DaveManuel.com · Institutional Ownership · Who Owns It
APPIAN CORP (APPN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
215
Reporting holders
$890.9M
Reported value
0.8%
Calls
0.4%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $21.9M | 955,434 | 0.03% | 6q | +83.6%+$10.0M |
| 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 incl. $1.3M options CALL+PUT | 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 incl. $215.3K options PUT | 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 |
| 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% | 11q | 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 CALL+PUT | 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 |
| HRT FINANCIAL LP | $3.8M | 166,326 | 0.01% | 4q | -12.5%-$541.6K |
| 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 | -53.5%-$2.2M |
| 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 incl. $1.3M options CALL+PUT | 18,521 | 0.00% | 31q | -33.6%-$873.2K |
| 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 CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.4M | 61,458 | 0.01% | 14q | +89.3%+$664.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4M | 61,276 | 0.00% | 31q | +24.5%+$276.1K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $1.1M | 49,661 | 0.07% | new | NEW |
| 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 | +121.6%+$536.9K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $838.1K | 36,597 | 0.00% | 29q | +0.6%+$5.3K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $822.7K | 35,925 | 0.00% | 4q | +76.5%+$356.6K |
| 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 | +11.2%+$73.5K |
| Creative Planning | $698.2K | 30,488 | 0.00% | 10q | -10.5%-$82.1K |
| SIMPLEX TRADING, LLC | $694.3K incl. $657.2K options CALL+PUT | 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 incl. $22.9K options CALL | 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 |
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 |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 8.7% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-07 | Calkins Matthew W | CEO and President | Sold | 45,000 | $1.7M ×2 |
| 2026-09-08 | Calkins Matthew W | CEO and President | Sold | 45,000 | $1.6M ×3 |
| 2026-08-07 | Calkins Matthew W | CEO and President | Sold | 45,000 | $1.6M ×4 |
| 2026-07-07 | Calkins Matthew W | CEO and President | Sold | 50,000 | $1.2M ×2 |
| 2026-06-08 | Calkins Matthew W | CEO and President | Sold | 50,000 | $1.2M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $8.8M | 243,846 | 16 | 8 | 11 | 0.0% |
| Q2 2026 | 215 | $890.9M | 38,452,402 | 32 | 80 | 49 | 1.2% |
| Q1 2026 | 213 | $970.7M | 38,946,184 | 31 | 69 | 70 | 3.2% |
| Q4 2025 | 251 | $1.4B | 35,834,885 | 50 | 91 | 71 | 7.1% |
| Q3 2025 | 236 | $1.3B | 36,534,417 | 41 | 86 | 53 | 12.5% |
| Q2 2025 | 224 | $1.2B | 36,160,988 | 38 | 70 | 57 | 11.1% |
| Q1 2025 | 222 | $1.1B | 35,307,504 | 47 | 80 | 39 | 9.8% |
| Q4 2024 | 206 | $1.1B | 32,776,926 | 34 | 55 | 53 | 1.2% |
| Q3 2024 | 196 | $1.2B | 34,422,984 | 36 | 44 | 62 | 1.2% |
| Q2 2024 | 197 | $1.1B | 33,007,304 | 37 | 54 | 46 | 3.6% |
| Q1 2024 | 209 | $1.3B | 31,020,384 | 38 | 54 | 56 | 2.8% |
| Q4 2023 | 216 | $1.2B | 30,547,673 | 42 | 53 | 50 | 2.6% |
| Q3 2023 | 205 | $1.4B | 30,866,509 | 22 | 55 | 50 | 1.9% |
| Q2 2023 | 211 | $1.5B | 30,188,358 | 25 | 65 | 56 | 2.1% |
| Q1 2023 | 212 | $1.3B | 28,925,935 | 37 | 55 | 62 | 2.3% |
| Q4 2022 | 213 | $952.1M | 28,094,978 | 32 | 53 | 72 | 3.9% |
| Q3 2022 | 216 | $1.7B | 41,699,750 | 20 | 52 | 69 | 2.7% |
| Q2 2022 | 225 | $1.7B | 34,789,907 | 27 | 43 | 79 | 3.9% |
| Q1 2022 | 259 | $2.3B | 37,052,392 | 43 | 59 | 80 | 3.8% |
| Q4 2021 | 267 | $3.2B | 46,942,819 | 28 | 67 | 88 | 5.4% |
| Q3 2021 | 283 | $5.9B | 61,728,719 | 48 | 84 | 71 | 3.4% |
| Q2 2021 | 286 | $9.0B | 62,428,299 | 31 | 104 | 74 | 3.8% |
| Q1 2021 | 322 | $8.4B | 61,301,794 | 59 | 100 | 100 | 2.7% |
| Q4 2020 | 313 | $9.3B | 54,557,769 | 114 | 80 | 64 | 5.1% |
| Q3 2020 | 217 | $3.2B | 47,818,492 | 37 | 66 | 55 | 2.1% |
| Q2 2020 | 212 | $7.6B | 145,684,540 | 67 | 67 | 40 | 1.3% |
| Q1 2020 | 171 | $6.6B | 164,113,643 | 41 | 55 | 43 | 0.5% |
| Q4 2019 | 158 | $5.6B | 146,085,706 | 16 | 59 | 43 | 0.5% |
| Q3 2019 | 170 | $6.9B | 145,274,534 | 54 | 48 | 42 | 0.6% |
| Q2 2019 | 139 | $4.6B | 126,930,701 | 43 | 35 | 31 | 1.1% |
| Q1 2019 | 129 | $779.6M | 22,087,207 | 44 | 35 | 25 | 2.7% |
| Q4 2018 | 99 | $565.8M | 20,815,275 | 1 | 1 | 3 | 1.7% |