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Appian Corp (APPN)

CUSIP: 03782L101 | NYSE | Technology · Software - Infrastructure | Small Cap | 926 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC3,528,8848.7%New 5%+ stakeSep 30, 202692d ahead of 13F (4,185,786 sh) · −656,902
13G/ARPD Fund Management LLC1,856,9814.4%Newly reportedJun 30, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC3,528,884
8.7% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (4,185,786 sh) · −656,902
13G/ARPD Fund Management LLC1,856,981
4.4% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP131,031
0.0% of portfolio›$4.6M
Bank of New York Mellon Corp115,791
0.0% of portfolio›$4.1M
Hussman Strategic Advisors, Inc.63,000
0.5% of portfolio›$2.2M
Calamos Advisors LLC57,754
0.0% of portfolio›$2.0M
Citigroup Inc53,927
0.0% of portfolio›$1.9M
Virginia Retirement Systems ET Al42,658
0.0% of portfolio›$1.5M
Creative Planning39,078
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC36,274
0.0% of portfolio›$1.4M
Moody Aldrich Partners LLC24,901
0.2% of portfolio›$878.3K
Mirae Asset Global Investments Co., Ltd.23,594
0.0% of portfolio›$832.2K
Fonville Wealth Management LLC20,522
0.1% of portfolio›$723.8K
Inspire Investing, LLC18,003
0.0% of portfolio›$635.0K
Argent Capital Management LLC14,668
0.0% of portfolio›$517.3K
Evanson Financial, LLC12,966
0.0% of portfolio›$457.3K
Archer Investment Corp9,102
0.1% of portfolio›$321.0K
Brighton Jones LLC8,818
0.0% of portfolio›$311.0K
Arizona State Retirement System8,644
0.0% of portfolio›$304.9K
Oppenheimer & Co Inc6,900
0.0% of portfolio›$243.4K
HB Wealth Management, LLC6,566
0.0% of portfolio›$231.6K
Pictet Asset Management Holding SA5,805
0.0% of portfolio›$204.7K
Chicago Partners Investment Group LLC5,783
0.0% of portfolio›$302.7K
ProShare Advisors LLC5,700
0.0% of portfolio›$201.0K
DekaBank Deutsche Girozentrale5,506
0.0% of portfolio›$196.0K
State of Wyoming4,663
0.0% of portfolio›$164.5K
Concord Wealth Partners3,012
0.0% of portfolio›$106.2K
Caitong International Asset Management Co., Ltd2,681
0.0% of portfolio›$94.6K
Simplex Trading, LLC2,486
0.0% of portfolio›$87.7K
State of Alaska, Department of Revenue2,072
0.0% of portfolio›$73.0K
Bayforest Capital Ltd1,612
0.1% of portfolio›$56.9K
US Bancorp \de\1,604
0.0% of portfolio›$56.6K
Sterling Capital Management LLC1,288
0.0% of portfolio›$45.4K
EverSource Wealth Advisors, LLC1,157
0.0% of portfolio›$40.8K
Farther Finance Advisors, LLC1,140
0.0% of portfolio›$40.2K
IFP Advisors, Inc1,108
0.0% of portfolio›$39.1K
Essential Partners LLC1,078
0.0% of portfolio›$38.0K
Nisa Investment Advisors, LLC1,062
0.0% of portfolio›$37.5K
SJS Investment Consulting Inc.873
0.0% of portfolio›$30.8K
Root Financial Partners, LLC506
0.0% of portfolio›$17.8K
Gamma Investing LLC363
0.0% of portfolio›$12.8K
True Wealth Design, LLC333
0.0% of portfolio›$11.7K
Chilton Capital Management LLC322
0.0% of portfolio›$11.4K
Versant Capital Management, Inc295
0.0% of portfolio›$10.4K
Kingdom Financial Group Llc.285
0.0% of portfolio›$10.1K
KBC Group NV285
0.0% of portfolio›$10.0K
Adirondack Trust Co280
0.0% of portfolio›$9.9K
Abound Wealth Management200
0.0% of portfolio›$7.1K
Eastern Bank200
0.0% of portfolio›$7.1K
Blue Bell Private Wealth Management, LLC158
0.0% of portfolio›$5.6K
Parallel Advisors, LLC149
0.0% of portfolio›$5.3K
SBI Securities Co., Ltd.146
0.0% of portfolio›$5.1K
Main Street Group, LTD131
0.0% of portfolio›$4.6K
Provenance Wealth Advisors, LLC109
0.0% of portfolio›$3.8K
Vision Financial Markets LLC100
0.0% of portfolio›$3.8K
GK Wealth Management LLC95
0.0% of portfolio›$3.4K
Latitude Advisors, LLC92
0.0% of portfolio›$3.2K
MassMutual Private Wealth & Trust, FSB77
0.0% of portfolio›$2.7K
North Star Investment Management Corp.54
0.0% of portfolio›$1.9K
Physician Wealth Advisors, Inc.46
0.0% of portfolio›$1.6K
Spire Wealth Management40
0.0% of portfolio›$1.4K
William Mack & Associates, Inc.40
0.0% of portfolio›$1.4K
Parkside Financial Bank & Trust30
0.0% of portfolio›$1.1K
Larson Financial Group LLC25
0.0% of portfolio›$882
GHP Investment Advisors, Inc.25
0.0% of portfolio›$882
Signaturefd, LLC22
0.0% of portfolio›$776
Pinnacle Wealth Planning Services, Inc.17
0.0% of portfolio›$600
Silver Grove Financial Group, Inc.13
0.0% of portfolio›$459
Duncker Streett & Co Inc12
0.0% of portfolio›$423
Covestor Ltd12
0.0% of portfolio›$0
Golden State Wealth Management, LLC8
0.0% of portfolio›$282
Cullen T Bankers, Inc.7
0.0% of portfolio›$247
Activest Wealth Management4
0.0% of portfolio›$141
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
131,031$4.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
115,791$4.1M0.0%CoreLowNew York, NY2026-11-05
Hussman Strategic Advisors, Inc.
