PLANET LABS PBC PL
COM CL A · Common Stock · CUSIP 72703X106 · ISIN US72703X1063
American company specializing in satellite imaging of Earth
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersSan Francisco, CA
- Founded2010
- Websiteplanet.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $3.22. Options: 8 managers hold calls ($787.0k notional), 8 hold puts ($795.4k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 170 |
| Q4 2022 | 185 |
| Q1 2023 | 176 |
| Q2 2023 | 179 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 77 | 65 |
| Q1 2023 | 82 | 56 |
| Q2 2023 | 86 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $10.2m | $1.8m | 0.17 |
| Q4 2022 | $3.8m | $2.7m | 0.71 |
| Q1 2023 | $2.9m | $1.8m | 0.63 |
| Q2 2023 | $787.0k | $795.4k | 1.01 |
Biggest buyers
| FRONTIER CAPITAL MANAGEMENT CO LLC | New | +1.3m |
| DEUTSCHE BANK AG\ | Added | +652.3k |
| Bienville Capital Management, LLC | New | +630.8k |
| DIMENSIONAL FUND ADVISORS LP | New | +502.4k |
| Penbrook Management LLC | New | +396.1k |
| GOLDMAN SACHS GROUP INC | Added | +386.4k |
| Conestoga Capital Advisors, LLC | New | +332.8k |
| EXCHANGE TRADED CONCEPTS, LLC | Added | +277.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +251.9k |
| BlackRock Inc. | Added | +245.1k |
Biggest sellers
| NEXT CENTURY GROWTH INVESTORS LLC | Sold out | -2.5m |
| Bridgewater Associates, LP | Reduced | -1.7m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -833.8k |
| Brandywine Global Investment Management, LLC | Reduced | -537.5k |
| Cubist Systematic Strategies, LLC | Sold out | -380.8k |
| MARSHALL WACE, LLP | Sold out | -289.2k |
| CITADEL ADVISORS LLC | Reduced | -193.2k |
| ClariVest Asset Management LLC | Sold out | -182.7k |
| FMR LLC | Reduced | -175.4k |
| Thrivent Financial for Lutherans | Sold out | -140.5k |
Biggest calls
| SIMPLEX TRADING, LLC | Reduced | $257.0k80.0k shares |
| GROUP ONE TRADING LLC | Reduced | $217.3k67.5k shares |
| CITADEL ADVISORS LLC | Reduced | $146.5k45.5k shares |
| JANE STREET GROUP, LLC | Reduced | $112.1k34.8k shares |
| UBS Group AG | New | $32.2k10.0k shares |
| Belvedere Trading LLC | Reduced | $21.9k6.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Added | $03.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $381.2k118.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $285.3k88.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $43.0k13.5k shares |
| GROUP ONE TRADING LLC | Reduced | $40.2k12.5k shares |
| WOLVERINE TRADING, LLC | Added | $38.2k12.4k shares |
| Belvedere Trading LLC | Reduced | $6.4k2.0k shares |
| Cutler Group LLC / CA | Reduced | $1.0k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Marshall William Spencer 13D · may seek influence filed 2026-01-15 | 5.2% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.3%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-27), DRIEHAUS CAPITAL MANAGEMENT LLC (2.9%, 2026-02-17)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 3 | $1.4m | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $997.4k | 1 | $15.0k | $15.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-07 | Johnson Ashley F. CFO & COO | Sold plan | $2.5k500 shares |
| 2023-06-01 | Johnson Ashley F. CFO & COO | Sold plan | $4.6k1.0k shares |
| 2023-05-01 | Johnson Ashley F. CFO & COO | Sold plan | $4.1k1.0k shares |
| 2023-04-06 | Johnson Ashley F. CFO & COO | Sold plan | $3.8k1.0k shares |
| 2023-04-03 | Weil Kevin President, Product & Business · The Weil Family Trust DTD 10/19/2011 | Bought | $997.4k274.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Alphabet Inc. 5.53% of their portfolio | 31.9m $102.9m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 17.8m $57.5m | Added +76.3k |
| BlackRock Inc. 0.00% of their portfolio | 13.8m $44.5m | Added +245.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 7.8m $25.1m | Unchanged |
| Capricorn Investment Group LLC 3.25% of their portfolio | 7.1m $23.0m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 4.8m $15.4m | Added +67.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.7m $11.9m | Added +251.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.7m $5.5m | Reduced -21.8k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 1.5m $4.8m | Added +231.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.5m $4.7m | Added +8.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.04% of their portfolio | 1.3m $4.3m | New |
| Bridgewater Associates, LP 0.02% of their portfolio | 1.1m $3.6m | Reduced -1.7m |
| EDBI Pte Ltd 2.77% of their portfolio | 1.1m $3.4m | Unchanged |
| Teramo Advisors, LLC 1.77% of their portfolio | 1.1m $3.4m | Added +60.0k |
| Rizvi Traverse Management, LLC 12.33% of their portfolio | 1.1m $3.4m | Reduced -15.0k |
| ArrowMark Colorado Holdings LLC 0.03% of their portfolio | 927.0k $3.0m | Added +150.0k |
| LA FINANCIERE DE L'ECHIQUIER 0.14% of their portfolio | 873.0k $2.8m | Added +33.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.07% of their portfolio | 852.8k $2.7m | Added +277.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 790.4k $2.5m | Added +652.3k |
| Invesco Ltd. 0.00% of their portfolio | 711.0k $2.3m | Added +30.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 634.3k $2.0m | Added +386.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 632.1k $2.0m | Added +5.1k |
| Bienville Capital Management, LLC 0.78% of their portfolio | 630.8k $2.0m | New |
| MSD Partners, L.P. 0.17% of their portfolio | 587.9k $1.9m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 575.4k $1.9m | Added +239.1k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 532.9k $1.7m | Reduced -537.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 502.4k $1.6m | New |
