Comparable stake leader
Matthew W. Calkins
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001441683.
Comparable stake leader
Matthew W. Calkins
Disclosed value leader
Matthew W. Calkins
Comparable rows
50/50
Latest evidence
01 Apr 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Matthew W. Calkins |
13D/G
3/4/5
CEO and President, Director, 10%+ Owner
|
39%
|
$889,832,213
28,994,207 shares
|
$0 | 31 Dec 2024 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Portfolio Management
|
10%
from 13D/G
|
$100,335,187
4,161,559 shares
|
— | 31 Mar 2026 |
| RPD Fund Management LLC |
13D/G
13F
Company
|
9.1%
|
$117,838,818
3,900,656 shares
|
$0 | 20 Feb 2026 |
| Fivespan Partners, LP |
13D/G
13F
Company
|
7.9%
|
$119,751,726
3,380,907 shares
|
$0 | 03 Feb 2026 |
| Abdiel Qualified Master Fund LP |
13D/G
Abdiel Capital Advisors, LP
|
4.9%
|
$61,728,359
2,111,093 shares
|
-$20,492,474 | 27 Aug 2025 |
| Abdiel Capital Advisors, LP |
3/4/5
10%+ Owner
|
30%
|
$372,326,434
12,753,860 shares
|
-$104,394,990 | 06 Aug 2025 |
| Robert Charles Kramer |
3/4/5
General Manager, Director
|
1.1%
|
$12,194,212
463,937 shares
mixed-class rows
|
— | 03 Mar 2026 |
| Albert G.w. Biddle III |
3/4/5
Director
|
0.27%
|
$4,960,866
115,235 shares
|
— | 01 Jan 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$105,758,808.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 5,227 | 50,000 | $99,993 | $1,206,500 | -$1,106,507 |
| 3-6 | 0 | 9,530 | $0 | $257,310 | -$257,310 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 3,490,207 | $0 | $104,394,990 | -$104,394,990 |
Reporting owners
Showing 1-20 of 23 reporting-owner rows connected to APPIAN CORP. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Abdiel Capital Management, LLC | 10%+ Owner | $632,201,373 | Mixed | 17 Jan 2023 | ||
| Abdiel Capital Advisors, LP | 10%+ Owner | $372,326,434 | -$104,394,990 | -22% | Filing P/S | 06 Aug 2025 |
| Matthew W. Calkins | CEO and President, Director, 10%+ Owner | $42,689,444 | -$1,206,500 | -2.7% | Filing P/S | 08 Jun 2026 |
| Robert Charles Kramer | General Manager, Director | $12,194,212 | Mixed | 03 Mar 2026 | ||
| Albert G.w. Biddle III | Director | $4,960,866 | Mixed | 01 Jan 2026 | ||
| Michael Beckley | Director | $4,037,844 | Mixed | 05 Nov 2024 | ||
| Bobbie G. Kilberg | Director | $1,738,981 | Median | 10 Apr 2026 | ||
| Mark Steven Lynch | Director | $1,603,250 | -$257,310 | -14% | Mixed | 01 Apr 2026 |
| Christopher Winters | General Counsel | $1,124,552 | Mixed | 05 Nov 2025 | ||
| Michael J. Mulligan | Director | $1,016,864 | Mixed | 01 Apr 2024 | ||
| Prashanth Boccassam | Director | $914,935 | Mixed | 03 Apr 2023 | ||
| Pavel Zamudio-Ramirez | Chief Customer Officer | $837,109 | Mixed | 05 May 2026 | ||
| Mark Dorsey | Chief Revenue Officer | $776,315 | +$99,993 | +15% | Mixed | 13 May 2026 |
| Mark Matheos | Chief Financial Officer | $767,086 | Mixed | 05 Nov 2024 | ||
| William D. McCarthy | Director | $504,487 | Mixed | 01 Apr 2026 | ||
| Shirley Ann Edwards | Director | $454,048 | Mixed | 01 Apr 2026 | ||
| Christopher M. Jones | Chief Revenue Officer | $268,388 | Mixed | 11 Sep 2023 | ||
