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 ($120.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.03. Options: 30 managers hold calls ($773.1m notional), 25 hold puts ($290.7m).
Trends to Q2 2026
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 |
| Q3 2024 | 165 |
| Q4 2024 | 192 |
| Q1 2025 | 215 |
| Q2 2025 | 239 |
| Q3 2025 | 281 |
| Q4 2025 | 347 |
| Q1 2026 | 420 |
| Q2 2026 | 482 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 81 | 59 |
| Q4 2024 | 98 | 67 |
| Q1 2025 | 112 | 79 |
| Q2 2025 | 128 | 95 |
| Q3 2025 | 180 | 95 |
| Q4 2025 | 196 | 133 |
| Q1 2026 | 248 | 160 |
| Q2 2026 | 259 | 219 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $156.4m | $66.6m | 0.43 |
| Q4 2025 | $377.4m | $140.9m | 0.37 |
| Q1 2026 | $557.1m | $281.4m | 0.51 |
| Q2 2026 | $773.1m | $290.7m | 0.38 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +8.6m |
| BANK OF MONTREAL /CAN/ | New | +3.5m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +3.3m |
| Mirae Asset Global Investments Co., Ltd. | Added | +2.6m |
| JANE STREET GROUP, LLC | Added | +2.3m |
| HRT FINANCIAL LP | Added | +1.8m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +1.8m |
| D. E. Shaw & Co., Inc. | Added | +1.8m |
| VAN ECK ASSOCIATES CORP | Added | +1.6m |
| Tidal Investments LLC | Added | +1.6m |
Biggest sellers
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -7.2m |
| BlackRock, Inc. | Reduced | -7.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -3.5m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -1.9m |
| STATE STREET CORP | Reduced | -1.4m |
| Capricorn Investment Group LLC | Reduced | -1.3m |
| Nuveen, LLC | Reduced | -1.3m |
| Driehaus Capital Management LLC | Reduced | -1.2m |
| NORTHERN TRUST CORP | Reduced | -862.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $265.5m8.0m shares |
| TORONTO DOMINION BANK | Unchanged | $149.1m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $117.3m3.5m shares |
| CITADEL ADVISORS LLC | Added | $70.6m2.1m shares |
| HSBC HOLDINGS PLC | New | $50.3m1.5m shares |
| IMC-Chicago, LLC | Reduced | $28.9m871.8k shares |
| GROUP ONE TRADING LLC | Added | $20.7m625.8k shares |
| UBS Group AG | Reduced | $9.9m300.0k shares |
| Caption Management, LLC | New | $9.9m300.0k shares |
| ONCE CAPITAL MANAGEMENT, LLC | New | $9.9m300.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $70.2m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $68.8m2.1m shares |
| CITADEL ADVISORS LLC | Added | $32.2m970.6k shares |
| IMC-Chicago, LLC | Reduced | $26.5m799.9k shares |
| TORONTO DOMINION BANK | Unchanged | $10.4m315.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4m312.5k shares |
| CITIGROUP INC | Unchanged | $10.3m310.0k shares |
| Allianz Asset Management GmbH | New | $9.0m272.5k shares |
| GROUP ONE TRADING LLC | Reduced | $8.0m240.3k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $7.8m235.4k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $313 | 4 | $15.6m | $9.7m |
| Q1 2026 | 0 | — | 3 | $5.9m | — |
| Q2 2026 | 0 | — | 4 | $17.9m | $10.8m |
| Q3 2026 | 0 | — | 6 | $13.2m | $13.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-17 | Johnson Ashley F. President & CFO | Sold plan | $944.0k55.7k shares |
| 2026-09-17 | Schingler Robert H Co-Founder Chief Strategy Off., director | Sold plan | $886.0k52.2k shares |
| 2026-07-23 | Johnson Ashley F. President & CFO | Sold plan | $1.7m75.0k shares |
| 2026-07-23 | Johnson Ashley F. President & CFO | Sold plan | $772.6k35.0k shares |
| 2026-07-15 | Robinson Kristen Director | Sold plan | $929.5k37.1k shares |
| 2026-07-13 | Raymond John w Director | Sold plan | $169.9k6.5k shares |
| 2026-07-10 | Marshall William Spencer Co-Founder and CEO, director | Sold plan | $5.2m200.0k shares |
| 2026-07-10 | Schingler Robert H Co-Founder Chief Strategy Off., director | Sold plan | $1.7m64.6k shares |
| 2026-07-10 | Schingler Robert H Co-Founder Chief Strategy Off., director · Ulysses Trust 02021.1, Dated February 26, 2021 | Sold plan | $648.0k25.0k shares |
| 2026-07-01 | Brennan Ita M Director | Sold plan | $379.5k11.5k shares |
| 2026-04-15 | Brennan Ita M Director | Sold plan | $1.2m36.5k shares |
| 2026-04-06 | Marshall William Spencer Co-Founder and CEO, director | Sold plan | $7.0m200.0k shares |
