Fonville Wealth Management LLC

Position in APPN — Appian Corp

CIK 2008703 RICHMOND, VA

Position in APPN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$510,051

-$81,439 QoQ

Shares Held

22,273

-9.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#93

of 213 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fonville Wealth Management LLC holds $6,140,587 across 5 Software - Infrastructure names. APPN ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,182	$3,425,069
2	PANW	Palo Alto Networks Inc	3,928	$1,339,526
3	APPN	Appian Corp This page	22,273	$510,051
4	PLTR	Palantir Technologies Inc.	3,998	$466,446
5	ORCL	Oracle Corp	2,726	$399,495

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,051	22,273	-9.2%	Shares	Sole	2026-07-28
2026-03-31	$591,490	24,533	-1.2%	Shares	Sole	2026-04-20
2025-12-31	$879,584	24,833	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$801,942	26,233	0.0%	Shares	Sole	2025-10-28
2025-06-30	$783,317	26,233	0.0%	Shares	Sole	2025-08-07
2025-03-31	$755,772	26,233	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.