add +3.1% 488,849 $15.1M
Shannon River Fund Management LLC 2.44% Add +24.4% 460,060 $14.2M
Harber Asset Management LLC 3.57% Add +44.3% 428,770 $13.2M
Northern Trust Corp. 0.00% Reduce -3.9% 353,293 $10.9M
Charles Schwab Investment Management Inc. 0.00% Add +0.4% 331,030 $10.2M
National Philanthropic Trust 0.17% No change 281,682 $8.7M
Empyrean Capital Partners, LP 0.53% New 250,000 $7.7M
Advantage Alpha Capital Partners LP 1.64% Add +77.6% 243,935 $7.5M
Stanley-Laman Group, Ltd. 0.81% Reduce -7.6% 198,229 $6.1M
Edgestream Partners, L.P. 0.22% New 150,920 $4.7M
Bank of New York Mellon Corp 0.00% Add +10.0% 143,983 $4.4M
Balyasny Asset Management L.P. 0.01% Reduce -12.6% 141,959 $4.4M
Bank of Montreal 0.00% Reduce -26.1% 135,877 $4.2M
Nuveen Asset Management, LLC 0.00% No change 108,338 $3.3M
Scalar Gauge Management, LLC 1.85% No change 103,000 $3.2M
King Luther Capital Management Corp. 0.01% Add +25.1% 101,239 $3.1M
Bank of America Corp. 0.00% Add +24.2% 99,820 $3.1M
Jane Street Group, LLC 0.00% Add +159.4% 96,303 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +74.5% 79,751 $2.5M
AQR Capital Management 0.00% Add +25.8% 78,150 $2.4M
Susquehanna International Group, LLP 0.00% Add +70.4% 71,815 $2.2M
272 Capital LP 1.09% New 70,621 $2.2M
Swiss National Bank 0.00% Add +0.9% 70,600 $2.2M
Rhumbline Advisers 0.00% Add +2.4% 59,779 $1.8M
Holocene Advisors, LP 0.01% Add +8.1% 56,368 $1.7M
PEAK6 Investments LLC 0.07% Add +640.5% 52,170 $1.6M
Algert Global LLC 0.05% Add +7.8% 50,263 $1.6M
Alliancebernstein L.P. 0.00% Add +0.1% 49,535 $1.5M
Atom Investors LP 0.15% Add +60.5% 47,872 $1.5M
Legal & General Group Plc 0.00% Add +7.5% 41,318 $1.3M
Norges Bank 0.00% Reduce -54.5% 40,288 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +103.3% 37,407 $1.2M
Twinbeech Capital LP 0.02% New 36,791 $1.1M
California State Teachers Retirement System 0.00% Reduce -2.0% 35,315 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -40.8% 35,076 $1.1M
Boothbay Fund Management, LLC 0.04% New 34,320 $1.1M
Acorn Financial Advisory Services Inc. 0.18% Reduce -3.3% 31,654 $977K
JPMorgan Chase & Co. 0.00% Add +7.9% 30,707 $948K
Cornerstone Advisory, LLC 0.13% Reduce -5.9% 29,807 $920K
UBS Group AG 0.00% Reduce -60.0% 29,435 $908K
Chicago Partners Investment Group LLC 0.03% Reduce -6.4% 23,977 $888K
Cubist Systematic Strategies, LLC 0.02% Reduce -81.6% 28,196 $870K
T. Rowe Price Associates Inc. 0.00% Reduce -8.4% 27,581 $852K
Citigroup Inc. 0.00% Add +32.6% 27,583 $851K
Eisler Capital (US) LLC 0.16% Add +47.8% 26,991 $833K
Two Sigma Investments, LP 0.00% Reduce -70.0% 26,718 $825K
Woodline Partners LP 0.01% New 25,065 $774K
Wells Fargo & Company 0.00% Reduce -1.5% 24,103 $744K
MetLife Investment Management, LLC 0.00% Add +10.1% 23,795 $734K
Corebridge Financial, Inc. 0.00% — 21,670 $669K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,345 $659K
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 21,002 $648K
Corton Capital Inc. 0.32% Add +119.0% 19,904 $614K
Invesco Ltd. 0.00% Add +3.2% 19,198 $592K
Simplex Trading, LLC 0.02% Add +47.0% 19,056 $588K
Barclays PLC 0.00% Reduce -51.0% 18,599 $574K
Deutsche Bank AG 0.00% Reduce -17.5% 18,464 $570K
Cresset Asset Management, LLC 0.00% Add +40.9% 17,183 $530K
