Skip to main content

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.

Institutional holdersQ2 2021: 282 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 heldQ2 2021: $7.09B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q1 2021.

Institutions holding PLAN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Man Group plc0$00.00%−33,947−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−32,160−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−31,195−100.0%Sold out
Seven Eight Capital, LP0$00.00%−21,923−100.0%Sold out
Avitas Wealth Management LLC0$00.00%−23,444−100.0%Sold out
Stifel Financial Corp0$00.00%−22,632−100.0%Sold out
Virtu Financial LLC0$00.00%−21,155−100.0%Sold out
Lee Capital Holdings LLC0$00.00%−18,195−100.0%Sold out
Mackay Shields LLC0$00.00%−17,986−100.0%Sold out
Jump Financial, LLC0$00.00%−14,955−100.0%Sold out
FORA Capital, LLC0$00.00%−13,897−100.0%Sold out
Sompo Asset Management Co., Ltd.0$00.00%−13,060−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−12,185−100.0%Sold out
Simplex Trading, LLC0$00.00%−11,564−100.0%Sold out
Symmetry Investments LP0$00.00%−11,000−100.0%Sold out
Fulcrum Asset Management LLP0$00.00%–Sold out
Cna Financial Corp0$00.00%−10,337−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−8,775−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−7,128−100.0%Sold out
Advisors Capital Management, LLC0$00.00%−5,371−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−5,132−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−4,680−100.0%Sold out
AXA S.A.0$00.00%−4,800−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−4,269−100.0%Sold out
Parametrica Management Ltd0$00.00%−4,377−100.0%Sold out
Altfest L J & Co Inc0$00.00%−3,983−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,900−100.0%Sold out
Sowell Financial Services LLC0$00.00%−2,884−100.0%Sold out
Harbour Investments, Inc.0$00.00%−2,338−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−2,311−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−1,600−100.0%Sold out
Adalta Capital Management LLC0$00.00%−1,400−100.0%Sold out
Sargent Bickham Lagudis LLC0$00.00%−750−100.0%Sold out
KB Financial Partners, LLC0$00.00%−515−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−223−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−200−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−175−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−100−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−50−100.0%Sold out
JJJ Advisors Inc.0$00.00%−17−100.0%Sold out
Certified Advisory Corp0$00.00%−15−100.0%Sold out
Waddell & Reed Financial Inc––––Not filed