Evanson Asset Management, LLC

Position in APPN — Appian Corp

CIK 1626379 CARMEL, CA

Position in APPN

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$312,055

-$146,386 QoQ

Shares Held

12,943

0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Evanson Asset Management, LLC holds $15,078,326 across 9 Software - Infrastructure names. APPN ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	27,261	$10,091,204
2	XYZ	Block, Inc.	22,160	$1,333,588
3	CRWD	CrowdStrike Holdings, Inc.	8,388	$818,689
4	ORCL	Oracle Corp	5,394	$793,511
5	OKTA	Okta, Inc.	7,337	$577,495
6	ZETA	Zeta Global Holdings Corp.	30,612	$487,343
7	PLTR	Palantir Technologies Inc.	3,169	$463,561
8	APPN	Appian Corp This page	12,943	$312,055

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$312,055	12,943	0.0%	Shares	Sole	2026-04-08
2025-12-31	$458,441	12,943	0.0%	Shares	Sole	2026-01-12
2025-09-30	$395,667	12,943	0.0%	Shares	Sole	2025-10-14
2025-06-30	$386,477	12,943	0.0%	Shares	Sole	2025-07-15
2025-03-31	$372,887	12,943	0.0%	Shares	Sole	2025-04-22
2024-12-31	$426,860	12,943	0.0%	Shares	Sole	2025-01-16
2024-09-30	$441,874	12,943	-39.4%	Shares	Sole	2024-10-07
2024-06-30	$658,706	21,345	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$850,375	21,286	0.0%	Shares	Sole	2024-04-12
2023-12-31	$801,630	21,286	-28.1%	Shares	Sole	2024-01-18
2023-09-30	$1,350,968	29,620	0.0%	Shares	Sole	2023-10-19
2023-06-30	$1,409,912	29,620	+15.7%	Shares	Sole	2023-07-11
2023-03-31	$1,136,571	25,610	0.0%	Shares	Sole	2023-04-13
2022-12-31	$833,861	25,610	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,045,656	25,610	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.