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%)
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13F · 13D/G · Form 4
| Institutions | 54.16% | 38.79M shares | |
|---|---|---|---|
| 224 holders · as of Jun 30, 2026 | |||
| Insiders | 46.92% | 33.61M shares | |
| 16 holders · as of Sep 11, 2026 | |||
| Strategic holders | 4.10% | 2.94M shares | |
| 1 holder · as of Feb 3, 2022 | |||
| Adds to | 105.18% | ||
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, as of Jun 30, 2026
224 holders · 38.79M shares · 40 new positions · 120 increased · 53 reduced · 35 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 4.19M | 5.84% | +24.2K | Aug 13, 2026 |
| BlackRock, Inc. | 3.58M | 5.00% | +354.2K | Aug 7, 2026 |
| Fivespan Partners, LP | 3.51M | 4.90% | 0 | Aug 13, 2026 |
| Lead Edge Capital Management, LLC | 2.88M | 4.02% | +972.9K | Aug 14, 2026 |
| RPD Fund Management LLC | 1.86M | 2.59% | −2.06M | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.67M | 2.34% | −3.4K | Aug 13, 2026 |
| AQR Capital Management LLC | 1.41M | 1.97% | +453.4K | Aug 14, 2026 |
| First Trust Advisors LP | 1.40M | 1.96% | +45.1K | Aug 11, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Matthew W. Calkins | 39.20% | 28.99M | 13G | Feb 7, 2025 |
| Vanguard Portfolio Management | 10.06% | 4.32M | 13G | Mar 5, 2026 |
| RPD Fund Management LLC | 9.10% | 3.90M | 13G | Feb 24, 2026 |
| Fivespan Partners, LPincl. Dylan Haggart | 7.90% | 3.38M | 13D | Feb 5, 2026 |
| Lead Edge Capital Management, LLC | 6.80% | 2.88M | 13G | Jun 30, 2026 |
| Morgan Stanleyincl. Morgan Stanley Investment Management Inc. | 6.00% | 2.45M | Nov 6, 2024 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 8, 2026 | Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President | Sale · 3 lots | 45,000 | $35.19 | 1,629,144 |
| Aug 7, 2026 | Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President | Sale · 4 lots | 45,000 | $34.46 | 1,674,144 |
| Jul 7, 2026 | Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President | Sale · 2 lots | 50,000 | $24.72 | 1,719,144 |
| Jun 8, 2026 | Matthew W. Calkinsdirector, 10 percent owner, officer: CEO and President | Sale | 50,000 | $24.13 | 1,769,144 |
| May 13, 2026 | Mark Dorseyofficer: Chief Revenue Officer | Purchase · 2 lots | 5,227 | $19.13 | 13,993 |
| Mar 3, 2026 | Mark Steven Lynchdirector | Sale | 9,530 | $27.00 | 43,968 |
House and Senate disclosures
Not reported.
