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Appian Corp cl a shares owned by Sontag Advisory

Quarter-by-quarter ownership of Appian Corp cl a (APPN) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Appian Corp cl a

Tip: Access up to 7 years of quarterly data

All positions including Appian Corp cl a held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appian Corp cl a by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $326k 14k 24.11
2025-09-30 $31k 1.0k 30.57
2020-03-31 $893k 22k 40.23

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Aon Shs Cl A (AON)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sontag Advisory

Top funds holding Appian Corp cl a

Vanguard Group
Vanguard Portfolio Management
RPD Fund Management
Fivespan Partners
BlackRock
Lead Edge Capital Management
Vanguard Capital Management
Morgan Stanley
First Trust Advisors
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Geode Capital Management
State Street Corporation
AQR Capital Management
Baillie Gifford & Co

View all funds holding Appian Corp cl a