Among active 13F managers last quarter, 9 opened and 20 added, while 18 reduced; the largest holder to move was RPD Fund Management LLC (new position). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$3.9M in open-market trades.
The legs disagree, or only one of them leans.
192 tracked 13F filers disclose a position in APPN as of the latest SEC 13F filings, a combined $881.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management LLC | 4.2M | $100.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 2 | RPD Fund Management LLC | 3.9M | $94.5M | ▲New +3.9M sh | Q1 2026 | |
| 3 | Fivespan Partners, LP | 3.5M | $80.4M | —Held | Q2 2026 | |
| 4 | BlackRock, Inc. | 3.2M | $77.8M | ▼−1.5% Reduced · −49K sh | Q1 2026 | |
| 5 | Lead Edge Capital Management, LLC | 1.9M | $45.9M | ▲+18% Added · +297K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 1.7M | $40.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | Morgan Stanley | 1.5M | $37.3M | ▲+8.9% Added · +126K sh | Q1 2026 | |
| 8 | Arrowstreet Capital, Limited Partnership | 1.5M | $36.6M | ▲+16% Added · +215K sh | Q1 2026 | |
| 9 | First Trust Advisors LP | 1.4M | $32.7M | ▲+17% Added · +196K sh | Q1 2026 | |
| 10 | State Street Corp | 1.1M | $24.9M | ▲+6.0% Added · +62K sh | Q2 2026 | |
| 11 | Geode Capital Management, LLC | 1.1M | $24.3M | ▲+7.5% Added · +74K sh | Q2 2026 | |
| 12 | AQR Capital Management LLC | 958K | $23.1M | ▲+43% Added · +286K sh | Q1 2026 | |
| 13 | Baillie Gifford & Co | 906K | $21.8M | ▼−3.7% Reduced · −35K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 619K | $14.2M | ▲+20% Added · +101K sh | Q2 2026 | |
| 15 | Jacobs Levy Equity Management, Inc | 603K | $14.5M | ▼−2.9% Reduced · −18K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | 448K | $10.8M | ▼−60% Reduced · −665K sh | Q1 2026 | |
| 17 | Nuveen, LLC | 415K | $10.0M | ▼−40% Reduced · −279K sh | Q1 2026 | |
| 18 | Squarepoint Ops LLC | 391K | $9.4M | ▲+32% Added · +95K sh | Q1 2026 | |
| 19 | Prelude Capital Management, LLC | 390K | $9.4M | ▲New +390K sh | Q1 2026 | |
| 20 | FMR LLC | 381K | $9.2M | ▲+18% Added · +58K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 371K | $8.9M | ▲+5.6% Added · +20K sh | Q1 2026 | |
| 22 | Mirae Asset Global Etfs Holdings Ltd. | 353K | $8.5M | ▼−33% Reduced · −176K sh | Q1 2026 | |
| 23 | Northern Trust Corp | 344K | $8.3M | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 24 | Trexquant Investment LP | 306K | $7.4M | ▲+97% Added · +151K sh | Q1 2026 | |
| 25 | National Philanthropic Trust | 300K | $7.2M | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in APPN and 20 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 95 funds | $277.3B |
| Microsoft CorpMSFT | 95 funds | $186.4B |
| Amazon.com IncAMZN | 95 funds | $142.9B |
| JPMorgan Chase & CoJPM | 94 funds | $38.1B |
| Meta Platforms Inc-Class AMETA | 93 funds | $76.2B |
| Eli Lilly & CoLLY | 93 funds | $53.2B |
| Mastercard Inc - AMA | 93 funds | $35.5B |
| Chevron CorpCVX | 93 funds | $20.6B |
| Apple IncAAPL | 92 funds | $202.1B |
| Broadcom IncAVGO | 92 funds | $111.3B |
| Alphabet Inc-CL AGOOGL | 92 funds | $103.6B |
| Visa Inc-Class A SharesV | 92 funds | $39.7B |
Ranked by how many of APPN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APPN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2026 | Calkins Matthew W | CEO and President, Director, 10% Owner | Sell (S) 4 lots, same day | 45K | $1.6M |
| Jul 7, 2026 | Calkins Matthew W | CEO and President, Director, 10% Owner | Sell (S) 2 lots, same day | 50K | $1.2M |
| Jun 8, 2026 | Calkins Matthew W | CEO and President, Director, 10% Owner | Sell (S) | 50K | $1.2M |
| May 13, 2026 | Dorsey Mark | Chief Revenue Officer | Buy (P) 2 lots, same day | 5K | $100K |
| Mar 3, 2026 | Lynch Mark Steven | Director | Sell (S) | 10K | $257K |
| Aug 8, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 3 lots, same day | 290K | $8.4M |
| Aug 7, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 9 lots, same day | 765K | $22.8M |
| Aug 6, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 2 lots, same day | 3K | $92K |
| Jul 29, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 4 lots, same day | 22K | $651K |
| Jul 28, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 6 lots, same day | 365K | $11.1M |
| Jul 25, 2025 | Abdiel Capital Management, LLC | 10% Owner | Sell (S) 2 lots, same day | 250K | $7.4M |
| Jul 24, 2025 | Abdiel Capital LP | 10% Owner | Sell (S) 2 lots, same day | 48K | $1.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 38 | – |
Insiders Form 4 open-market | 1 | 1 | -$3.9M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for APPN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/APPN/capital-change-brief"
Use Arkolith's capital_change_brief for APPN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for APPN. Filings are public domain, sourced to SEC EDGAR.