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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 333 | $22.0K | 0.00% | +333 | New |
| American Portfolios Advisors | 320 | $20.8K | 0.00% | −100−23.8% | Reduced |
| Baillie Gifford & Co | 306 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 313 | $20.0K | 0.01% | +313 | New |
| Quadrant Capital Group LLC | 225 | $15.0K | 0.00% | +99+78.6% | Added |
| 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 |
| 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 |
| Money Concepts Capital Corp | 150 | $10.0K | 0.00% | +150 | New |
| Rockbridge Investment Management, LCC | 142 | $9.26K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 132 | $9.00K | 0.00% | −15−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 130 | $8.46K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 113 | $7.00K | 0.00% | +113 | New |
| First Manhattan Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $4.00K | 0.00% | +34+109.7% | Added |
| Meeder Asset Management Inc | 43 | $3.00K | 0.00% | +43 | New |
| Zions Bancorporation, N.A. | 44 | $3.00K | 0.00% | +44 | 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 |
| 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 |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −4,380,927−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,509,372−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −3,492,625−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −3,020,097−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −2,382,943−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −2,322,076−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,774,465−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,599,212−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −1,043,939−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −788,700−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −665,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −641,097−100.0% | Sold out |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −513,359−100.0% | Sold out |
| Hunt Lane Capital LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −296,348−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −268,000−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −171,212−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −164,149−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −150,600−100.0% | Sold out |
| Teca Partners, LP | 0 | $0 | 0.00% | −131,768−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −115,613−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −103,511−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −102,425−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −63,104−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −61,698−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −47,876−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −43,050−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −37,355−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −36,141−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −35,423−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −33,670−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −33,434−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −33,097−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −28,751−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −26,513−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −26,142−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −23,715−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −23,406−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −48,830−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −20,823−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −20,596−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,999−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −16,714−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −15,882−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,072−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −13,665−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,196−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,445−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −8,078−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −7,338−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,568−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |