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, Q2 2021
Institutional positions in Anaplan, Inc. as of Jun 30, 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
- 282
- −22 vs. Q1 2021
- Shares held
- 133.1M
- −1.43M (−1.1%) vs. Q1 2021
- Total value
- $7.09B
- −$151.8M (−2.1%) vs. Q1 2021
- New holders
- 37
- 121 more added
- Sold out
- 59
- 83 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 1 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 1 | $1.00K |
| Q2 2022 | 2 | $33.0K |
| Q1 2022 | 334 | $8.99B |
| Q4 2021 | 277 | $6.42B |
| Q3 2021 | 314 | $8.30B |
| Q2 2021 | 282 | $7.09B |
| Q1 2021 | 305 | $7.27B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $0 | 0.00% | −54−90.0% | Reduced |
| IFP Advisors, Inc | 3 | $0 | 0.00% | +3 | New |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | −402−96.4% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Gilder Gagnon Howe & Co LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 33 | $2.00K | 0.00% | +24+266.7% | Added |
| Standard Family Office LLC | 30 | $2.00K | 0.00% | +30 | New |
| Meeder Asset Management Inc | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 113 | $6.00K | 0.00% | −68−37.6% | Reduced |
| First Horizon Advisors, Inc. | 129 | $6.00K | 0.00% | +24+22.9% | Added |
| Federation des caisses Desjardins du Quebec | 130 | $6.93K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 173 | $9.00K | 0.00% | +173 | New |
| Huntington National Bank | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $11.0K | 0.01% | +200 | New |
| Emfo, LLC | 199 | $11.0K | 0.01% | +199 | New |
| Captrust Financial Advisors | 228 | $12.0K | 0.00% | −359−61.2% | Reduced |
| Private Capital Group, LLC | 250 | $13.0K | 0.00% | −9−3.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 252 | $13.0K | 0.00% | +87+52.7% | Added |
| Ironwood Financial, llc | 260 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 268 | $14.0K | 0.01% | +16+6.3% | Added |
| Signaturefd, LLC | 284 | $15.0K | 0.00% | +196+222.7% | Added |
| Baillie Gifford & Co | 306 | $16.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 333 | $18.0K | 0.00% | +333 | New |
| CWM, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 420 | $22.4K | 0.00% | −200−32.3% | Reduced |
| Global Retirement Partners, LLC | 429 | $23.0K | 0.00% | +132+44.4% | Added |
| Spire Wealth Management | 529 | $28.0K | 0.00% | +15+2.9% | Added |
| Berman Capital Advisors, LLC | 698 | $36.0K | 0.01% | −2,881−80.5% | Reduced |
| Lazard Asset Management LLC | 776 | $41.0K | 0.00% | +776 | New |
| Migdal Insurance & Financial Holdings Ltd. | 787 | $42.0K | 0.00% | −372−32.1% | Reduced |
| Fifth Third Bancorp | 800 | $43.0K | 0.00% | +400+100.0% | Added |
| Close Asset Management Ltd | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $53.0K | 0.00% | +1,000 | New |
| Exane Derivatives | 1,183 | $64.4K | 0.02% | +1,183 | New |
| Parallel Advisors, LLC | 1,244 | $66.0K | 0.00% | +95+8.3% | Added |
| The PNC Financial Services Group, Inc. | 1,714 | $92.0K | 0.00% | +51+3.1% | Added |
| Panagora Asset Management Inc | 2,006 | $107.0K | 0.00% | −174−8.0% | Reduced |
| State of Wyoming | 2,023 | $108.0K | 0.07% | +1,270+168.7% | Added |
| Natixis Investment Managers International | 2,187 | $116.0K | 0.01% | −59−2.6% | Reduced |
| US Bancorp | 2,533 | $136.0K | 0.00% | +575+29.4% | Added |
| American International Group, Inc. | 2,967 | $158.0K | 0.00% | −61−2.0% | Reduced |
| Magnetar Financial LLC | 3,965 | $211.0K | 0.00% | −4,310−52.1% | Reduced |
