APPIAN CORP (APPN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
205
Reporting holders
$868.6M
Reported value
1.2%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95.9M | 4,185,786 | 0.00% | 2q | +0.6%+$554.8K |
| BlackRock, Inc. | $82.0M | 3,580,307 | 0.00% | 8q | +11.0%+$8.1M |
| Fivespan Partners, LP | $80.4M | 3,510,907 | 18.95% | 3q | HELD |
| Lead Edge Capital Management, LLC | $65.9M | 2,878,544 | 11.98% | 9q | +51.1%+$22.3M |
| RPD Fund Management LLC | $42.5M | 1,856,981 | 19.54% | 2q | -52.6%-$47.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $38.4M | 1,674,881 | 0.00% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $32.3M | 1,411,062 | 0.01% | 11q | +47.4%+$10.4M |
| FIRST TRUST ADVISORS LP | $32.1M | 1,401,079 | 0.02% | 31q | +3.3%+$1.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $31.7M | 1,384,665 | 0.01% | 7q | -8.9%-$3.1M |
| STATE STREET CORP | $24.9M | 1,085,269 | 0.00% | 31q | +6.0%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.3M | 1,059,811 | 0.00% | 31q | +7.5%+$1.7M |
| Mudita Advisors LLP | $19.2M | 839,400 | 4.00% | 2q | HELD |
| BAILLIE GIFFORD & CO | $16.8M | 735,158 | 0.02% | 30q | -18.8%-$3.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $15.8M | 689,825 | 0.06% | 6q | +14.3%+$2.0M |
| CITADEL ADVISORS LLC | $15.5M | 619,025 | 0.00% | 31q | +19.5%+$2.5M |
| Qube Research & Technologies Ltd | $12.3M | 538,626 | 0.01% | 7q | +84.0%+$5.6M |
| MORGAN STANLEY | $9.6M | 418,899 | 0.00% | 35q | -72.9%-$25.8M |
| FMR LLC | $9.6M | 417,242 | 0.00% | 30q | +9.6%+$836.9K |
| Trexquant Investment LP | $9.1M | 396,681 | 0.05% | 8q | +29.7%+$2.1M |
| Squarepoint Ops LLC | $9.0M | 382,211 | 0.01% | 8q | -2.2%-$204.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.4M | 366,391 | 0.01% | 9q | +3.8%+$306.2K |
| NORTHERN TRUST CORP | $8.4M | 365,918 | 0.00% | 31q | +6.3%+$494.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.0M | 348,101 | 0.00% | 31q | -6.1%-$516.6K |
| Sixth Street Partners Management Company, L.P. | $8.0M | 348,101 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $7.7M | 335,630 | 0.01% | 5q | +181.9%+$5.0M |
| D. E. Shaw & Co., Inc. | $7.6M | 332,093 | 0.00% | 31q | -25.8%-$2.6M |
| GOLDMAN SACHS GROUP INC | $7.3M | 316,735 | 0.00% | 31q | +11.0%+$720.7K |
| Nuveen, LLC | $7.1M | 308,398 | 0.00% | 6q | -25.7%-$2.4M |
| ARMISTICE CAPITAL, LLC | $6.9M | 300,000 | 0.08% | new | NEW |
| National Philanthropic Trust | $6.9M | 299,532 | 0.10% | 10q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $6.4M | 281,338 | 0.00% | 2q | +1.4%+$90.0K |
| Russell Investments Group, Ltd. | $6.2M | 274,414 | 0.01% | 11q | +123.0%+$3.4M |
| JANE STREET GROUP, LLC | $5.2M | options only | 0.00% | 28q | OPTIONS |
| UBS Group AG | $4.9M | 214,582 | 0.00% | 31q | -24.5%-$1.6M |
| JPMORGAN CHASE & CO | $4.9M | 216,269 | 0.00% | 31q | +48.9%+$1.6M |
| Holocene Advisors, LP | $4.7M | 206,041 | 0.01% | 2q | +1597.8%+$4.4M |
| BANK OF AMERICA CORP /DE/ | $4.1M | 177,782 | 0.00% | 30q | +0.7%+$27.8K |
| Point72 Asset Management, L.P. | $4.0M | 175,628 | 0.00% | 6q | +19.3%+$650.4K |
| Harber Asset Management LLC | $3.9M | 168,296 | 2.32% | 11q | +14.2%+$477.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $3.6M | 158,500 | 0.00% | 9q | -11.7%-$480.9K |
