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Anaplan, Inc.

PLANDelisted Jun 22, 2022
Industry
Services-Prepackaged Software
SEC CIK
0001540755

Anaplan, Inc. was delisted on Jun 22, 2022; its insiders filed their last Form 4 on Jun 27, 2022; 334 institutions reported holding it in 13F filings for Q1 2022, worth $8.99B in total; superinvestors Tiger Global Management and Duquesne Family Office held it.

13F holders, Q1 2021

Institutional positions in Anaplan, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
305
No complete 13F data for Q4 2020
Shares held
135.0M
No complete 13F data for Q4 2020
Total value
$7.27B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PLAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 305 institutions
Q1 2021: 305 institutionsQ2 2021: 282 institutionsQ3 2021: 314 institutionsQ4 2021: 277 institutionsQ1 2022: 334 institutionsQ2 2022: 2 institutionsQ3 2022: 1 institutionQ4 2022: 0 institutionsQ1 2023: 1 institutionQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $7.27B
Q1 2021: $7.27BQ2 2021: $7.09BQ3 2021: $8.30BQ4 2021: $6.42BQ1 2022: $8.99BQ2 2022: $33.0KQ3 2022: $1.00KQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PLAN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20231$0
Q4 20220$0
Q3 20221$1.00K
Q2 20222$33.0K
Q1 2022334$8.99B
Q4 2021277$6.42B
Q3 2021314$8.30B
Q2 2021282$7.09B
Q1 2021305$7.27B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Anaplan, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PLAN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC9$00.00%––
Glassman Wealth Services3$00.00%––
McCarthy Asset Management, Inc.1$00.00%––
Clearstead Advisors, LLC10$1.00K0.00%––
JJJ Advisors Inc.17$1.00K0.00%––
Certified Advisory Corp15$1.00K0.00%––
Arkadios Wealth Advisors31$1.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.20$1.00K0.00%––
Gilder Gagnon Howe & Co LLC41$2.00K0.00%––
Meeder Asset Management Inc56$3.00K0.00%––
Baldwin Brothers Inc55$3.00K0.00%––
Valeo Financial Advisors, LLC50$3.00K0.00%––
Versant Capital Management, Inc60$3.00K0.00%––
First Manhattan Co100$5.00K0.00%––
Arcadia Investment Management Corp100$5.00K0.00%––
Earnest Partners LLC84$5.00K0.00%––
Signaturefd, LLC88$5.00K0.00%––
First Horizon Advisors, Inc.105$5.00K0.00%––
TCI Wealth Advisors, Inc.132$7.00K0.00%––
Patriot Financial Group Insurance Agency, LLC131$7.00K0.00%––
Rockbridge Investment Management, LCC137$7.00K0.00%––
Federation des caisses Desjardins du Quebec130$7.00K0.00%––
Exchange Traded Concepts, LLC175$9.00K0.00%––
Global Wealth Management Investment Advisory, Inc.165$9.00K0.00%––
Huntington National Bank194$10.0K0.00%––
Bessemer Group Inc194$10.0K0.00%––
Quadrant Capital Group LLC181$10.0K0.00%––
MPS Loria Financial Planners, LLC200$10.0K0.00%––
Resources Management Corp200$11.0K0.00%––
Geneos Wealth Management Inc.223$13.0K0.00%––
Ironwood Financial, llc260$14.0K0.00%––
Private Capital Group, LLC259$14.0K0.00%––
Newbridge Financial Services Group, Inc.252$14.0K0.01%––
Baillie Gifford & Co306$16.0K0.00%––
Global Retirement Partners, LLC297$16.0K0.00%––
