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 ($41.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.86. Options: 6 managers hold calls ($380.3k notional), 5 hold puts ($215.1k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 170 |
| Q4 2022 | 185 |
| Q1 2023 | 176 |
| Q2 2023 | 179 |
| Q3 2023 | 173 |
| Q4 2023 | 178 |
| Q1 2024 | 167 |
| Q2 2024 | 170 |
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 |
| Q3 2023 | 67 | 71 |
| Q4 2023 | 76 | 69 |
| Q1 2024 | 63 | 72 |
| Q2 2024 | 77 | 67 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $559.7k | $507.6k | 0.91 |
| Q4 2023 | $596.1k | $354.3k | 0.59 |
| Q1 2024 | $599.2k | $335.7k | 0.56 |
| Q2 2024 | $380.3k | $215.1k | 0.57 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +632.8k |
| Brandywine Global Investment Management, LLC | Added | +364.2k |
| JANE STREET GROUP, LLC | Added | +353.5k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | New | +339.8k |
| HRT FINANCIAL LP | New | +295.2k |
| Nuveen Asset Management, LLC | Added | +272.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +226.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +206.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +175.5k |
| CLOUGH CAPITAL PARTNERS L P | New | +143.3k |
Biggest sellers
| VANGUARD GROUP INC | Reduced | -3.8m |
| MORGAN STANLEY | Reduced | -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -509.8k |
| JPMORGAN CHASE & CO | Reduced | -423.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -290.5k |
| ExodusPoint Capital Management, LP | Sold out | -180.3k |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | -163.9k |
| Vident Advisory, LLC | Reduced | -151.7k |
| Verition Fund Management LLC | Sold out | -142.1k |
| New York Life Investment Management LLC | Sold out | -142.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $194.2k104.4k shares |
| GROUP ONE TRADING LLC | Reduced | $82.6k44.4k shares |
| SIMPLEX TRADING, LLC | Added | $68.0k36.9k shares |
| GTS SECURITIES LLC | New | $26.0k14.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.5k5.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $100.6k54.1k shares |
| CITADEL ADVISORS LLC | Reduced | $91.1k49.0k shares |
| SIMPLEX TRADING, LLC | Added | $14.0k8.0k shares |
| GROUP ONE TRADING LLC | Added | $9.3k5.0k 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $997.4k | 1 | $15.0k | $15.0k |
| Q3 2023 | 1 | $270.0k | 1 | $10.3k | $10.3k |
| Q4 2023 | 0 | — | 1 | $7.2k | $7.2k |
| Q1 2024 | 0 | — | 1 | $7.0k | $7.0k |
| Q2 2024 | 0 | — | 1 | $2.5k | $2.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-04-01 | Johnson Ashley F. CFO & COO | Sold plan | $2.5k1.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| Alphabet Inc. 3.01% of their portfolio | 31.9m $59.4m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 14.7m $27.4m | Reduced -3.8m |
| BlackRock Inc. 0.00% of their portfolio | 12.6m $23.4m | Added +45.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 7.8m $14.5m | Unchanged |
| Capricorn Investment Group LLC 3.39% of their portfolio | 7.1m $13.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.2m $7.8m | Added +175.5k |
| STATE STREET CORP 0.00% of their portfolio | 4.0m $7.5m | Reduced -373 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.7m $3.2m | Added +91.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $2.9m | Reduced -89.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.5m $2.8m | Added +23.4k |
| ArrowMark Colorado Holdings LLC 0.03% of their portfolio | 1.4m $2.6m | Added +143.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $2.5m | Added +632.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.02% of their portfolio | 1.3m $2.4m | Reduced -12.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio | 1.1m $2.1m | Reduced -163.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1.1m $2.1m | Reduced -509.8k |
| Teramo Advisors, LLC 1.04% of their portfolio | 1.1m $2.1m | Added +32.7k |
| EDBI Pte Ltd 2.24% of their portfolio | 1.1m $2.0m | Unchanged |
| LA FINANCIERE DE L'ECHIQUIER 0.08% of their portfolio | 1.0m $1.9m | Unchanged |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 817.2k $1.5m | Added +364.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 812.2k $1.5m | Reduced -3.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 729.5k $1.4m | Reduced -290.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 710.8k $1.3m | Added +272.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 636.4k $1.2m | Added +56.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 600.8k $1.1m | Added +206.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 537.0k $998.9k | Reduced -49.2k |
| MORGAN STANLEY 0.00% of their portfolio | 536.7k $998.2k | Reduced -1.1m |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 485.8k $903.6k | Added +353.5k |
| Penserra Capital Management LLC 0.01% of their portfolio | 475.9k $885.0k | Reduced -49.2k |
| Penbrook Management LLC 0.52% of their portfolio | 456.7k $849.4k | Added +30.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 450.5k $837.9k | Added +226.9k |
| Comprehensive Financial Management LLC 0.03% of their portfolio | 444.2k $826.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 408.0k $758.9k | Reduced -423.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 407.2k $757.3k | Reduced -104.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 402.7k $749.1k | Added +75.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 400.0k $744.0k | Unchanged |
