Ranked by reported Q1 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 | $100.3M | β | 5.625% | 0.01% |
| 2 | RPD Fund Management LLC | 3.9M | $94.5M | β | 5.298% | 31.17% |
| 3 | Fivespan Partners, LP | 3.5M | $84.6M | +155.3% | 4.746% | 22.43% |
| 4 | BlackRock, Inc. | 3.2M | $77.8M | -1.5% | 4.361% | 0.00% |
| 5 | Lead Edge Capital Management, LLC | 1.9M | $45.9M | +18.4% | 2.576% | 11.26% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $40.5M | β | 2.268% | 0.00% |
| 7 | MORGAN STANLEY | 1.5M | $37.3M | +8.9% | 2.090% | 0.00% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $36.6M | +16.5% | 2.054% | 0.02% |
| 9 | FIRST TRUST ADVISORS LP | 1.4M | $32.7M | +16.9% | 1.833% | 0.02% |
| 10 | CITADEL ADVISORS LLC | 1.1M | $26.5M | -44.5% | 1.488% | 0.01% |
| 11 | STATE STREET CORP | 1.0M | $24.7M | +4.4% | 1.383% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 985K | $23.8M | -0.0% | 1.332% | 0.00% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 958K | $23.1M | +42.5% | 1.294% | 0.01% |
| 14 | BAILLIE GIFFORD & CO | 906K | $21.8M | -3.7% | 1.225% | 0.02% |
| 15 | Mudita Advisors LLP | 839K | $20.2M | β | 1.135% | 4.13% |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 603K | $14.5M | -2.9% | 0.816% | 0.06% |
| 17 | National Philanthropic Trust | 282K | $11.3M | β | 0.381% | 0.02% |
| 18 | Nuveen, LLC | 415K | $10.0M | -40.2% | 0.561% | 0.00% |
| 19 | Squarepoint Ops LLC | 402K | $9.7M | +35.8% | 0.543% | 0.01% |
| 20 | PRELUDE CAPITAL MANAGEMENT, LLC | 390K | $9.4M | β | 0.528% | 0.72% |
| 21 | FMR LLC | 381K | $9.2M | +18.0% | 0.515% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 371K | $8.9M | +5.6% | 0.501% | 0.00% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 353K | $8.5M | -33.3% | 0.477% | 0.01% |
| 24 | NORTHERN TRUST CORP | 344K | $8.3M | +2.1% | 0.465% | 0.00% |
| 25 | Trexquant Investment LP | 306K | $7.4M | +97.0% | 0.413% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in APPN β a direct measure of their conviction.
Filings activity in APPN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new APPN position in Q1 2026
Institutions that fully closed their APPN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 201 | 17% | 51.67% | 20.81 pp | $918M | 29% |
| Q4 2025 | 243 | +6.1% | 72.48% | +5.41 pp | $1.29B | +8.1% |
| Q3 2025 | 229 | +5.0% | 67.07% | +3.24 pp | $1.19B | +5.1% |
| Q2 2025 | 218 | +1.4% | 63.83% | 13.91 pp | $1.13B | 18% |
| Q1 2025 | 215 | +5.4% | 77.74% | 6.00 pp | $1.38B | 7.2% |
| Q4 2024 | 204 | +8.5% | 83.74% | +19.33 pp | $1.49B | +30% |
| Q3 2024 | 188 | 2.1% | 64.41% | +4.38 pp | $1.14B | +7.3% |
| Q2 2024 | 192 | β | 60.03% | β | $1.07B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APPN stock.
Based on Q1 2026 13F filings, institutional ownership of Appian Corporation stands at 51.7%, held across 201 reporting institutions.
VANGUARD PORTFOLIO MANAGEMENT LLC is the largest reported institutional holder of APPN, with approximately 4,161,559 shares worth $0.10B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of APPN, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for APPN is 26 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in APPN during Q1 2026, while 81 fully exited. 35 added to existing positions and 126 trimmed.
APPN institutional ownership fell by 20.81 percentage points quarter-over-quarter, with a net change of -42 holders.
The top 10 institutions account for 62.8% of all reported 13F value in APPN, and the top 25 account for 85.8%.
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