Appian Corporation
US ˙ NasdaqGM ˙ US03782L1017

SecurityAPPN / Appian Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership53,820 shares
Latest Disclosed Value $ 1,297,600
Cwm, Llc reports 65.17% increase in ownership of APPN / Appian Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 53,820 shares of Appian Corporation (US:APPN) valued at $1,297,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 32,585 shares of Appian Corporation. This represents a change in shares of 65.17% during the quarter. The current value of the position is $1,295,447 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPIAN CL A 03782L101 53,820 21,235 65.17 1,298 129,600.00 0.0034
2026-01-26 2025-12-31 13F APPIAN CL A 03782L101 32,585 1,263 4.03 1 0.0031
2025-10-15 2025-09-30 13F APPIAN CL A 03782L101 31,322 24,047 330.54 1 0.0029
2025-07-25 2025-06-30 13F APPIAN CL A 03782L101 7,275 -513 -6.59 0 0.0008
2025-05-01 2025-03-31 13F APPIAN CL A 03782L101 7,788 6,797 685.87 0 0.0009
2025-02-04 2024-12-31 13F APPIAN CL A 03782L101 991 -521 -34.46 0 0.0001
2024-10-08 2024-09-30 13F APPIAN CL A 03782L101 1,512 13 0.87 0 0.0002
2024-07-10 2024-06-30 13F APPIAN CL A 03782L101 1,499 139 10.22 0 0.0002
2024-04-05 2024-03-31 13F APPIAN CL A 03782L101 1,360 45 3.42 0 0.0003
2024-02-01 2023-12-31 13F APPIAN CL A 03782L101 1,315 -4 -0.30 0 0.0003
2023-10-11 2023-09-30 13F APPIAN CL A 03782L101 1,319 0 0.00 0 0.0004
2023-08-03 2023-06-30 13F APPIAN CL A 03782L101 1,319 -88 -6.25 0 0.0004
2023-05-01 2023-03-31 13F APPIAN CL A 03782L101 1,407 -93 -6.20 0 0.0004
2023-02-01 2022-12-31 13F APPIAN CL A 03782L101 1,500 170 12.78 0 -100.00 0.0004
2022-10-27 2022-09-30 13F APPIAN CL A 03782L101 1,330 -500 -27.32 54 -37.93 0.0004
2022-07-28 2022-06-30 13F APPIAN CL A 03782L101 1,830 -422 -18.74 87 -36.50 0.0007
2022-04-21 2022-03-31 13F APPIAN CL A 03782L101 2,252 2 0.09 137 -6.80 0.0010
2022-01-31 2021-12-31 13F APPIAN CL A 03782L101 2,250 -188 -7.71 147 -56.25 0.0010
2021-09-15 2021-06-30 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2021-07-29 2021-06-30 13F APPIAN CL A 03782L101 2,438 0 336 0.0027
2021-09-15 2021-03-31 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2021-04-27 2021-03-31 13F APPIAN CL A 03782L101 1,885 -553 251 0.0022
2021-09-15 2020-12-31 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2021-01-27 2020-12-31 13F APPIAN CL A 03782L101 25,631 23,193 4,154 0.0389
2021-09-15 2020-09-30 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2020-10-19 2020-09-30 13F APPIAN CL A 03782L101 99,199 96,761 6,423 0.0714
2021-09-15 2020-06-30 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2020-07-22 2020-06-30 13F APPIAN CL A 03782L101 53,417 50,979 2,738 0.0325
2021-09-15 2020-03-31 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2020-04-28 2020-03-31 13F APPIAN CL A 03782L101 64,836 62,398 2,608 0.0388
2021-09-14 2019-12-31 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2020-01-27 2019-12-31 13F APPIAN CL A 03782L101 67,226 64,788 2,569 0.0328
2021-09-14 2019-09-30 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2019-10-22 2019-09-30 13F APPIAN CL A 03782L101 100 -2,338 5 0.0001
2021-09-14 2019-06-30 13F/A-1 APPIAN CL A 03782L101 2,438 0 0.00 336 0.00 0.0027
2019-07-31 2019-06-30 13F APPIAN CL A 03782L101 100 -2,338 4 0.0001
2021-09-02 2019-03-31 13F/A-1 APPIAN CL A 03782L101 2,438 2,438 336 0.0027
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.