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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 7,338 | $336.0K | 0.12% | +7,338 | New |
| Spearhead Capital Advisors, LLC | 6,885 | $316.0K | 0.04% | +78+1.1% | Added |
| Steel Peak Wealth Management LLC | 6,706 | $307.0K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 6,679 | $306.0K | 0.02% | +6,679 | New |
| Astrantus Ltd | 6,441 | $295.0K | 0.22% | +6,441 | New |
| Macquarie Group Ltd | 6,010 | $276.0K | 0.00% | −599,275−99.0% | Reduced |
| CIBC Asset Management Inc | 5,995 | $275.0K | 0.00% | +233+4.0% | Added |
| Franklin Resources Inc | 5,984 | $274.0K | 0.00% | +814+15.7% | Added |
| PEAK6 Investments LLC | 5,895 | $270.0K | 0.01% | +5,895 | New |
| Cambridge Investment Research Advisors, Inc. | 5,820 | $267.0K | 0.00% | −20−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,568 | $255.0K | 0.00% | −80,550−93.5% | Reduced |
| Exane Derivatives | 5,044 | $231.3K | 0.06% | +3,656+263.4% | Added |
| 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 |
| Boothbay Fund Management, LLC | 4,897 | $225.0K | 0.01% | −126−2.5% | Reduced |
| Manteio Capital LLC | 4,857 | $223.0K | 0.29% | +4,857 | New |
| Advisory Services Network, LLC | 4,492 | $206.0K | 0.01% | −134−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,313 | $198.0K | 0.00% | +176+4.3% | Added |
| EverSource Wealth Advisors, LLC | 4,015 | $184.0K | 0.05% | +4,015 | New |
| Fulcrum Asset Management LLP | – | $181.0K | 0.09% | – | New |
| State of Wyoming | 3,140 | $144.0K | 0.07% | +1,242+65.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,027 | $139.0K | 0.00% | −32,742−91.5% | Reduced |
| US Bancorp | 2,869 | $131.0K | 0.00% | +15+0.5% | Added |
| Quantbot Technologies LP | 2,778 | $127.0K | 0.01% | +2,778 | New |
| 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 |
| American International Group, Inc. | 2,695 | $124.0K | 0.00% | −63−2.3% | Reduced |
| Advisors Asset Management, Inc. | 2,655 | $121.7K | 0.00% | +1,796+209.1% | Added |
| Lazard Asset Management LLC | 2,432 | $111.0K | 0.00% | +1,729+245.9% | Added |
| Natixis Investment Managers International | 1,927 | $88.0K | 0.00% | −135−6.5% | Reduced |
| Parallel Advisors, LLC | 1,526 | $70.0K | 0.00% | +375+32.6% | Added |
| Pacer Advisors, Inc. | 1,388 | $64.0K | 0.00% | +1,388 | New |
| Close Asset Management Ltd | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 860 | $39.0K | 0.02% | +170+24.6% | Added |
| Fifth Third Bancorp | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 702 | $33.0K | 0.00% | −85−10.8% | Reduced |
| Spire Wealth Management | 547 | $25.0K | 0.00% | +18+3.4% | Added |
| IFP Advisors, Inc | 514 | $24.0K | 0.00% | −1,185−69.7% | Reduced |
| Quent Capital, LLC | 523 | $24.0K | 0.01% | +523 | New |
| American Portfolios Advisors | 420 | $19.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Accel Wealth Management | 340 | $16.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 350 | $16.0K | 0.00% | +350 | New |
| Baillie Gifford & Co | 306 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 253 | $12.0K | 0.00% | +253 | New |
| The PNC Financial Services Group, Inc. | 225 | $11.0K | 0.00% | −7,613−97.1% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 130 | $5.96K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $5.00K | 0.00% | +100+1,000.0% | Added |
| 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 |
| Baldwin Brothers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 70 | $3.00K | 0.00% | +70 | New |
| Gilder Gagnon Howe & Co LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −3,072,561−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −2,720,760−100.0% | Sold out |
| Melvin Capital Management LP | 0 | $0 | 0.00% | −2,300,000−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −2,165,238−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −1,911,008−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −711,291−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −562,892−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −519,952−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −396,071−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −379,155−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −250,411−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −238,121−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −203,832−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −196,728−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −131,397−100.0% | Sold out |
| MIK Capital, LP | 0 | $0 | 0.00% | −121,177−100.0% | Sold out |
| Cowbird Capital LP | 0 | $0 | 0.00% | −114,894−100.0% | Sold out |
| Titan Global Capital Management USA LLC | 0 | $0 | 0.00% | −113,645−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −102,349−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −101,660−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −101,660−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −93,975−100.0% | Sold out |