What smart money is saying about Planet Labs PBC
PL
No fund has written a full thesis on Planet Labs PBC in our archive, but 2 fund letters report a position in it — most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Planet Labs PBC — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
“2. Planet Labs, Inc. (PL) PL provides satellite imagery and geospatial analytics that support defense, intelligence, commercial, and environmental applications. We sold the position following a period of exceptional share price appreciation as the company continued to execute well and investor enthusiasm surrounding its defense, AI, and satellite services opportunities drove a significant expansion in valuation.”
Planet Labs PBC- September 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
Planet Labs PBC
Read the letters behind these Planet Labs PBC positions
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