| Conestoga Capital Advisors, LLC 0.01% of their portfolio | 398.1k $740.5k | Reduced -1.5k |
| Swiss National Bank 0.00% of their portfolio | 391.0k $727.3k | Unchanged |
| FMR LLC 0.00% of their portfolio | 362.6k $674.5k | Added +18.2k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio | 339.8k $632.0k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 316.5k $588.8k | Added +42.8k |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 306.3k $570.0k | Added +14.6k |
| PEAK6 Investments LLC 0.03% of their portfolio | 300.0k $558.0k | Reduced -104 |
| HRT FINANCIAL LP 0.00% of their portfolio | 295.2k $548.0k | New |
| Willow Creek Wealth Management Inc. 0.06% of their portfolio | 273.4k $508.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 268.4k $499.2k | Added +28.8k |
| BARCLAYS PLC 0.00% of their portfolio | 261.0k $485.4k | Reduced -100.2k |
| Invesco Ltd. 0.00% of their portfolio | 254.0k $472.4k | Reduced -2.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 207.7k $386.2k | Added +69.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 194.6k $361.9k | Reduced -2.7k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 194.1k $361.0k | Added +1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 188.8k $351.1k | Reduced -4.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 175.4k $326.0k | Reduced -1.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 174.8k $325.1k | Added +77.4k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 173.9k $323.5k | Added +34.3k |
| SVB FINANCIAL GROUP 0.22% of their portfolio | 172.1k $320.1k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 172.1k $320.1k | Added +133.3k |
| Arena Capital Advisors, LLC- CA 0.33% of their portfolio | 154.4k $287.2k | Unchanged |
| 180 WEALTH ADVISORS, LLC 0.05% of their portfolio | 151.4k $296.8k | Added +20.5k |
| CLOUGH CAPITAL PARTNERS L P 0.03% of their portfolio | 143.3k $266.6k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 139.3k $259.1k | Reduced -40.3k |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 137.0k $254.8k | Added +25.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 125.5k $233.4k | Added +64.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 125.2k $232.8k | Added +70.1k |
| XTX Topco Ltd 0.02% of their portfolio | 107.9k $200.8k | New |
| Walleye Capital LLC 0.00% of their portfolio | 107.5k $200.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 104.9k $195.1k | Added +36.7k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 103.8k $193.0k | Added +12.0k |
| Quadrature Capital Ltd 0.00% of their portfolio | 100.8k $186.5k | Added +75.0k |
| Arete Wealth Advisors, LLC 0.02% of their portfolio | 99.9k $186.0k | Added +964 |
| UBS Group AG 0.00% of their portfolio | 91.6k $170.4k | Reduced -127.4k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 90.7k $168.6k | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 89.5k $166.4k | First filing |
| ARS Investment Partners, LLC 0.02% of their portfolio | 88.4k $164.4k | New |
| Intellectus Partners, LLC 0.04% of their portfolio | 84.5k $157.2k | Reduced -8.5k |
| Meixler Investment Management, Ltd. 0.11% of their portfolio | 76.7k $142.7k | Reduced -11.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 74.8k $139.1k | Reduced -16.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 71.8k $133.6k | Added +5.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 71.6k $132.5k | Reduced -869 |
| Northside Capital Management, LLC 0.02% of their portfolio | 69.9k $130.0k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 65.9k $122.6k | Reduced -41.5k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 65.3k $121.4k | Added +6.9k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 56.6k $105.2k | Added +1.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 54.6k $101.5k | Added +28.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 52.1k $97.0k | Reduced -33.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 51.2k $95.2k | Added +59 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 50.7k $95.0k | Unchanged |
| Quent Capital, LLC 0.01% of their portfolio | 50.6k $94.1k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 44.4k $83.0k | Added +31.2k |
| CITIGROUP INC 0.00% of their portfolio | 41.1k $76.4k | Added +8.6k |
| Ghisallo Capital Management LLC 0.01% of their portfolio | 40.0k $74.4k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 38.4k $71.4k | Added +30.7k |
| BCK CAPITAL MANAGEMENT LP 0.04% of their portfolio | 37.1k $69.1k | Unchanged |
| Orcam Financial Group 0.07% of their portfolio | 34.7k $64.5k | Unchanged |
| Truvestments Capital LLC 0.02% of their portfolio | 33.4k $62.1k | Reduced -5.2k |
| STALEY CAPITAL ADVISERS INC 0.00% of their portfolio | 30.0k $55.8k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 30.0k $55.7k | Reduced -36.0k |
| Quantbot Technologies LP 0.00% of their portfolio | 28.9k $53.7k | New |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.02% of their portfolio | 28.0k $52.1k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 26.8k $49.9k | Unchanged |
| Frank, Rimerman Advisors LLC 0.00% of their portfolio | 25.5k $47.5k | Unchanged |