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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, 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.

Institutional holdersQ3 2021: 314 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 heldQ3 2021: $8.30B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q2 2021.

Institutions holding PLAN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gyon Technologies Capital Management, LP8,662$527.0K0.14%+8,662New
BNP Paribas Arbitrage, SA8,745$532.5K0.00%+2,313+36.0%Added
Perigon Wealth Management, LLC8,751$533.0K0.05%−285−3.2%Reduced
Guggenheim Capital LLC8,769$534.0K0.00%+1,350+18.2%Added
Metropolitan Life Insurance Co9,415$573.3K0.01%−309−3.2%Reduced
JustInvest LLC9,675$589.0K0.05%+9,675New
Stanley-Laman Group, Ltd.9,967$607.0K0.08%+2,340+30.7%Added
Optimus Prime Fund Management Co., Ltd.10,000$609.0K0.04%+10,000New
Maryland State Retirement & Pension System10,152$622.0K0.02%00.0%Unchanged
XTX Topco Ltd10,454$637.0K0.21%+10,454New
Brandywine Managers, LLC10,700$652.0K0.68%00.0%Unchanged
Synovus Financial Corp10,741$653.0K0.01%+253+2.4%Added
Wolverine Trading, LLC10,897$663.0K0.01%−11,047−50.3%Reduced
Y-Intercept (Hong Kong) Ltd11,240$684.0K0.12%+5,822+107.5%Added
Valmark Advisers, Inc.11,483$699.0K0.01%+273+2.4%Added
LPL Financial LLC11,694$712.0K0.00%+2,007+20.7%Added
Ieq Capital, LLC11,715$714.0K0.02%+224+1.9%Added
NorthCoast Asset Management LLC12,226$744.0K0.03%+12,226New
Renaissance Technologies LLC12,500$761.0K0.00%−553,400−97.8%Reduced
Kiwi Wealth Investments Limited Partnership12,781$778.0K0.04%−84,008−86.8%Reduced
Janus Henderson Group PLC12,907$786.0K0.00%+12,907New
Virginia Retirement Systems Et Al13,400$816.0K0.01%+3,500+35.4%Added
Allianz Asset Management GmbH13,479$821.0K0.00%+13,479New
ETF Managers Group, LLC13,525$822.0K0.02%−304−2.2%Reduced
Cullinan Associates Inc13,665$832.0K0.05%00.0%Unchanged
Diversified Trust Co13,663$832.0K0.03%+3,730+37.6%Added
Illinois Municipal Retirement Fund13,876$845.0K0.03%00.0%Unchanged
Principal Financial Group Inc14,557$886.0K0.00%−816−5.3%Reduced
Envestnet Asset Management Inc14,761$899.0K0.00%+4,697+46.7%Added
Public Employees Retirement Association of Colorado15,656$953.0K0.00%00.0%Unchanged
Xponance, Inc.15,783$961.0K0.02%−452−2.8%Reduced
1623 Capital LLC16,931$1.03M0.43%+3,760+28.5%Added
State of Wisconsin Investment Board17,600$1.07M0.00%+829+4.9%Added
Whittier Trust Co of Nevada Inc17,906$1.09M0.04%00.0%Unchanged
Raymond James & Associates17,901$1.09M0.00%+436+2.5%Added
Cutler Group LP19,801$1.21M0.09%−15,741−44.3%Reduced
AlphaCrest Capital Management LLC19,982$1.22M0.06%−3,498−14.9%Reduced
K.J. Harrison & Partners Inc20,000$1.23M0.18%+20,000New
Victory Capital Management Inc20,190$1.23M0.00%−1,476−6.8%Reduced
Centiva Capital, LP20,315$1.24M0.10%+9,612+89.8%Added
Malaga Cove Capital, LLC20,496$1.25M0.52%00.0%Unchanged
Teacher Retirement System of Texas21,035$1.28M0.01%+4,512+27.3%Added
Dynamic Technology Lab Private Ltd21,225$1.29M0.15%−3,339−13.6%Reduced
GWM Advisors LLC21,617$1.32M0.03%+21,617New
Advisor Group Holdings, Inc.21,668$1.32M0.00%+1,991+10.1%Added
Trexquant Investment LP22,148$1.35M0.11%−1,408−6.0%Reduced
Jump Financial, LLC24,192$1.47M0.11%+24,192New
