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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
93Tracked holders
+2Δ holders
27.91MShares held
$988.55MReported value
+2New positions
−0Exits
Rising Conviction score 58/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.2% · share flow +4.2% · net new positions +2.2% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 6.10M +2.7% $215.92M 0.0% ▲ Add 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 3.28M -3.6% $116.00M 0.0% ▼ Trim 3 SEC ↗ ×16
3 Morgan Stanley ✦ 1.42M +14.7% $50.30M 0.0% ▲ Add 2 SEC ↗ ×10
4 Arrowstreet Capital ✦ 1.30M +1.0% $46.20M 0.0% ▲ Add 5 SEC ↗
5 First Trust Advisors Lp 1.16M n/a $41.09M 0.0% n/c 1 SEC ↗
6 D. E. Shaw & Co. ✦ 1.11M +71.9% $39.40M 0.0% ▲ Add 7 SEC ↗ ×2
7 Geode Capital Management ✦ (passive) 985.88K -2.2% $34.92M 0.0% ▼ Trim 7 SEC ↗ ×2
8 State Street Global Advisors ✦ (passive) 980.71K -4.7% $34.74M 0.0% ▼ Trim 5 SEC ↗
9 Baillie Gifford ✦ 941.11K -5.3% $33.33M 0.0% ▼ Trim 7 SEC ↗ ×4
10 Nuveen, LLC 693.87K n/a $24.58M 0.0% n/c 1 SEC ↗ ×3
11 Marshall Wace ✦ 673.25K +51.1% $23.85M 0.0% ▲ Add 5 SEC ↗ ×4
12 AQR Capital Management ✦ 671.79K +8.0% $23.79M 0.0% ▲ Add 7 SEC ↗ ×6
13 Citadel Advisors ✦ 553.02K -8.8% $19.59M 0.0% ▼ Trim 5 SEC ↗ ×2
14 MIRAE ASSET GLOBAL ETFS HOLDINGS… 529.38K n/a $18.75M 0.0% n/c 1 SEC ↗ ×2
15 Qube Research & Technologies Ltd 478.92K n/a $16.96M 0.0% n/c 1 SEC ↗
16 Goldman Sachs Group ✦ 410.22K +12.1% $14.53M 0.0% ▲ Add 2 SEC ↗ ×2
17 Tudor Investment Corp Et Al 372.81K n/a $13.20M 0.1% n/c 1 SEC ↗
18 Connor, Clark & Lunn Investment… 367.11K n/a $13.00M 0.0% n/c 1 SEC ↗
19 Charles Schwab Investment… 350.93K n/a $12.43M 0.0% n/c 1 SEC ↗
20 Northern Trust Corp 337.25K n/a $11.95M 0.0% n/c 1 SEC ↗ ×5
21 Fidelity (FMR) ✦ 322.60K +23.2% $11.43M 0.0% ▲ Add 3 SEC ↗ ×2
22 Two Sigma Investments ✦ 319.10K +924.0% $11.30M 0.0% ▲ Add 3 SEC ↗
23 Squarepoint Ops LLC 295.99K n/a $10.48M 0.0% n/c 1 SEC ↗
24 Jane Street Group, Llc 251.67K n/a $8.91M 0.0% n/c 1 SEC ↗ ×3
25 Prudential Financial Inc 243.80K n/a $8.64M 0.0% n/c 1 SEC ↗ ×2
26 Russell Investments Group, Ltd. 243.05K n/a $8.61M 0.0% n/c 1 SEC ↗ ×14
27 Bnp Paribas Financial Markets 242.43K n/a $8.59M 0.0% n/c 1 SEC ↗
28 Point72 Asset Management ✦ 230.32K +3251.1% $8.16M 0.0% ▲ Add 4 SEC ↗
29 Millennium Management ✦ 225.51K -44.0% $7.99M 0.0% ▼ Trim 6 SEC ↗
30 Citigroup Inc 215.49K n/a $7.63M 0.0% n/c 1 SEC ↗ ×3
31 Canada Pension Plan Investment Board 196.70K n/a $6.97M 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 163.44K n/a $5.79M 0.0% n/c 1 SEC ↗ ×4
33 Deutsche Bank Ag\ 136.60K n/a $4.84M 0.0% n/c 1 SEC ↗ ×2
34 Barclays Plc 132.64K n/a $4.70M 0.0% n/c 1 SEC ↗ ×2
35 Amundi 129.99K n/a $4.60M 0.0% n/c 1 SEC ↗ ×2
36 Bank of New York Mellon Corp 123.08K n/a $4.36M 0.0% n/c 1 SEC ↗ ×7
37 JPMorgan Chase ✦ 111.90K -70.6% $3.96M 0.0% ▼ Trim 2 SEC ↗ ×3
38 Hrt Financial Lp 106.21K n/a $3.76M 0.0% n/c 1 SEC ↗
39 UBS Group AG 93.10K n/a $3.30M 0.0% n/c 1 SEC ↗ ×4
40 UBS AM, a distinct business unit of… 83.92K n/a $2.97M 0.0% n/c 1 SEC ↗ ×9
41 Sei Investments Co 79.04K n/a $2.80M 0.0% n/c 1 SEC ↗
42 Swiss National Bank 76.30K n/a $2.70M 0.0% n/c 1 SEC ↗
43 Susquehanna International Group, Llp 75.93K n/a $2.69M 0.0% n/c 1 SEC ↗
44 Rhumbline Advisers 68.55K n/a $2.43M 0.0% n/c 1 SEC ↗
