APPN · NASDAQ · Software - Infrastructure

Appian (APPN)

Sells AI process automation software for enterprise and government workflows.

$36.90
After hours−0.02 (−0.05%)
At close$36.92(−4.40%)

13F · 13D/G · Form 4

Institutions54.16%38.79M shares
224 holders · as of Jun 30, 2026
Insiders46.92%33.61M shares
16 holders · as of Sep 11, 2026
Strategic holders4.10%2.94M shares
1 holder · as of Feb 3, 2022
Adds to105.18%

71.63M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 105.18%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Matthew W. Calkins1Insiderdirector, 10 percent owner, officer: CEO and President
40.27%28.99M COMPANYfiled Sep 10, 2026
Vanguard Portfolio Management LLCInstitution
5.84%4.19M Aas of Jun 30, 2026
BlackRock, Inc.Institution
5.00%3.58M Aas of Jun 30, 2026
Fivespan Partners, LPInstitution
4.90%3.51M Aas of Jun 30, 2026
BlackRock, Inc.Strategic
4.10%2.94Mfiled Feb 3, 2022
Lead Edge Capital Management, LLCInstitution
4.02%2.88M Aas of Jun 30, 2026
Robert Charles KramerInsiderdirector, officer: General Manager
3.11%313,937 A · 1.91M Bfiled Mar 3, 2026
David BrownInsider
3.01%2.16Mfiled Apr 15, 2024
RPD Fund Management LLCInstitution
2.59%1.86M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.34%1.67M Aas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.97%1.41M Aas of Jun 30, 2026
First Trust Advisors LPInstitution
1.96%1.40M Aas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
1.93%1.38M Aas of Jun 30, 2026
State Street CorpInstitution
1.52%1.09M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.48%1.06M Aas of Jun 30, 2026
Acadian Asset Management LLCInstitution
1.33%955,434 Aas of Jun 30, 2026
Mudita Advisors LLPInstitution
1.17%839,400 Aas of Jun 30, 2026
Baillie Gifford & CoInstitution
1.03%735,158 Aas of Jun 30, 2026
Jacobs Levy Equity Management, IncInstitution
0.96%689,825 Aas of Jun 30, 2026
Citadel Advisors LLCInstitution
0.86%619,025 Aas of Jun 30, 2026
Qube Research & Technologies LtdInstitution
0.75%538,626 Aas of Jun 30, 2026
Morgan StanleyInstitution
0.58%418,899 Aas of Jun 30, 2026
FMR LLCInstitution
0.58%417,242 Aas of Jun 30, 2026
Trexquant Investment LPInstitution
0.55%396,681 Aas of Jun 30, 2026
Squarepoint Ops LLCInstitution
0.53%382,211 Aas of Jun 30, 2026
  1. Matthew W. Calkins's transaction reports restate only vehicles that traded; the 2025 ownership statement (28.99M) less the 149.2K net shares sold since is used instead.

13F, as of Jun 30, 2026

224 holders · 38.79M shares · 40 new positions · 120 increased · 53 reduced · 35 closed

HolderShares% of companyChg q/qFiled
Vanguard Portfolio Management LLC4.19M5.84%+24.2KAug 13, 2026
BlackRock, Inc.3.58M5.00%+354.2KAug 7, 2026
Fivespan Partners, LP3.51M4.90%0Aug 13, 2026
Lead Edge Capital Management, LLC2.88M4.02%+972.9KAug 14, 2026
RPD Fund Management LLC1.86M2.59%−2.06MAug 14, 2026
Vanguard Capital Management LLC1.67M2.34%−3.4KAug 13, 2026
AQR Capital Management LLC1.41M1.97%+453.4KAug 14, 2026
First Trust Advisors LP1.40M1.96%+45.1KAug 11, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Matthew W. Calkins39.20%28.99M13GFeb 7, 2025
Vanguard Portfolio Management10.06%4.32M13GMar 5, 2026
RPD Fund Management LLC9.10%3.90M13GFeb 24, 2026
Fivespan Partners, LPincl. Dylan Haggart7.90%3.38M13DFeb 5, 2026
Lead Edge Capital Management, LLC6.80%2.88M13GJun 30, 2026
Morgan Stanleyincl. Morgan Stanley Investment Management Inc.6.00%2.45MNov 6, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 8, 2026
Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President
Sale · 3 lots45,000$35.191,629,144
Aug 7, 2026
Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President
Sale · 4 lots45,000$34.461,674,144
Jul 7, 2026
Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President
Sale · 2 lots50,000$24.721,719,144
Jun 8, 2026
Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President
Sale50,000$24.131,769,144
May 13, 2026
Mark Dorseyofficer: Chief Revenue Officer
Purchase · 2 lots5,227$19.1313,993
Mar 3, 2026
Mark Steven Lynchdirector
Sale9,530$27.0043,968

House and Senate disclosures

Not reported.