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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 13,665 | $627.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,902 | $638.0K | 0.00% | −7,766−35.8% | Reduced |
| Cna Financial Corp | 13,907 | $638.0K | 0.17% | +5,450+64.4% | Added |
| Baird Financial Group, Inc. | 14,083 | $646.0K | 0.00% | +6,569+87.4% | Added |
| Walleye Trading LLC | 14,190 | $651.0K | 0.01% | +6,225+78.2% | Added |
| G2 Investment Partners Management LLC | 15,000 | $688.0K | 0.12% | +15,000 | New |
| Paloma Partners Management Co | 15,072 | $691.0K | 0.02% | −59,353−79.7% | Reduced |
| Principal Financial Group Inc | 15,320 | $702.0K | 0.00% | +763+5.2% | Added |
| Public Employees Retirement Association of Colorado | 15,656 | $718.0K | 0.00% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 15,882 | $728.0K | 0.03% | +3,101+24.3% | Added |
| Laurion Capital Management LP | 15,900 | $729.0K | 0.01% | +15,900 | New |
| Xponance, Inc. | 16,159 | $741.0K | 0.01% | +376+2.4% | Added |
| Cutler Group LP | 16,714 | $766.0K | 0.05% | −3,087−15.6% | Reduced |
| Diversified Trust Co | 16,838 | $772.0K | 0.03% | +3,175+23.2% | Added |
| Raymond James & Associates | 16,999 | $779.0K | 0.00% | −902−5.0% | Reduced |
| Barclays PLC | 17,034 | $780.0K | 0.00% | −62,344−78.5% | Reduced |
| State of Wisconsin Investment Board | 17,334 | $795.0K | 0.00% | −266−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,906 | $821.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,991 | $825.0K | 0.03% | +17,991 | New |
| Illinois Municipal Retirement Fund | 18,417 | $844.0K | 0.02% | +4,541+32.7% | Added |
| Virginia Retirement Systems Et Al | 19,800 | $908.0K | 0.01% | +6,400+47.8% | Added |
| Victory Capital Management Inc | 20,407 | $936.0K | 0.00% | +217+1.1% | Added |
| Malaga Cove Capital, LLC | 20,596 | $944.0K | 0.37% | +100+0.5% | Added |
| Holocene Advisors, LP | 20,823 | $955.0K | 0.01% | −19,638−48.5% | Reduced |
| Handelsbanken Fonder AB | 21,000 | $963.0K | 0.00% | −6,900−24.7% | Reduced |
| Brookfield Asset Management Inc. | 21,129 | $969.0K | 0.00% | +21,129 | New |
| NN Investment Partners Holdings N.V. | 21,400 | $980.0K | 0.00% | +21,400 | New |
| Penn Capital Management Co Inc | 21,668 | $993.0K | 0.10% | +21,668 | New |
| Castleview Partners, LLC | 48,830 | $1.06M | 0.01% | +48,830 | New |
| AlphaCrest Capital Management LLC | 23,406 | $1.07M | 0.04% | +3,424+17.1% | Added |
| Twin Lakes Capital Management, LLC | 23,441 | $1.07M | 0.57% | −790−3.3% | Reduced |
| PDT Partners, LLC | 23,715 | $1.09M | 0.08% | −64,685−73.2% | Reduced |
| Teacher Retirement System of Texas | 25,211 | $1.16M | 0.01% | +4,176+19.9% | Added |
| Utah Retirement Systems | 25,600 | $1.17M | 0.01% | +200+0.8% | Added |
| Janus Henderson Group PLC | 25,989 | $1.19M | 0.00% | +13,082+101.4% | Added |
| Algert Global LLC | 26,135 | $1.20M | 0.15% | −2,230−7.9% | Reduced |
| 1623 Capital LLC | 26,142 | $1.20M | 0.47% | +9,211+54.4% | Added |
| Duality Advisers, LP | 26,513 | $1.22M | 0.13% | +26,513 | New |
| Tudor Investment Corp Et Al | 28,632 | $1.31M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,651 | $1.31M | 0.00% | −9,561−25.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,751 | $1.32M | 0.01% | +701+2.5% | Added |
| Slow Capital, Inc. | 28,925 | $1.33M | 0.23% | +853+3.0% | Added |
| Amalgamated Bank | 29,977 | $1.37M | 0.01% | +4,551+17.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 32,074 | $1.47M | 0.03% | +7,074+28.3% | Added |
| Russell Investments Group, Ltd. | 32,363 | $1.48M | 0.00% | +3,281+11.3% | Added |
| Stanley-Laman Group, Ltd. | 33,097 | $1.52M | 0.18% | +23,130+232.1% | Added |
| Group One Trading, L.P. | 33,434 | $1.53M | 0.03% | +33,434 | New |
| Ensign Peak Advisors, Inc | 33,670 | $1.54M | 0.00% | +6,673+24.7% | Added |
| Arizona State Retirement System | 35,059 | $1.61M | 0.01% | −386−1.1% | Reduced |
| HSBC Holdings PLC | 35,165 | $1.62M | 0.00% | +27,532+360.7% | Added |
