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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 17,906 | $1.17M | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,500 | $1.14M | 0.01% | −3,500−16.7% | Reduced |
| Engineers Gate Manager LP | 17,455 | $1.14M | 0.04% | −31,107−64.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,382 | $1.13M | 0.02% | +17,382 | New |
| Gamco Investors, Inc. Et Al | 17,200 | $1.12M | 0.01% | +17,200 | New |
| Virginia Retirement Systems Et Al | 16,700 | $1.09M | 0.01% | −3,100−15.7% | Reduced |
| Xponance, Inc. | 16,084 | $1.05M | 0.02% | −75−0.5% | Reduced |
| Shay Capital LLC | 16,000 | $1.04M | 0.37% | +16,000 | New |
| Cubist Systematic Strategies, LLC | 15,805 | $1.03M | 0.01% | −122,511−88.6% | Reduced |
| Public Employees Retirement Association of Colorado | 15,656 | $1.02M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,590 | $1.01M | 0.00% | −21,844−58.4% | Reduced |
| Wells Fargo & Company | 15,368 | $1.00M | 0.00% | −96,295−86.2% | Reduced |
| Wolverine Trading, LLC | 15,079 | $983.0K | 0.03% | +1,705+12.7% | Added |
| Guggenheim Capital LLC | 14,197 | $924.0K | 0.01% | +14,197 | New |
| Principal Financial Group Inc | 14,036 | $913.0K | 0.00% | −1,284−8.4% | Reduced |
| Ieq Capital, LLC | 13,896 | $904.0K | 0.02% | +3,442+32.9% | Added |
| Capital Fund Management S.A. | 13,026 | $847.3K | 0.02% | −216,457−94.3% | Reduced |
| Synovus Financial Corp | 12,917 | $844.0K | 0.01% | +839+6.9% | Added |
| JustInvest LLC | 12,835 | $835.0K | 0.04% | +12,835 | New |
| State of Alaska, Department of Revenue | 12,578 | $818.0K | 0.01% | −805−6.0% | Reduced |
| Exchange Traded Concepts, LLC | 12,572 | $818.0K | 0.02% | +12,572 | New |
| Voloridge Investment Management, LLC | 12,533 | $815.0K | 0.00% | +12,533 | New |
| BCK Capital Management LP | 12,503 | $813.0K | 0.49% | +12,503 | New |
| Tower Research Capital LLC (TRC) | 12,031 | $782.0K | 0.01% | +7,718+178.9% | Added |
| Sarissa Consulting LLC | 12,000 | $781.0K | 1.24% | +12,000 | New |
| FNY Investment Advisers, LLC | 12,000 | $780.0K | 0.74% | +12,000 | New |
| Brandywine Managers, LLC | 11,888 | $773.0K | 1.33% | 00.0% | Unchanged |
| Mariner, LLC | 11,548 | $751.0K | 0.00% | +11,548 | New |
| Corton Capital Inc. | 11,130 | $724.0K | 0.31% | +11,130 | New |
| Jeneq Management, LP | 10,800 | $703.0K | 0.18% | +10,800 | New |
| Cna Financial Corp | 10,697 | $696.0K | 0.22% | −3,210−23.1% | Reduced |
| Maryland State Retirement & Pension System | 10,152 | $660.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 10,000 | $651.0K | 0.06% | +10,000 | New |
| Credential Qtrade Securities Inc. | 9,841 | $640.2K | 0.04% | +537+5.8% | Added |
| Equitec Proprietary Markets, LLC | 9,700 | $631.0K | 0.31% | +9,700 | New |
| Advisor Group Holdings, Inc. | 9,654 | $629.0K | 0.00% | −4,248−30.6% | Reduced |
| ETF Managers Group, LLC | 9,524 | $621.0K | 0.01% | −2,461−20.5% | Reduced |
| BNP Paribas Arbitrage, SA | 9,546 | $621.0K | 0.00% | −250,141−96.3% | Reduced |
| MetLife Investment Management | 9,279 | $603.6K | 0.00% | +9,279 | New |
| Diversified Trust Co | 9,213 | $599.0K | 0.02% | −7,625−45.3% | Reduced |
| Perigon Wealth Management, LLC | 9,196 | $598.0K | 0.04% | +22+0.2% | Added |
| Diametric Capital, LP | 9,000 | $585.0K | 0.32% | +9,000 | New |
| K2 Principal Fund, L.P. | 8,700 | $566.0K | 0.10% | +8,700 | New |
| Pictet Asset Management SA | 8,479 | $552.0K | 0.00% | −117,634−93.3% | Reduced |