| 2026-04-06 | Schingler Robert H Co-Founder Chief Strategy Off., director · Ulysses Trust 02021.1, Dated February 26, 2021 | Sold plan | $2.6m73.7k shares |
| 2026-04-02 | Johnson Ashley F. President & CFO | Sold | $5.2m148.5k shares |
| 2026-04-02 | Johnson Ashley F. President & CFO | Sold | $1.8m51.5k 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 2026
| Manager | Shares | Change |
|---|---|---|
| Alphabet Inc. 1.18% of their portfolio | 35.2m $1.2bn | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 18.5m $612.3m | Reduced -7.0m |
| AMERICAN CENTURY COMPANIES INC 0.21% of their portfolio | 14.4m $477.1m | Added +8.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 12.9m $426.4m | Added +682.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 11.9m $395.8m | Reduced -257.1k |
| VAN ECK ASSOCIATES CORP 0.20% of their portfolio | 9.9m $328.5m | Added +1.6m |
| D. E. Shaw & Co., Inc. 0.20% of their portfolio | 9.7m $322.9m | Added +1.8m |
| Driehaus Capital Management LLC 1.29% of their portfolio | 6.7m $222.7m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.3m $209.3m | Reduced -242.5k |
| STATE STREET CORP 0.01% of their portfolio | 5.5m $182.0m | Reduced -1.4m |
| UBS Group AG 0.02% of their portfolio | 4.5m $150.6m | Added +928.8k |
| Invesco Ltd. 0.01% of their portfolio | 4.3m $141.3m | Added +985.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.0m $134.0m | Reduced -2.2m |
| Capricorn Investment Group LLC 0.59% of their portfolio | 4.0m $133.1m | Reduced -1.3m |
| LORD, ABBETT & CO. LLC 0.36% of their portfolio | 3.8m $127.4m | Added +1.4m |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 3.8m $107.2m | Reduced -204.0k |
| NORGES BANK 0.01% of their portfolio | 3.7m $122.8m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.5m $116.0m | Reduced -511.1k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 3.5m $115.9m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% of their portfolio | 3.4m $113.9m | Added +3.3m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.37% of their portfolio | 3.4m $113.6m | Added +1.8m |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 3.3m $108.2m | Reduced -3.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 3.1m $102.4m | Added +1.2m |
| Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio | 2.7m $88.9m | Added +2.6m |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 2.6m $87.5m | Added +2.3m |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $81.6m | Added +986.1k |
| FMR LLC 0.00% of their portfolio | 2.4m $79.3m | Reduced -787.6k |
| HRT FINANCIAL LP 0.16% of their portfolio | 2.1m $69.0m | Added +1.8m |
| Penserra Capital Management LLC 0.50% of their portfolio | 2.0m $65.1m | Added +638.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 2.0m $65.1m | Added +238.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.9m $62.3m | Reduced -48.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $61.0m | Reduced -437.5k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.6m $53.8m | Added +405.3k |
| Tidal Investments LLC 0.13% of their portfolio | 1.6m $52.7m | Added +1.6m |
| Tema ETFs LLC 1.70% of their portfolio | 1.6m $52.7m | First filing |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 1.5m $50.8m | Added +212.2k |
| OPPENHEIMER & CO INC 0.53% of their portfolio | 1.5m $49.7m | Reduced -460.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $48.0m | Reduced -862.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $46.9m | Added +565.7k |
| Nuveen, LLC 0.01% of their portfolio | 1.4m $46.3m | Reduced -1.3m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio | 1.4m $45.3m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $42.6m | Added +778.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 1.2m $38.2m | Reduced -831.5k |
| LBP AM SA 0.37% of their portfolio | 1.1m $37.3m | Added +419.4k |
| JUPITER ASSET MANAGEMENT LTD 0.16% of their portfolio | 952.8k $31.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 912.2k $30.2m | Added +590.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 875.5k $29.0m | Added +179.4k |
| Science & Technology Partners, L.P. 4.61% of their portfolio | 824.7k $27.3m | Added +246.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 782.2k $25.9m | Reduced -270.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 775.8k $25.7m | Reduced -185.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 772.9k $25.6m | Added +441.5k |