New York State Common Retirement Fund 0.00% Add +0.1% 16,646 $514K
Blair William & Co. 0.00% Reduce -0.2% 15,641 $483K
Janus Henderson Group PLC 0.00% Reduce -1.3% 15,165 $468K
XTX Topco Ltd 0.04% Add +170.0% 14,703 $454K
Deerfield Management Company, L.P. 0.01% New 14,027 $433K
Amundi 0.00% No change 14,029 $432K
Voya Investment Management LLC 0.00% Reduce -1.1% 13,432 $415K
Numerai GP LLC 0.15% New 12,991 $401K
Los Angeles Capital Management LLC 0.00% Reduce -45.0% 12,808 $395K
Gsa Capital Partners LLP 0.03% Reduce -70.3% 12,673 $391K
Inceptionr LLC 0.11% Add +109.3% 12,596 $389K
DHK Financial Advisors, Inc. 0.26% New 11,874 $366K
State Board of Administration of Florida Retirement System 0.00% Reduce -17.9% 11,715 $362K
Point72 Asset Management 0.00% Reduce -63.4% 11,519 $355K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +36.1% 11,280 $348K
LPL Financial LLC 0.00% Reduce -25.7% 11,001 $339K
Arizona State Retirement System 0.00% Add +3.0% 10,042 $310K
Crossmark Global Holdings, Inc. 0.01% Add +3.0% 9,693 $299K
Synergy Financial Group, LTD 0.30% Reduce -26.3% 9,277 $286K
Walleye Capital LLC 0.00% New 9,256 $286K
Jump Financial, LLC 0.01% New 8,789 $271K
Two Sigma Securities, LLC 0.01% New 8,699 $268K
Engineers Gate Manager LP 0.01% Reduce -39.3% 7,709 $238K
Handelsbanken Fonder AB 0.00% Add +10.3% 7,500 $231K
State of Wyoming 0.04% New 7,401 $228K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.0% 7,333 $224K
State of Wisconsin Investment Board 0.00% New 6,988 $216K
Royal Bank of Canada 0.00% Add +4.1% 6,920 $214K
Creative Planning 0.00% Add +5.1% 6,704 $207K
Osaic Holdings, Inc. 0.00% Reduce -28.3% 6,702 $207K
Tower Research Capital LLC (TRC) 0.00% Add +40033.3% 6,020 $186K
US Bancorp \de 0.00% Reduce -30.2% 4,584 $141K
Group One Trading LLC 0.00% New 4,374 $135K
Public Employees Retirement Association of Colorado 0.00% No change 4,285 $132K
Ameritas Investment Partners, Inc. 0.00% No change 4,169 $129K
Penserra Capital Management LLC 0.00% Reduce -4.2% 4,146 $128K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Add +35.8% 4,126 $127K
Point72 Hong Kong Ltd 0.01% New 3,910 $121K
nVerses Capital, LLC 0.06% New 3,400 $105K
EntryPoint Capital, LLC 0.04% Reduce -30.3% 3,128 $97K
Canada Pension Plan Investment Board 0.00% New 3,100 $96K
Cypress Capital, LLC 0.03% New 3,000 $93K
Quantbot Technologies LP 0.00% New 2,702 $83K
Albion Financial Group 0.01% Add +2.9% 2,500 $77K
Concord Wealth Partners 0.01% No change 2,120 $65K
Neo Ivy Capital Management 0.01% — 2,112 $65K
FMR LLC 0.00% Add +31.2% 1,982 $61K
Cwm, LLC 0.00% Add +10.2% 1,499 $46K
Amalgamated Bank 0.00% No change 1,402 $43K
Bartlett & Co. Wealth Management LLC 0.00% No change 750 $23K
Signaturefd, LLC 0.00% No change 588 $18K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.0% 515 $16K
Nisa Investment Advisors, LLC 0.00% Add +6.7% 509 $16K
Baldwin Wealth Partners LLC 0.00% No change 500 $15K
Chilton Capital Management LLC 0.00% No change 453 $14K
NewEdge Advisors, LLC 0.00% No change 450 $14K
Russell Investments Group, Ltd. 0.00% Add +29.1% 364 $11K
NFSG Corp 0.00% Reduce -49.3% 350 $11K
Jones Financial Companies LLLP 0.00% Add +388.6% 342 $11K
Venturi Wealth Management, LLC 0.00% No change 321 $10K
Keener Financial Planning LLC 0.01% No change 314 $9K
