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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 11,240 | $684.0K | 0.12% | +5,822+107.5% | Added |
| Wolverine Trading, LLC | 10,897 | $663.0K | 0.01% | −11,047−50.3% | Reduced |
| Synovus Financial Corp | 10,741 | $653.0K | 0.01% | +253+2.4% | Added |
| Brandywine Managers, LLC | 10,700 | $652.0K | 0.68% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,454 | $637.0K | 0.21% | +10,454 | New |
| Maryland State Retirement & Pension System | 10,152 | $622.0K | 0.02% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 10,000 | $609.0K | 0.04% | +10,000 | New |
| Stanley-Laman Group, Ltd. | 9,967 | $607.0K | 0.08% | +2,340+30.7% | Added |
| JustInvest LLC | 9,675 | $589.0K | 0.05% | +9,675 | New |
| Metropolitan Life Insurance Co | 9,415 | $573.3K | 0.01% | −309−3.2% | Reduced |
| Guggenheim Capital LLC | 8,769 | $534.0K | 0.00% | +1,350+18.2% | Added |
| Perigon Wealth Management, LLC | 8,751 | $533.0K | 0.05% | −285−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 8,745 | $532.5K | 0.00% | +2,313+36.0% | Added |
| Gyon Technologies Capital Management, LP | 8,662 | $527.0K | 0.14% | +8,662 | New |
| Levin Capital Strategies, L.P. | 8,482 | $516.0K | 0.05% | −1,028−10.8% | Reduced |
| Cna Financial Corp | 8,457 | $515.0K | 0.14% | +8,457 | New |
| Emerald Advisers, LLC | 8,219 | $500.0K | 0.02% | −394−4.6% | Reduced |
| Element Pointe Advisors, LLC | 8,092 | $493.0K | 0.17% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,965 | $485.0K | 0.01% | −91,826−92.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,838 | $477.0K | 0.00% | +6,124+357.3% | Added |
| ProShare Advisors LLC | 7,705 | $469.0K | 0.00% | −119−1.5% | Reduced |
| HSBC Holdings PLC | 7,633 | $467.0K | 0.00% | −678−8.2% | Reduced |
| Baird Financial Group, Inc. | 7,514 | $458.0K | 0.00% | +7,514 | New |
| Northwestern Mutual Wealth Management Co | 7,486 | $456.0K | 0.00% | −100−1.3% | Reduced |
| Truvestments Capital LLC | 7,082 | $431.0K | 0.24% | +125+1.8% | Added |
| Credential Qtrade Securities Inc. | 6,823 | $415.5K | 0.03% | +6,823 | New |
| Spearhead Capital Advisors, LLC | 6,807 | $414.0K | 0.06% | −28−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 6,706 | $408.0K | 0.03% | 00.0% | Unchanged |
| Golden Green, Inc. | 6,177 | $376.0K | 0.29% | −9,813−61.4% | Reduced |
| Moneta Group Investment Advisors LLC | 5,896 | $359.0K | 0.02% | +5+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,840 | $356.0K | 0.00% | +5,840 | New |
| CIBC Asset Management Inc | 5,762 | $351.0K | 0.00% | +532+10.2% | Added |
| Atom Investors LP | 5,299 | $323.0K | 0.06% | +5,299 | New |
| Shay Capital LLC | 5,275 | $321.0K | 0.10% | +5,275 | New |
| Prelude Capital Management, LLC | 5,257 | $320.0K | 0.02% | −13,198−71.5% | 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 |
| 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 |
| Advisory Services Network, LLC | 4,626 | $282.0K | 0.01% | +48+1.0% | Added |
| Virtu Financial LLC | 4,519 | $275.0K | 0.02% | +4,519 | New |
| Prudential Financial Inc | 4,460 | $272.0K | 0.00% | −250−5.3% | Reduced |
| State of Alaska, Department of Revenue | 4,328 | $263.0K | 0.00% | −5,756−57.1% | Reduced |
| Quilter Plc | 4,215 | $257.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 4,166 | $254.0K | 0.00% | +4,166 | New |
| Tower Research Capital LLC (TRC) | 4,137 | $252.0K | 0.01% | −6,667−61.7% | Reduced |
| IBM Retirement Fund | 3,962 | $241.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Acadian Asset Management LLC | 3,810 | $231.0K | 0.00% | +3,810 | New |
| Evolution Wealth Advisors, LLC | 3,732 | $227.0K | 0.05% | −439−10.5% | Reduced |
| Rafferty Asset Management, LLC | 3,559 | $217.0K | 0.00% | +3,559 | New |
| Wealthfront Advisers LLC | 3,526 | $215.0K | 0.00% | +3,526 | New |
| M&T Bank Corp | 3,490 | $213.0K | 0.00% | +3,490 | New |
| James Investment Research Inc | 3,223 | $196.0K | 0.02% | +3,223 | New |
| SG Americas Securities, LLC | 3,196 | $195.0K | 0.00% | −71,103−95.7% | Reduced |
| US Bancorp | 2,854 | $174.0K | 0.00% | +321+12.7% | Added |
| American International Group, Inc. | 2,758 | $168.0K | 0.00% | −209−7.0% | Reduced |
| Emfo, LLC | 2,699 | $164.0K | 0.14% | +2,500+1,256.3% | Added |
| Point72 Hong Kong Ltd | 2,131 | $130.0K | 0.01% | −33,262−94.0% | Reduced |
| Natixis Investment Managers International | 2,062 | $125.0K | 0.01% | −125−5.7% | 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 |
| State of Wyoming | 1,898 | $116.0K | 0.07% | −125−6.2% | Reduced |
| IFP Advisors, Inc | 1,699 | $104.0K | 0.00% | +1,696+56,533.3% | Added |
| Exane Derivatives | 1,388 | $84.5K | 0.02% | +205+17.3% | Added |
| First Pacific Advisors, LP | 1,280 | $78.0K | 0.00% | +1,280 | New |
| Koshinski Asset Management, Inc. | 1,270 | $77.3K | 0.01% | +1,270 | New |
| Parallel Advisors, LLC | 1,151 | $70.0K | 0.00% | −93−7.5% | Reduced |
| 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 |
| Twin Tree Management, LP | 889 | $54.0K | 0.00% | +889 | New |
| Advisors Asset Management, Inc. | 859 | $52.0K | 0.00% | +859 | New |
| Fifth Third Bancorp | 800 | $49.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 787 | $48.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 759 | $46.0K | 0.01% | +728+2,348.4% | Added |
| O'Shaughnessy Asset Management, LLC | 705 | $43.0K | 0.00% | +672+2,036.4% | Added |
| 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 |
| Harvest Fund Management Co., Ltd | 573 | $34.0K | 0.01% | +573 | New |
| 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 |
| American Portfolios Advisors | 420 | $25.6K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 403 | $25.0K | 0.03% | +403 | New |
| Signaturefd, LLC | 392 | $24.0K | 0.00% | +108+38.0% | Added |
| Accel Wealth Management | 340 | $21.0K | 0.01% | +140+70.0% | Added |
| Baillie Gifford & Co | 306 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 301 | $18.0K | 0.00% | +107+55.2% | Added |
| Ironwood Financial, llc | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Resources Management Corp | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 200 | $12.0K | 0.00% | +200 | New |
| 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 |
| Rockbridge Investment Management, LCC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 130 | $7.92K | 0.00% | 00.0% | Unchanged |