| ProShare Advisors LLC | 8,387 | $546.0K | 0.00% | −2,492−22.9% | Reduced |
| Yarbrough Capital, LLC | 8,071 | $525.0K | 0.03% | +1,392+20.8% | Added |
| Element Pointe Advisors, LLC | 8,032 | $522.0K | 0.18% | −60−0.7% | Reduced |
| Virtu Financial LLC | 7,935 | $516.0K | 0.04% | +7,935 | New |
| Delphia (USA) Inc. | 7,830 | $509.0K | 0.38% | +7,830 | New |
| Wintrust Investments LLC | 7,700 | $501.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| SG Americas Securities, LLC | 7,426 | $483.0K | 0.00% | +4,673+169.7% | Added |
| Truvestments Capital LLC | 7,258 | $472.0K | 0.26% | −246−3.3% | Reduced |
| PenderFund Capital Management Ltd. | 5,600 | $455.0K | 0.11% | +5,600 | New |
| Ceera Investments, LLC | 6,730 | $438.0K | 0.22% | +6,730 | New |
| Spearhead Capital Advisors, LLC | 6,583 | $428.0K | 0.05% | −302−4.4% | Reduced |
| Baird Financial Group, Inc. | 6,012 | $391.0K | 0.00% | −8,071−57.3% | Reduced |
| CIBC Asset Management Inc | 5,995 | $390.0K | 0.00% | 00.0% | Unchanged |
| qPULA Trading Management LP | 5,968 | $388.0K | 0.52% | +5,968 | New |
| Nisa Investment Advisors, LLC | 5,900 | $384.0K | 0.00% | +5,900 | New |
| Moneta Group Investment Advisors LLC | 5,027 | $327.0K | 0.01% | +32+0.6% | Added |
| Loomis Sayles & Co L P | 5,008 | $326.0K | 0.00% | +5,008 | New |
| ICA Group Wealth Management, LLC | 5,000 | $317.0K | 0.06% | +5,000 | New |
| State of Wyoming | 4,835 | $315.0K | 0.16% | +1,695+54.0% | Added |
| Summit Trail Advisors, LLC | 4,721 | $307.0K | 0.02% | +4,721 | New |
| Exane Derivatives | 4,526 | $294.4K | 0.08% | −518−10.3% | Reduced |
| Manufacturers Life Insurance Company, The | 4,330 | $281.7K | 0.00% | +4,330 | New |
| M&T Bank Corp | 4,315 | $281.0K | 0.00% | +4,315 | New |
| Prudential Financial Inc | 4,310 | $280.0K | 0.00% | +4,310 | New |
| Franklin Resources Inc | 4,276 | $278.0K | 0.00% | −1,708−28.5% | Reduced |
| Macquarie Group Ltd | 4,079 | $266.0K | 0.00% | −1,931−32.1% | Reduced |
| Aquatic Capital Management LLC | 3,900 | $254.0K | 0.38% | +3,900 | New |
| Oppenheimer Asset Management Inc. | 3,714 | $242.0K | 0.00% | +3,714 | New |
| Kestra Advisory Services, LLC | 3,694 | $240.0K | 0.00% | +3,694 | New |
| Gsa Capital Partners LLP | 3,675 | $239.0K | 0.03% | +3,675 | New |
| US Bancorp | 3,662 | $238.0K | 0.00% | +793+27.6% | Added |
| 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 |
| 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 |
| Longfellow Investment Management Co LLC | 3,000 | $196.0K | 0.03% | +3,000 | New |
| Mutual of America Capital Management LLC | 2,750 | $179.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,723 | $177.0K | 0.00% | +28+1.0% | Added |
| 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 |
| Parallel Advisors, LLC | 1,284 | $84.0K | 0.00% | −242−15.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 903 | $59.0K | 0.00% | +201+28.6% | Added |
| Newbridge Financial Services Group, Inc. | 860 | $56.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 800 | $52.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 783 | $50.0K | 0.00% | −235,948−99.7% | Reduced |
| The PNC Financial Services Group, Inc. | 740 | $49.0K | 0.00% | +515+228.9% | Added |
| Close Asset Management Ltd | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 576 | $37.0K | 0.00% | +159+38.1% | Added |
| Quent Capital, LLC | 523 | $34.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 334 | $22.0K | 0.00% | −213−38.9% | Reduced |
| Accel Wealth Management | 340 | $22.0K | 0.01% | 00.0% | Unchanged |