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PLAN on NYSE

Anaplan

Logo: Anaplan, Public domain, via Wikimedia Commons5

American software company

Anaplan is a business planning software company headquartered in Miami, Florida. Anaplan sells subscriptions for cloud-based business-planning software and provides data for decision-making purposes.3 Wikipedia text CC BY-SA 4.0

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Last updated Oct 21, 2026.

Overview

$592.2MRevenue, fiscal 20226
-$203.6MNet income, fiscal 20226
2006Founded1

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  • TickerPLAN on NYSE1
  • Industrybusiness software industry1
  • HeadquartersSan Francisco1
  • Websitewww.anaplan.com
  • Legal formprivately held company1
  • Incorporated inDE7
  • Business address50 Hawthorne Street, San Francisco, Ca 941057
  • Filer categoryLarge accelerated filer7
  • LEI98450078EF7F6877CC504
  • StatusActive4
  • LEI statusIssued and current4
  • Registered address3500 S DUPONT HWY, 19901 Dover, United States4
  • Registered withDivision of Corporations, Department of State, 45669714

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Anaplan is a business planning software company headquartered in Miami, Florida. Anaplan sells subscriptions for cloud-based business-planning software and provides data for decision-making purposes.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2022

73.6%Gross margin6
-33.9%Operating margin6
-34.4%Net margin6
32.3%Revenue growth, 20226
-77.5%Return on equity6
-$25.5MFree cash flow6

Where the money goes

Where each dollar of revenue went, fiscal 2022

  • Cost of revenue26¢$156.3M
  • Research and development26¢$153.5M
  • Other costs47¢$278.3M
  • Income tax1¢$4.1M

Out of $592.2M in revenue.6 The company lost money this year.

Financial statements

Revenue910116$592.2M in 2022+391% since 2017
0$200.0M$400.0M$600.0M2017: $120.5M$120.5M20172018: $168.3M$168.3M2018+40%2019: $240.6M$240.6M2019+43%2020: $348.0M$348.0M2020+45%2021: $447.8M$447.8M2021+29%2022: $592.2M$592.2M2022+32%
Gross profit910116$435.8M in 2022+437% since 2017
0$200.0M$400.0M$600.0M2017: $81.1M$81.1M20172018: $116.4M$116.4M2018+43%2019: $173.2M$173.2M2019+49%2020: $257.2M$257.2M2020+48%2021: $338.8M$338.8M2021+32%2022: $435.8M$435.8M2022+29%
Operating income910116-$200.7M in 2022+416% since 2017
-$300.0M-$200.0M-$100.0M02017: -$38.9M-$38.9M20172018: -$45.9M-$45.9M2018+18%2019: -$128.3M-$128.3M2019+179%2020: -$148.4M-$148.4M2020+16%2021: -$153.8M-$153.8M2021+4%2022: -$200.7M-$200.7M2022+31%
Net income910116-$203.6M in 2022+407% since 2017
-$300.0M-$200.0M-$100.0M02017: -$40.2M-$40.2M20172018: -$47.6M-$47.6M2018+18%2019: -$131.0M-$131.0M2019+176%2020: -$149.2M-$149.2M2020+14%2021: -$154.0M-$154.0M2021+3%2022: -$203.6M-$203.6M2022+32%
Fiscal year2016201720182019202020212022
Revenue$120.5M9$168.3M10$240.6M11$348.0M6$447.8M6$592.2M6
Cost of revenue$39.4M9$52.0M10$67.4M11$90.8M6$109.0M6$156.3M6
Gross profit$81.1M9$116.4M10$173.2M11$257.2M6$338.8M6$435.8M6
Research and development$23.9M9$30.9M10$49.0M11$68.4M6$100.5M6$153.5M6
Operating expenses$636.5M6
Operating income-$38.9M9-$45.9M10-$128.3M11-$148.4M6-$153.8M6-$200.7M6
Income before tax-$207.7M6
Income tax$512.0K9$1.3M10$3.2M11$4.5M6$4.1M6-$4.1M6
Net income-$40.2M9-$47.6M10-$131.0M11-$149.2M6-$154.0M6-$203.6M6
Earnings per share-$1.156-$1.106-$1.396
Earnings per share (diluted)-$1.156-$1.106-$1.396
Shares (weighted, basic)146.3M shares6
Shares (weighted, diluted)146.3M shares6

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Corporate structure

Anaplan sits at the top of its group. 2 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Anaplan

  • Anaplan Miami, Florida, United States
    • ANAPLAN LIMITED Subsidiary · London, United Kingdom

