Position in APPN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,221,716
-$3,387,707 QoQ
Shares Held
299,532
0.0% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026National Philanthropic Trust holds $214,558,968 across 9 Software - Infrastructure names. APPN ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
460,379 | $170,418,494 | |
| 2 | PANW |
Palo Alto Networks Inc
|
113,437 | $18,186,219 | |
| 3 | APPN |
Appian Corp
This page
|
299,532 | $7,221,716 | |
| 4 | ORCL |
Oracle Corp
|
44,832 | $6,595,235 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
41,031 | $6,002,014 | |
| 6 | DBX |
Dropbox, Inc.
|
158,204 | $3,594,394 | |
| 7 | HQ |
Horizon Quantum Holdings Ltd.
|
231,520 | $2,035,060 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
962 | $375,574 |
All Filings in APPN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,221,716 | 299,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,609,423 | 299,532 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,611,018 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $8,411,024 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $8,115,258 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $9,289,872 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $9,616,623 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $8,692,706 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $11,253,195 | 281,682 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $10,608,144 | 281,682 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||