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, Q3 2021
Institutional positions in Anaplan, Inc. as of Sep 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
- 314
- +35 vs. Q2 2021
- Shares held
- 136.3M
- +3.24M (+2.4%) vs. Q2 2021
- Total value
- $8.30B
- +$1.21B (+17.0%) vs. Q2 2021
- New holders
- 67
- 94 more added
- Sold out
- 32
- 115 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $0 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $1.00K | 0.00% | +14+466.7% | Added |
| Meridian Wealth Partners, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 23 | $1.00K | 0.00% | +23 | New |
| Gilder Gagnon Howe & Co LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $2.00K | 0.00% | +10+66.7% | Added |
| Meeder Asset Management Inc | 55 | $3.00K | 0.00% | −1−1.8% | Reduced |
| Baldwin Brothers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 109 | $5.00K | 0.00% | −20−15.5% | Reduced |
| Earnest Partners LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 130 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 147 | $9.00K | 0.00% | +15+11.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 154 | $9.00K | 0.00% | +23+17.6% | Added |
| Quadrant Capital Group LLC | 141 | $9.00K | 0.00% | +28+24.8% | Added |
| Agf Investments Inc. | 150 | $9.00K | 0.00% | +150 | New |
| Resources Management Corp | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 200 | $12.0K | 0.00% | +200 | New |
| Private Capital Group, LLC | 243 | $15.0K | 0.00% | −7−2.8% | Reduced |
| Captrust Financial Advisors | 241 | $15.0K | 0.00% | +13+5.7% | Added |
| Ironwood Financial, llc | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 301 | $18.0K | 0.00% | +107+55.2% | Added |
| Baillie Gifford & Co | 306 | $19.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 340 | $21.0K | 0.01% | +140+70.0% | Added |
| Signaturefd, LLC | 392 | $24.0K | 0.00% | +108+38.0% | Added |
| Danda Trouve Investment Management, Inc. | 403 | $25.0K | 0.03% | +403 | New |
| American Portfolios Advisors | 420 | $25.6K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 527 | $32.0K | 0.01% | −171−24.5% | Reduced |
| Spire Wealth Management | 529 | $32.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 532 | $32.0K | 0.00% | +103+24.0% | Added |
| Harvest Fund Management Co., Ltd | 573 | $34.0K | 0.01% | +573 | New |
| Lazard Asset Management LLC | 703 | $42.0K | 0.00% | −73−9.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 690 | $42.0K | 0.03% | +422+157.5% | Added |
| O'Shaughnessy Asset Management, LLC | 705 | $43.0K | 0.00% | +672+2,036.4% | Added |
| Arkadios Wealth Advisors | 759 | $46.0K | 0.01% | +728+2,348.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 787 | $48.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 800 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 859 | $52.0K | 0.00% | +859 | New |
| Twin Tree Management, LP | 889 | $54.0K | 0.00% | +889 | New |
| Close Asset Management Ltd | 1,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Precept Management LLC | 1,000 | $61.0K | 0.06% | +1,000 | New |
| Parallel Advisors, LLC | 1,151 | $70.0K | 0.00% | −93−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,270 | $77.3K | 0.01% | +1,270 | New |
| First Pacific Advisors, LP | 1,280 | $78.0K | 0.00% | +1,280 | New |
| Exane Derivatives | 1,388 | $84.5K | 0.02% | +205+17.3% | Added |
| IFP Advisors, Inc | 1,699 | $104.0K | 0.00% | +1,696+56,533.3% | Added |
| State of Wyoming | 1,898 | $116.0K | 0.07% | −125−6.2% | Reduced |
| Mason Capital Management LLC | 2,000 | $122.0K | 0.06% | +2,000 | New |