| Sarasin & Partners LLP | 35,423 | $1.62M | 0.01% | −21,507−37.8% | Reduced |
| Vontobel Holding Ltd. | 36,141 | $1.68M | 0.01% | +2,827+8.5% | Added |
| Envestnet Asset Management Inc | 37,434 | $1.72M | 0.00% | +22,673+153.6% | Added |
| M&G Investment Management Ltd | 37,355 | $1.72M | 0.01% | +37,355 | New |
| Bokf, NA | 37,725 | $1.73M | 0.03% | −61,401−61.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,872 | $1.83M | 0.01% | +5,250+15.2% | Added |
| Whittier Trust Co | 41,602 | $1.91M | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 43,050 | $1.97M | 0.01% | +43,050 | New |
| Bank of America Corp | 46,405 | $2.13M | 0.00% | −3,998−7.9% | Reduced |
| Twinbeech Capital LP | 47,876 | $2.19M | 0.13% | −41,181−46.2% | Reduced |
| Engineers Gate Manager LP | 48,562 | $2.23M | 0.10% | −23,920−33.0% | Reduced |
| Squarepoint Ops LLC | 49,058 | $2.25M | 0.01% | +49,058 | New |
| Treasurer of the State of North Carolina | 51,474 | $2.36M | 0.01% | +900+1.8% | Added |
| First Growth Investment Manager LP | 53,932 | $2.47M | 2.37% | −22,000−29.0% | Reduced |
| Ergoteles LLC | 54,690 | $2.51M | 0.10% | +54,690 | New |
| Ameriprise Financial Inc | 56,718 | $2.60M | 0.00% | −5,239−8.5% | Reduced |
| Dimensional Fund Advisors LP | 58,291 | $2.67M | 0.00% | −149,428−71.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,319 | $2.81M | 0.07% | +32,220+110.7% | Added |
| HighTower Advisors, LLC | 60,929 | $2.81M | 0.01% | +33,128+119.2% | Added |
| D. E. Shaw & Co., Inc. | 61,698 | $2.83M | 0.00% | −40,327−39.5% | Reduced |
| Columbus Hill Capital Management, L.P. | 63,104 | $2.89M | 0.45% | −124,535−66.4% | Reduced |
| Blair William & Co | 64,831 | $2.97M | 0.01% | −14,427−18.2% | Reduced |
| Nomura Holdings Inc | 68,679 | $3.15M | 0.02% | −101,159−59.6% | Reduced |
| Voya Investment Management LLC | 70,538 | $3.23M | 0.01% | −1,113,501−94.0% | Reduced |
| Susquehanna International Group, LLP | 73,166 | $3.35M | 0.01% | −94,742−56.4% | Reduced |
| Public Employees Retirement System of Ohio | 76,625 | $3.51M | 0.01% | −1,765−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 77,502 | $3.55M | 0.01% | −100−0.1% | Reduced |
| Citigroup Inc | 83,502 | $3.83M | 0.00% | +6,314+8.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 85,000 | $3.90M | 0.58% | +40,000+88.9% | Added |
| Jabodon PT Co | 90,033 | $4.13M | 1.88% | +90,033 | New |
| Credit Suisse AG | 98,733 | $4.53M | 0.00% | −18,517−15.8% | Reduced |
| Mackenzie Financial Corp | 102,425 | $4.70M | 0.01% | −39,830−28.0% | Reduced |
| Palestra Capital Management LLC | 103,511 | $4.75M | 0.14% | −2,591,489−96.2% | Reduced |
| Wells Fargo & Company | 111,663 | $5.12M | 0.00% | −98,946−47.0% | Reduced |
| Capitolis Advisors LLC | 115,613 | $5.30M | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 126,113 | $5.78M | 0.01% | +12,627+11.1% | Added |
| Jane Street Group, LLC | 131,757 | $6.04M | 0.01% | +26,905+25.7% | Added |
| Teca Partners, LP | 131,768 | $6.04M | 5.09% | +131,768 | New |
| Rhumbline Advisers | 133,639 | $6.13M | 0.01% | +2,815+2.2% | Added |
| Cubist Systematic Strategies, LLC | 138,316 | $6.34M | 0.06% | +52,908+61.9% | Added |
| Invesco Ltd. | 138,434 | $6.35M | 0.00% | −900,069−86.7% | Reduced |
| SEI Investments Co | 139,575 | $6.40M | 0.01% | −463,928−76.9% | Reduced |
| Man Group plc | 146,879 | $6.73M | 0.02% | +86,499+143.3% | Added |
| Junson Asset Management (Hong Kong) Ltd | 150,600 | $6.91M | 1.71% | +60,200+66.6% | Added |
| Parametric Portfolio Associates LLC | 151,014 | $6.92M | 0.00% | −28,670−16.0% | Reduced |
| Bank of Montreal | 153,283 | $7.19M | 0.00% | +103,622+208.7% | Added |
| State Board of Administration of Florida Retirement System | 161,257 | $7.39M | 0.01% | +12,001+8.0% | Added |
| Advantage Alpha Capital Partners LP | 164,149 | $7.53M | 1.07% | +99,345+153.3% | Added |
| Optimus Prime Fund Management Co., Ltd. | 165,000 | $7.57M | 0.46% | +155,000+1,550.0% | Added |
| William Blair Investment Management, LLC | 171,212 | $7.85M | 0.02% | −106,497−38.3% | Reduced |