APPN at a glance
APPIAN CORP (APPN, SEC CIK 1441683) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), APPIAN CORP (APPN) reported revenue of $726.9 million (up 17.8% from FY2024) and net income of $1.2 million. Diluted EPS was $0.02.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding APPIAN CORP (APPN) shares worth $357.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Calkins Matthew W on September 8, 2026 of 19,116 shares at $35.58 per share.
- In the last 90 days, APPN insiders reported 0 open-market purchases ($0) and 7 open-market sales ($3.1M) on Form 4, a net sale of $3.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $726.9M
- +17.8% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$3.1M
- 13F holders
- 27 funds
- $357.9M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Scalable process automation platform integrating AI, RPA, intelligent document processing, unified data fabric, and enterprise-grade controls
- New emphasis on AI integration as embedded digital worker with strict controls, moving beyond AI as assistant role
- Strategic shift toward accelerating AI adoption and expanding international footprint, generating 38% revenue outside U.S. in 2025
- Customer base paying >$1M annual recurring revenue grew 22% from 115 (2024) to 140 (2025) under refined customer definition
- Workforce count at 2,149 employees globally as of December 31, 2025, supporting growth and platform innovation initiatives
Risk Factors
- Legal risk from ongoing litigation with Pegasystems, driving a $5.8 million increase in 2025 legal fees
- Geopolitical exposure in U.S. federal government sector, accounting for 25.3% of 2025 revenue
- Operational risk from reliance on third-party managed hosting providers, causing $13.0 million hosting cost rise in 2025
- Competitive threat from strategic partners (Accenture, Deloitte, PwC) who build competing pre-built solutions on Appian’s platform
- Financial risk due to long sales cycles: sales reps take 6-12 months to become productive, impacting customer acquisition efficiency
Management Discussion & Analysis
- Revenue and profitability details not provided in the MD&A excerpt
- Cash flow, buybacks, dividends, capex information not disclosed
- Forward-looking statements noted but no specific guidance or emerging risks detailed
AI summary of the APPN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $203.3M, up 19.1% YoY from $170.6M, driven by subscriptions of $157.7M
- Subscriptions gross margin 83.9% vs 84.4%; professional services margin 27.4% vs 25.6%
- Operating margin (2.7%) vs (6.4%); net loss $11.8M vs $0.3M
- Cloud subscriptions $131.7M, up 23.2%; cloud net ARR expansion 115% vs 113%
- U.S. federal revenue 26.1% vs 25.9%; management expects continued investment and quarterly gross-margin fluctuation
Risk Factors
- No risk-factors section provided; excerpt covers equity purchases and other Form 10-Q items only
- Share repurchase authorization increased to $100.0 million on May 5, 2026
- Repurchases totaled 1,847,888 shares at $23.75 average price through June 2026
- Remaining repurchase authorization declined to $34,325,785 by June 30, 2026
AI summary of the APPN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release issued August 6, 2026, with financial results and business highlights
Item EX-99.1: Item EX-99.1
- Q2 revenue $203.3M, up 19%, led by cloud subscriptions $131.7M, up 23%
- Cloud ARR expansion 115%, indicating strong customer retention and expansion economics
Item 5.07: Submission of Matters to a Vote of Security Holders
- 92.79% voting participation supported a valid quorum, with Class B shares carrying 10 votes each
- All eight director nominees reelected through 2027, preserving board continuity
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results covered quarter ended March 31, 2026
- Earnings release issued May 7, 2026
Item 8.01: Other Events
- $50.0 million authorization supports potential shareholder returns through common-stock repurchases
- Program runs May 2026 through February 2028, providing a long execution window
AI summaries of APPN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APPN
Don't miss the next APPN filing
- Alerts as it files. A push when APPN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut APPN, by share count.
- Ask anything. An AI agent that reads every APPN filing and answers with sources.