| Carl Joseph Hartman II | Director | $254,740 | Mixed | 01 Apr 2026 | ||
| Abdiel Partners, LLC | 10%+ Owner | $252,486 | Mixed | 20 Jan 2023 | ||
| Srdjan Tanjga | Chief Financial Officer | $206,545 | Mixed | 05 Mar 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew W. Calkins | APPN | Class A Common Stock | Sale | -2.75% | $1,206,500 | $24.13 | -50,000 | 1,769,144 | 08 Jun 2026 | Direct |
| Mark Dorsey | APPN | Class A Common Stock | Purchase | 59.6% | $99,993 | $19.13 | 5,227 | 13,993 | 13 May 2026 | Direct |
| Pavel Zamudio-Ramirez | APPN | Class A Common Stock | Tax liability | -9.11% | -3,314 | 33,062 | 06 May 2026 | Direct | ||
| Pavel Zamudio-Ramirez | APPN | Class A Common Stock | Options Exercise | 39.4% | 10,272 | 36,376 | 06 May 2026 | Direct | ||
| Pavel Zamudio-Ramirez | APPN | Restricted Stock Unit | Award | 15,848 | 15,848 | 05 May 2026 | Direct | |||
| Pavel Zamudio-Ramirez | APPN | Restricted Stock Unit | Options Exercise | -100% | -10,272 | 0 | 05 May 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class A Common Stock | Conversion of derivative security | 833.3% | 10,800 | 12,096 | 10 Apr 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class B Common Stock | Conversion of derivative security | -50% | -10,800 | 10,800 | 10 Apr 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class B Common Stock | Options Exercise | 10,800 | 10,800 | 10 Apr 2026 | Direct | |||
| Bobbie G. Kilberg | APPN | Stock Option (Right to Buy) | Options Exercise | -50% | -10,800 | 10,800 | 10 Apr 2026 | Direct | ||
| David Forrest Link | APPN | Class A Common Stock | Award | 168.1% | 1,296 | 2,067 | 01 Apr 2026 | Direct | ||
| William D. McCarthy | APPN | Class A Common Stock | Award | 10% | 1,296 | 14,243 | 01 Apr 2026 | Direct | ||
| Mark Steven Lynch | APPN | Class A Common Stock | Award | 2.95% | 1,296 | 45,264 | 01 Apr 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class A Common Stock | Award | 1,296 | 1,296 | 01 Apr 2026 | Direct | |||
| Shirley Ann Edwards | APPN | Class A Common Stock | Award | 11.2% | 1,296 | 12,819 | 01 Apr 2026 | Direct | ||
| Carl Joseph Hartman II | APPN | Class A Common Stock | Award | 22% | 1,296 | 7,192 | 01 Apr 2026 | Direct | ||
| Mark Dorsey | APPN | Class A Common Stock | Tax liability | -11.6% | -1,155 | 8,766 | 05 Mar 2026 | Direct | ||
| Mark Dorsey | APPN | Class A Common Stock | Options Exercise | 60.8% | 3,750 | 9,921 | 05 Mar 2026 | Direct | ||
| Mark Dorsey | APPN | Restricted Stock Unit | Options Exercise | -25% | -3,750 | 11,250 | 05 Mar 2026 | Direct | ||
| Srdjan Tanjga | APPN | Class A Common Stock | Tax liability | -43.3% | -7,048 | 9,229 | 05 Mar 2026 | Direct | ||
| Srdjan Tanjga | APPN | Class A Common Stock | Options Exercise | 16,277 | 16,277 | 05 Mar 2026 | Direct | |||
| Srdjan Tanjga | APPN | Performance Stock Award | Options Exercise | -25% | -16,277 | 48,831 | 05 Mar 2026 | Direct | ||
| Mark Steven Lynch | APPN | Class A Common Stock | Sale | -17.8% | $257,310 | $27.00 | -9,530 | 43,968 | 03 Mar 2026 | Direct |
| Mark Steven Lynch | APPN | Class A Common Stock | Conversion of derivative security | 21.7% | 9,530 | 53,498 | 03 Mar 2026 | Direct | ||
