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, Q1 2022
Institutional positions in Anaplan, Inc. as of Mar 31, 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, so this page shows Q1 2022. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 334
- +61 vs. Q4 2021
- Shares held
- 138.2M
- −1.91M (−1.4%) vs. Q4 2021
- Total value
- $8.99B
- +$2.56B (+39.9%) vs. Q4 2021
- New holders
- 137
- 83 more added
- Sold out
- 76
- 84 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $1.00K | 0.00% | −128−91.4% | Reduced |
| Ci Investments Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +18 | New |
| Steward Partners Investment Advisory, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| TCWP LLC | 27 | $1.00K | 0.00% | +27 | New |
| Private Capital Group, LLC | 26 | $2.00K | 0.00% | −198−88.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 34 | $2.00K | 0.00% | −124−78.5% | Reduced |
| Lindbrook Capital, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Meeder Asset Management Inc | 43 | $3.00K | 0.00% | +43 | New |
| Zions Bancorporation, N.A. | 44 | $3.00K | 0.00% | +44 | New |
| Baldwin Brothers Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $4.00K | 0.00% | +34+109.7% | Added |
| Earnest Partners LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 113 | $7.00K | 0.00% | +113 | New |
| Federation des caisses Desjardins du Quebec | 130 | $8.46K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 132 | $9.00K | 0.00% | −15−10.2% | Reduced |
| Rockbridge Investment Management, LCC | 142 | $9.26K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 150 | $10.0K | 0.00% | +150 | New |
| Resources Management Corp | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 194 | $13.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 199 | $13.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 522 | $14.0K | 0.00% | +8+1.6% | Added |
| Covestor Ltd | 215 | $14.0K | 0.01% | +87+68.0% | Added |
| Clearstead Advisors, LLC | 210 | $14.0K | 0.00% | +100+90.9% | Added |
| Quadrant Capital Group LLC | 225 | $15.0K | 0.00% | +99+78.6% | Added |
| Baillie Gifford & Co | 306 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 313 | $20.0K | 0.01% | +313 | New |
| American Portfolios Advisors | 320 | $20.8K | 0.00% | −100−23.8% | Reduced |
| Spire Wealth Management | 334 | $22.0K | 0.00% | −213−38.9% | Reduced |
| Accel Wealth Management | 340 | $22.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 333 | $22.0K | 0.00% | +333 | New |
| Proequities, Inc. | 429 | $28.0K | 0.00% | −9,000−95.5% | Reduced |
| Signaturefd, LLC | 424 | $28.0K | 0.00% | +16+3.9% | Added |
| Captrust Financial Advisors | 427 | $28.0K | 0.00% | +202+89.8% | Added |
| Quent Capital, LLC | 523 | $34.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 576 | $37.0K | 0.00% | +159+38.1% | Added |
| Close Asset Management Ltd | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 740 | $49.0K | 0.00% | +515+228.9% | Added |
| Allspring Global Investments Holdings, LLC | 783 | $50.0K | 0.00% | −235,948−99.7% | Reduced |
| Fifth Third Bancorp | 800 | $52.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 860 | $56.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $59.0K | 0.00% | +201+28.6% | Added |
| Parallel Advisors, LLC | 1,284 | $84.0K | 0.00% | −242−15.9% | Reduced |
| Lazard Asset Management LLC | 2,258 | $146.0K | 0.00% | −174−7.2% | Reduced |
| Natixis Investment Managers International | 2,257 | $146.0K | 0.00% | +330+17.1% | Added |
| American International Group, Inc. | 2,723 | $177.0K | 0.00% | +28+1.0% | Added |