Twin Lakes Capital Management, LLC24,231$1.48M0.87%−16−0.1%Reduced
Qube Research & Technologies Ltd24,309$1.48M0.02%−154,188−86.4%Reduced
Weiss Multi-Strategy Advisers LLC25,000$1.52M0.03%+16,459+192.7%Added
Utah Retirement Systems25,400$1.55M0.02%−1,200−4.5%Reduced
Amalgamated Bank25,426$1.55M0.01%−1,549−5.7%Reduced
Capital Fund Management S.A.26,264$1.60M0.04%+4,317+19.7%Added
Ensign Peak Advisors, Inc26,997$1.64M0.00%−19,342−41.7%Reduced
HighTower Advisors, LLC27,801$1.69M0.00%+8,862+46.8%Added
Handelsbanken Fonder AB27,900$1.70M0.01%+5,600+25.1%Added
Jacobs Levy Equity Management, Inc28,050$1.71M0.01%+6,079+27.7%Added
Slow Capital, Inc.28,072$1.71M0.31%+124+0.4%Added
Algert Global LLC28,365$1.73M0.23%+28,365New
Caption Management, LLC28,500$1.74M0.11%+28,500New
Tudor Investment Corp Et Al28,632$1.74M0.04%00.0%Unchanged
Russell Investments Group, Ltd.29,082$1.77M0.00%−5,472−15.8%Reduced
Susquehanna Fundamental Investments, LLC29,099$1.77M0.03%−62,896−68.4%Reduced
Vontobel Holding Ltd.33,314$2.03M0.02%+1,862+5.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)34,622$2.11M0.01%+1,717+5.2%Added
Steadfast Capital Management (UK) Ltd.34,794$2.12M2.49%+34,794New
Frontier Capital Management Co LLC34,849$2.12M0.02%+34,849New
Arizona State Retirement System35,445$2.16M0.02%+732+2.1%Added
Maverick Capital LtdSuperinvestorMaverick Capital35,769$2.18M0.02%+22,860+177.1%Added
Breakline Capital LLC36,835$2.24M1.84%+36,835New
UBS Group AG38,208$2.33M0.00%−45,829−54.5%Reduced
Royal Bank of Canada38,212$2.33M0.00%+21,925+134.6%Added
Holocene Advisors, LP40,461$2.46M0.01%−34,147−45.8%Reduced
Whittier Trust Co41,602$2.53M0.05%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund42,669$2.60M0.01%+42,669New
Lombard Odier Asset Management (USA) Corp45,000$2.74M0.40%+45,000New
Cambridge Associates LLC45,263$2.76M0.24%+45,263New
Jefferies Group LLC45,560$2.77M0.07%−54,489−54.5%Reduced
Bank of Montreal49,661$3.02M0.00%−52,172−51.2%Reduced
Alexandria Capital, LLC49,914$3.04M0.28%+1,743+3.6%Added
Bank of America Corp50,403$3.07M0.00%+13,604+37.0%Added
Treasurer of the State of North Carolina50,574$3.08M0.02%+1,709+3.5%Added
HAP Trading, LLC50,920$3.10M0.23%+50,920New
Cinctive Capital Management LP54,184$3.30M0.18%−353,105−86.7%Reduced
Sarasin & Partners LLP56,930$3.47M0.03%00.0%Unchanged
Two Sigma Advisers, LP58,900$3.59M0.01%−149,800−71.8%Reduced
Man Group plc60,380$3.68M0.01%+60,380New
Ameriprise Financial Inc61,957$3.77M0.00%−17,059−21.6%Reduced
Advantage Alpha Capital Partners LP64,804$3.95M0.72%−7,787−10.7%Reduced
Sandler Capital Management65,000$3.96M0.46%+65,000New
Manning & Napier Group, LLC66,760$4.06M0.03%+66,760New
Renaissance Capital LLC67,288$4.10M0.83%+67,288New
Engineers Gate Manager LP72,482$4.41M0.25%+30,535+72.8%Added
Paloma Partners Management Co74,425$4.53M0.20%+6,303+9.3%Added
First Growth Investment Manager LP75,932$4.62M2.91%+1,382+1.9%Added
Verition Fund Management LLC76,697$4.67M0.07%+63,908+499.7%Added
Citigroup Inc77,188$4.70M0.00%−210,462−73.2%Reduced
State of New Jersey Common Pension Fund D77,602$4.72M0.01%+1,972+2.6%Added
Public Employees Retirement System of Ohio78,390$4.77M0.02%−1,763−2.2%Reduced
Blair William & Co79,258$4.83M0.02%−4,416−5.3%Reduced