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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11 | $0 | 0.00% | +11 | New |
| Glassman Wealth Services | 31 | $1.00K | 0.00% | +14+82.4% | Added |
| Bell Investment Advisors, Inc | 22 | $1.00K | 0.00% | −1−4.3% | Reduced |
| NEXT Financial Group, Inc | 26 | $1.00K | 0.00% | +26 | New |
| Cornerstone Advisory, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Gilder Gagnon Howe & Co LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 70 | $3.00K | 0.00% | +70 | New |
| First Manhattan Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 82 | $4.00K | 0.00% | +82 | New |
| Clearstead Advisors, LLC | 110 | $5.00K | 0.00% | +100+1,000.0% | Added |
| Federation des caisses Desjardins du Quebec | 130 | $5.96K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 126 | $6.00K | 0.00% | −15−10.6% | Reduced |
| First Horizon Advisors, Inc. | 140 | $6.00K | 0.00% | +31+28.4% | Added |
| Harbour Investments, Inc. | 125 | $6.00K | 0.00% | +125 | New |
| Covestor Ltd | 128 | $6.00K | 0.01% | +128 | New |
| TCI Wealth Advisors, Inc. | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 158 | $7.00K | 0.00% | +4+2.6% | Added |
| Rockbridge Investment Management, LCC | 142 | $7.00K | 0.00% | +5+3.6% | Added |
| Emfo, LLC | 199 | $9.00K | 0.01% | −2,500−92.6% | Reduced |
| Bessemer Group Inc | 194 | $9.00K | 0.00% | −107−35.5% | Reduced |
| Resources Management Corp | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 225 | $10.0K | 0.00% | −16−6.6% | Reduced |
| Private Capital Group, LLC | 224 | $10.0K | 0.00% | −19−7.8% | Reduced |
| The PNC Financial Services Group, Inc. | 225 | $11.0K | 0.00% | −7,613−97.1% | Reduced |
| Dark Forest Capital Management LP | 253 | $12.0K | 0.00% | +253 | New |
| Baillie Gifford & Co | 306 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 340 | $16.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 350 | $16.0K | 0.00% | +350 | New |
| Signaturefd, LLC | 408 | $19.0K | 0.00% | +16+4.1% | Added |
| Parallax Volatility Advisers, L.P. | 411 | $19.0K | 0.00% | +411 | New |
| CWM, LLC | 417 | $19.0K | 0.00% | +417 | New |
| American Portfolios Advisors | 420 | $19.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 514 | $24.0K | 0.00% | −1,185−69.7% | Reduced |
| Quent Capital, LLC | 523 | $24.0K | 0.01% | +523 | New |
| Spire Wealth Management | 547 | $25.0K | 0.00% | +18+3.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 702 | $33.0K | 0.00% | −85−10.8% | Reduced |
| Fifth Third Bancorp | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 860 | $39.0K | 0.02% | +170+24.6% | Added |
| Close Asset Management Ltd | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,388 | $64.0K | 0.00% | +1,388 | New |
| Parallel Advisors, LLC | 1,526 | $70.0K | 0.00% | +375+32.6% | Added |
| Natixis Investment Managers International | 1,927 | $88.0K | 0.00% | −135−6.5% | Reduced |
| Lazard Asset Management LLC | 2,432 | $111.0K | 0.00% | +1,729+245.9% | Added |
| Advisors Asset Management, Inc. | 2,655 | $121.7K | 0.00% | +1,796+209.1% | Added |
| American International Group, Inc. | 2,695 | $124.0K | 0.00% | −63−2.3% | Reduced |
| SG Americas Securities, LLC | 2,753 | $126.0K | 0.00% | −443−13.9% | Reduced |
| Mutual of America Capital Management LLC | 2,750 | $126.0K | 0.00% | +2,750 | New |
| Quantbot Technologies LP | 2,778 | $127.0K | 0.01% | +2,778 | New |
| US Bancorp | 2,869 | $131.0K | 0.00% | +15+0.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,027 | $139.0K | 0.00% | −32,742−91.5% | Reduced |
