PL

Planet Labs PBC
Communication ServicesUSCUSIP 72703X106◍ Confluence graph
Tracked 13F Holders
413
-129 QoQ
13F Value (tracked)
$6.5B
Insider Net · 180d
-$29.3M
0↑ 6↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)31 adding · 25 trimming
Insider net (180d)-$29.3M

Who owns PL?

413 tracked 13F filers

413 tracked 13F filers disclose a position in PL as of the latest SEC 13F filings, a combined $6.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Alphabet Inc.
$1.2B
35.2M
Held
Q2 2026
2BlackRock, Inc.
$711.8M
25.5M
+26%
Added · +5.2M sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$341.1M
12.2M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$340.6M
12.2M
First observed position
No prior filed position
Q1 2026
5VAN ECK ASSOCIATES CORP
Withheld
8.3M
+7.8%
Added · +603K sh
Q1 2026
6D. E. Shaw & Co., Inc.
$222.8M
8.0M
−19%
Reduced · −1.9M sh
Q1 2026
7CANADA PENSION PLAN INVESTMENT BOARD
$219.2M
7.8M
−0.8%
Reduced · −61K sh
Q1 2026
8TWO SIGMA INVESTMENTS, LP
$188.9M
6.8M
+50%
Added · +2.3M sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$209.3M
6.3M
−3.7%
Reduced · −242K sh
Q2 2026
10GOLDMAN SACHS GROUP INC
$174.0M
6.2M
+50%
Added · +2.1M sh
Q1 2026
11AMERICAN CENTURY COMPANIES INC
$162.5M
5.8M
72×
Added · +5.7M sh
Q1 2026
12STATE STREET CORP
$182.0M
5.5M
−20%
Reduced · −1.4M sh
Q2 2026
13ALLIANCEBERNSTEIN L.P.
$79.6M
4.0M
17×
Added · +3.8M sh
Q1 2026
14Capricorn Investment Group LLC
$133.1M
4.0M
−25%
Reduced · −1.3M sh
Q2 2026
15DIMENSIONAL FUND ADVISORS LP
$112.2M
4.0M
+1.8%
Added · +71K sh
Q1 2026
16UBS Group AG
$101.1M
3.6M
+363%
Added · +2.8M sh
Q1 2026
17WESTFIELD CAPITAL MANAGEMENT CO LP
$113.6M
3.4M
+109%
Added · +1.8M sh
Q2 2026
18FMR LLC
$89.0M
3.2M
+18%
Added · +487K sh
Q1 2026
19Nuveen, LLC
$75.8M
2.7M
−10%
Reduced · −310K sh
Q1 2026
20NORTHERN TRUST CORP
$64.6M
2.3M
+15%
Added · +295K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$63.7M
2.3M
+10%
Added · +207K sh
Q1 2026
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$54.0M
1.9M
+80%
Added · +861K sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$53.9M
1.9M
First observed position
No prior filed position
Q1 2026
24VOYA INVESTMENT MANAGEMENT LLC
$48.2M
1.7M
+11%
Added · +175K sh
Q1 2026
25Tidal Investments LLC
$52.7M
1.6M
54×
Added · +1.6M sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PL being bought or sold by institutions?

Last quarter, 6 funds opened a new position in PL and 25 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
25
funds
Reduced
25
funds
Exited
0
funds

Funds that own PL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT233 funds$245.8B
NVIDIA CORPNVDA232 funds$367.9B
AMAZON.COM INCAMZN227 funds$190.1B
META PLATFORMS INC-CLASS AMETA222 funds$103.6B
APPLE INCAAPL220 funds$269.7B
BROADCOM INCAVGO219 funds$148.0B
ALPHABET INC-CL AGOOGL217 funds$148.0B
MICRON TECHNOLOGY INCMU216 funds$38.6B
ELI LILLY & COLLY215 funds$73.5B
TESLA INCTSLA214 funds$68.6B
COSTCO WHOLESALE CORPCOST212 funds$35.2B
ALPHABET INC-CL CGOOG211 funds$118.9B

Ranked by how many of PL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$29.3M
6 insiders
Net
-$29.3M
13 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 23, 2026Johnson Ashley F.President & CFOSell (S)75K$1.7M
Jul 23, 2026Johnson Ashley F.President & CFOSell (S)35K$773K
Jul 15, 2026Robinson KristenDirectorSell (S)37K$930K
Jul 13, 2026Raymond John wDirectorSell (S)6K$170K
Jul 10, 2026Schingler Robert HCo-Founder Chief Strategy Off., DirectorSell (S)25K$648K
Jul 10, 2026Schingler Robert HCo-Founder Chief Strategy Off., DirectorSell (S)65K$1.7M
Jul 10, 2026Marshall William SpencerCo-Founder and CEO, DirectorSell (S)200K$5.2M
Jul 1, 2026Brennan Ita MDirectorSell (S)12K$379K
Apr 15, 2026Brennan Ita MDirectorSell (S)37K$1.2M
Apr 6, 2026Marshall William SpencerCo-Founder and CEO, DirectorSell (S)200K$7.0M
Apr 6, 2026Schingler Robert HCo-Founder Chief Strategy Off., DirectorSell (S)74K$2.6M
Apr 2, 2026Johnson Ashley F.President & CFOSell (S)51K$1.8M

Institutional ownership over time

234 funds+112 since Q3 2024
0182363Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.4B

Share classes

Class13F holdersValue held
PLthis pagecs409 funds$6.4B
PLthis pageWarrant9 funds$54.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for PL

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Ask your agent what changed in PL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.