| Trexquant Investment LP 0.15% of their portfolio | 731.1k $24.2m | Added +493.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 722.0k $23.9m | Reduced -299.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 713.6k $23.6m | Added +292.1k |
| CANTOR FITZGERALD, L. P. 0.22% of their portfolio | 669.7k $22.2m | Added +523.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 669.3k $22.2m | Reduced -392.7k |
| Zweig-DiMenna Associates LLC 1.98% of their portfolio | 660.2k $21.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 652.6k $21.6m | Added +599.1k |
| Defiance ETFs, LLC 0.28% of their portfolio | 642.3k $20.3m | Reduced -543.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 624.7k $20.7m | Added +122.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 617.1k $20.4m | Reduced -7.2m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 599.3k $19.9m | Added +33.7k |
| Baird Financial Group, Inc. 0.03% of their portfolio | 580.3k $19.2m | Added +19.8k |
| BARCLAYS PLC 0.01% of their portfolio | 566.5k $18.8m | Reduced -158.2k |
| Ranger Investment Management, L.P. 1.12% of their portfolio | 533.9k $17.7m | Reduced -27.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 532.7k $17.6m | Added +268.2k |
| Vident Advisory, LLC 0.12% of their portfolio | 504.3k $16.7m | Added +494.4k |
| Swiss National Bank 0.01% of their portfolio | 501.8k $16.6m | Added +9.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 480.2k $15.9m | Reduced -38.8k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 475.3k $15.7m | Reduced -230.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 472.2k $15.6m | Reduced -336.9k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 453.9k $15.0m | Reduced -16.2k |
| Man Group plc 0.03% of their portfolio | 442.7k $14.7m | Reduced -326.2k |
| Weiss Asset Management LP 0.16% of their portfolio | 438.0k $14.5m | Not comparable |
| CITIGROUP INC 0.01% of their portfolio | 409.1k $13.6m | Added +307.0k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 404.1k $13.4m | Added +365.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 399.8k $13.2m | Reduced -248.8k |
| ONCE CAPITAL MANAGEMENT, LLC 2.59% of their portfolio | 398.0k $13.2m | Added +293.0k |
| GILDER GAGNON HOWE & CO LLC 0.13% of their portfolio | 375.6k $12.4m | Reduced -12.0k |
| Marex Group Ltd 0.09% of their portfolio | 355.6k $11.8m | Added +211.5k |
| Nicholas Investment Partners, LP 0.66% of their portfolio | 355.4k $11.8m | Added +17.4k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 354.0k $11.7m | Added +202.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.02% of their portfolio | 346.0k $11.5m | Added +207.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.05% of their portfolio | 341.0k $11.3m | Reduced -158.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 334.1k $11.1m | Reduced -27.6k |
| Clear Street Group Inc. 0.03% of their portfolio | 330.8k $11.0m | Added +178.4k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 326.8k $10.8m | Reduced -130.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 317.7k $10.6m | Reduced -60.1k |
| MIROVA 0.38% of their portfolio | 313.9k $10.4m | Added +18.7k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 1.88% of their portfolio | 313.6k $10.4m | Reduced -116.0k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.04% of their portfolio | 312.3k $10.3m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 308.7k $10.2m | Added +254.2k |
| Raiffeisen Bank International AG 0.11% of their portfolio | 298.0k $9.3m | Added +80.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 296.3k $9.8m | Added +69.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 290.4k $9.6m | Added +4.5k |
| LPL Financial LLC 0.00% of their portfolio | 266.4k $8.8m | Reduced -98.9k |
| Counterpoint Mutual Funds LLC 0.87% of their portfolio | 266.0k $8.8m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 263.0k $8.7m | Added +159.4k |
| IMC-Chicago, LLC 0.08% of their portfolio | 261.4k $8.7m | Added +97.7k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 260.8k $8.6m | Added +120.8k |