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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
Metropolitan Life Insurance Co9,814$528.5K0.01%––
Wolverine Trading, LLC10,155$514.0K0.01%––
Fox Run Management, L.L.C.9,500$512.0K0.92%––
Synovus Financial Corp9,462$511.0K0.01%––
Levin Capital Strategies, L.P.9,000$485.0K0.05%––
Quantitative Systematic Strategies LLC8,775$473.0K0.07%––
Stelac Advisory Services LLC8,685$468.0K0.17%––
Echo Street Capital Management LLC8,583$462.0K0.00%––
Pictet Asset Management Ltd8,500$458.0K0.00%––
Perigon Wealth Management, LLC8,510$458.0K0.05%––
Magnetar Financial LLC8,275$446.0K0.00%––
HSBC Holdings PLC8,339$443.0K0.00%––
Guggenheim Capital LLC8,131$438.0K0.00%––
Element Pointe Advisors, LLC8,092$435.0K0.15%––
Wintrust Investments LLC7,700$415.0K0.04%––
Northwestern Mutual Wealth Management Co7,356$396.0K0.00%––
ProShare Advisors LLC7,221$389.0K0.00%––
AMP Capital Investors Ltd7,128$384.0K0.00%––
Truvestments Capital LLC6,874$370.0K0.21%––
Steel Peak Wealth Management LLC6,706$361.0K0.03%––
Moneta Group Investment Advisors LLC5,980$322.0K0.02%––
Spearhead Capital Advisors, LLC5,909$318.0K0.05%––
1623 Capital LLC5,508$297.0K0.14%––
SG Americas Securities, LLC5,362$289.0K0.00%––
Advisors Capital Management, LLC5,371$289.0K0.01%––
CIBC Asset Management Inc5,230$282.0K0.00%––
Envestnet Asset Management Inc5,153$277.0K0.00%––
Rafferty Asset Management, LLC5,132$276.0K0.00%––
Advisory Services Network, LLC5,040$271.0K0.01%––
Board of Trustees of The Leland Stanford Junior University5,016$270.0K0.02%––
Whittier Trust Co of Nevada Inc4,964$267.0K0.01%––
Symphony Financial, Ltd. Co.4,680$265.0K0.07%––
Comerica Bank4,236$262.0K0.00%––
AXA S.A.4,800$258.0K0.00%––
Prudential Financial Inc4,710$254.0K0.00%––
IBM Retirement Fund4,624$249.0K0.02%––
Los Angeles Capital Management LLC4,615$249.0K0.00%––
Centiva Capital, LP4,453$240.0K0.03%––
Massachusetts Financial Services Co4,269$230.0K0.00%––
Quilter Plc4,215$227.0K0.01%––
Bridgefront Capital, LLC4,177$225.0K0.07%––
Parametrica Management Ltd4,377$222.0K0.11%––
Altfest L J & Co Inc3,983$214.0K0.05%––
Healthcare of Ontario Pension Plan Trust Fund3,900$210.0K0.00%––
Berman Capital Advisors, LLC3,579$192.0K0.04%––
State of Alaska, Department of Revenue3,115$167.0K0.00%––
American International Group, Inc.3,028$163.0K0.00%––
Sowell Financial Services LLC2,884$157.0K0.01%––
Evolution Wealth Advisors, LLC2,534$136.0K0.03%––
Harbour Investments, Inc.2,338$126.0K0.00%––
Asset Management One Co.,Ltd.2,311$124.0K0.00%––
Natixis Investment Managers International2,246$120.0K0.01%––
Panagora Asset Management Inc2,180$117.0K0.00%––
US Bancorp1,958$105.0K0.00%––
The PNC Financial Services Group, Inc.1,663$90.0K0.00%––
NN Investment Partners Holdings N.V.1,600$86.0K0.00%––
Adalta Capital Management LLC1,400$75.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital1,190$64.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,159$62.0K0.00%––
Parallel Advisors, LLC1,149$62.0K0.00%––
Close Asset Management Ltd1,000$54.0K0.00%––
State of Wyoming753$41.0K0.07%––
Sargent Bickham Lagudis LLC750$40.0K0.00%––
American Portfolios Advisors620$33.4K0.00%––
Captrust Financial Advisors587$32.0K0.00%––
Spire Wealth Management514$28.0K0.00%––
KB Financial Partners, LLC515$28.0K0.01%––
Fifth Third Bancorp400$22.0K0.00%––
Parkside Financial Bank & Trust417$22.0K0.01%––
CWM, LLC350$19.0K0.00%––
Baillie Gifford & Co306$16.0K0.00%––
Global Retirement Partners, LLC297$16.0K0.00%––
Ironwood Financial, llc260$14.0K0.00%––
Private Capital Group, LLC259$14.0K0.00%––
Newbridge Financial Services Group, Inc.252$14.0K0.01%––
Geneos Wealth Management Inc.223$13.0K0.00%––
Resources Management Corp200$11.0K0.00%––
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%––
Exchange Traded Concepts, LLC175$9.00K0.00%––
Global Wealth Management Investment Advisory, Inc.165$9.00K0.00%––
Federation des caisses Desjardins du Quebec130$7.00K0.00%––
TCI Wealth Advisors, Inc.132$7.00K0.00%––
Patriot Financial Group Insurance Agency, LLC131$7.00K0.00%––
Rockbridge Investment Management, LCC137$7.00K0.00%––
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%––
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%––
Gilder Gagnon Howe & Co LLC41$2.00K0.00%––
Clearstead Advisors, LLC10$1.00K0.00%––
JJJ Advisors Inc.17$1.00K0.00%––
Certified Advisory Corp15$1.00K0.00%––