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Security record · archived quarter

APPN

Appian Corporation · Technology · Software - Infrastructure

42.28 +2.7% mkt cap $3.03B quote delayed (FMP) · as of Oct 19 22:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
19Tracked holders
0Δ holders
18.71MShares held
$572.12MReported value
+0New positions
−0Exits
Rising Conviction score 60/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.2% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 36.27K $1.40M n/a n/a
Q2 2026 83 +3 20.73M $474.80M +9 −7
Q1 2026 84 -9 20.48M $494.35M +5 −14
Q4 2025 93 +2 27.91M $988.55M +2 n/a
Q3 2025 19 0 18.71M $572.12M n/a n/a
Q2 2025 16 +1 14.55M $434.33M +2 −1
Q1 2025 12 0 5.04M $145.15M +1 −1
Q4 2024 12 +3 4.46M $147.00M +3 n/a
Q3 2024 8 0 3.42M $116.81M +1 −1
Q2 2024 8 n/a 3.09M $95.26M n/a n/a
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 5.94M +13.0% $181.46M 0.0% ▲ Add 2 SEC ↗ ×6
2 BlackRock ✦ (passive) 3.40M +6.7% $103.89M 0.0% ▲ Add 2 SEC ↗ ×16
3 Arrowstreet Capital ✦ 1.29M +86.9% $39.47M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley ✦ 1.24M n/a $37.86M 0.0% n/c 1 SEC ↗ ×9
5 State Street Global Advisors ✦ (passive) 1.03M -1.2% $31.46M 0.0% ▼ Trim 4 SEC ↗
6 Geode Capital Management ✦ (passive) 1.01M +0.5% $30.82M 0.0% ▲ Add 6 SEC ↗ ×2
7 Baillie Gifford ✦ 993.97K -1.2% $30.39M 0.0% ▼ Trim 6 SEC ↗ ×4
8 D. E. Shaw & Co. ✦ 647.11K -28.9% $19.78M 0.0% ▼ Trim 6 SEC ↗ ×2
9 AQR Capital Management ✦ 622.10K +152.2% $19.02M 0.0% ▲ Add 6 SEC ↗ ×5
10 Citadel Advisors ✦ 606.51K +194.9% $18.54M 0.0% ▲ Add 4 SEC ↗ ×2
11 Marshall Wace ✦ 445.58K -26.9% $13.62M 0.0% ▼ Trim 4 SEC ↗ ×4
12 Millennium Management ✦ 402.96K +475.9% $12.32M 0.0% ▲ Add 5 SEC ↗
13 JPMorgan Chase ✦ 380.33K n/a $11.63M 0.0% n/c 1 SEC ↗ ×12
14 Goldman Sachs Group ✦ 365.92K n/a $11.19M 0.0% n/c 1 SEC ↗ ×2
15 Fidelity (FMR) ✦ 261.90K +11.8% $8.01M 0.0% ▲ Add 2 SEC ↗ ×2
16 T. Rowe Price ✦ 39.06K +75.4% $1.20M 0.0% ▲ Add 6 SEC ↗
17 Two Sigma Investments ✦ 31.16K -26.1% $952,653 0.0% ▼ Trim 2 SEC ↗
18 Gotham Asset Management ✦ 10.44K +18.4% $319,151 0.0% ▲ Add 2 SEC ↗
19 Point72 Asset Management ✦ 6.87K -50.0% $210,093 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 205 holders, 38.77M shares, $912.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 07 Calkins Matthew W

Officer, Director, 10% owner · 12.40K sh · $470,828

Oct 07 Calkins Matthew W

Officer, Director, 10% owner · 32.60K sh · $1.22M

Sep 08 Calkins Matthew W

Officer, Director, 10% owner · 23.89K sh · $829,630

Sep 08 Calkins Matthew W

Officer, Director, 10% owner · 2.00K sh · $73,992

Sep 08 Calkins Matthew W

Officer, Director, 10% owner · 19.12K sh · $680,147

Aug 07 Calkins Matthew W

Officer, Director, 10% owner · 2.58K sh · $81,683

Aug 07 Calkins Matthew W

Officer, Director, 10% owner · 31.55K sh · $1.10M

Aug 07 Calkins Matthew W

Officer, Director, 10% owner · 9.26K sh · $318,126

Aug 07 Calkins Matthew W

Officer, Director, 10% owner · 1.61K sh · $53,242

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A: RPD Fund Management LLC

View original SEC filing ↗

Jun 30 SC 13G: Lead Edge Capital Management, LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API