| IBM Retirement Fund | 3,962 | $211.0K | 0.02% | −662−14.3% | Reduced |
| Evolution Wealth Advisors, LLC | 4,171 | $222.0K | 0.05% | +1,637+64.6% | Added |
| Quilter Plc | 4,215 | $225.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,578 | $244.0K | 0.01% | −462−9.2% | Reduced |
| Comerica Bank | 4,211 | $248.0K | 0.00% | −25−0.6% | Reduced |
| Prudential Financial Inc | 4,710 | $251.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,723 | $252.0K | 0.00% | +4,723 | New |
| Board of Trustees of The Leland Stanford Junior University | 5,016 | $267.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,230 | $279.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,418 | $289.0K | 0.07% | −12,238−69.3% | Reduced |
| Fox Run Management, L.L.C. | 5,769 | $307.0K | 0.28% | −3,731−39.3% | Reduced |
| Moneta Group Investment Advisors LLC | 5,891 | $314.0K | 0.01% | −89−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 6,432 | $342.8K | 0.00% | −102,757−94.1% | Reduced |
| Boothbay Fund Management, LLC | 6,566 | $350.0K | 0.01% | −26,851−80.4% | Reduced |
| Steel Peak Wealth Management LLC | 6,706 | $357.0K | 0.03% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 6,835 | $364.0K | 0.05% | +926+15.7% | Added |
| Bridgefront Capital, LLC | 6,904 | $368.0K | 0.14% | +2,727+65.3% | Added |
| Truvestments Capital LLC | 6,957 | $371.0K | 0.20% | +83+1.2% | Added |
| Cipher Capital LP | 7,307 | $389.0K | 0.21% | −33,000−81.9% | Reduced |
| Guggenheim Capital LLC | 7,419 | $395.0K | 0.00% | −712−8.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,586 | $404.0K | 0.00% | +230+3.1% | Added |
| Stanley-Laman Group, Ltd. | 7,627 | $407.0K | 0.06% | +7,627 | New |
| Wintrust Investments LLC | 7,700 | $410.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,824 | $417.0K | 0.00% | +603+8.4% | Added |
| Pictet Asset Management Ltd | 7,995 | $426.0K | 0.00% | −505−5.9% | Reduced |
| HSBC Holdings PLC | 8,311 | $448.0K | 0.00% | −28−0.3% | Reduced |
| Element Pointe Advisors, LLC | 8,092 | $453.0K | 0.14% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 8,541 | $455.0K | 0.01% | +8,541 | New |
| Emerald Advisers, LLC | 8,613 | $459.0K | 0.02% | −8,016−48.2% | Reduced |
| Perigon Wealth Management, LLC | 9,036 | $482.0K | 0.04% | +526+6.2% | Added |
| Quadrature Capital Ltd | 9,232 | $492.0K | 0.02% | +9,232 | New |
| Levin Capital Strategies, L.P. | 9,510 | $507.0K | 0.05% | +510+5.7% | Added |
| Stelac Advisory Services LLC | 9,605 | $512.0K | 0.12% | +920+10.6% | Added |
| LPL Financial LLC | 9,687 | $516.0K | 0.00% | +9,687 | New |
| Metropolitan Life Insurance Co | 9,724 | $518.3K | 0.01% | −90−0.9% | Reduced |
| Virginia Retirement Systems Et Al | 9,900 | $528.0K | 0.01% | −500−4.8% | Reduced |
| Diversified Trust Co | 9,933 | $529.0K | 0.02% | +9,933 | New |
| Envestnet Asset Management Inc | 10,064 | $536.0K | 0.00% | +4,911+95.3% | Added |
| State of Alaska, Department of Revenue | 10,084 | $537.0K | 0.01% | +6,969+223.7% | Added |
| Capula Management Ltd | 10,183 | $543.0K | 0.10% | +10,183 | New |
| Maryland State Retirement & Pension System | 10,152 | $560.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,488 | $563.0K | 0.01% | +1,026+10.8% | Added |
| Brandywine Managers, LLC | 10,700 | $570.0K | 0.65% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,703 | $570.0K | 0.04% | +6,250+140.4% | Added |
| Tower Research Capital LLC (TRC) | 10,804 | $576.0K | 0.01% | −10,364−49.0% | Reduced |