63,000$2.2M0.5%YieldVery HighEllicott City, MD2026-11-02
Calamos Advisors LLC
57,754$2.0M0.0%GrowthMediumNaperville, IL2026-11-02
Citigroup Inc
53,927$1.9M0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
42,658$1.5M0.0%CoreMediumRichmond, VA2026-10-28
Creative Planning
39,078$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
36,274$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Moody Aldrich Partners LLC
24,901$878.3K0.2%ValueHighMarblehead, MA2026-10-27
Mirae Asset Global Investments Co., Ltd.
23,594$832.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Fonville Wealth Management LLC
20,522$723.8K0.1%ETFVery LowRichmond, VA2026-10-28
Inspire Investing, LLC
18,003$635.0K0.0%GARPHighMeridian, ID2026-10-22
Argent Capital Management LLC
14,668$517.3K0.0%CoreMediumSt Louis, MO2026-10-05
Evanson Financial, LLC
12,966$457.3K0.0%ETFN/AMclean, VA2026-10-23
Archer Investment Corp
9,102$321.0K0.1%CoreMediumCarmel, IN2026-11-05
Brighton Jones LLC
8,818$311.0K0.0%CoreVery LowSeattle, WA2026-11-03
Arizona State Retirement System
8,644$304.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Oppenheimer & Co Inc
6,900$243.4K0.0%CoreLowNew York, NY2026-10-26
HB Wealth Management, LLC
6,566$231.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
5,805$204.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Chicago Partners Investment Group LLC
5,783$302.7K0.0%GARPLowChicago, IL2026-10-27
ProShare Advisors LLC
5,700$201.0K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
5,506$196.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of Wyoming
4,663$164.5K0.0%ValueHighCheyenne, WY2026-10-28
Concord Wealth Partners
3,012$106.2K0.0%GrowthLowAbingdon, VA2026-11-02
Caitong International Asset Management Co., Ltd
2,681$94.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Simplex Trading, LLC
2,486$87.7K0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
2,072$73.0K0.0%CoreVery LowJuneau, AK2026-10-15
Bayforest Capital Ltd
1,612$56.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
US Bancorp \de\
1,604$56.6K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Capital Management LLC
1,288$45.4K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
1,157$40.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
1,140$40.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
1,108$39.1K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
1,078$38.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nisa Investment Advisors, LLC
1,062$37.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
873$30.8K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
506$17.8K0.0%ETFMediumEncinitas, CA2026-10-21
Gamma Investing LLC
363$12.8K0.0%IndexVery LowFoster City, CA2026-10-08
True Wealth Design, LLC
333$11.7K0.0%ETFMediumAkron, OH2026-10-13
Chilton Capital Management LLC
322$11.4K0.0%GrowthMediumHouston, TX2026-10-28
Versant Capital Management, Inc
295$10.4K0.0%GARPLowPhoenix, AZ2026-10-02
Kingdom Financial Group Llc.
285$10.1K0.0%ETFMediumPeoria, AZ2026-11-04
KBC Group NV
285$10.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Adirondack Trust Co
280$9.9K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Abound Wealth Management
200$7.1K0.0%ETFVery LowFranklin, TN2026-10-26
Eastern Bank
200$7.1K0.0%GrowthMediumBoston, MA2026-10-05
Blue Bell Private Wealth Management, LLC
158$5.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Parallel Advisors, LLC
149$5.3K0.0%IndexLowSan Francisco, CA2026-11-03
SBI Securities Co., Ltd.
146$5.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Main Street Group, LTD
131$4.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Provenance Wealth Advisors, LLC
109$3.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Vision Financial Markets LLC
100$3.8K0.0%CoreLowStamford, CT2026-10-22
GK Wealth Management LLC
95$3.4K0.0%GARPVery HighReno, NV2026-10-09
Latitude Advisors, LLC
92$3.2K0.0%ETFLowYorkville, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
77$2.7K0.0%CoreLowSpringfield, MA2026-10-05
North Star Investment Management Corp.
54$1.9K0.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
46$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
40$1.4K0.0%GrowthMediumMclean, VA2026-10-30
William Mack & Associates, Inc.
40$1.4K0.0%ETFLowTroy, MI2026-10-27
Parkside Financial Bank & Trust
30$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
25$8820.0%GrowthLowSt Louis, MO2026-11-05
GHP Investment Advisors, Inc.
25$8820.0%CoreVery LowDenver, CO2026-10-15
Signaturefd, LLC
22$7760.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
17$6000.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
13$4590.0%CoreMediumOrchard Park, NY2026-11-05
Duncker Streett & Co Inc
12$4230.0%GrowthLowSt. Louis, MO2026-10-27
Covestor Ltd
12$00.0%ValueHighLondon, United Kingdom2026-10-30
Golden State Wealth Management, LLC
8$2820.0%ETFMediumSanta Ana, CA2026-11-02
Cullen T Bankers, Inc.
7$2470.0%GrowthLowSan Antonio, TX2026-10-28
Activest Wealth Management
4$1410.0%ETFLowAventura, FL2026-10-15