CWM, LLC350$19.0K0.00%––
Fifth Third Bancorp400$22.0K0.00%––
Parkside Financial Bank & Trust417$22.0K0.01%––
Spire Wealth Management514$28.0K0.00%––
KB Financial Partners, LLC515$28.0K0.01%––
Captrust Financial Advisors587$32.0K0.00%––
American Portfolios Advisors620$33.4K0.00%––
Sargent Bickham Lagudis LLC750$40.0K0.00%––
State of Wyoming753$41.0K0.07%––
Close Asset Management Ltd1,000$54.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,159$62.0K0.00%––
Parallel Advisors, LLC1,149$62.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital1,190$64.0K0.00%––
Adalta Capital Management LLC1,400$75.0K0.04%––
NN Investment Partners Holdings N.V.1,600$86.0K0.00%––
The PNC Financial Services Group, Inc.1,663$90.0K0.00%––
US Bancorp1,958$105.0K0.00%––
Panagora Asset Management Inc2,180$117.0K0.00%––
Natixis Investment Managers International2,246$120.0K0.01%––
Asset Management One Co.,Ltd.2,311$124.0K0.00%––
Harbour Investments, Inc.2,338$126.0K0.00%––
Evolution Wealth Advisors, LLC2,534$136.0K0.03%––
Sowell Financial Services LLC2,884$157.0K0.01%––
American International Group, Inc.3,028$163.0K0.00%––
State of Alaska, Department of Revenue3,115$167.0K0.00%––
Berman Capital Advisors, LLC3,579$192.0K0.04%––
Healthcare of Ontario Pension Plan Trust Fund3,900$210.0K0.00%––
Altfest L J & Co Inc3,983$214.0K0.05%––
Parametrica Management Ltd4,377$222.0K0.11%––
Bridgefront Capital, LLC4,177$225.0K0.07%––
Quilter Plc4,215$227.0K0.01%––
Massachusetts Financial Services Co4,269$230.0K0.00%––
Centiva Capital, LP4,453$240.0K0.03%––
IBM Retirement Fund4,624$249.0K0.02%––
Los Angeles Capital Management LLC4,615$249.0K0.00%––
Prudential Financial Inc4,710$254.0K0.00%––
AXA S.A.4,800$258.0K0.00%––
Comerica Bank4,236$262.0K0.00%––
Symphony Financial, Ltd. Co.4,680$265.0K0.07%––
Whittier Trust Co of Nevada Inc4,964$267.0K0.01%––
Board of Trustees of The Leland Stanford Junior University5,016$270.0K0.02%––
Advisory Services Network, LLC5,040$271.0K0.01%––
Rafferty Asset Management, LLC5,132$276.0K0.00%––
Envestnet Asset Management Inc5,153$277.0K0.00%––
CIBC Asset Management Inc5,230$282.0K0.00%––
SG Americas Securities, LLC5,362$289.0K0.00%––
Advisors Capital Management, LLC5,371$289.0K0.01%––
1623 Capital LLC5,508$297.0K0.14%––
Spearhead Capital Advisors, LLC5,909$318.0K0.05%––
Moneta Group Investment Advisors LLC5,980$322.0K0.02%––
Steel Peak Wealth Management LLC6,706$361.0K0.03%––
Truvestments Capital LLC6,874$370.0K0.21%––
AMP Capital Investors Ltd7,128$384.0K0.00%––
ProShare Advisors LLC7,221$389.0K0.00%––
Northwestern Mutual Wealth Management Co7,356$396.0K0.00%––
Wintrust Investments LLC7,700$415.0K0.04%––
Element Pointe Advisors, LLC8,092$435.0K0.15%––
Guggenheim Capital LLC8,131$438.0K0.00%––
HSBC Holdings PLC8,339$443.0K0.00%––
Magnetar Financial LLC8,275$446.0K0.00%––
Pictet Asset Management Ltd8,500$458.0K0.00%––
Perigon Wealth Management, LLC8,510$458.0K0.05%––
Echo Street Capital Management LLC8,583$462.0K0.00%––
Stelac Advisory Services LLC8,685$468.0K0.17%––
Quantitative Systematic Strategies LLC8,775$473.0K0.07%––