| BNP PARIBAS FINANCIAL MARKETS | $3.5M | 154,757 | 0.00% | 31q | +21.6%+$629.5K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.9M | 128,514 | 0.06% | 7q | +734.7%+$2.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 126,513 | 0.01% | 10q | -39.3%-$1.9M |
| Bank of New York Mellon Corp | $2.7M | 116,811 | 0.00% | 31q | -3.0%-$82.9K |
| Gotham Asset Management, LLC | $2.5M | 109,564 | 0.01% | 5q | +14.5%+$318.7K |
| BARCLAYS PLC | $2.1M | 93,488 | 0.00% | 30q | +25.1%+$429.1K |
| SEI INVESTMENTS CO | $2.0M | 88,085 | 0.00% | 6q | +3.5%+$68.4K |
| ALGERT GLOBAL LLC | $1.9M | 83,574 | 0.02% | 14q | -76.7%-$6.3M |
| Schonfeld Strategic Advisors LLC | $1.9M | 83,280 | 0.01% | 7q | +321.9%+$1.5M |
| IEQ CAPITAL, LLC | $1.8M | 76,899 | 0.01% | 6q | +21.6%+$312.6K |
| Engineers Gate Manager LP | $1.7M | 75,279 | 0.02% | 10q | -42.5%-$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 18,521 | 0.00% | 31q | -33.6%-$873.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 71,850 | 0.00% | 4q | +253.0%+$1.2M |
| CITIGROUP INC | $1.6M | 67,928 | 0.00% | 31q | +47.9%+$504.0K |
| Swiss National Bank | $1.5M | 66,700 | 0.00% | 29q | -12.6%-$219.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 66,579 | 0.00% | 29q | -22.6%-$444.7K |
| IMC-Chicago, LLC | $1.5M | options only | 0.00% | 8q | OPTIONS |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.3M | 55,988 | 0.00% | 5q | +7023.2%+$1.3M |
| RHUMBLINE ADVISERS | $1.2M | 54,136 | 0.00% | 29q | +4.9%+$57.5K |
| FRANKLIN RESOURCES INC | $1.2M | 54,135 | 0.00% | 3q | +14.6%+$157.9K |
| Man Group plc | $1.1M | 48,493 | 0.00% | 7q | +14.3%+$138.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.1M | 48,369 | 0.00% | 4q | +74.9%+$474.2K |
| Balyasny Asset Management L.P. | $1.1M | 47,684 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.1M | 47,561 | 0.00% | 8q | HELD |
| Invesco Ltd. | $1.1M | 47,308 | 0.00% | 24q | +0.7%+$7.4K |
| DEUTSCHE BANK AG\ | $1.1M | 46,856 | 0.00% | 30q | +29.9%+$247.0K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 44,374 | 0.00% | 29q | HELD |
| PDT Partners, LLC | $1.0M | 45,689 | 0.05% | 7q | -3.0%-$32.1K |
| Amundi | $980.2K | 42,804 | 0.00% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $978.5K | 42,731 | 0.00% | 31q | +10.8%+$95.3K |
| Mariner, LLC | $971.5K | 42,426 | 0.00% | 4q | -1.0%-$10.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $954.7K | 41,692 | 0.00% | 4q | -48.3%-$891.5K |
| Brevan Howard Capital Management LP | $870.0K | 37,990 | 0.01% | 3q | -35.5%-$478.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $854.4K | 33,690 | 0.00% | 4q | +48.8%+$280.3K |
| RAYMOND JAMES FINANCIAL INC | $852.9K | 37,246 | 0.00% | 7q | -2.8%-$25.0K |
| Polymer Capital Management (US) LLC | $829.3K | 36,214 | 0.11% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $826.2K | 36,077 | 0.02% | 5q | +308.8%+$624.0K |
| Quantinno Capital Management LP | $806.8K | 35,233 | 0.00% | 2q | +57.0%+$292.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $768.4K | 33,555 | 0.00% | 2q | HELD |
| Cerity Partners LLC | $753.8K | 32,915 | 0.00% | 4q | -13.8%-$120.8K |
| Legal & General Group Plc | $751.1K | 32,799 | 0.00% | 29q | +1.3%+$9.5K |
| AMERIPRISE FINANCIAL INC | $733.1K | 32,515 | 0.00% | 3q | -44.4%-$586.0K |
| Creative Planning | $698.2K | 30,488 | 0.00% | 10q | -10.5%-$82.1K |
| SIMPLEX TRADING, LLC | $694.3K | 1,617 | 0.00% | 22q | HELD |
