Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in APPN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $95.9M | +0.6% | 5.658% | 0.00% |
| 2 | BlackRock, Inc. | 3.6M | $82.0M | +11.0% | 4.839% | 0.00% |
| 3 | Fivespan Partners, LP | 3.5M | $80.4M | 0.0% | 4.746% | 18.95% |
| 4 | Lead Edge Capital Management, LLC | 2.9M | $65.9M | +51.0% | 3.891% | 11.98% |
| 5 | RPD Fund Management LLC | 1.9M | $42.5M | -52.6% | 2.510% | 19.54% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $38.4M | -0.2% | 2.264% | 0.00% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $32.3M | +47.3% | 1.907% | 0.01% |
| 8 | FIRST TRUST ADVISORS LP | 1.4M | $32.1M | +3.3% | 1.894% | 0.02% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $31.7M | -8.9% | 1.872% | 0.01% |
| 10 | STATE STREET CORP | 1.1M | $24.9M | +6.0% | 1.467% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $24.3M | +7.5% | 1.432% | 0.00% |
| 12 | Mudita Advisors LLP | 839K | $19.2M | 0.0% | 1.135% | 4.00% |
| 13 | BAILLIE GIFFORD & CO | 735K | $16.8M | -18.9% | 0.994% | 0.02% |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 690K | $15.8M | +14.3% | 0.932% | 0.06% |
| 15 | CITADEL ADVISORS LLC | 675K | $15.5M | -38.7% | 0.912% | 0.00% |
| 16 | Qube Research & Technologies Ltd | 539K | $12.3M | +84.0% | 0.728% | 0.01% |
| 17 | MORGAN STANLEY | 419K | $9.6M | -72.9% | 0.566% | 0.00% |
| 18 | FMR LLC | 417K | $9.6M | +9.6% | 0.564% | 0.00% |
| 19 | Trexquant Investment LP | 397K | $9.1M | +29.7% | 0.536% | 0.05% |
| 20 | Squarepoint Ops LLC | 392K | $9.0M | -2.6% | 0.529% | 0.01% |
| 21 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 366K | $8.4M | +3.8% | 0.495% | 0.01% |
| 22 | NORTHERN TRUST CORP | 366K | $8.4M | +6.3% | 0.495% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 348K | $8.0M | -6.1% | 0.470% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 336K | $7.7M | +181.9% | 0.454% | 0.01% |
| 25 | D. E. Shaw & Co., Inc. | 332K | $7.6M | -33.8% | 0.449% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APPN — a direct measure of their conviction.
Filings activity in APPN during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new APPN position in Q2 2026
Institutions that fully closed their APPN position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 213 | +0.9% | 52.44% | 1.63 pp | $860M | 9.5% |
| Q1 2026 | 211 | 14% | 54.07% | +2.57 pp | $950M | 28% |
| Q4 2025 | 246 | +6.0% | 51.50% | 3.66 pp | $1.31B | +8.8% |
| Q3 2025 | 232 | +6.4% | 55.16% | +2.46 pp | $1.21B | +6.4% |
| Q2 2025 | 218 | +1.4% | 52.70% | +0.76 pp | $1.13B | 18% |
| Q1 2025 | 215 | +5.4% | 51.94% | 9.03 pp | $1.38B | 7.2% |
| Q4 2024 | 204 | +8.5% | 60.97% | +14.72 pp | $1.49B | +30% |
| Q3 2024 | 188 | — | 46.25% | — | $1.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APPN stock.
Based on Q2 2026 13F filings, institutional ownership of Appian Corporation stands at 52.4%, held across 213 reporting institutions.
VANGUARD PORTFOLIO MANAGEMENT LLC is the largest reported institutional holder of APPN, with approximately 4,185,786 shares worth $0.10B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of APPN, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for APPN is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in APPN during Q2 2026, while 31 fully exited. 63 added to existing positions and 110 trimmed.
APPN institutional ownership fell by 1.63 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 61.2% of all reported 13F value in APPN, and the top 25 account for 82.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Appian Corporation (APPN) Institutional Ownership