APPNNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
APPIAN CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$42.28+1.11 (+2.70%)
Close on Oct 19, 2026
- Market cap
- $3.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.7%
38M of 72M shares
Institutional holders
213
40 new, 30 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
2 buys · 11 sales
Net sold $5.73M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 4,316,150 | 10.06% | 13G (passive) | Feb 27, 2026 |
| Abdiel Capital Advisors, LP | 4,240,234 | 9.90% | 13D (active) amendment | Aug 7, 2025 |
| RPD Fund Management LLC | 3,900,656 | 9.10% | 13G (passive) | Feb 20, 2026 |
| Dylan Haggart | 3,380,907 | 7.90% | 13D (active) amendment | Feb 3, 2026 |
| BlackRock, Inc. | 3,174,598 | 7.60% | 13G (passive) amendment | Dec 31, 2023 |
| Matthew W. Calkins | 28,994,207 | 39.20% | 13G (passive) amendment | Dec 31, 2024 |
| Nimay Mehta | 2,878,544 | 6.80% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of APPN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 4,185,786 | 5.84% | $95.85M | +24,227 | 0.00% |
| BlackRock, Inc. | 3,580,307 | 5.00% | $81.99M | +354,220 | 0.00% |
| Fivespan Partners, LP | 3,510,907 | 4.90% | $80.40M | – | 18.95% |
| Lead Edge Capital Management, LLC | 2,878,544 | 4.02% | $65.92M | +972,910 | 11.98% |
| RPD Fund Management LLC | 1,856,981 | 2.59% | $42.52M | −2,062,375 | 19.54% |
| Vanguard Capital Management LLC | 1,674,881 | 2.34% | $38.35M | −3,399 | 0.00% |
| Aqr Capital Management LLC | 1,411,062 | 1.97% | $32.31M | +453,442 | 0.01% |
| First Trust Advisors LP | 1,401,079 | 1.96% | $32.08M | +45,118 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 1,384,665 | 1.93% | $31.71M | −134,988 | 0.01% |
| State Street Corp | 1,085,269 | 1.52% | $24.85M | +61,827 | 0.00% |
| Geode Capital Management, LLC | 1,059,811 | 1.48% | $24.27M | +74,312 | 0.00% |
| Acadian Asset Management LLC | 955,434 | 1.33% | $21.86K | +435,015 | 0.03% |
| Mudita Advisors LLP | 839,400 | 1.17% | $19.22M | – | 4.00% |
| Baillie Gifford & Co | 735,158 | 1.03% | $16.84M | −170,750 | 0.02% |
| Jacobs Levy Equity Management, Inc | 689,825 | 0.96% | $15.80M | +86,395 | 0.06% |
| Citadel Advisors LLC | 619,025 | 0.86% | $14.18M | +101,016 | 0.00% |
| Qube Research & Technologies Ltd | 538,626 | 0.75% | $12.33M | +245,889 | 0.01% |
| Morgan Stanley | 418,899 | 0.58% | $9.59M | −1,126,964 | 0.00% |
| FMR LLC | 417,242 | 0.58% | $9.55M | +36,545 | 0.00% |
| Trexquant Investment LP | 396,681 | 0.55% | $9.08M | +90,738 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 213 | 38M | 53.7% | 40 / 80 | 51 / 30 | 5M | 5M |
| Q1 2026 | 208 | 39M | 54.4% | 38 / 70 | 71 / 70 | 16M | 7M |
| Q4 2025 | 246 | 36M | 50.0% | 50 / 92 | 72 / 30 | 5M | 6M |
| Q3 2025 | 232 | 37M | 51.0% | 41 / 90 | 52 / 30 | 9M | 9M |
| Q2 2025 | 221 | 36M | 50.5% | 39 / 71 | 60 / 38 | 5M | 4M |
| Q1 2025 | 221 | 35M | 49.3% | 49 / 82 | 41 / 29 | 4M | 1M |
| Q4 2024 | 203 | 33M | 45.8% | 44 / 61 | 55 / 31 | 2M | 4M |
| Q3 2024 | 192 | 34M | 48.1% | 35 / 45 | 63 / 36 | 9M | 5M |
| Q2 2024 | 194 | 33M | 46.1% | 38 / 58 | 47 / 50 | 5M | 3M |
| Q1 2024 | 207 | 31M | 43.3% | 40 / 57 | 57 / 47 | 4M | 4M |
| Q4 2023 | 215 | 31M | 42.6% | 56 / 55 | 58 / 41 | 5M | 5M |
