Appian Corp

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Appian Corp
TickerAPPN
CIK #0001441683
CUSIP03782L101
SectorTechnology - Services-Prepackaged Software
Address11955 Democracy Drive Suite 1700, Reston, VA 20190
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Appian Corp 2014-03-03 37.5 M Exemption: 506(b) · Remaining: $6 · Duration: One year or less · Revenue: $25,000,001 - $100,000,000
CIK Filing 2011 - 2026
[0001441683] 10-K
[0001441683] 10-Q
[0001441683] 3
[0001441683] 4
[0001441683] 5
[0001441683] 8-K
[0001441683] D
[0001441683] SC 13D
[0001441683] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Lead Edge Capital Management LLC Appian Corp [2026-06-30] 0.0
Vanguard Portfolio Management LLC Appian Corp [2026-03-05] 0.0
RPD Fund Management LLC Appian Corp [2026-02-24] 0.0
Fivespan Partners LP Appian Corp [2026-01-27] 0.0
Morgan Stanley Appian Corp [2024-11-06] 6.0
Hawk Ridge Capital Management LP Appian Corp [2024-04-15] 5.1
Citadel Advisors LLC Appian Corp [2023-11-17] 3.8
Morgan Stanley Appian Corp [2021-02-04] 5.3
BlackRock Inc Appian Corp [2020-02-07] 7.1
Baillie Gifford & Co Appian Corp [2020-01-07] 10.46
Calkins Matthew W Appian Corp [2019-02-13] 45.4
Lord Abbett & Co LLC Appian Corp [2018-02-14] 6.63
Calkins Matthew W Appian Corp [2018-02-13] 47.0
Vanguard Group Inc Appian Corp [2018-02-08] 5.17
Novak Biddle Venture Partners V L P Appian Corp [2018-01-31] 39.7
New Enterprise Associates 14 LP Appian Corp [2018-01-29] 19.8
JPMorgan Chase & Co Appian Corp [2018-01-08] 5.5
Abdiel Qualified Master Fund LP Appian Corp [2017-06-12] 26.4
FMR LLC Appian Corp [2017-06-12] 0.0
Form 3/4/5 Filer 2011 - 2026
Calkins Matthew W
Appian Corp
Lynch Mark Steven
Edwards Shirley Ann
Link David Forrest
Kilberg Bobbie G
Hartman Carl Joseph II
Dorsey Mark
Zamudio-Ramirez Pavel
McCarthy William D
Tanjga Srdjan
Kramer Robert Charles
Biddle Albert GW III
Winters Christopher
Abdiel Partners LLC
Abdiel Capital Advisors LP
Abdiel Qualified Master Fund LP
Moran Colin T
Abdiel Capital LP
Abdiel Capital Management LLC
Beckley Michael
Matheos Mark
Mulligan Michael J
Jones Christopher M
Boccassam Prashanth
Devine Michael G
Cross Eric Calvin
Mitchell David Leon
Novak Biddle Venture Partners V L P
Novak E Rogers JR
Novak Biddle Co V LLC
Hughes Edward L
Baskett Forest
Barrett M James
New Enterprise Associates 14 LP
NEA Partners 14 LP
NEA 14 GP Ltd
Barris Peter J
Viswanathan Ravi
Sonsini Peter W
Sandell Scott D
Mott David M
Kerins Patrick J
Florence Anthony A Jr
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Dorsey Mark
Restricted Stock Unit · derivative
2026-03-05 Option exercise 3,750 $0.00
Tanjga Srdjan
Class A Common Stock
2026-03-05 Option exercise 16,277
Dorsey Mark
Class A Common Stock
2026-03-05 Tax withheld 1,155 $26.99 31,173
Dorsey Mark
Class A Common Stock
2026-03-05 Option exercise 3,750 $0.00
Tanjga Srdjan
Class A Common Stock
2026-03-05 Tax withheld 7,048 $26.99 190,226
Tanjga Srdjan
Performance Stock Award · derivative
2026-03-05 Option exercise 16,277 $0.00
Lynch Mark Steven
Employee Stock Option (Right to Buy) · derivative
2026-03-03 Option exercise 100 $0.00
Kramer Robert Charles
Class A Common Stock
2026-03-03 Option exercise 3,770 $0.00
Lynch Mark Steven
Class B Common Stock · derivative
2026-03-03 Conversion 100 $0.00
Lynch Mark Steven
Class B Common Stock · derivative
2026-03-03 Conversion 9,430 $0.00
Zamudio-Ramirez Pavel
Restricted Stock Unit · derivative
2026-03-03 Option exercise 2,259 $0.00
Kramer Robert Charles
Class A Common Stock
2026-03-03 Tax withheld 1,215 $27.34 33,218
Lynch Mark Steven
Class B Common Stock · derivative
2026-03-03 Option exercise 9,430 $9.46 89,208
Lynch Mark Steven
Employee Stock Option (Right to Buy) · derivative
2026-03-03 Option exercise 9,430 $0.00
Lynch Mark Steven
Class A Common Stock
2026-03-03 Sell 9,530 $27.00 257,310
Calkins Matthew W
Class A Common Stock
2026-03-03 Option exercise 64,375
Zamudio-Ramirez Pavel
Class A Common Stock
2026-03-03 Option exercise 2,259 $0.00
Kramer Robert Charles
Restricted Stock Unit · derivative
2026-03-03 Option exercise 3,770 $0.00
Calkins Matthew W
Restricted Stock Unit · derivative
2026-03-03 Option exercise 64,375 $0.00
Zamudio-Ramirez Pavel
Class A Common Stock
2026-03-03 Tax withheld 822 $27.34 22,473
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 210 39,145,846
2025-12-31 249 37,499,710
2025-09-30 235 40,183,846
2025-06-30 224 39,530,150
2025-03-31 225 38,415,040
2024-12-31 206 32,753,801
2024-09-30 197 34,373,656
2024-06-30 198 33,502,879
2024-03-31 210 31,102,794
2023-12-31 218 30,752,715
2023-09-30 207 31,077,516
2023-06-30 214 30,438,612
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 36,077 36,077
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 916 33,690
Evanson Financial LLC [2026-06-30] SOLE 0 12,943
IFP Advisors LLC [2026-06-30] SOLE 1,108 1,108
Farther Finance Advisors LLC [2026-06-30] SOLE 0 885
Gamma Investing LLC [2026-06-30] DFND 444 444
Versant Capital Management Inc [2026-06-30] SOLE 331 331
True Wealth Design LLC [2026-06-30] SOLE 0 314
Adirondack Trust Co [2026-06-30] SOLE 280 280
Abound Wealth Management [2026-06-30] SOLE 0 200
Eastern Bank [2026-06-30] SOLE 200 200
Main Street Group LTD [2026-06-30] SOLE 0 131
Lifesteps Financial Inc [2026-06-30] SOLE 127 127
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 77 77
Spire Wealth Management [2026-06-30] SOLE 0 40
GHP Investment Advisors Inc [2026-06-30] SOLE 25 25
Activest Wealth Management [2026-06-30] SOLE 0 4
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