Anaplan, Inc.
Cloud software for 'connected planning' — enterprise budgeting, forecasting and financial-planning-and-analysis (FP&A) that ties together finance, sales and operations plans in one model. Runs on its proprietary Hyperblock calculation engine.
Company profile. Written by an AI model from public web sources; not checked for copying; not taken from the company's or the lender's SEC filing. — distinct from the SEC Schedule-of-Investments pricing data below. · AI-generated analysis. Not investment advice. May contain errors.
Lenders
Anaplan, Inc. is held by 5 BDC lenders in our parsed SEC filings: ARCC, BXSL, GBDC, MSDL, OBDC.
Cross-lender loan pricing
Each row is one debt tranche at the BDC’s most recent filing that holds this borrower, widest spread first. Mark is the position’s fair value as a percent of par (100 = par). Spread is shown in basis points over the benchmark in the Rate column, normalized from each filing’s as-reported units — rows quoting different benchmarks are still not directly comparable. Compare like-for-like: a second-lien tranche, a different vintage, or an older filing should price wider even when the credit view is identical — check the Type and Filing columns before reading a gap as disagreement. Source: SEC EDGAR (public). Lenders whose newest filing no longer names this borrower are listed separately under “Exited” below.
| BDC | Type | Rate | Cash spread (bps) | Mark (% of par) | Fair Value | Maturity | Filing |
|---|---|---|---|---|---|---|---|
| ARCC | 1L Sr Secured | SOFR | 450 | 98.3 | $6M | 2029-06 | 2026-07-29 |
| BXSL | 1L Sr Secured | SOFR | 450 | 98.5 | $24M | 2029-06-21 | 2026-08-06 |
| GBDC | 1L Sr Secured | SOFR | 450 | 97.5 | $56M | 2029-06 | 2026-08-03 |
| MSDL | 1L Sr Secured | SOFR | 450 | 99.5 | $32M | 2029-06-21 | 2026-08-06 |
| OBDC | 1L Sr Secured | SOFR | 450 | 98.2 | $62M | 2029-06 | 2026-08-05 |
Marks reflect each BDC’s own fair-value estimates as reported to the SEC, not traded prices. Private-credit loans are predominantly Level 3 under ASC 820 — valued from unobservable inputs and determined in good faith under the oversight of each BDC’s board (often by the adviser as valuation designee), so figures are estimates as of the period end each filing reports, not its filing date, and are not directly comparable across managers. Informational only; not investment advice or a valuation.
Equity and other positions
Current positions that are not funded debt (equity, preferred, units) — counted among the BDCs that hold this borrower, but they carry no loan spread, so they sit outside the pricing table. Source: SEC EDGAR (public).
| BDC | Type | Fair Value | Filing |
|---|---|---|---|
| GBDC | Common Equity | $2M | 2026-08-03 |
Exited
Exited or inactive lenders: last-filed positions, not current. Excluded from every count and figure above.
Ownership & deal activity
Ownership and acquisition events compiled from public sources and audited against the linked source. Each event links to its source; “(reported)” marks a lower-confidence item. Verify anything material against the original source.
- lboThoma Bravo completes $10.4B take-private acquisition of Anaplan; Owl Rock leads $3.065B BDC debt financingThoma Bravo completed its all-cash acquisition of Anaplan for approximately $10.4 billion, with Anaplan stockholders approving the deal on June 21, 2022; Owl Rock (Blue Owl) served as Administrative Agent on the $3,065 million Senior Secured Credit Facilities, joined by Blackstone Credit, Golub Capital, and Apollo Global Management.
- sponsor changeAnaplan delisted from NYSE; becomes privately held under Thoma Bravo ownershipUpon completion of the Thoma Bravo acquisition, Anaplan's common stock ceased trading and was delisted from the New York Stock Exchange, with Frank Calderoni stepping down as Chairman and CEO and Charles Goodman appointed as interim CEO.
- take privateThoma Bravo announces definitive agreement to acquire Anaplan for $10.7BThoma Bravo entered into a definitive agreement to acquire Anaplan (NYSE: PLAN) for $66.00 per share in an all-cash transaction valued at approximately $10.7 billion, with the deal unanimously approved by Anaplan's Board of Directors.
- acquisitionAnaplan acquires applications division of Vuealta (reported)Under Thoma Bravo ownership, Anaplan announced the acquisition of the applications division from existing partner Vuealta for an undisclosed amount.
- ipoAnaplan prices IPO at $17/share on NYSE under ticker PLANAnaplan raised approximately $263.5 million in its IPO on the New York Stock Exchange, pricing 15.5 million shares at $17 each, at the top end of its range, with shares surging ~43% on the first day of trading.
Headlines mentioning Anaplan, Inc.
Reading this table
When two business development companies lend to the same borrower, comparing how each marks the loan is a starting question, not a verdict. In plain English: a wider spread (e.g. S+575 vs S+525) or a lower mark (e.g. 96 vs 100 cents on the dollar) can mean that lender is pricing in more risk — but marks can also differ for reasons other than a credit view: a different tranche (second lien should price wider than first lien on the same company), a different vintage or entry point, an older filing date, or each manager’s own fair-value methodology. Compare like-for-like — check the Type and Filing columns before reading a gap as disagreement. Each row is one debt position at one BDC’s most recent filing. Source: SEC EDGAR Schedule of Investments (public).
Want to read these numbers like an analyst? Free Oxford Ledge lessons: reading a BDC’s Schedule of Investments, key credit metrics, and the Five Cs of credit analysis.