| Mutual of America Capital Management LLC | 2,750 | $179.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,000 | $196.0K | 0.03% | +3,000 | New |
| First Republic Investment Management, Inc. | 3,402 | $221.0K | 0.00% | +3,402 | New |
| Enlightenment Research, LLC | 3,400 | $221.0K | 0.29% | +3,400 | New |
| Advisory Services Network, LLC | 3,624 | $236.0K | 0.01% | −868−19.3% | Reduced |
| Aaron Wealth Advisors | 15,351 | $236.0K | 0.00% | +15,351 | New |
| US Bancorp | 3,662 | $238.0K | 0.00% | +793+27.6% | Added |
| Gsa Capital Partners LLP | 3,675 | $239.0K | 0.03% | +3,675 | New |
| Kestra Advisory Services, LLC | 3,694 | $240.0K | 0.00% | +3,694 | New |
| Oppenheimer Asset Management Inc. | 3,714 | $242.0K | 0.00% | +3,714 | New |
| Aquatic Capital Management LLC | 3,900 | $254.0K | 0.38% | +3,900 | New |
| Macquarie Group Ltd | 4,079 | $266.0K | 0.00% | −1,931−32.1% | Reduced |
| Franklin Resources Inc | 4,276 | $278.0K | 0.00% | −1,708−28.5% | Reduced |
| Prudential Financial Inc | 4,310 | $280.0K | 0.00% | +4,310 | New |
| M&T Bank Corp | 4,315 | $281.0K | 0.00% | +4,315 | New |
| Manufacturers Life Insurance Company, The | 4,330 | $281.7K | 0.00% | +4,330 | New |
| Exane Derivatives | 4,526 | $294.4K | 0.08% | −518−10.3% | Reduced |
| Summit Trail Advisors, LLC | 4,721 | $307.0K | 0.02% | +4,721 | New |
| State of Wyoming | 4,835 | $315.0K | 0.16% | +1,695+54.0% | Added |
| ICA Group Wealth Management, LLC | 5,000 | $317.0K | 0.06% | +5,000 | New |
| Loomis Sayles & Co L P | 5,008 | $326.0K | 0.00% | +5,008 | New |
| Moneta Group Investment Advisors LLC | 5,027 | $327.0K | 0.01% | +32+0.6% | Added |
| Nisa Investment Advisors, LLC | 5,900 | $384.0K | 0.00% | +5,900 | New |
| qPULA Trading Management LP | 5,968 | $388.0K | 0.52% | +5,968 | New |
| CIBC Asset Management Inc | 5,995 | $390.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,012 | $391.0K | 0.00% | −8,071−57.3% | Reduced |
| Spearhead Capital Advisors, LLC | 6,583 | $428.0K | 0.05% | −302−4.4% | Reduced |
| Ceera Investments, LLC | 6,730 | $438.0K | 0.22% | +6,730 | New |
| PenderFund Capital Management Ltd. | 5,600 | $455.0K | 0.11% | +5,600 | New |
| Truvestments Capital LLC | 7,258 | $472.0K | 0.26% | −246−3.3% | Reduced |
| SG Americas Securities, LLC | 7,426 | $483.0K | 0.00% | +4,673+169.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,486 | $487.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,492 | $487.0K | 0.01% | +1,597+27.1% | Added |
| Wintrust Investments LLC | 7,700 | $501.0K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 7,830 | $509.0K | 0.38% | +7,830 | New |
| Virtu Financial LLC | 7,935 | $516.0K | 0.04% | +7,935 | New |
| Element Pointe Advisors, LLC | 8,032 | $522.0K | 0.18% | −60−0.7% | Reduced |
| Yarbrough Capital, LLC | 8,071 | $525.0K | 0.03% | +1,392+20.8% | Added |
| ProShare Advisors LLC | 8,387 | $546.0K | 0.00% | −2,492−22.9% | Reduced |
| Pictet Asset Management SA | 8,479 | $552.0K | 0.00% | −117,634−93.3% | Reduced |
| K2 Principal Fund, L.P. | 8,700 | $566.0K | 0.10% | +8,700 | New |
| Diametric Capital, LP | 9,000 | $585.0K | 0.32% | +9,000 | New |
| Perigon Wealth Management, LLC | 9,196 | $598.0K | 0.04% | +22+0.2% | Added |
| Diversified Trust Co | 9,213 | $599.0K | 0.02% | −7,625−45.3% | Reduced |
| MetLife Investment Management | 9,279 | $603.6K | 0.00% | +9,279 | New |
| BNP Paribas Arbitrage, SA | 9,546 | $621.0K | 0.00% | −250,141−96.3% | Reduced |
| ETF Managers Group, LLC | 9,524 | $621.0K | 0.01% | −2,461−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 9,654 | $629.0K | 0.00% | −4,248−30.6% | Reduced |
| Equitec Proprietary Markets, LLC | 9,700 | $631.0K | 0.31% | +9,700 | New |