| Q3 2023 | 202 | 31M | 43.0% | 23 / 58 | 57 / 28 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of APPN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,144,415 | 1.60% | $26.21M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,041,041 | 1.45% | $23.84M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 824,245 | 1.15% | $18.88M | 0.01% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 813,670 | 1.14% | $19.04M | 0.01% | May 31, 2026 |
| Vanguard Strategic Equity Fund | 775,549 | 1.08% | $17.76M | 0.15% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 764,549 | 1.07% | $17.51M | 0.64% | Jun 30, 2026 |
| Vanguard Explorer Fund | 499,912 | 0.70% | $13.48M | 0.06% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 484,163 | 0.68% | $11.09M | 0.02% | Jun 30, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 466,585 | 0.65% | $10.68M | 1.46% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 457,533 | 0.64% | $10.48M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 435,598 | 0.61% | $11.74M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 374,953 | 0.52% | $8.59M | 0.06% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 358,844 | 0.50% | $8.22M | 0.14% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 342,040 | 0.48% | $9.22M | 0.23% | Jul 31, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 323,325 | 0.45% | $7.57M | 0.20% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew W. Calkins | CEO and President, Director, 10% owner | 21,925,088 | 30.61% | Sep 10, 2026 |
| Robert Charles Kramer | General Manager, Director | 2,378,630 | 3.32% | Mar 3, 2026 |
| Mark Dorsey | Chief Revenue Officer | 18,526 | 0.03% | Aug 6, 2026 |
| Srdjan Tanjga | Chief Financial Officer | 39,799 | 0.06% | Aug 6, 2026 |
| Pavel Zamudio-Ramirez | Chief Customer Officer | 33,062 | 0.05% | May 7, 2026 |
| Christopher Winters | General Counsel | 31,678 | 0.04% | Nov 6, 2025 |
| Mark Matheos | Chief Financial Officer | 11,266 | 0.02% | Nov 7, 2024 |
| Bobbie G. Kilberg | Director | 95,091 | 0.13% | Sep 11, 2026 |
| Shirley Ann Edwards | Director | 14,183 | 0.02% | Jul 2, 2026 |
| Mark Steven Lynch | Director | 46,628 | 0.07% | Jul 2, 2026 |
| Carl Joseph Hartman II | Director | 8,556 | 0.01% | Jul 2, 2026 |
| David Forrest Link | Director | 3,431 | 0.00% | Jul 2, 2026 |
| William D. McCarthy | Director | 14,243 | 0.02% | Apr 2, 2026 |
| Albert G.W. Biddle III | Director | 115,235 | 0.16% | Jan 5, 2026 |
| Michael Beckley | Director | 104,418 | 0.15% | Nov 13, 2024 |
| Abdiel Capital Advisors, LP | 10% owner | 13,621,352 | 19.02% | Aug 8, 2025 |
| Qualified Master Fund LP Abdiel | 10% owner | 9,199,001 | 12.84% | Aug 8, 2025 |
| Abdiel Capital Management, LLC | 10% owner | 12,753,860 | 17.81% | Aug 8, 2025 |
| Capital LP Abdiel | 10% owner | 11,883,642 | 16.59% | Aug 8, 2025 |
| Abdiel Partners, LLC | 10% owner | 29,102,072 | 40.63% | Aug 8, 2025 |
| Colin T. Moran | 10% owner | 13,879,689 | 19.38% | Aug 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bobbie G. Kilberg Director | Sep 9, 2026 | Conversion | +10,800 | – | – | 10,800 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −23,888 | $34.73 | $829.63K | 1,650,256 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −1,996 | $37.07 | $73.99K | 1,629,144 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −19,116 | $35.58 | $680.15K | 1,631,140 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Aug 7, 2026 | Sale(10b5-1 plan) | −31,547 | $34.79 | $1.10M | 1,674,144 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Aug 7, 2026 | Sale(10b5-1 plan) | −9,264 | $34.34 | $318.13K | 1,705,691 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Aug 7, 2026 | Sale(10b5-1 plan) | −1,609 | $33.09 | $53.24K | 1,714,955 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Aug 7, 2026 | Sale(10b5-1 plan) | −2,580 | $31.66 | $81.68K | 1,716,564 |
