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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, Q2 2022

Institutional positions in Anaplan, Inc. as of Jun 30, 2022. 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

PLAN is no longer listed, and 13F filings after Q1 2022 list far fewer holders. See Q1 2022

Institutional holders
2
−327 vs. Q1 2022
Shares held
508
−137.8M (−100.0%) vs. Q1 2022
Total value
$33.0K
−$8.96B (−100.0%) vs. Q1 2022
New holders
1
0 more added
Sold out
328
1 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 2 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 heldQ2 2022: $33.0K
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, Q2 2022

Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q1 2022.

Institutions holding PLAN in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Riverview Trust Co0$00.00%−313−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−225−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−210−100.0%Sold out
Covestor Ltd0$00.00%−215−100.0%Sold out
Resources Management Corp0$00.00%−200−100.0%Sold out
Bessemer Group Inc0$00.00%−194−100.0%Sold out
Emfo, LLC0$00.00%−199−100.0%Sold out
Money Concepts Capital Corp0$00.00%−150−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−142−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−132−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−130−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−113−100.0%Sold out
First Manhattan Co0$00.00%−100−100.0%Sold out
Earnest Partners LLC0$00.00%−84−100.0%Sold out
Baldwin Brothers Inc0$00.00%−55−100.0%Sold out
Glassman Wealth Services0$00.00%−65−100.0%Sold out
Meeder Asset Management Inc0$00.00%−43−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−44−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−34−100.0%Sold out
Private Capital Group, LLC0$00.00%−26−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−35−100.0%Sold out
Ci Investments Inc.0$00.00%−8−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−15−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−12−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−18−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−15−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−10−100.0%Sold out
TCWP LLC0$00.00%−27−100.0%Sold out
Versant Capital Management, Inc0$00.00%−6−100.0%Sold out
McCarthy Asset Management, Inc.0$00.00%−1−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Tibra Equities Europe Ltd––––Not filed
Amalgamated Financial Corp.––––Not filed
Virginia Retirement Systems Et Al––––Not filed