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 |
|---|---|---|---|---|---|
| Element Pointe Advisors, LLC | 8,092 | $453.0K | 0.14% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,311 | $448.0K | 0.00% | −28−0.3% | Reduced |
| Pictet Asset Management Ltd | 7,995 | $426.0K | 0.00% | −505−5.9% | Reduced |
| ProShare Advisors LLC | 7,824 | $417.0K | 0.00% | +603+8.4% | Added |
| Wintrust Investments LLC | 7,700 | $410.0K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 7,627 | $407.0K | 0.06% | +7,627 | New |
| Northwestern Mutual Wealth Management Co | 7,586 | $404.0K | 0.00% | +230+3.1% | Added |
| Guggenheim Capital LLC | 7,419 | $395.0K | 0.00% | −712−8.8% | Reduced |
| Cipher Capital LP | 7,307 | $389.0K | 0.21% | −33,000−81.9% | Reduced |
| Truvestments Capital LLC | 6,957 | $371.0K | 0.20% | +83+1.2% | Added |
| Bridgefront Capital, LLC | 6,904 | $368.0K | 0.14% | +2,727+65.3% | Added |
| Spearhead Capital Advisors, LLC | 6,835 | $364.0K | 0.05% | +926+15.7% | Added |
| Steel Peak Wealth Management LLC | 6,706 | $357.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,566 | $350.0K | 0.01% | −26,851−80.4% | Reduced |
| BNP Paribas Arbitrage, SA | 6,432 | $342.8K | 0.00% | −102,757−94.1% | Reduced |
| Moneta Group Investment Advisors LLC | 5,891 | $314.0K | 0.01% | −89−1.5% | Reduced |
| Fox Run Management, L.L.C. | 5,769 | $307.0K | 0.28% | −3,731−39.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,418 | $289.0K | 0.07% | −12,238−69.3% | Reduced |
| CIBC Asset Management Inc | 5,230 | $279.0K | 0.00% | 00.0% | Unchanged |
| Board of Trustees of The Leland Stanford Junior University | 5,016 | $267.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,723 | $252.0K | 0.00% | +4,723 | New |
| Prudential Financial Inc | 4,710 | $251.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,211 | $248.0K | 0.00% | −25−0.6% | Reduced |
| Advisory Services Network, LLC | 4,578 | $244.0K | 0.01% | −462−9.2% | Reduced |
| Quilter Plc | 4,215 | $225.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,171 | $222.0K | 0.05% | +1,637+64.6% | Added |
| 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 |
| American International Group, Inc. | 2,967 | $158.0K | 0.00% | −61−2.0% | Reduced |
| US Bancorp | 2,533 | $136.0K | 0.00% | +575+29.4% | Added |
| Natixis Investment Managers International | 2,187 | $116.0K | 0.01% | −59−2.6% | Reduced |
| State of Wyoming | 2,023 | $108.0K | 0.07% | +1,270+168.7% | Added |
| Panagora Asset Management Inc | 2,006 | $107.0K | 0.00% | −174−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,714 | $92.0K | 0.00% | +51+3.1% | Added |
| Parallel Advisors, LLC | 1,244 | $66.0K | 0.00% | +95+8.3% | Added |
| Exane Derivatives | 1,183 | $64.4K | 0.02% | +1,183 | New |
| 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 |
| Fifth Third Bancorp | 800 | $43.0K | 0.00% | +400+100.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 787 | $42.0K | 0.00% | −372−32.1% | Reduced |
| Lazard Asset Management LLC | 776 | $41.0K | 0.00% | +776 | New |
| Berman Capital Advisors, LLC | 698 | $36.0K | 0.01% | −2,881−80.5% | Reduced |
| Spire Wealth Management | 529 | $28.0K | 0.00% | +15+2.9% | Added |
| Global Retirement Partners, LLC | 429 | $23.0K | 0.00% | +132+44.4% | Added |
| American Portfolios Advisors | 420 | $22.4K | 0.00% | −200−32.3% | Reduced |
| CWM, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 333 | $18.0K | 0.00% | +333 | New |
| Baillie Gifford & Co | 306 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 284 | $15.0K | 0.00% | +196+222.7% | 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 |
| 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 |
| Captrust Financial Advisors | 228 | $12.0K | 0.00% | −359−61.2% | Reduced |
| 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 |
| Huntington National Bank | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 173 | $9.00K | 0.00% | +173 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 130 | $6.93K | 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 |
| First Manhattan Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −2,368,900−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,136,437−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −985,736−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −985,736−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −684,892−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −651,933−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −207,600−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −140,400−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −139,649−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −132,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −123,670−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −63,906−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −62,332−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −58,038−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −54,725−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −41,868−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −38,485−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,091−100.0% | Sold out |