Key facts
- APPN - APPIAN CORP has 23 insiders with reported activity on this page.
- Net insider value flow over the last year: -$151,102,135.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$151,102,135.
$99,993
Shares: 5,227
Insiders: 1
$151,202,128
Shares: 4,962,247
Insiders: 2
-$151,102,135
Shares: -4,957,020
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 5,227 | 9,530 | $99,993 | $257,310 | -$157,317 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 4,952,717 | $0 | $150,944,818 | -$150,944,818 |
| 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 | -$150,944,818 | -29% | Filing P/S | 06 Aug 2025 |
| Matthew W. Calkins | CEO and President, Director, 10%+ Owner | $49,735,396 | Mixed | 03 Mar 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 | ||
| Michael G. Devine | Director | $196,980 | Mixed | 01 Oct 2022 | ||
| Eric Calvin Cross | Chief Revenue Officer | $142,414 | Mixed | 10 May 2022 | ||
| David Forrest Link | Director | $73,213 | Mixed | 01 Apr 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Matthew W. Calkins |
13D/G
3/4/5
|
CEO and President, Director, 10%+ Owner |
39%
|
28,994,207
|
$889,832,213 | $0 | 31 Dec 2024 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
13D/G
|
Company · Vanguard Portfolio Management |
10%
from 13D/G
|
4,161,559
|
$100,335,187 | — | 31 Mar 2026 | |
| RPD Fund Management LLC |
13D/G
13F
|
Company |
9.1%
|
3,900,656
|
$117,838,818 | $0 | 20 Feb 2026 | |
| Fivespan Partners, LP |
13D/G
13F
|
Company |
7.9%
|
3,380,907
|
$119,751,726 | $0 | 03 Feb 2026 | |
| Abdiel Qualified Master Fund LP |
13D/G
|
Abdiel Capital Advisors, LP |
4.9%
|
2,111,093
|
$61,728,359 | -$20,492,474 | 27 Aug 2025 | |
| Abdiel Capital Advisors, LP |
3/4/5
|
10%+ Owner |
30%
|
12,753,860
|
$372,326,434 | -$150,944,818 | 06 Aug 2025 | |
| Robert Charles Kramer |
3/4/5
|
General Manager, Director |
1.1%
|
463,937
mixed-class rows
|
$12,194,212 | — | 03 Mar 2026 | |
| Albert G.w. Biddle III |
3/4/5
|
Director |
0.27%
|
115,235
|
$4,960,866 | — | 01 Jan 2026 | |
| Mark Steven Lynch |
3/4/5
|
Director |
0.11%
|
45,264
|
$1,603,250 | -$257,310 | 01 Apr 2026 | |
| William D. McCarthy |
3/4/5
|
Director |
0.03%
|
14,243
|
$504,487 | — | 01 Apr 2026 | |
| Shirley Ann Edwards |
3/4/5
|
Director |
0.03%
|
12,819
|
$454,048 | — | 01 Apr 2026 | |
| Carl Joseph Hartman II |
3/4/5
|
Director |
0.02%
|
7,192
|
$254,740 | — | 01 Apr 2026 | |
| David Forrest Link |
3/4/5
|
Director |
0%
|
2,067
|
$73,213 | — | 01 Apr 2026 | |
| BlackRock, Inc. |
13F
|
Company |
7.5%
|
3,226,087
|
$77,780,957 | — | 31 Mar 2026 | |
| Lead Edge Capital Management, LLC |
13F
|
Company |
4.4%
|
1,905,634
|
$45,944,836 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.9%
|
1,678,280
|
$40,463,331 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
3.6%
|
1,545,863
|
$37,270,757 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
3.5%
|
1,519,653
|
$36,638,834 | — | 31 Mar 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
3.2%
|
1,355,961
|
$32,692,219 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
1,023,442
|
$24,675,187 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
985,499
|
$23,764,537 | — | 31 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.2%
|
957,620
|
$23,088,220 | — | 31 Mar 2026 | |
| BAILLIE GIFFORD & CO |
13F
|
Company |
2.1%
|
905,908
|
$21,841,441 | — | 31 Mar 2026 | |
| Mudita Advisors LLP |
13F
|
Company |
2%
|
839,400
|
$20,237,935 | — | 31 Mar 2026 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.4%
|
603,430
|
$14,548,697 | — | 31 Mar 2026 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.2%
|
520,419
|
$12,532,000 | — | 31 Mar 2026 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.2%
|
518,009
|
$12,489,197 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1%
|
447,788
|
$10,796,169 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.97%
|
414,956
|
$10,004,590 | — | 31 Mar 2026 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.91%
|
390,929
|
$9,425,298 | — | 31 Mar 2026 | |
| PRELUDE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.91%
|
390,321
|
$9,410,639 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
0.89%
|
380,697
|
$9,178,595 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.86%
|
370,662
|
$8,936,661 | — | 31 Mar 2026 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.82%
|
353,022
|
$8,511,360 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.8%
|
344,336
|
$8,301,940 | — | 31 Mar 2026 | |
| Trexquant Investment LP |
13F
|
Company |
0.71%
|
305,943
|
$7,376,286 | — | 31 Mar 2026 | |
| National Philanthropic Trust |
13F
|
Company |
0.7%
|
299,532
|
$7,221,717 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.68%
|
292,737
|
$7,057,889 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.66%
|
285,265
|
$6,877,740 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.66%
|
284,284
|
$6,854,087 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.65%
|
277,406
|
$6,688,259 | — | 31 Mar 2026 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.49%
|
208,561
|
$5,028,406 | — | 31 Mar 2026 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.45%
|
194,452
|
$4,688,238 | — | 31 Mar 2026 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.44%
|
189,984
|
$4,580,000 | — | 31 Mar 2026 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.42%
|
179,554
|
$4,329,000 | — | 31 Mar 2026 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.42%
|
179,500
|
$4,327,745 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.41%
|
176,566
|
$4,257,006 | — | 31 Mar 2026 | |
| Tejara Capital Ltd |
13F
|
Company |
0.4%
|
173,300
|
$4,178,263 | — | 31 Mar 2026 | |
| HARBER ASSET MANAGEMENT LLC |
13F
|
Company |
0.34%
|
147,426
|
$3,554,441 | — | 31 Mar 2026 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.34%
|
147,228
|
$3,549,667 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||
| Mark Steven Lynch | APPN | Class A Common Stock | Award | 2.05% | 882 | 43,968 | 01 Jan 2026 | Direct |