| MARSHALL WACE, LLP | $692.6K | 30,245 | 0.00% | 7q | +91.5%+$331.0K |
| Walleye Capital LLC | $615.4K | 25,873 | 0.00% | 4q | +1306.9%+$571.7K |
| MILLENNIUM MANAGEMENT LLC | $614.8K | 26,847 | 0.00% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $571.6K | 24,959 | 0.00% | 27q | +113.1%+$303.3K |
| Magnetar Financial LLC | $560.9K | 24,494 | 0.01% | 7q | -49.0%-$539.9K |
| MetLife Investment Management, LLC | $547.5K | 23,907 | 0.00% | 32q | +7.1%+$36.2K |
| Atom Investors LP | $517.3K | 22,591 | 0.05% | 2q | -11.9%-$69.7K |
| Fonville Wealth Management LLC | $510.1K | 22,273 | 0.08% | 6q | -9.2%-$51.8K |
| Tejara Capital Ltd | $508.4K | 22,200 | 0.21% | 2q | -87.2%-$3.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $454.1K | 19,828 | 0.00% | 29q | +4.6%+$19.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $431.1K | 18,827 | 0.00% | 29q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $408.7K | 17,848 | 0.00% | 29q | +1.2%+$4.7K |
| GWN SECURITIES INC. | $402.1K | 17,557 | 0.07% | new | NEW |
| BLAIR WILLIAM & CO/IL | $382.1K | 16,685 | 0.00% | 31q | +11.6%+$39.8K |
| Vanguard Global Advisers, LLC | $374.5K | 16,355 | 0.00% | 2q | HELD |
| Curi Capital, LLC | $363.5K | 15,872 | 0.01% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | RPD Fund Management LLCwith 3 co-filers | 4.4% |
| 2026-06-30 | 13G | Lead Edge Capital Management, LLCwith 3 co-filers | 6.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 205 | $868.6M | 37,480,336 | 33 | 74 | 48 | 1.2% |
| Q1 2026 | 203 | $952.3M | 38,362,080 | 30 | 66 | 68 | 3.3% |
| Q4 2025 | 235 | $1.3B | 35,048,021 | 47 | 83 | 68 | 7.3% |
| Q3 2025 | 220 | $1.3B | 36,194,312 | 39 | 79 | 51 | 12.6% |
| Q2 2025 | 209 | $1.2B | 35,381,805 | 36 | 65 | 53 | 11.3% |
| Q1 2025 | 208 | $1.1B | 34,872,328 | 46 | 74 | 36 | 9.8% |
| Q4 2024 | 192 | $1.1B | 32,394,816 | 31 | 52 | 48 | 1.2% |
| Q3 2024 | 181 | $1.2B | 33,903,837 | 30 | 41 | 59 | 1.1% |
| Q2 2024 | 185 | $1.0B | 32,478,255 | 35 | 49 | 43 | 3.3% |
| Q1 2024 | 195 | $1.2B | 30,428,660 | 34 | 48 | 54 | 2.7% |
| Q4 2023 | 196 | $1.2B | 29,874,025 | 36 | 50 | 46 | 2.5% |
| Q3 2023 | 187 | $1.4B | 29,849,494 | 19 | 51 | 47 | 1.9% |
| Q2 2023 | 190 | $1.4B | 29,741,052 | 23 | 58 | 50 | 2.1% |
| Q1 2023 | 185 | $1.3B | 28,283,191 | 33 | 49 | 51 | 2.3% |
| Q4 2022 | 174 | $614.6M | 17,813,047 | 28 | 44 | 50 | 5.6% |
| Q3 2022 | 224 | $1.3B | 30,043,387 | 20 | 54 | 72 | 3.7% |
| Q2 2022 | 234 | $1.5B | 29,473,448 | 29 | 45 | 81 | 4.6% |
| Q1 2022 | 265 | $1.8B | 27,944,222 | 43 | 62 | 83 | 4.9% |
| Q4 2021 | 271 | $2.0B | 28,220,717 | 28 | 69 | 88 | 8.7% |
| Q3 2021 | 286 | $2.8B | 28,384,831 | 48 | 85 | 72 | 7.1% |
| Q2 2021 | 289 | $4.2B | 27,757,814 | 31 | 107 | 73 | 8.1% |
| Q1 2021 | 328 | $4.0B | 28,159,073 | 60 | 103 | 101 | 5.8% |
| Q4 2020 | 316 | $5.3B | 29,982,088 | 113 | 83 | 65 | 8.9% |
| Q3 2020 | 220 | $2.1B | 30,980,075 | 37 | 68 | 55 | 3.2% |
| Q2 2020 | 216 | $1.6B | 28,514,892 | 68 | 68 | 41 | 6.2% |
| Q1 2020 | 173 | $1.1B | 27,145,247 | 41 | 57 | 43 | 3.0% |
| Q4 2019 | 161 | $1.1B | 28,531,891 | 16 | 60 | 44 | 2.4% |
| Q3 2019 | 173 | $1.4B | 28,039,559 | 54 | 50 | 43 | 2.9% |
| Q2 2019 | 142 | $895.3M | 23,418,245 | 44 | 38 | 30 | 5.6% |
| Q1 2019 | 131 | $664.8M | 18,751,902 | 44 | 35 | 26 | 3.2% |
| Q4 2018 | 101 | $483.4M | 17,728,809 | 1 | 1 | 3 | 1.9% |