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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, Q4 2021

Institutional positions in Anaplan, Inc. as of Dec 31, 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
277
−32 vs. Q3 2021
Shares held
140.1M
+9.91M (+7.6%) vs. Q3 2021
Total value
$6.42B
−$1.50B (−19.0%) vs. Q3 2021
New holders
55
109 more added
Sold out
87
82 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 277 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 heldQ4 2021: $6.42B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q3 2021.

Institutions holding PLAN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc13,141,007$602.5M0.01%+383,265+3.0%Added
FMR LLC10,170,150$466.3M0.03%+1,388,219+15.8%Added
BlackRock Inc.6,360,516$291.6M0.01%+293,023+4.8%Added
Sculptor Capital LP5,770,977$264.6M2.39%+1,737,779+43.1%Added
TPG GP A, LLC5,623,748$257.8M2.57%+5,623,748New
Cadian Capital Management, LP5,157,286$236.5M13.00%−159,872−3.0%Reduced
UBS Group AG4,823,393$221.2M0.09%+4,785,185+12,524.0%Added
Brown Capital Management LLC4,636,529$212.6M1.76%−56,923−1.2%Reduced
Morgan Stanley4,598,815$210.9M0.03%+2,962,028+181.0%Added
Alkeon Capital Management LLC4,380,927$200.9M0.69%+630,000+16.8%Added
JPMorgan Chase & Co4,137,218$189.7M0.02%+537,853+14.9%Added
Champlain Investment Partners, LLC4,030,825$184.8M0.84%+706,040+21.2%Added
Echo Street Capital Management LLC3,509,372$160.9M1.08%+1,667,347+90.5%Added
Eminence Capital, LP3,492,625$160.1M2.09%+795,022+29.5%Added
Corvex Management LP3,020,097$138.5M6.62%+3,020,097New
Coatue Management LLCSuperinvestorCoatue Management2,382,943$109.3M0.48%00.0%Unchanged
Meritage Group LP2,322,076$106.5M2.12%+2,322,076New
State Street Corp2,113,981$96.9M0.00%+35,811+1.7%Added
Neuberger Berman Group LLC1,961,240$89.9M0.07%−303,460−13.4%Reduced
Manning & Napier Group, LLC1,779,495$81.6M0.68%+1,712,735+2,565.5%Added
Contour Asset Management LLC1,774,465$81.4M2.93%+1,774,465New
Geode Capital Management, LLC1,754,620$80.4M0.01%+61,471+3.6%Added
Eagle Asset Management Inc1,599,212$74.2M0.33%−9,303−0.6%Reduced
Bain Capital Public Equity Management II, LLC1,500,000$68.8M2.52%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management1,495,868$68.6M0.15%+215,000+16.8%Added
Alliancebernstein L.P.1,488,684$68.3M0.02%+579,252+63.7%Added
Citadel Advisors LLC1,463,203$67.1M0.07%+143,252+10.9%Added
Federated Hermes, Inc.1,405,300$64.4M0.12%00.0%Unchanged
Norges Bank1,314,878$60.3M0.01%00.0%Unchanged
Nuveen Asset Management, LLC1,295,530$59.4M0.02%−972,303−42.9%Reduced
Dorsal Capital Management, LLC1,250,000$57.3M3.37%+250,000+25.0%Added
Price T Rowe Associates Inc1,208,686$55.4M0.00%−108,618−8.2%Reduced
First Trust Advisors LP1,159,986$53.2M0.05%+473,349+68.9%Added
ArrowMark Colorado Holdings LLC1,111,369$51.0M0.41%+1,111,369New
Fernbridge Capital Management LP1,043,939$47.9M4.77%+494,813+90.1%Added
Goldman Sachs Group Inc1,030,837$47.3M0.01%−188,402−15.5%Reduced
Deutsche Bank AG978,981$44.9M0.02%−529,437−35.1%Reduced
Mirae Asset Global Investments Co., Ltd.948,204$43.5M0.09%+61,077+6.9%Added
Capital Research Global Investors927,493$42.5M0.01%+199,453+27.4%Added
New York State Common Retirement Fund886,142$40.6M0.04%−20,900−2.3%Reduced
Millennium Management LLC874,448$40.1M0.04%−121,699−12.2%Reduced
Bank of New York Mellon Corp850,379$39.0M0.01%+22,993+2.8%Added
Point72 Asset Management, L.P.788,700$36.2M0.16%−910,974−53.6%Reduced
Charles Schwab Investment Management Inc781,560$35.8M0.01%+21,298+2.8%Added