45 Bridgewater Associates ✦ 64.95K New $2.30M 0.0% New 1 SEC ↗
46 Renaissance Technologies ✦ 57.80K New $2.05M 0.0% New 1 SEC ↗
47 Wells Fargo & Company/Mn 49.24K n/a $1.74M 0.0% n/c 1 SEC ↗ ×3
48 Man Group plc 48.69K n/a $1.72M 0.0% n/c 1 SEC ↗
49 Gotham Asset Management ✦ 48.19K +361.5% $1.71M 0.0% ▲ Add 3 SEC ↗
50 Invesco Ltd. 47.74K n/a $1.69M 0.0% n/c 1 SEC ↗ ×5
51 Janus Henderson Group Plc 44.18K n/a $1.56M 0.0% n/c 1 SEC ↗ ×2
52 Alliancebernstein L.P. 42.57K n/a $1.51M 0.0% n/c 1 SEC ↗
53 T. Rowe Price ✦ 41.87K +7.2% $1.48M 0.0% ▲ Add 7 SEC ↗
54 Raymond James Financial Inc 40.59K n/a $1.44M 0.0% n/c 1 SEC ↗ ×3
55 Legal & General Group Plc 39.73K n/a $1.41M 0.0% n/c 1 SEC ↗ ×3
56 California State Teachers… 36.66K n/a $1.30M 0.0% n/c 1 SEC ↗
57 Healthcare Of Ontario Pension Plan… 36.51K n/a $1.29M 0.0% n/c 1 SEC ↗
58 Cwm, Llc 32.59K n/a $1.15M 0.0% n/c 1 SEC ↗
59 Mackenzie Financial Corp 28.22K n/a $1.01M 0.0% n/c 1 SEC ↗
60 Ameriprise Financial Inc 27.70K n/a $981,169 0.0% n/c 1 SEC ↗ ×3
61 Cerity Partners LLC 26.66K n/a $944,120 0.0% n/c 1 SEC ↗ ×2
62 Mariner, LLC 24.14K n/a $856,170 0.0% n/c 1 SEC ↗
63 Jennison Associates Llc 20.14K n/a $713,395 0.0% n/c 1 SEC ↗
64 Creative Planning 19.32K n/a $684,474 0.0% n/c 1 SEC ↗
65 Voya Investment Management Llc 19.10K n/a $676,380 0.0% n/c 1 SEC ↗
66 IMC-Chicago, LLC 18.13K n/a $642,200 0.0% n/c 1 SEC ↗
67 Manufacturers Life Insurance… 18.12K n/a $641,881 0.0% n/c 1 SEC ↗
68 Wealth Enhancement Advisory… 18.95K n/a $629,732 0.0% n/c 1 SEC ↗
69 Franklin Resources Inc 16.50K n/a $584,466 0.0% n/c 1 SEC ↗ ×2
70 Mirae Asset Global Investments Co.… 15.21K n/a $538,880 0.0% n/c 1 SEC ↗
71 Mercer Global Advisors Inc /Adv 15.19K n/a $538,065 0.0% n/c 1 SEC ↗
72 Blair William & Co/Il 14.80K n/a $524,145 0.0% n/c 1 SEC ↗
73 Universal- Beteiligungs- und… 14.73K n/a $521,666 0.0% n/c 1 SEC ↗
74 New York State Common Retirement… 13.95K n/a $493,967 0.0% n/c 1 SEC ↗
75 State Of Wisconsin Investment Board 11.73K n/a $415,618 0.0% n/c 1 SEC ↗
76 State Board Of Administration Of… 11.71K n/a $414,945 0.0% n/c 1 SEC ↗
77 Zurcher Kantonalbank (Zurich… 10.55K n/a $373,823 0.0% n/c 1 SEC ↗
78 Lazard Asset Management Llc 8.50K n/a $300,964 0.0% n/c 1 SEC ↗
79 Captrust Financial Advisors 8.40K n/a $297,386 0.0% n/c 1 SEC ↗
80 ProShare Advisors LLC 7.48K n/a $264,976 0.0% n/c 1 SEC ↗
81 Stifel Financial Corp 6.81K n/a $241,105 0.0% n/c 1 SEC ↗ ×2
82 Pictet Asset Management Holding SA 5.80K n/a $205,613 0.0% n/c 1 SEC ↗
83 BNP Paribas Asset Management… 4.93K n/a $175,000 0.0% n/c 1 SEC ↗ ×2
84 Royal Bank Of Canada 3.38K n/a $119,000 0.0% n/c 1 SEC ↗ ×3
85 Osaic Holdings, Inc. 2.52K n/a $89,255 0.0% n/c 1 SEC ↗ ×2
86 Jones Financial Companies Lllp 1.31K n/a $46,471 0.0% n/c 1 SEC ↗
87 Pnc Financial Services Group, Inc. 1.04K n/a $36,731 0.0% n/c 1 SEC ↗ ×4
88 Us Bancorp \De\ 912 n/a $32,303 0.0% n/c 1 SEC ↗
89 Simplex Trading, Llc 849 n/a $30,071 0.0% n/c 1 SEC ↗
90 Group One Trading Llc 265 n/a $9,386 0.0% n/c 1 SEC ↗
91 Optiver Holding B.V. 131 n/a $4,640 0.0% n/c 1 SEC ↗
92 TD Waterhouse Canada Inc. 100 n/a $3,542 0.0% n/c 1 SEC ↗
93 Northwestern Mutual Wealth… 28 n/a $992 0.0% n/c 1 SEC ↗

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

New buyers

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: Q4 2025 · Methodology · Get this via the API