PLNYSERadio & Tv Broadcasting & Communications EquipmentFiscal year ends January 31
Planet Labs PBC
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$13.59+0.03 (+0.22%)
Close on Oct 19, 2026
- Market cap
- $4.89B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
70.5%
257M of 364M shares
Institutional holders
483
125 new, 56 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
0 buys · 22 sales
Net sold $42.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| William Marshall | 16,737,246 | 5.20% | 13D (active) amendment | Jan 13, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alphabet Inc. | 35,248,893 | 9.69% | $1.17B | – | 1.18% |
| BlackRock, Inc. | 18,482,539 | 5.08% | $612.33M | −6,984,267 | 0.01% |
| American Century Companies Inc | 14,399,902 | 3.96% | $477.07M | +8,586,144 | 0.21% |
| Vanguard Capital Management LLC | 12,869,821 | 3.54% | $426.38M | +682,852 | 0.01% |
| Vanguard Portfolio Management LLC | 11,947,031 | 3.28% | $395.81M | −257,134 | 0.02% |
| Van Eck Associates Corp | 9,915,458 | 2.73% | $328.50M | +1,633,382 | 0.20% |
| D. E. Shaw & Co., Inc. | 9,747,600 | 2.68% | $322.94M | +1,776,052 | 0.15% |
| Driehaus Capital Management LLC | 6,721,154 | 1.85% | $222.67M | −1,197,539 | 1.29% |
| Geode Capital Management, LLC | 6,315,701 | 1.74% | $209.29M | −242,498 | 0.01% |
| State Street Corp | 5,493,544 | 1.51% | $181.98M | −1,388,265 | 0.01% |
| UBS Group AG | 4,545,864 | 1.25% | $150.60M | +928,839 | 0.02% |
| Invesco Ltd. | 4,263,633 | 1.17% | $141.25M | +985,781 | 0.01% |
| Goldman Sachs Group Inc | 4,045,141 | 1.11% | $134.02M | −2,180,491 | 0.01% |
| Capricorn Investment Group LLC | 4,016,886 | 1.10% | $133.08M | −1,338,961 | 0.59% |
| Lord, Abbett & Co. LLC | 3,845,545 | 1.06% | $127.40K | +1,369,926 | 0.36% |
| Alliancebernstein L.P. | 3,833,796 | 1.05% | $107.15M | −203,999 | 0.04% |
| Norges Bank | 3,706,569 | 1.02% | $122.80M | New | 0.01% |
| Dimensional Fund Advisors LP | 3,502,075 | 0.96% | $115.98M | −511,112 | 0.02% |
| Bank Of Montreal /Can/ | 3,499,298 | 0.96% | $115.93M | New | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,442,105 | 0.95% | $113.91M | +3,314,962 | 0.14% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 483 | 257M | 70.5% | 125 / 145 | 163 / 56 | 58M | 43M |
| Q1 2026 | 419 | 242M | 66.5% | 123 / 134 | 116 / 45 | 76M | 28M |
| Q4 2025 | 347 | 213M | 58.4% | 103 / 108 | 104 / 30 | 39M | 29M |
| Q3 2025 | 281 | 204M | 56.2% | 76 / 108 | 63 / 32 | 56M | 14M |
| Q2 2025 | 238 | 163M | 44.7% | 53 / 78 | 68 / 27 | 32M | 11M |
| Q1 2025 | 214 | 141M | 38.9% | 46 / 68 | 59 / 21 | 15M | 6M |
| Q4 2024 | 191 | 135M | 37.0% | 46 / 61 | 49 / 18 | 17M | 6M |
| Q3 2024 | 164 | 124M | 34.1% | 24 / 60 | 32 / 26 | 26M | 4M |
| Q2 2024 | 168 | 116M | 31.8% | 27 / 51 | 44 / 22 | 5M | 8M |
| Q1 2024 | 165 | 119M | 32.7% | 15 / 48 | 51 / 21 | 4M | 4M |
| Q4 2023 | 177 | 122M | 33.4% | 30 / 50 | 47 / 23 | 10M | 4M |
| Q3 2023 | 172 | 116M | 32.0% | 22 / 47 | 45 / 27 | 6M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Ultra Fund | 10,058,000 | 2.76% | $205.99M | 0.80% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 8,983,648 | 2.47% | $297.63M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,491,568 | 1.78% | $215.07M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,738,691 | 1.03% | $123.86M | 0.26% | Jun 30, 2026 |
