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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, 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.

Institutional holdersQ1 2022: 334 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 heldQ1 2022: $8.99B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Anaplan, Inc.; share changes are against Q4 2021.

Institutions holding PLAN in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
State of New Jersey Common Pension Fund D80,447$5.23M0.02%+2,945+3.8%Added
Ramius Advisors LLC83,700$5.45M2.49%+83,700New
Jabodon PT Co86,134$5.60M2.54%−3,899−4.3%Reduced
Chicago Capital Management, LLC87,810$5.71M3.26%+87,810New
Cinctive Capital Management LP92,116$5.99M0.27%+92,116New
Twin Tree Management, LP94,254$6.13M0.12%+94,254New
Walleye Trading LLC98,633$6.42M0.13%+84,443+595.1%Added
EHP Funds Inc.100,000$6.50M1.08%+100,000New
Gardner Lewis Asset Management L P100,380$6.53M1.22%+100,380New
Squarepoint Ops LLC102,381$6.66M0.05%+53,323+108.7%Added
Ameriprise Financial Inc102,418$6.66M0.00%+45,700+80.6%Added
Susquehanna Fundamental Investments, LLC102,465$6.67M0.13%+41,146+67.1%Added
Dimensional Fund Advisors LP102,500$6.67M0.00%+44,209+75.8%Added
Ergoteles LLC106,276$6.91M0.26%+51,586+94.3%Added
Kellner Capital, LLC116,100$7.55M5.62%+116,100New
Public Employees Retirement System of Ohio116,529$7.58M0.03%+39,904+52.1%Added
Trexquant Investment LP116,831$7.60M0.36%+116,831New
Centiva Capital, LP118,078$7.68M0.44%+110,069+1,374.3%Added
BTG Pactual Global Asset Management Ltd120,000$7.81M7.67%+120,000New
DLD Asset Management, LP120,000$7.81M0.56%+120,000New
Berry Street Capital Management LLP125,000$8.13M2.02%+125,000New
Invesco Ltd.129,472$8.42M0.00%−8,962−6.5%Reduced
Rhumbline Advisers132,118$8.59M0.01%−1,521−1.1%Reduced
Great West Life Assurance Co140,257$9.36M0.02%−58,193−29.3%Reduced
Polar Asset Management Partners Inc.145,903$9.49M0.12%−559,097−79.3%Reduced
Candriam Luxembourg S.C.A.148,798$9.68M0.07%+148,798New
Alberta Investment Management Corp155,000$10.1M0.06%+155,000New
State Board of Administration of Florida Retirement System157,227$10.2M0.02%−4,030−2.5%Reduced
Segantii Capital Management Ltd160,000$10.4M0.39%+160,000New
Bank of Montreal163,187$10.6M0.01%+9,904+6.5%Added
Credit Suisse AG163,718$10.7M0.01%+64,985+65.8%Added
State of Wisconsin Investment Board164,469$10.7M0.02%+147,135+848.8%Added
Capstone Investment Advisors, LLC169,532$11.0M0.24%+169,532New
California State Teachers Retirement System183,696$11.9M0.02%−14,033−7.1%Reduced
Legal & General Group Plc184,228$12.0M0.00%+6,446+3.6%Added
Gabelli & Co Investment Advisers, Inc.190,100$12.4M1.61%+190,100New
Prelude Capital Management, LLC191,530$12.5M0.58%+191,530New
Vestcor Inc194,000$12.6M0.43%+194,000New
Capital Research Global Investors195,000$12.7M0.00%−732,493−79.0%Reduced
Selective Wealth Management, Inc.197,146$12.8M4.65%−2,301−1.2%Reduced
Bardin Hill Management Partners LP197,571$12.9M2.80%+197,571New
Angelo Gordon & Co., L.P.200,000$13.0M1.54%+200,000New
Healthcare of Ontario Pension Plan Trust Fund200,000$13.0M0.05%+200,000New
Parametric Portfolio Associates LLC204,313$13.3M0.01%+53,299+35.3%Added
WCM Investment Management, LLC208,436$13.6M0.04%−214,780−50.7%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office211,315$13.7M0.63%+211,315New
