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Nicholas Investment Partners’s Planet Labs PL Stock Holding History

Nicholas Investment Partners’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
355,366
+17,443
+5% +$645K 0.66% 52
2026
Q1 		$9.44M Sell
337,923
-82,918
-20% -$2.12M 0.68% 49
2025
Q4 		$8.3M Buy
420,841
+21,708
+5% +$311K 0.6% 62
2025
Q3 		$5.18M Sell
399,133
-74,791
-16% -$577K 0.4% 93
2025
Q2 		$2.89M Sell
473,924
-109,313
-19% -$446K 0.26% 133
2025
Q1 		$1.97M Buy
+583,237
New +$2.73M 0.2% 142

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Vanguard Capital Management
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Vanguard Portfolio Management
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nicholas Investment Partners's PL Position: Q2 2026 in Review

Nicholas Investment Partners increased its Planet Labs (PL) stake by 5.2% in Q2 2026, buying an estimated $645K and bringing the position to 355,366 shares worth $11.8M. The position accounts for 0.66% of the portfolio, ranked #52.

Nicholas Investment Partners first reported a position in PL in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Nicholas Investment Partners held 355,366 shares of Planet Labs worth $11.8M as of Q2 2026.
  • Nicholas Investment Partners bought 17,443 Planet Labs shares in Q2 2026, an estimated $645K.
  • Planet Labs made up 0.66% of Nicholas Investment Partners's portfolio in Q2 2026, its #52 holding.
  • Nicholas Investment Partners first reported a position in Planet Labs in Q1 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.