| State of Wyoming | 3,140 | $144.0K | 0.07% | +1,242+65.4% | Added |
| Fulcrum Asset Management LLP | – | $181.0K | 0.09% | – | New |
| EverSource Wealth Advisors, LLC | 4,015 | $184.0K | 0.05% | +4,015 | New |
| Tower Research Capital LLC (TRC) | 4,313 | $198.0K | 0.00% | +176+4.3% | Added |
| Advisory Services Network, LLC | 4,492 | $206.0K | 0.01% | −134−2.9% | Reduced |
| Manteio Capital LLC | 4,857 | $223.0K | 0.29% | +4,857 | New |
| Boothbay Fund Management, LLC | 4,897 | $225.0K | 0.01% | −126−2.5% | Reduced |
| Two Sigma Advisers, LP | 5,000 | $229.0K | 0.00% | −53,900−91.5% | Reduced |
| Moneta Group Investment Advisors LLC | 4,995 | $229.0K | 0.01% | −901−15.3% | Reduced |
| Nokota Management, LP | 5,000 | $229.0K | 0.23% | +5,000 | New |
| Exane Derivatives | 5,044 | $231.3K | 0.06% | +3,656+263.4% | Added |
| ExodusPoint Capital Management, LP | 5,568 | $255.0K | 0.00% | −80,550−93.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,820 | $267.0K | 0.00% | −20−0.3% | Reduced |
| PEAK6 Investments LLC | 5,895 | $270.0K | 0.01% | +5,895 | New |
| Franklin Resources Inc | 5,984 | $274.0K | 0.00% | +814+15.7% | Added |
| CIBC Asset Management Inc | 5,995 | $275.0K | 0.00% | +233+4.0% | Added |
| Macquarie Group Ltd | 6,010 | $276.0K | 0.00% | −599,275−99.0% | Reduced |
| Astrantus Ltd | 6,441 | $295.0K | 0.22% | +6,441 | New |
| Yarbrough Capital, LLC | 6,679 | $306.0K | 0.02% | +6,679 | New |
| Steel Peak Wealth Management LLC | 6,706 | $307.0K | 0.02% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 6,885 | $316.0K | 0.04% | +78+1.1% | Added |
| D.B. Root & Company, LLC | 7,338 | $336.0K | 0.12% | +7,338 | New |
| Northwestern Mutual Wealth Management Co | 7,486 | $343.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7,504 | $344.0K | 0.17% | +422+6.0% | Added |
| Wintrust Investments LLC | 7,700 | $353.0K | 0.03% | +7,700 | New |
| Picton Mahoney Asset Management | 7,850 | $360.0K | 0.01% | +7,850 | New |
| Centiva Capital, LP | 8,009 | $367.0K | 0.02% | −12,306−60.6% | Reduced |
| Ardsley Advisory Partners LP | 8,000 | $367.0K | 0.09% | +8,000 | New |
| Emerald Advisers, LLC | 8,078 | $370.0K | 0.01% | −141−1.7% | Reduced |
| Element Pointe Advisors, LLC | 8,092 | $371.0K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,108 | $371.0K | 0.01% | +8,108 | New |
| Perigon Wealth Management, LLC | 9,174 | $421.0K | 0.03% | +423+4.8% | Added |
| Credential Qtrade Securities Inc. | 9,304 | $426.6K | 0.03% | +2,481+36.4% | Added |
| Proequities, Inc. | 9,429 | $432.0K | 0.02% | +9,429 | New |
| Metropolitan Life Insurance Co | 9,445 | $433.1K | 0.01% | +30+0.3% | Added |
| Maryland State Retirement & Pension System | 10,152 | $465.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,454 | $479.0K | 0.01% | −1,261−10.8% | Reduced |
| ProShare Advisors LLC | 10,879 | $499.0K | 0.00% | +3,174+41.2% | Added |
| Brandywine Managers, LLC | 11,888 | $545.0K | 0.62% | +1,188+11.1% | Added |
| Synovus Financial Corp | 12,078 | $552.0K | 0.01% | +1,337+12.4% | Added |
| ETF Managers Group, LLC | 11,985 | $556.0K | 0.01% | −1,540−11.4% | Reduced |
| LPL Financial LLC | 12,196 | $559.0K | 0.00% | +502+4.3% | Added |
| Aigen Investment Management, LP | 13,248 | $605.0K | 0.04% | +13,248 | New |
| State of Alaska, Department of Revenue | 13,383 | $613.0K | 0.01% | +9,055+209.2% | Added |
| Wolverine Trading, LLC | 13,374 | $621.0K | 0.01% | +2,477+22.7% | Added |