| Focused Wealth Management, Inc | 2,000 | $122.0K | 0.02% | +2,000 | New |
| Natixis Investment Managers International | 2,062 | $125.0K | 0.01% | −125−5.7% | Reduced |
| Point72 Hong Kong Ltd | 2,131 | $130.0K | 0.01% | −33,262−94.0% | Reduced |
| Emfo, LLC | 2,699 | $164.0K | 0.14% | +2,500+1,256.3% | Added |
| American International Group, Inc. | 2,758 | $168.0K | 0.00% | −209−7.0% | Reduced |
| US Bancorp | 2,854 | $174.0K | 0.00% | +321+12.7% | Added |
| SG Americas Securities, LLC | 3,196 | $195.0K | 0.00% | −71,103−95.7% | Reduced |
| James Investment Research Inc | 3,223 | $196.0K | 0.02% | +3,223 | New |
| M&T Bank Corp | 3,490 | $213.0K | 0.00% | +3,490 | New |
| Wealthfront Advisers LLC | 3,526 | $215.0K | 0.00% | +3,526 | New |
| Rafferty Asset Management, LLC | 3,559 | $217.0K | 0.00% | +3,559 | New |
| Evolution Wealth Advisors, LLC | 3,732 | $227.0K | 0.05% | −439−10.5% | Reduced |
| Acadian Asset Management LLC | 3,810 | $231.0K | 0.00% | +3,810 | New |
| Los Angeles Capital Management LLC | 3,818 | $232.0K | 0.00% | −83,781−95.6% | Reduced |
| Teza Capital Management LLC | 3,810 | $232.0K | 0.11% | −30,176−88.8% | Reduced |
| IBM Retirement Fund | 3,962 | $241.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,137 | $252.0K | 0.01% | −6,667−61.7% | Reduced |
| Creative Planning | 4,166 | $254.0K | 0.00% | +4,166 | New |
| Quilter Plc | 4,215 | $257.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,328 | $263.0K | 0.00% | −5,756−57.1% | Reduced |
| Prudential Financial Inc | 4,460 | $272.0K | 0.00% | −250−5.3% | Reduced |
| Virtu Financial LLC | 4,519 | $275.0K | 0.02% | +4,519 | New |
| Advisory Services Network, LLC | 4,626 | $282.0K | 0.01% | +48+1.0% | Added |
| Boothbay Fund Management, LLC | 5,023 | $306.0K | 0.01% | −1,543−23.5% | Reduced |
| Fox Run Management, L.L.C. | 5,026 | $306.0K | 0.19% | −743−12.9% | Reduced |
| Stelac Advisory Services LLC | 5,170 | $315.0K | 0.08% | −4,435−46.2% | Reduced |
| Franklin Resources Inc | 5,170 | $315.0K | 0.00% | +5,170 | New |
| Prelude Capital Management, LLC | 5,257 | $320.0K | 0.02% | −13,198−71.5% | Reduced |
| Shay Capital LLC | 5,275 | $321.0K | 0.10% | +5,275 | New |
| Atom Investors LP | 5,299 | $323.0K | 0.06% | +5,299 | New |
| CIBC Asset Management Inc | 5,762 | $351.0K | 0.00% | +532+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,840 | $356.0K | 0.00% | +5,840 | New |
| Moneta Group Investment Advisors LLC | 5,896 | $359.0K | 0.02% | +5+0.1% | Added |
| Golden Green, Inc. | 6,177 | $376.0K | 0.29% | −9,813−61.4% | Reduced |
| Steel Peak Wealth Management LLC | 6,706 | $408.0K | 0.03% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 6,807 | $414.0K | 0.06% | −28−0.4% | Reduced |
| Credential Qtrade Securities Inc. | 6,823 | $415.5K | 0.03% | +6,823 | New |
| Truvestments Capital LLC | 7,082 | $431.0K | 0.24% | +125+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,486 | $456.0K | 0.00% | −100−1.3% | Reduced |
| Baird Financial Group, Inc. | 7,514 | $458.0K | 0.00% | +7,514 | New |
| HSBC Holdings PLC | 7,633 | $467.0K | 0.00% | −678−8.2% | Reduced |
| ProShare Advisors LLC | 7,705 | $469.0K | 0.00% | −119−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,838 | $477.0K | 0.00% | +6,124+357.3% | Added |
| Walleye Trading LLC | 7,965 | $485.0K | 0.01% | −91,826−92.0% | Reduced |
| Element Pointe Advisors, LLC | 8,092 | $493.0K | 0.17% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 8,219 | $500.0K | 0.02% | −394−4.6% | Reduced |
| Cna Financial Corp | 8,457 | $515.0K | 0.14% | +8,457 | New |
| Levin Capital Strategies, L.P. | 8,482 | $516.0K | 0.05% | −1,028−10.8% | Reduced |