APPIAN CORP (APPN) — Institutional Holders, Q2 2026 (page 3)
214 institutional investment managers reported a APPN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $881.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 214. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
APPN 13F holders ranked 201–214 of 214
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Basecamp Wealth Advisors#201 · 23 sh | 23 | $527.00 | <0.01% | -61.7% |
| 202 | DUNCKER STREETT#202 · 21 sh | 21 | $481.00 | <0.01% | 0.0% |
| 203 | JPL Wealth Management#203 · 20 sh | 20 | $458.00 | <0.01% | 0.0% |
| 204 | Transamerica Financial Advisors#204 · 18 sh | 18 | $412.00 | 0.00% | New |
| 205 | Rockefeller Capital Management L.P.#205 · 16 sh | 16 | $366.00 | 0.00% | 0.0% |
| 206 | Smartleaf Asset Management#206 · 14 sh | 14 | $335.00 | 0.00% | 0.0% |
| 207 | Truvestments Capital#207 · 13 sh | 13 | $298.00 | 0.00% | 0.0% |
| 208 | Silver Grove Financial Group#208 · 13 sh | 13 | $298.00 | <0.01% | New |
| 209 | PNC FINANCIAL SERVICES GROUP#209 · 10 sh | 10 | $229.00 | 0.00% | -92.3% |
| 210 | Golden State Wealth Management#210 · 8 sh | 8 | $183.00 | 0.00% | 0.0% |
| 211 | Glen Eagle Advisors#211 · 7 sh | 7 | $160.00 | 0.00% | 0.0% |
| 212 | Activest Wealth Management#212 · 4 sh | 4 | $92.00 | — | 0.0% |
| 213 | Global Retirement Partners#213 · 2 sh | 2 | $46.00 | 0.00% | — |
| 214 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#214 · 36,597 sh | 36,597 | — | — | +0.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.