First Command Advisory Services, Inc. 0.00% No change 280 $9K
Adirondack Trust Co. 0.00% No change 280 $9K
Rise Advisors, LLC 0.00% Reduce -7.1% 261 $8K
Mather Group, Llc. 0.00% New 192 $8K
PNC Financial Services Group, Inc. 0.00% Reduce -87.1% 240 $7K
Steward Partners Investment Advisory, LLC 0.00% Reduce -31.3% 235 $7K
Huntington National Bank 0.00% Add +4.3% 219 $7K
Abound Wealth Management 0.00% No change 200 $6K
Manchester Capital Management LLC 0.00% No change 200 $6K
Hantz Financial Services, Inc. 0.00% Reduce -66.5% 202 $6K
Tyler-Stone Wealth Management 0.00% No change 190 $6K
Creekmur Asset Management LLC 0.00% No change 160 $5K
Lindbrook Capital, LLC 0.00% New 151 $5K
Colonial Trust Advisors 0.00% No change 135 $4K
Main Street Group, LTD 0.00% No change 131 $4K
Creative Financial Designs Inc. 0.00% No change 130 $4K
GHP Investment Advisors, Inc. 0.00% No change 125 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 125 $4K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.6% 125 $4K
EverSource Wealth Advisors, LLC 0.00% Add +67.8% 99 $4K
Asset Dedication, LLC 0.00% New 112 $3K
Tucker Asset Management LLC 0.00% No change 110 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 106 $3K
Missouri Trust & Investment Co 0.00% No change 105 $3K
Activest Wealth Management 0.00% No change 103 $3K
Tradewinds Capital Management, LLC 0.00% No change 85 $3K
Allworth Financial LP 0.00% Reduce -91.9% 71 $3K
Larson Financial Group LLC 0.00% No change 79 $2K
Parallel Advisors, LLC 0.00% No change 77 $2K
Opal Wealth Advisors, LLC 0.00% New 75 $2K
JFS Wealth Advisors, LLC 0.00% No change 69 $2K
CVA Family Office, LLC 0.00% No change 65 $2K
Harbour Investments, Inc. 0.00% No change 57 $2K
North Star Investment Management Corp. 0.00% No change 54 $2K
Blue Trust, Inc. 0.00% New 40 $2K
CIBC Private Wealth Group LLC 0.00% Reduce -99.9% 50 $2K
Redwood Wealth Management Group, LLC 0.00% New 50 $2K
Field & Main Bank 0.00% No change 50 $2K
McIlrath & Eck, LLC 0.00% No change 50 $2K
Private Wealth Management Group, LLC 0.00% New 49 $2K
National Bank of Canada 0.00% No change 45 $1K
Spire Wealth Management 0.00% No change 40 $1K
Duncker Streett & Co. Inc. 0.00% No change 21 $648
Principal Securities, Inc. 0.00% No change 20 $617
Innealta Capital, LLC 0.00% New 19 $586
Geneos Wealth Management Inc. 0.00% Add +20.0% 18 $555
Toronto Dominion Bank 0.00% No change 17 $525
GAMMA Investing LLC 0.00% Reduce -33.3% 14 $432
Mendota Financial Group, LLC 0.00% No change 13 $402
Carmichael Hill & Associates, Inc. 0.00% No change 10 $309
Rothschild Investment LLC 0.00% Add +100.0% 10 $309
AdvisorNet Financial, Inc 0.00% No change 10 $309
IFP Advisors, Inc 0.00% No change 9 $278
Legend Financial Advisors, Inc. 0.00% New 7 $216
Triad Wealth Partners, LLC 0.00% New 7 $216
Delos Wealth Advisors, LLC 0.00% No change 5 $155
MassMutual Private Wealth & Trust, FSB 0.00% New 5 $154
TD Waterhouse Canada Inc. 0.00% New 4 $123
Smartleaf Asset Management LLC 0.00% New 4 $122
Global Retirement Partners, LLC 0.00% Reduce -98.1% 2 $62
TFC Financial Management, Inc. 0.00% New 1 $31
Covestor Ltd 0.00% No change 7 $0

"% of holder's portfolio" is APPN's weight in each manager's 13F, not the share of Appian Corp. Class A the manager owns.