| Penserra Capital Management LLC 0.03% of their portfolio | 475.7k $1.5m | Reduced -100.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 465.1k $1.5m | Unchanged |
| Comprehensive Financial Management LLC 0.05% of their portfolio | 444.2k $1.4m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 414.5k $1.3m | Added +62.4k |
| Penbrook Management LLC 0.92% of their portfolio | 396.1k $1.3m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 383.8k $1.2m | Added +105.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 349.8k $1.1m | Reduced -20.0k |
| Conestoga Capital Advisors, LLC 0.02% of their portfolio | 332.8k $1.1m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 291.0k $936.9k | Added +88.9k |
| Willow Creek Wealth Management Inc. 0.12% of their portfolio | 273.4k $880.4k | Unchanged |
| Board of Trustees of The Leland Stanford Junior University 0.08% of their portfolio | 256.4k $825.8k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 240.4k $774.1k | Added +10.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 231.0k $743.7k | Added +15.3k |
| PDT Partners, LLC 0.09% of their portfolio | 208.6k $671.7k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 205.6k $662.2k | Added +52.9k |
| UBS Group AG 0.00% of their portfolio | 205.6k $661.9k | Added +106.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 199.6k $642.7k | Reduced -64.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 199.6k $784.4k | Unchanged |
| DARK FOREST CAPITAL MANAGEMENT LP 0.06% of their portfolio | 195.3k $628.9k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 193.5k $623.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 181.6k $584.8k | Added +81.5k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 176.6k $569.0k | Added +28.1k |
| SVB FINANCIAL GROUP 1.05% of their portfolio | 172.1k $554.2k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 166.7k $536.7k | Unchanged |
| Vident Investment Advisory, LLC 0.02% of their portfolio | 161.8k $521.1k | Reduced -1.8k |
| Arena Capital Advisors, LLC- CA 1.66% of their portfolio | 154.4k $497.3k | Unchanged |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 144.9k $466.6k | Added +17.4k |
| AtonRa Partners 0.71% of their portfolio | 142.6k $459.1k | Reduced -13.1k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 138.1k $444.7k | Added +65.0k |
| Meixler Investment Management, Ltd. 0.41% of their portfolio | 136.7k $440.0k | Reduced -2.2k |
| FMR LLC 0.00% of their portfolio | 125.5k $404.1k | Reduced -175.4k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 123.6k $398.0k | Added +51.9k |
| Intellectus Partners, LLC 0.11% of their portfolio | 117.1k $377.1k | Added +92.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.0k $354.1k | Added +54.1k |
| WESBANCO BANK INC 0.01% of their portfolio | 106.9k $344.0k | Added +500 |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 105.5k $339.7k | Added +17.7k |
| New York Life Investment Management LLC 0.00% of their portfolio | 104.9k $337.7k | Reduced -28.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 104.7k $337.2k | Unchanged |
| XTX Topco Ltd 0.05% of their portfolio | 93.3k $300.4k | Added +35.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 91.9k $295.8k | Reduced -2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 81.2k $261.4k | Added +40.7k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.04% of their portfolio | 80.0k $257.6k | Reduced -25.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 79.8k $256.9k | Added +14.5k |
| 180 WEALTH ADVISORS, LLC 0.06% of their portfolio | 79.1k $256.3k | Added +56.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 77.6k $249.9k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 76.4k $246.3k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 75.1k $241.8k | Reduced -833.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 72.5k $234.0k | Reduced -310 |
| BARCLAYS PLC 0.00% of their portfolio | 72.3k $232.8k | Reduced -26.2k |
| Ergoteles LLC 0.01% of their portfolio | 71.9k $231.4k | New |
| Northside Capital Management, LLC 0.08% of their portfolio | 69.9k $225.1k | Unchanged |
| Shay Capital LLC 0.07% of their portfolio | 66.0k $212.5k | New |
| CITIGROUP INC 0.00% of their portfolio | 64.7k $208.5k | Added +57.5k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 64.4k $207.3k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 62.1k $200.0k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 54.2k $174.5k | Added +28.3k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 53.5k $172.2k | Added +6.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 51.2k $164.8k | Reduced -34.4k |
| Quent Capital, LLC 0.03% of their portfolio | 50.6k $162.9k | Added +30.0k |
| Arete Wealth Advisors, LLC 0.01% of their portfolio | 45.9k $148.0k | Reduced -42.9k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 45.8k $147.0k | Added +5.8k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 41.7k $134.3k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 41.7k $134.3k | Added +24.6k |
| Ghisallo Capital Management LLC 0.02% of their portfolio | 40.0k $128.8k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 38.7k $125.0k | Added +2.0k |
| Vontobel Holding Ltd. 0.00% of their portfolio | 37.5k $120.9k | Unchanged |
| BCK CAPITAL MANAGEMENT LP 0.09% of their portfolio | 37.1k $119.6k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.02% of their portfolio | 35.4k $114.0k | New |
| Orcam Financial Group 0.15% of their portfolio | 34.7k $112.0k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 32.3k $104.1k | Added +9.0k |
| STALEY CAPITAL ADVISERS INC 0.01% of their portfolio | 30.0k $96.6k | Unchanged |
| PEAK6 Investments LLC 0.01% of their portfolio | 30.0k $96.6k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 26.6k $86.0k | Added +2.1k |