HSBC Holdings PLC217,650$14.2M0.02%+182,485+518.9%Added
UBS Asset Management Americas Inc228,137$14.8M0.01%+36,160+18.8%Added
CIBC Private Wealth Group, LLC228,882$14.9M0.03%−86,652−27.5%Reduced
Arrowstreet Capital, Limited Partnership232,155$15.1M0.02%+232,155New
Samson Rock Capital LLP240,000$15.6M14.61%+240,000New
California Public Employees Retirement System240,274$15.6M0.01%−35,237−12.8%Reduced
Royal Bank of Canada247,456$16.1M0.00%+218,805+763.7%Added
Dorsal Capital Management, LLC252,757$16.4M0.84%−997,243−79.8%Reduced
Deutsche Bank AG253,315$16.5M0.01%−725,666−74.1%Reduced
Citigroup Inc254,602$16.6M0.02%+171,100+204.9%Added
Fred Alger Management, LLC255,408$16.6M0.05%+255,408New
Gabelli Funds LLC267,700$17.4M0.11%+267,700New
Verition Fund Management LLC285,128$18.5M0.36%+285,128New
Woodline Partners LP297,600$19.4M0.32%+7,776+2.7%Added
Nicholas Company, Inc.302,295$19.7M0.35%−61,040−16.8%Reduced
Kensico Capital Management Corp304,300$19.8M0.80%+304,300New
National Bank of Canada308,469$20.1M0.08%+33,000+12.0%Added
Eaton Vance Management308,745$20.1M0.02%+33,366+12.1%Added
Swiss National Bank311,100$20.2M0.01%+24,200+8.4%Added
Tokio Marine Asset Management Co Ltd343,000$22.3M1.76%+343,000New
Segall Bryant & Hamill, LLC348,499$22.7M0.22%+20,516+6.3%Added
Nekton Capital Ltd.361,355$23.5M5.79%+361,355New
Bloom Tree Partners, LLC369,814$24.1M3.90%−269,693−42.2%Reduced
Two Sigma Investments, LP390,700$25.4M0.08%+390,700New
Bank of America Corp397,315$25.8M0.00%+350,910+756.2%Added
CNH Partners LLC400,503$26.1M0.68%+400,503New
Twin Securities, Inc.424,112$27.6M21.69%+424,112New
UBS Group AG450,916$29.3M0.01%−4,372,477−90.7%Reduced
Beryl Capital Management LLC460,927$30.0M1.82%+460,927New
Weiss Multi-Strategy Advisers LLC498,545$32.4M0.77%+466,471+1,454.4%Added
LMR Partners LLP531,000$34.5M0.51%+531,000New
Lord, Abbett & Co. LLC548,382$35.7M0.10%+548,382New
Manning & Napier Group, LLC550,754$35.8M0.34%−1,228,741−69.0%Reduced
Nuveen Asset Management, LLC561,613$36.3M0.01%−733,917−56.6%Reduced
Vivaldi Asset Management, LLC575,781$37.5M4.03%+575,781New
Morgan Stanley585,017$38.1M0.01%−4,013,798−87.3%Reduced
Man Group plc600,000$39.0M0.14%+453,121+308.5%Added
Hudson Bay Capital Management LP602,805$39.2M0.55%+602,805New
Quinn Opportunity Partners LLC648,325$42.2M2.50%+648,325New
Northern Trust Corp656,559$42.7M0.01%+10,759+1.7%Added
First Trust Advisors LP664,951$43.3M0.04%−495,035−42.7%Reduced
Picton Mahoney Asset Management670,000$43.6M1.62%+662,150+8,435.0%Added
Price T Rowe Associates Inc680,517$44.3M0.00%−528,169−43.7%Reduced
P Schoenfeld Asset Management LP690,000$44.9M2.54%+690,000New
Sand Grove Capital Management LLP690,000$44.9M5.37%+690,000New
Marshall Wace, LLP711,108$46.3M0.10%+190,989+36.7%Added
Melqart Asset Management (UK) Ltd720,000$46.8M3.35%+327,812+83.6%Added
ArrowMark Colorado Holdings LLC783,439$51.0M0.45%−327,930−29.5%Reduced
Charles Schwab Investment Management Inc811,937$52.8M0.02%+30,377+3.9%Added
New York State Common Retirement Fund822,093$53.5M0.06%−64,049−7.2%Reduced
Water Island Capital LLC889,775$57.9M2.94%+889,775New
Mirae Asset Global Investments Co., Ltd.902,845$58.7M0.12%−45,359−4.8%Reduced
Bank of New York Mellon Corp1,035,158$67.3M0.01%+184,779+21.7%Added
Canada Pension Plan Investment Board1,046,799$68.1M0.09%+424,626+68.2%Added