| Srdjan Tanjga Chief Financial Officer | Aug 5, 2026 | Tax withholding | −28,350 | $29.96 | $849.37K | 39,799 |
| Srdjan Tanjga Chief Financial Officer | Aug 5, 2026 | Option exercise | +58,920 | – | – | 68,149 |
| Mark Dorsey Chief Revenue Officer | Aug 5, 2026 | Option exercise | +4,533 | – | – | 18,526 |
| Mark Dorsey Chief Revenue Officer | Aug 5, 2026 | Tax withholding | −1,352 | $29.96 | $40.51K | 17,174 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Jul 7, 2026 | Sale(10b5-1 plan) | −37,515 | $24.61 | $923.24K | 1,731,629 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Jul 7, 2026 | Sale(10b5-1 plan) | −12,485 | $25.07 | $313.00K | 1,719,144 |
| Mark Steven Lynch Director | Jul 1, 2026 | Award | +1,364 | – | – | 46,628 |
| Bobbie G. Kilberg Director | Jul 1, 2026 | Award | +1,364 | – | – | 1,364 |
| Shirley Ann Edwards Director | Jul 1, 2026 | Award | +1,364 | – | – | 14,183 |
| Carl Joseph Hartman II Director | Jul 1, 2026 | Award | +1,364 | – | – | 8,556 |
| David Forrest Link Director | Jul 1, 2026 | Award | +1,364 | – | – | 3,431 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Jun 8, 2026 | Sale(10b5-1 plan) | −50,000 | $24.13 | $1.21M | 1,769,144 |
| Mark Dorsey Chief Revenue Officer | May 13, 2026 | Buy | +7 | $19.15 | $134 | 13,993 |
| Mark Dorsey Chief Revenue Officer | May 13, 2026 | Buy | +5,220 | $19.13 | $99.86K | 13,986 |
| Pavel Zamudio-Ramirez Chief Customer Officer | May 6, 2026 | Tax withholding | −3,314 | $22.72 | $75.29K | 33,062 |
| Pavel Zamudio-Ramirez Chief Customer Officer | May 6, 2026 | Option exercise | +10,272 | – | – | 36,376 |
| Bobbie G. Kilberg Director | Apr 10, 2026 | Conversion | +10,800 | – | – | 12,096 |
| Shirley Ann Edwards Director | Apr 1, 2026 | Award | +1,296 | – | – | 12,819 |
| Bobbie G. Kilberg Director | Apr 1, 2026 | Award | +1,296 | – | – | 1,296 |
| William D. McCarthy Director | Apr 1, 2026 | Award | +1,296 | – | – | 14,243 |
| Carl Joseph Hartman II Director | Apr 1, 2026 | Award | +1,296 | – | – | 7,192 |
| Mark Steven Lynch Director | Apr 1, 2026 | Award | +1,296 | – | – | 45,264 |
| David Forrest Link Director | Apr 1, 2026 | Award | +1,296 | – | – | 2,067 |
| Mark Dorsey Chief Revenue Officer | Mar 5, 2026 | Option exercise | +3,750 | – | – | 9,921 |
| Mark Dorsey Chief Revenue Officer | Mar 5, 2026 | Tax withholding | −1,155 | $26.99 | $31.17K | 8,766 |
| Srdjan Tanjga Chief Financial Officer | Mar 5, 2026 | Option exercise | +16,277 | – | – | 16,277 |
| Srdjan Tanjga Chief Financial Officer | Mar 5, 2026 | Tax withholding | −7,048 | $26.99 | $190.23K | 9,229 |
| Mark Steven Lynch Director | Mar 3, 2026 | Sale | −9,530 | $27.00 | $257.31K | 43,968 |
| Mark Steven Lynch Director | Mar 3, 2026 | Conversion | +100 | $12.00 | $1.20K | 53,498 |
| Mark Steven Lynch Director | Mar 3, 2026 | Conversion | +9,430 | $9.46 | $89.21K | 53,398 |