APPN alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Link David Forrest | A | Oct 1, 2026 | 886 | - |
| Edwards Shirley Ann | A | Oct 1, 2026 | 886 | - |
| Kilberg Bobbie G | A | Oct 1, 2026 | 886 | - |
| Lynch Mark Steven | A | Oct 1, 2026 | 886 | - |
| Hartman Carl Joseph II | A | Oct 1, 2026 | 886 | - |
| Kilberg Bobbie G | C | Sep 9, 2026 | 10,800 | - |
| Kilberg Bobbie G | M | Sep 9, 2026 | 10,800 | - |
| Kilberg Bobbie G | C | Sep 9, 2026 | 10,800 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $617.0M | $726.9M |
| Gross Profit | - | $466.8M | $527.3M |
| Operating Income | - | -$60.9M | $609K |
| Net Income | - | -$92.3M | $1.2M |
| Gross Margin | - | 75.7% | 72.5% |
| Op. Margin | - | -9.9% | 0.1% |
| Net Margin | - | -15.0% | 0.2% |
| Balance Sheet | |||
| Total Assets | $627.5M | $621.0M | $691.4M |
| Equity | $52.3M | -$32.6M | -$47.0M |
| ROE | - | 282.7% | -2.6% |
| Per Share | |||
| EPS | - | $-1.26 | $0.02 |
| Cash Flow | |||
| Operating CF | - | $6.9M | $62.9M |
| CapEx | - | $3.8M | $3.3M |
Source: XBRL data in APPIAN CORP (APPN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APPN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $357.9M |
| Q1 2026 | 26 | $371.9M |
| Q4 2025 | 27 | $649.7M |
| Q3 2025 | 22 | $575.5M |
| Q2 2025 | 22 | $454.1M |
| Q1 2025 | 19 | $285.9M |
| Q4 2024 | 16 | $255.1M |
| Q3 2024 | 12 | $84.2M |
- AQR Capital Management+453.4K (+47%)
- BlackRock+354.2K (+11%)
- Two Sigma Investments+216.6K (+182%)
- Citadel Advisors LLC+101.0K (+20%)
- JPMorgan Chase & Co+71.0K (+49%)
- Morgan Stanley−1.13M (-73%)
- D.E. Shaw & Co−115.7K (-26%)
- BNY Mellon−3.6K (-3%)
- Vanguard Capital Management LLC−3.4K (-0%)
- Raymond James Financial−1.1K (-3%)
- Millennium Management+26.8K
- Allstate+10.1K
- Prudential Financial−18.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 171 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APPN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| SC 13G | Jun 30, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- ASAN · Asana, Inc.Services-Prepackaged Software
APPN SEC filings: frequently asked questions
Are APPN insiders buying or selling?
In the last 90 days, APPIAN CORP (APPN) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $3.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold APPN stock?
As of June 30, 2026, the largest APPIAN CORP (APPN) holders among the 13F filers tracked by SignalX were Vanguard Portfolio Management LLC ($95.9 million), BlackRock ($82.0 million), Vanguard Capital Management LLC ($38.4 million), AQR Capital Management ($32.3 million), State Street Corp ($24.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was APPN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), APPIAN CORP (APPN) reported revenue of $726.9 million (up 17.8% from FY2024) and net income of $1.2 million. Diluted EPS was $0.02. The figures come from the XBRL data in the 10-K.
What are the main risks in APPN's latest 10-K?
In the 10-K filed February 19, 2026, APPIAN CORP (APPN) flagged: Legal risk from ongoing litigation with Pegasystems, driving a $5.8 million increase in 2025 legal fees. Geopolitical exposure in U.S. federal government sector, accounting for 25.3% of 2025 revenue. (AI summary of the Risk Factors section.)
What did APPN report in its latest 8-K?
APPIAN CORP (APPN) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest APPN SEC filings?
APPIAN CORP (APPN) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is APPN's SEC CIK number?
APPIAN CORP (APPN)'s SEC Central Index Key (CIK) is 1441683. EDGAR lists every APPN filing under that number.
Ask anything about APPN
The research agent reads APPN's filings, financials, insider trades and 13F holders, then answers with sources.