undamentalytics Newsletter

Planet Labs PBC: which funds bought and sold

Institutions that bought and sold Planet Labs PBC shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 258 institutions that filed 13F reports for both quarters added to or opened positions in Planet Labs PBC, and 215 cut or closed them. Together they added a net 9.3M shares, +3.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 8.4M shares (+16.5%); index fund managers were net sellers of 9.1M shares (−13.0%). 115 opened a new position and 54 sold out entirely.

Bought, Q2 2026 258 institutions, 115 of them new holders Sold, Q2 2026 215 institutions, 54 of them sold out
Net change, all compared +9.3M shares (+3.8%)
Net change, active managers +8.4M shares (+16.5%), 27 bought, 36 sold

Buyers versus sellers

institutions compared, 521
Active managers and hedge funds 27 bought · 36 sold · +8.4M
Index fund managers 2 bought · 9 sold · −9.1M
Other institutions 229 bought · 170 sold · +10.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +8.6M +147.7% 14.4M $477M
Bank Of Montreal +3.5M New position 3.5M $116M
Mirae Asset Global Etfs Holdings Ltd. +3.3M +2607.3% 3.4M $114M
Mirae Asset Global Investments Co., Ltd. +2.6M +2608.2% 2.7M $88.9M
Jane Street Group, LLC +2.3M +790.5% 2.6M $87.5M
HRT Financial LP +1.8M +762.6% 2.1M $69M
Westfield Capital Management Co LP Active manager +1.8M +109.4% 3.4M $114M
D. E. Shaw & Co., Inc. Hedge fund +1.8M +22.3% 9.7M $323M
Van Eck Associates Corp +1.6M +19.7% 9.9M $328M
Tidal Investments LLC +1.6M +5339.2% 1.6M $52.7M
Lord, Abbett & Co. LLC +1.4M +55.3% 3.8M $127M
Healthcare Of Ontario Pension Plan Trust Fund +1.4M New position 1.4M $45.3M
Arrowstreet Capital, Limited Partnership Hedge fund +1.2M +59.9% 3.1M $102M
Morgan Stanley +986K +66.7% 2.5M $81.6M
Invesco Ltd. +986K +30.1% 4.3M $141M
Jupiter Asset Management Ltd Active manager +953K New position 953K $31.6M
UBS Group AG +929K +25.7% 4.5M $151M
Jpmorgan Chase & Co +779K +136.9% 1.3M $42.6M
Vanguard Capital Management LLC Index funds +683K +5.6% 12.9M $426M
Zweig-Dimenna Associates LLC +660K New position 660K $21.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Canada Pension Plan Investment Board −7.2M −92.1% 617K $20.4M
Blackrock, Inc. Index funds −7.0M −27.4% 18.5M $612M
Two Sigma Investments, LP Hedge fund −3.5M −51.7% 3.3M $108M
Goldman Sachs Group Inc −2.2M −35.0% 4.0M $134M
Fuller & Thaler Asset Management, Inc. −1.9M Sold out 0 —
State Street Corp Index funds −1.4M −20.2% 5.5M $182M
Capricorn Investment Group LLC −1.3M −25.0% 4.0M $133M
Nuveen, LLC −1.3M −48.5% 1.4M $46.3M
Driehaus Capital Management LLC Active manager −1.2M −15.1% 6.7M $223M
Northern Trust Corp Index funds −862K −37.3% 1.4M $48M
Connor, Clark & Lunn Investment Management Ltd. −832K −41.9% 1.2M $38.2M
Jump Financial, LLC −821K −97.8% 18K $601,310
FMR LLC Active manager −788K −24.7% 2.4M $79.3M
Natixis −544K −94.8% 30K $983,298
Defiance Etfs, LLC −544K −45.8% 642K $20.3M
Dimensional Fund Advisors LP −511K −12.7% 3.5M $116M
Capital Fund Management S.A. Hedge fund −463K Sold out 0 —
Oppenheimer & Co Inc −461K −23.5% 1.5M $49.7M
Charles Schwab Investment Management Inc Index funds −437K −19.2% 1.8M $61M
Group One Trading LLC −399K −96.4% 15K $491,152

New positions

largest by value
InstitutionSharesValue June 30, 2026
Bank Of Montreal 3.5M $116M
Healthcare Of Ontario Pension Plan Trust Fund 1.4M $45.3M
Jupiter Asset Management LtdActive manager 953K $31.6M
Zweig-Dimenna Associates LLC 660K $21.9M
Nissay Asset Management Corp /Japan 312K $10.3M
Counterpoint Mutual Funds LLC 266K $8.8M
Catalyst Funds Management Pty Ltd 218K $7.2M
Exoduspoint Capital Management, LPHedge fund 209K $6.9M
Nomura Holdings Inc 150K $5M
Walleye Capital LLCHedge fund 147K $4.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fuller & Thaler Asset Management, Inc. 1.9M $51.7M
Capital Fund Management S.A.Hedge fund 463K $12.9M
Xtx Topco Ltd 244K $6.8M
Panagora Asset Management IncActive manager 237K $6.6M
Wellington Management Group LLPActive manager 227K $6.3M
Aquatic Capital Management LLC 212K $5.9M
1832 Asset Management L.P. 174K $4.9M
Creek Drive Management Group LLC 146K $4.1M
Arete Wealth Advisors, LLC 107K $3M
Neo Ivy Capital Management 89K $2.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
478
Ten largest holders
51.1%
of 13F-reported shares
Index fund managers
23.8%
of 13F-reported shares
Active managers and hedge funds
23.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 27 36 13 4 +8.4M +16.5%
Index fund managers 2 9 0 1 −9.1M −13.0%
Other institutions 229 170 102 49 +10.0M +8.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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