| Pavel Zamudio-Ramirez Chief Customer Officer | Mar 3, 2026 | Tax withholding | −822 | $27.34 | $22.47K | 25,665 |
| Pavel Zamudio-Ramirez Chief Customer Officer | Mar 3, 2026 | Option exercise | +2,259 | – | – | 26,487 |
| Robert Charles Kramer General Manager, Director | Mar 3, 2026 | Option exercise | +3,770 | – | – | 315,152 |
| Robert Charles Kramer General Manager, Director | Mar 3, 2026 | Tax withholding | −1,215 | $27.34 | $33.22K | 313,937 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Mar 3, 2026 | Tax withholding | −23,558 | $27.34 | $644.08K | 1,819,144 |
| Matthew W. Calkins CEO and President, Director, 10% owner | Mar 3, 2026 | Option exercise | +64,375 | – | – | 1,842,702 |
| Bobbie G. Kilberg Director | Feb 18, 2026 | Conversion | +21,600 | – | – | 21,600 |
| David Forrest Link Director | Feb 4, 2026 | Award | +771 | – | – | 771 |
| Bobbie G. Kilberg Director | Jan 1, 2026 | Award | +882 | – | – | 882 |
| William D. McCarthy Director | Jan 1, 2026 | Award | +882 | – | – | 12,947 |
| Shirley Ann Edwards Director | Jan 1, 2026 | Award | +882 | – | – | 11,523 |
| Mark Steven Lynch Director | Jan 1, 2026 | Award | +882 | – | – | 43,968 |
| Albert G.W. Biddle III Director | Jan 1, 2026 | Award | +235 | – | – | 32,735 |
| Carl Joseph Hartman II Director | Jan 1, 2026 | Award | +882 | – | – | 5,896 |
| Bobbie G. Kilberg Director | Dec 4, 2025 | Conversion | +22,000 | – | – | 22,000 |
| Mark Dorsey Chief Revenue Officer | Nov 5, 2025 | Option exercise | +8,729 | – | – | 8,729 |
| Mark Dorsey Chief Revenue Officer | Nov 5, 2025 | Tax withholding | −2,558 | $29.33 | $75.03K | 6,171 |
| Pavel Zamudio-Ramirez Chief Customer Officer | Nov 5, 2025 | Option exercise | +1,034 | – | – | 23,891 |
| Pavel Zamudio-Ramirez Chief Customer Officer | Nov 5, 2025 | Tax withholding | −331 | $29.33 | $9.71K | 23,560 |
| Christopher Winters General Counsel | Nov 5, 2025 | Tax withholding | −1,827 | $29.33 | $53.59K | 29,782 |
| Christopher Winters General Counsel | Nov 5, 2025 | Option exercise | +6,104 | – | – | 31,609 |
| Carl Joseph Hartman II Director | Oct 1, 2025 | Award | +1,022 | – | – | 5,014 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Calkins Matthew CEO and President, 10% Owner | Oct 7, 2026 | 45,000 | $1.68M | Oct 7, 2026 | Stock Option Exercise |
| W. Calkins Matthew CEO and President, 10% Owner | Sep 8, 2026 | 45,000 | $1.73M | Sep 8, 2026 | Stock Option Exercise |
| W. Calkins Matthew CEO and President, 10% Owner | Aug 7, 2026 | 45,000 | $1.37M | Aug 7, 2026 | Stock Option Exercise |
| Calkins Matthew CEO and President, 10% Owner | Jul 7, 2026 | 50,000 | $1.22M | Jul 7, 2026 | Stock Option Exercise |
| Calkins Matthew CEO and President, 10% Owner | Jun 8, 2026 | 50,000 | $1.24M | Jun 8, 2026 | Stock Option Exercise |
| Lynch Mark Director | Mar 3, 2026 | 9,530 | $256.75K | Mar 3, 2026 | Stock plan activity |
| William D. McCarthy Director | Dec 2, 2024 | 700 | $26.50K | Dec 2, 2024 | Open Market Purchase |
| Mark Steven Lynch Officer | Nov 14, 2023 | 4,598 | $172.90K | Nov 14, 2023 | Stock Plan Activity |
| Mark Matheos Officer | Sep 11, 2023 | 13,068 | $654.56K | Sep 11, 2023 | Stock Plan Activity |
| Christopher Winters Officer | Sep 11, 2023 | 30,000 | $1.51M | Sep 11, 2023 | Stock Plan Activity |
| Christopher M. Jones Officer | Sep 11, 2023 | 4,500 | $225.23K | Sep 11, 2023 | Stock Plan Activity |