| Tema Space Innovators ETF | 3,398,140 | 0.93% | $173.78M | 6.67% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 3,359,488 | 0.92% | $111.30M | 0.11% | Jun 30, 2026 |
| Invesco Aerospace & Defense ETF | 2,354,265 | 0.65% | $48.22M | 0.58% | Jul 31, 2026 |
| iShares Russell Mid-Cap Growth ETF | 1,648,072 | 0.45% | $54.60M | 0.25% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,442,363 | 0.40% | $73.76M | 0.17% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,392,320 | 0.38% | $71.20M | 0.41% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 1,342,926 | 0.37% | $68.68M | 0.30% | May 31, 2026 |
| BlackRock Mid-Cap Growth Equity Portfolio | 1,321,913 | 0.36% | $67.60M | 1.20% | May 29, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 1,197,062 | 0.33% | $39.66M | 0.36% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 1,145,660 | 0.31% | $37.96M | 0.07% | Jun 30, 2026 |
| iShares Russell 1000 Growth ETF | 1,065,406 | 0.29% | $35.30M | 0.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William Spencer Marshall | Co-Founder and CEO, Director | 2,488,473 | 0.68% | Sep 18, 2026 |
| Robert H. Schingler | Co-Founder Chief Strategy Off., Director | 12,688,493 | 3.49% | Sep 17, 2026 |
| Ashley F. Johnson | President & CFO | 1,611,248 | 0.44% | Sep 17, 2026 |
| Kristen Robinson | Director | 489,380 | 0.13% | Jul 16, 2026 |
| John w. Raymond | Director | 87,201 | 0.02% | Jul 14, 2026 |
| Carl Bass | Director | 406,545 | 0.11% | Jul 10, 2026 |
| Gary B. Smith | Director | 41,107 | 0.01% | Jul 10, 2026 |
| Ita M. Brennan | Director | 261,873 | 0.07% | Jul 10, 2026 |
| Scott Reese | Director | 17,446 | 0.00% | Jul 10, 2026 |
| Vijaya Gadde | Director | 256,648 | 0.07% | Jul 10, 2026 |
| Masi Niccolo de | Director | 3,285,866 | 0.90% | Jun 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William Spencer Marshall Co-Founder and CEO, Director | Sep 18, 2026 | Gift | −80,000 | – | – | 2,488,473 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Sep 17, 2026 | Other | −52,240 | – | – | 719,184 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Sep 17, 2026 | Other | +52,240 | – | – | 222,411 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Sep 17, 2026 | Sale(10b5-1 plan) | −52,240 | $16.96 | $885.99K | 170,171 |
| Ashley F. Johnson President & CFO | Sep 17, 2026 | Other | +72,096 | – | – | 633,578 |
| Ashley F. Johnson President & CFO | Sep 17, 2026 | Other | −72,096 | – | – | 977,670 |
| Ashley F. Johnson President & CFO | Sep 17, 2026 | Sale(10b5-1 plan) | −55,663 | $16.96 | $944.04K | 577,915 |
| William Spencer Marshall Co-Founder and CEO, Director | Sep 15, 2026 | Tax withholding | −134,642 | $16.02 | $2.16M | 2,568,473 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Sep 15, 2026 | Tax withholding | −54,117 | $16.02 | $866.95K | 771,424 |
| Ashley F. Johnson President & CFO | Sep 15, 2026 | Tax withholding | −84,873 | $16.02 | $1.36M | 1,049,766 |
| Ashley F. Johnson President & CFO | Sep 15, 2026 | Tax withholding | −3,071 | $16.02 | $49.20K | 1,134,639 |
| Ashley F. Johnson President & CFO | Sep 15, 2026 | Award | +5,588 | – | – | 1,137,710 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Aug 5, 2026 | Gift | −55,000 | – | – | 170,171 |
