Position in APPN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,617
-$25,662 QoQ
Shares Held
10,551
+39.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#118
of 211 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Advisory, LLC holds $22,255,962 across 7 Software - Infrastructure names. APPN ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,678 | $12,189,547 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,137 | $3,456,919 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
15,092 | $2,879,327 | |
| 4 | ORCL |
Oracle Corp
|
14,277 | $2,092,294 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,319 | $970,577 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,771 | $425,681 | |
| 7 | APPN |
Appian Corp
This page
|
10,551 | $241,617 |
All Filings in APPN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,617 | 10,551 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $267,279 | 7,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $869,288 | 28,436 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $848,352 | 28,411 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $897,777 | 31,162 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $984,123 | 29,840 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,017,167 | 29,794 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $919,844 | 29,807 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,265,416 | 31,675 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,191,562 | 31,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,443,693 | 31,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,507,492 | 31,670 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,406,402 | 31,690 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,032,119 | 31,699 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $800,268 | 19,600 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $928,256 | 19,600 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,199,978 | 19,730 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $106,944 | 1,640 | Shares | Sole | 2022-02-23 | |
| 2020-09-30 | $278,425 | 4,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $220,375 | 4,300 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||