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Anaplan reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$158.6M6 Jan 31, 2022$120.7M6 Jan 31, 2021+31.4%
Accumulated depreciation$95.4M6 Jan 31, 2022$69.1M6 Jan 31, 2021+38.1%
Property and equipment, net$63.1M6 Jan 31, 2022$51.6M6 Jan 31, 2021+22.3%
Finance-lease assets$13.8M6 Jan 31, 2022$13.3M6 Jan 31, 2021+4.5%
Operating-lease assets (leased space)$31.3M6 Jan 31, 2022$34.0M6 Jan 31, 2021−7.9%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$299.4M6 Jan 31, 2022$321.0M6 Jan 31, 2021−6.7%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$32.4M6 Jan 31, 2022$32.4M6 Jan 31, 20210%
Finite-lived intangibles, gross$8.2M6 Jan 31, 2022$8.2M6 Jan 31, 20210%
Accumulated amortization$4.0M6 Jan 31, 2022$2.7M6 Jan 31, 2021+50.3%
Finite-lived intangibles, net$4.2M6 Jan 31, 2022$5.5M6 Jan 31, 2021−24.3%

The story

In 2006, Anaplan was founded by Guy Haddleton, Sue Haddleton, and Michael Gould in Yorkshire, England.

In 2012, Anaplan brought on Frederic Laluyaux as CEO. Laluyaux eventually left the company four years later in April 2016.

A year after Laluyaux became CEO, Anaplan acquired its reseller Vue Analytics in U.K. for an undisclosed amount.

Recent history

In May 2014, Anaplan introduced its marketplace, Anaplan Hub. Using the marketplace, customers can share and find pre-designed planning models.

After multiple rounds of funding, to assist with going public, the company hired James Budge as its chief financial officer. In 2016, Anaplan had over 480 customers in 20 countries.

In April 2016 Anaplan acquired data analytics brand Chartcube.

In January 2017 Anaplan appointed Frank A. Calderoni as CEO. Calderoni took the company public on October 12, 2018, with Anaplan being listed on the NYSE under the ticker symbol PLAN.

In August 2019, Anaplan announced plans to acquire Mintigo, an Israeli-founded predictive marketing and sales analytics company. In November, the company was named to Deloitte Technology Fast 500.

Read the full text

In March 2022, the private equity firm Thoma Bravo announced a definitive agreement to purchase Anaplan for $10.7 billion. The deal closed in June 2022. Thoma Bravo renegotiated the deal to $10.4 billion, stating that Anaplan had breached the merger agreement by overpaying new workers, although commentators linked the renegotiation to the broader market downturn.

Also in 2022, Anaplan announced the acquisition of the applications division from existing partner Vuealta.

In June 2023, Anaplan began a round of major layoff, ranging from 119 to 500 employees.

From Wikipedia’s article on Anaplan, shared under CC BY-SA 4.0.8

Leadership

Who has led Anaplan, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Frank Calderoni2018–2022

Chair

  1. Frank Calderoni2019–2022

President

  1. Frank Calderoni2018–2019

Chief financial officer

  1. David H. Morton Jr.2018–2021
2010201520202025
Board members and other officers (14)

Products and brands

Anaplan's Hyperblock technology is a patented in-memory database and calculation engine for business planning.

In November 2014, Anaplan announced the launch of the Anaplan App Hub for business planning applications.

From Wikipedia’s article on Anaplan, shared under CC BY-SA 4.0.8

Timeline

  1. Jun 22, 20228-K Shareholder vote31
  2. Jun 22, 20228-K Completed an acquisition or sale; Listing notice or transfer; Change to shareholders' rights32
  3. Jun 15, 20228-K Executive or director change33
  4. Jun 9, 20228-K Other events34
  5. Jun 6, 20228-K Entered a material agreement; Other events35
  6. May 31, 20228-K Other events36
  7. May 26, 20228-K Results of operations37
  8. Mar 21, 20228-K Entered a material agreement; Other events38
  9. Mar 2, 20228-K Results of operations; Regulation FD disclosure39
  10. Dec 9, 20218-K Executive or director change40
  11. Nov 23, 20218-K Results of operations; Regulation FD disclosure41
  12. Oct 11, 2018New chief executive Frank Calderoni becomes CEO15
  13. 2006Founded Founded1

Calendar

When it reported results

  1. May 26, 2022Reported quarterly or annual results37
  2. Mar 2, 2022Reported quarterly or annual results39
  3. Nov 23, 2021Reported quarterly or annual results41

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

82 filings to the SEC since October 2021: 2 annual reports, 2 quarterly reports, 11 major events, 43 insider forms, 7 large holders, 17 other. The latest 20:

  1. Jun 30, 202215-12G EDGAR
  2. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  3. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  4. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  5. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  6. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  7. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  8. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  9. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  10. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  11. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  12. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  13. Jun 27, 20224 FORM 4 SUBMISSION EDGAR
  14. Jun 22, 2022S-8 POS EDGAR
  15. Jun 22, 2022S-8 POS EDGAR
  16. Jun 22, 2022S-8 POS EDGAR
  17. Jun 22, 2022S-8 POS EDGAR
  18. Jun 22, 20228-K EDGAR
  19. Jun 22, 20228-K EDGAR
  20. Jun 17, 20224 FORM 4 SUBMISSION EDGAR

The 82 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

19 open-market trades by officers, directors and large owners since October 2021: 0 buys and 19 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 13, 2022Mehta Vikas DChief Financial OfficerSale5,833$62.83$366.5KForm 4
Jun 13, 2022Pinczuk Ana G.Chief Development OfficerSale24,757$62.83$1.6MForm 4
Jun 13, 2022CALDERONI FRANKChairman and CEOSale36,754$62.83$2.3MForm 4
Jun 13, 2022Schuh WilliamChief Revenue OfficerSale3,282$62.83$206.2KForm 4
Mar 18, 2022CALDERONI FRANKChairman and CEOSale60,000$50.03$3.0MForm 4
Mar 11, 2022Mehta Vikas DChief Financial OfficerSale11,441$45.94$525.6KForm 4
Mar 11, 2022Schuh WilliamChief Revenue OfficerSale5,037$45.94$231.4KForm 4
Mar 11, 2022Pinczuk Ana G.Chief Development OfficerSale7,428$45.94$341.2KForm 4
Mar 11, 2022CALDERONI FRANKChairman and CEOSale35,003$45.93$1.6MForm 4
Mar 10, 2022CALDERONI FRANKChairman and CEOSale30,000$47.62$1.4MForm 4
Feb 10, 2022CALDERONI FRANKChairman and CEOSale30,000$46.64$1.4MForm 4
Jan 10, 2022CALDERONI FRANKChairman and CEOSale30,000$44.91$1.3MForm 4
Dec 13, 2021Dhingra GaganVP & Chief Accounting OfficerSale863$45.25$39.1KForm 4
Dec 13, 2021Schuh WilliamChief Revenue OfficerSale2,730$45.26$123.6KForm 4
Dec 13, 2021Pinczuk Ana G.Chief Development OfficerSale10,170$45.26$460.3KForm 4
Dec 13, 2021CALDERONI FRANKChairman and CEOSale36,961$45.26$1.7MForm 4
Dec 10, 2021CALDERONI FRANKChairman and CEOSale30,000$46.45$1.4MForm 4
Nov 10, 2021CALDERONI FRANKChairman and CEOSale45,000$60.82$2.7MForm 4
Oct 11, 2021CALDERONI FRANKChairman and CEOSale45,000$60.06$2.7MForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Members of Congress who traded it

2 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Jun 16, 2022Christopher L. Jacobs, HouseSale$1,001 - $15,000Report
Apr 11, 2022Christopher L. Jacobs, HouseSale$1,001 - $15,000Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Anaplan is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARAnaplan, Inc.2
  • CIK0001540755
  • Employer ID (EIN)27-08978612
  • Filer statusLarge accelerated filer2
  • Incorporated inDelaware2
  • Fiscal year endsJanuary 312
  • Industry code (SIC)7372 Services-Prepackaged Software2
  • Business address50 Hawthorne Street, San Francisco, CA 941052
  • Phone415-742-81992
  • Shares outstanding150,527,991 as of May 27, 202213
  • Public float$8.1B as of Jul 30, 202114
  • On EDGAR sinceJan 30, 20122
  • Filings378 in all: 4 (211), 8-K (35), 3 (22), DEFA14A (13), 4/A (12), SC 13G/A (12), 10-Q (11), SC 13G (8)2
    All 33 form types

    CORRESP (5), UPLOAD (5), 10-K (4), D (4), S-8 (4), S-8 POS (4), DEF 14A (3), DRS/A (3), DRSLTR (3), S-1/A (2), SC 13D (2), SC 13D/A (2), 10-K/A (1), 15-12G (1), 25-NSE (1), 3/A (1), 424B4 (1), 8-A12B (1), 8-K/A (1), CERT (1), DEFM14A (1), DRS (1), EFFECT (1), PREM14A (1), S-1 (1)

  • Latest filingsAnnual report (10-K) Mar 23, 2022
    Quarterly report (10-Q) Jun 2, 2022
    Proxy statement (DEF 14A) Apr 21, 2021
    Latest 8-K (8-K) Jun 22, 2022

Sources

The numbers on this page point here. Each one links to the record it came from.

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    SEC EDGAROther events
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    SEC EDGAROther events
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