| Mark Steven Lynch | APPN | Class B Common Stock | Conversion of derivative security | -100% | -9,530 | 0 | 03 Mar 2026 | Direct | ||
| Mark Steven Lynch | APPN | Class B Common Stock | Options Exercise | 9,530 | 9,430 | 03 Mar 2026 | Direct | |||
| Mark Steven Lynch | APPN | Employee Stock Option (Right to Buy) | Options Exercise | -100% | -9,530 | 0 | 03 Mar 2026 | Direct | ||
| Pavel Zamudio-Ramirez | APPN | Class A Common Stock | Tax liability | -3.1% | -822 | 25,665 | 03 Mar 2026 | Direct | ||
| Pavel Zamudio-Ramirez | APPN | Class A Common Stock | Options Exercise | 9.32% | 2,259 | 26,487 | 03 Mar 2026 | Direct | ||
| Pavel Zamudio-Ramirez | APPN | Restricted Stock Unit | Options Exercise | -100% | -2,259 | 0 | 03 Mar 2026 | Direct | ||
| Matthew W. Calkins | APPN | Class A Common Stock | Tax liability | -1.28% | -23,558 | 1,819,144 | 03 Mar 2026 | Direct | ||
| Matthew W. Calkins | APPN | Class A Common Stock | Options Exercise | 3.62% | 64,375 | 1,842,702 | 03 Mar 2026 | Direct | ||
| Matthew W. Calkins | APPN | Restricted Stock Unit | Options Exercise | -100% | -64,375 | 0 | 03 Mar 2026 | Direct | ||
| Robert Charles Kramer | APPN | Class A Common Stock | Tax liability | -0.39% | -1,215 | 313,937 | 03 Mar 2026 | Direct | ||
| Robert Charles Kramer | APPN | Class A Common Stock | Options Exercise | 1.21% | 3,770 | 315,152 | 03 Mar 2026 | Direct | ||
| Robert Charles Kramer | APPN | Restricted Stock Unit | Options Exercise | -100% | -3,770 | 0 | 03 Mar 2026 | Direct | ||
| Matthew W. Calkins | APPN | Restricted Stock Unit | Award | 64,375 | 64,375 | 26 Feb 2026 | Direct | |||
| Robert Charles Kramer | APPN | Restricted Stock Unit | Award | 3,770 | 3,770 | 26 Feb 2026 | Direct | |||
| Pavel Zamudio-Ramirez | APPN | Restricted Stock Unit | Award | 2,259 | 2,259 | 26 Feb 2026 | Direct | |||
| Bobbie G. Kilberg | APPN | Class A Common Stock | Conversion of derivative security | 21,600 | 21,600 | 18 Feb 2026 | Direct | |||
| Bobbie G. Kilberg | APPN | Class B Common Stock | Conversion of derivative security | -100% | -21,600 | 0 | 18 Feb 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class B Common Stock | Options Exercise | 21,600 | 21,600 | 18 Feb 2026 | Direct | |||
| Bobbie G. Kilberg | APPN | Stock Option (Right to Buy) | Options Exercise | -50% | -21,600 | 21,600 | 18 Feb 2026 | Direct | ||
| Srdjan Tanjga | APPN | Performance Stock Award | Award | 65,108 | 65,108 | 17 Feb 2026 | Direct | |||
| David Forrest Link | APPN | Class A Common Stock | Award | 771 | 771 | 04 Feb 2026 | Direct | |||
| Albert G.w. Biddle III | APPN | Class A Common Stock | Award | 0.72% | 235 | 32,735 | 01 Jan 2026 | Direct | ||
| Shirley Ann Edwards | APPN | Class A Common Stock | Award | 8.29% | 882 | 11,523 | 01 Jan 2026 | Direct | ||
| Carl Joseph Hartman II | APPN | Class A Common Stock | Award | 17.6% | 882 | 5,896 | 01 Jan 2026 | Direct | ||
| William D. McCarthy | APPN | Class A Common Stock | Award | 7.31% | 882 | 12,947 | 01 Jan 2026 | Direct | ||
| Bobbie G. Kilberg | APPN | Class A Common Stock | Award | 882 | 882 | 01 Jan 2026 | Direct |