| Ashley F. Johnson President & CFO | Jul 23, 2026 | Other | +70,767 | – | – | 596,475 |
| Ashley F. Johnson President & CFO | Jul 23, 2026 | Sale(10b5-1 plan) | −34,993 | $22.08 | $772.65K | 561,482 |
| Ashley F. Johnson President & CFO | Jul 23, 2026 | Sale(10b5-1 plan) | −75,035 | $22.08 | $1.66M | 1,132,122 |
| Ashley F. Johnson President & CFO | Jul 23, 2026 | Other | −70,767 | – | – | 1,207,157 |
| Kristen Robinson Director | Jul 15, 2026 | Other | −37,107 | – | – | 6,479 |
| Kristen Robinson Director | Jul 15, 2026 | Other | +37,107 | – | – | 260,004 |
| Kristen Robinson Director | Jul 15, 2026 | Sale(10b5-1 plan) | −37,107 | $25.05 | $929.53K | 222,897 |
| John w. Raymond Director | Jul 13, 2026 | Other | −43,608 | – | – | 6,479 |
| John w. Raymond Director | Jul 13, 2026 | Other | +43,608 | – | – | 43,608 |
| John w. Raymond Director | Jul 13, 2026 | Sale(10b5-1 plan) | −6,494 | $26.16 | $169.88K | 37,114 |
| William Spencer Marshall Co-Founder and CEO, Director | Jul 10, 2026 | Sale(10b5-1 plan) | −200,000 | $25.92 | $5.18M | 2,703,115 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Jul 10, 2026 | Sale(10b5-1 plan) | −64,593 | $25.92 | $1.67M | 825,541 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Jul 10, 2026 | Sale(10b5-1 plan) | −25,000 | $25.92 | $648.00K | 225,171 |
| Scott Reese Director | Jul 9, 2026 | Award | +2,160 | – | – | 17,446 |
| Scott Reese Director | Jul 9, 2026 | Award | +6,479 | – | – | 15,286 |
| Kristen Robinson Director | Jul 9, 2026 | Award | +6,479 | – | – | 43,586 |
| Ita M. Brennan Director | Jul 9, 2026 | Award | +2,736 | – | – | 261,873 |
| Ita M. Brennan Director | Jul 9, 2026 | Award | +6,479 | – | – | 259,137 |
| John w. Raymond Director | Jul 9, 2026 | Award | +6,479 | – | – | 50,087 |
| Gary B. Smith Director | Jul 9, 2026 | Award | +2,160 | – | – | 41,107 |
| Gary B. Smith Director | Jul 9, 2026 | Award | +6,479 | – | – | 38,947 |
| Carl Bass Director | Jul 9, 2026 | Award | +2,880 | – | – | 406,545 |
| Carl Bass Director | Jul 9, 2026 | Award | +6,479 | – | – | 403,665 |
| Vijaya Gadde Director | Jul 9, 2026 | Award | +6,479 | – | – | 256,648 |
| Ita M. Brennan Director | Jul 1, 2026 | Sale(10b5-1 plan) | −11,500 | $33.00 | $379.50K | 252,658 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Jun 15, 2026 | Tax withholding | −54,116 | $30.58 | $1.65M | 890,134 |
| William Spencer Marshall Co-Founder and CEO, Director | Jun 15, 2026 | Tax withholding | −134,641 | $30.58 | $4.12M | 2,903,115 |
| Ashley F. Johnson President & CFO | Jun 15, 2026 | Tax withholding | −91,530 | $30.58 | $2.80M | 1,277,924 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Apr 22, 2026 | Gift | −55,000 | – | – | 201,488 |
| William Spencer Marshall Co-Founder and CEO, Director | Apr 22, 2026 | Gift | −155,000 | – | – | 3,037,726 |
| Ita M. Brennan Director | Apr 15, 2026 | Sale(10b5-1 plan) | −36,500 | $33.91 | $1.24M | 264,158 |
| William Spencer Marshall Co-Founder and CEO, Director | Apr 6, 2026 | Sale(10b5-1 plan) | −200,000 | $35.07 | $7.01M | 3,192,726 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Apr 6, 2026 | Sale(10b5-1 plan) | −73,683 | $35.07 | $2.58M | 256,488 |
| Ashley F. Johnson President & CFO | Apr 6, 2026 | Other | +525,708 | – | – | 525,708 |
