Planet Labs PBC (PL) shareholders
PLNYSERadio & Tv Broadcasting & Communications EquipmentFiscal year ends January 31
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026Score 4/30273% above fair value
$13.90−0.44 (-3.07%)
Close on Nov 12, 2026Market cap $5.06BP/E –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 · 24 sales
Net sold $43.15M
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% | $127.40M | +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)
311 funds held PL in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|---|
| Robert H. Schingler | Co-Founder Chief Strategy Off., Director | 12,581,253 | 3.46% | Nov 6, 2026 |
| William Spencer Marshall | Co-Founder and CEO, Director | 2,488,473 | 0.68% | Sep 18, 2026 |
| Ashley F. Johnson | President & CFO | 1,611,248 | 0.44% | Sep 17, 2026 |
| Kristen Robinson | Director | 189,376 | 0.05% | Oct 16, 2026 |
| John w. Raymond | Director | 37,099 | 0.01% | Oct 14, 2026 |
| Ita M. Brennan | Director | 250,373 | 0.07% | Oct 2, 2026 |
| Carl Bass | Director | 406,545 | 0.11% | Jul 10, 2026 |
| Gary B. Smith | Director | 41,107 | 0.01% | 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 |
|---|---|---|---|---|---|---|
| Robert H. Schingler Co-Founder Chief Strategy Off., Director | Nov 4, 2026 | Gift | −55,000 | – | – | 115,171 |
| Kristen Robinson Director | Oct 15, 2026 | Sale(10b5-1 plan) | −40,000 | $14.14 | $565.56K | 182,897 |
| John w. Raymond Director | Oct 13, 2026 | Sale(10b5-1 plan) | −6,494 | $15.23 | $98.89K | 30,620 |
| Ita M. Brennan Director | Oct 1, 2026 | Sale(10b5-1 plan) | −11,500 | $16.30 | $187.48K | 250,373 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
11.08%
36M shares short
Days to cover
4.6
At 8M shares a day
Change since last report
-1.1%
From 37M shares
Short volume, 20 days
48.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Planet Labs PBC's stock actually held short. Settlement fails (shares not delivered on time) peaked at 189,703 shares on Aug 20, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| The Gary And Kristen Robinson Trust Director | Oct 15, 2026 | 40,000 | $565.20K | Oct 15, 2026 | Restricted Stock Units |
| Raymond Family Rev Trust U/A DTD 05/30/2023 Director | Oct 13, 2026 | 6,494 | $103.64K | Oct 13, 2026 | Restricted Stock Units |
| Ita M. Brennan Director | Oct 1, 2026 | 11,500 | $188.49K | Oct 1, 2026 | Restricted Stock Units |
| Johnson Joint Revocable Trust Officer | Sep 17, 2026 | 55,663 | $891.72K | Sep 17, 2026 | Restricted Stock Units |
| Ulysses Trust 02021.1 U/Adtd 02/26/2021 Director, Officer | Sep 17, 2026 | 52,240 | $836.88K | Sep 17, 2026 | Restricted Stock Units |
| Johnson Joint Revocable Trust Officer | Jul 23, 2026 | 110,028 | $2.49M | Jul 23, 2026 | RSU/PSU |
| The Gary And Kristen Robinson Trust Affiliate | Jul 15, 2026 | 37,107 | $948.45K | Jul 15, 2026 | Restricted Stock Units |
| Raymond Family Rev Trust U/A DTD 05/30/2023 Director | Jul 13, 2026 | 6,494 | $169.17K | Jul 13, 2026 | Restricted Stock Units |
| Ulysses Trust 02021.1 U/A Dtd 02/26/2021 Director, Officer | Jul 10, 2026 | 89,593 | $2.44M | Jul 10, 2026 | Restricted Stock Units |
| William Spencer Marshall Director, Officer | Jul 10, 2026 | 200,000 | $5.44M | Jul 10, 2026 | RSU/PSU |
| Ita M. Brennan Director | Apr 15, 2026 | 48,000 | $1.63M | Apr 15, 2026 | Restricted Stock Units |
| William Spencer Marshall Director, Officer | Apr 6, 2026 | 200,000 | $7.18M | Apr 6, 2026 | Restricted Stock Units and Performance Stock Units |
| Ulysses Trust 02021.1 U/Adtd 02/26/2021 Director, Officer | Apr 6, 2026 | 73,683 | $2.64M | Apr 6, 2026 | Restricted Stock Units |
| Ashley F. Johnson Officer | Apr 2, 2026 | 200,000 | $7.02M | Apr 2, 2026 | Earnout Contingent Consideration |
| Vijaya Gadde Director | Jan 22, 2026 | 20,000 | $535.35K | Jan 22, 2026 | Restricted Stock |
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