Polar Asset Management Partners Inc.705,000$32.3M0.39%+210,700+42.6%Added
JS Capital Management LLC665,000$30.5M1.39%+390,000+141.8%Added
Northern Trust Corp645,800$29.6M0.00%−3,187−0.5%Reduced
Alyeska Investment Group, L.P.641,097$29.4M0.34%+33,900+5.6%Added
Bloom Tree Partners, LLC639,507$29.3M4.89%+199,447+45.3%Added
Canada Pension Plan Investment Board622,173$28.5M0.03%+49,173+8.6%Added
Marshall Wace, LLP520,119$23.8M0.05%+239,283+85.2%Added
Harbor Spring Capital, LLC513,359$23.5M3.30%+513,359New
Natixis435,800$20.0M0.07%−697,200−61.5%Reduced
WCM Investment Management, LLC423,216$19.4M0.04%+210,593+99.0%Added
Melqart Asset Management (UK) Ltd392,188$18.0M1.02%+129,612+49.4%Added
Nicholas Company, Inc.363,335$16.7M0.27%+171,045+89.0%Added
Segall Bryant & Hamill, LLC327,983$15.0M0.14%+35,403+12.1%Added
CIBC Private Wealth Group, LLC315,534$14.5M0.03%−30,968−8.9%Reduced
Hunt Lane Capital LP300,000$13.8M5.63%00.0%Unchanged
Junto Capital Management LP296,348$13.6M0.35%−536,214−64.4%Reduced
Woodline Partners LP289,824$13.3M0.19%+289,824New
Swiss National Bank286,900$13.2M0.01%−600−0.2%Reduced
California Public Employees Retirement System275,511$12.6M0.01%−9,765−3.4%Reduced
National Bank of Canada275,469$12.6M0.05%+275,469New
Eaton Vance Management275,379$12.6M0.02%00.0%Unchanged
First Sabrepoint Capital Management LP268,000$12.3M3.56%+268,000New
BNP Paribas Arbitrage, SA259,687$11.9M0.03%+250,942+2,869.5%Added
Thrivent Financial for Lutherans238,180$10.9M0.02%−381,476−61.6%Reduced
Allspring Global Investments Holdings, LLC236,731$10.9M0.01%+236,731New
Capital Fund Management S.A.229,483$10.5M0.27%+203,219+773.8%Added
KCL Capital, L.P.210,000$9.63M1.32%+95,700+83.7%Added
Selective Wealth Management, Inc.199,447$9.14M3.73%+199,447New
Great West Life Assurance Co198,450$9.10M0.02%+1,323+0.7%Added
California State Teachers Retirement System197,729$9.07M0.01%−40,989−17.2%Reduced
UBS Asset Management Americas Inc191,977$8.80M0.00%+1,008+0.5%Added
Legal & General Group Plc177,782$8.15M0.00%−1,018−0.6%Reduced
AQR Capital Management LLC177,395$8.13M0.01%−12,464−6.6%Reduced
William Blair Investment Management, LLC171,212$7.85M0.02%−106,497−38.3%Reduced
Optimus Prime Fund Management Co., Ltd.165,000$7.57M0.46%+155,000+1,550.0%Added
Advantage Alpha Capital Partners LP164,149$7.53M1.07%+99,345+153.3%Added
State Board of Administration of Florida Retirement System161,257$7.39M0.01%+12,001+8.0%Added
Bank of Montreal153,283$7.19M0.00%+103,622+208.7%Added
Parametric Portfolio Associates LLC151,014$6.92M0.00%−28,670−16.0%Reduced
Junson Asset Management (Hong Kong) Ltd150,600$6.91M1.71%+60,200+66.6%Added
Man Group plc146,879$6.73M0.02%+86,499+143.3%Added
SEI Investments Co139,575$6.40M0.01%−463,928−76.9%Reduced
Invesco Ltd.138,434$6.35M0.00%−900,069−86.7%Reduced
Cubist Systematic Strategies, LLC138,316$6.34M0.06%+52,908+61.9%Added
Rhumbline Advisers133,639$6.13M0.01%+2,815+2.2%Added
Teca Partners, LP131,768$6.04M5.09%+131,768New
Jane Street Group, LLC131,757$6.04M0.01%+26,905+25.7%Added
Pictet Asset Management SA126,113$5.78M0.01%+12,627+11.1%Added
Capitolis Advisors LLC115,613$5.30M0.03%00.0%Unchanged
Wells Fargo & Company111,663$5.12M0.00%−98,946−47.0%Reduced
Palestra Capital Management LLC103,511$4.75M0.14%−2,591,489−96.2%Reduced
Mackenzie Financial Corp102,425$4.70M0.01%−39,830−28.0%Reduced
Credit Suisse AG98,733$4.53M0.00%−18,517−15.8%Reduced
Jabodon PT Co90,033$4.13M1.88%+90,033New
Lombard Odier Asset Management (USA) Corp85,000$3.90M0.58%+40,000+88.9%Added
Citigroup Inc83,502$3.83M0.00%+6,314+8.2%Added