| Ashley F. Johnson President & CFO | Apr 6, 2026 | Other | −525,708 | – | – | 1,369,454 |
| Ashley F. Johnson President & CFO | Apr 2, 2026 | Sale | −148,540 | $35.22 | $5.23M | 1,895,162 |
| Ashley F. Johnson President & CFO | Apr 2, 2026 | Sale | −51,460 | $34.76 | $1.79M | 2,043,702 |
| William Spencer Marshall Co-Founder and CEO, Director | Mar 19, 2026 | Award | +77,744 | – | – | 3,432,298 |
| William Spencer Marshall Co-Founder and CEO, Director | Mar 19, 2026 | Tax withholding | −39,572 | $26.96 | $1.07M | 3,392,726 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Mar 19, 2026 | Tax withholding | −16,483 | $26.96 | $444.38K | 992,933 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Mar 19, 2026 | Award | +32,394 | – | – | 1,009,416 |
| Ashley F. Johnson President & CFO | Mar 19, 2026 | Award | +51,398 | – | – | 2,123,406 |
| Ashley F. Johnson President & CFO | Mar 19, 2026 | Tax withholding | −28,244 | $26.96 | $761.46K | 2,095,162 |
| William Spencer Marshall Co-Founder and CEO, Director | Mar 15, 2026 | Tax withholding | −122,167 | $24.79 | $3.03M | 3,354,524 |
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Mar 15, 2026 | Tax withholding | −50,431 | $24.79 | $1.25M | 977,022 |
| Ashley F. Johnson President & CFO | Mar 15, 2026 | Tax withholding | −85,558 | $24.79 | $2.12M | 2,072,008 |
| William Spencer Marshall Co-Founder and CEO, Director | Mar 12, 2026 | Award | +393,212 | – | – | 3,476,691 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gary And Kristen Robinson Trust The Director | Oct 15, 2026 | 40,000 | $565.20K | Oct 15, 2026 | Restricted Stock Units |
| Family Rev Trust U/A DTD 05/30/2023 Raymond Director | Oct 13, 2026 | 6,494 | $103.64K | Oct 13, 2026 | Restricted Stock Units |
| Brennan Ita Director | Oct 1, 2026 | 11,500 | $188.49K | Oct 1, 2026 | Restricted Stock Units |
| Joint Revocable Trust Johnson Officer | Sep 17, 2026 | 55,663 | $891.72K | Sep 17, 2026 | Restricted Stock Units |
| Trust 02021.1 U/Adtd 02/26/2021 Ulysses Director, Officer | Sep 17, 2026 | 52,240 | $836.88K | Sep 17, 2026 | Restricted Stock Units |
| Joint Revocable Trust Johnson Officer | Jul 23, 2026 | 110,028 | $2.49M | Jul 23, 2026 | RSU/PSU |
| Gary And Kristen Robinson Trust The Affiliate | Jul 15, 2026 | 37,107 | $948.45K | Jul 15, 2026 | Restricted Stock Units |
| Family Rev Trust U/A DTD 05/30/2023 Raymond Director | Jul 13, 2026 | 6,494 | $169.17K | Jul 13, 2026 | Restricted Stock Units |
| Trust 02021.1 U/A Dtd 02/26/2021 Ulysses Director, Officer | Jul 10, 2026 | 89,593 | $2.44M | Jul 10, 2026 | Restricted Stock Units |
| Marshall William Director, Officer | Jul 10, 2026 | 200,000 | $5.44M | Jul 10, 2026 | RSU/PSU |
| Brennan Ita Director | Apr 15, 2026 | 48,000 | $1.63M | Apr 15, 2026 | Restricted Stock Units |
| Marshall William Director, Officer | Apr 6, 2026 | 200,000 | $7.18M | Apr 6, 2026 | Restricted Stock Units and Performance Stock Units |
| Trust 02021.1 U/Adtd 02/26/2021 Ulysses Director, Officer | Apr 6, 2026 | 73,683 | $2.64M | Apr 6, 2026 | Restricted Stock Units |
| Fieglein Johnson Ashley Officer | Apr 2, 2026 | 200,000 | $7.02M | Apr 2, 2026 | Earnout Contingent Consideration |
| Gadde Vijaya Director | Jan 22, 2026 | 20,000 | $535.35K | Jan 22, 2026 | Restricted Stock |