Coatue Management
PLAN

Coatue Management’s Anaplan, Inc. PLAN Stock Holding History

Coatue Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,382,943
Closed -$109M – 91
2021
Q4 		$109M Hold
2,382,943
– – 0.48% 41
2021
Q3 		$145M Sell
2,382,943
-976,867
-29% -$58.2M 0.59% 42
2021
Q2 		$179M Sell
3,359,810
-2,151,602
-39% -$120M 0.69% 34
2021
Q1 		$297M Sell
5,511,412
-2,939,578
-35% -$198M 1.63% 21
2020
Q4 		$607M Sell
8,450,990
-3,707,104
-30% -$241M 2.27% 18
2020
Q3 		$761M Buy
12,158,094
+3,526,010
+41% +$182M 3.99% 7
2020
Q2 		$391M Sell
8,632,084
-2,479,575
-22% -$104M 3.44% 10
2020
Q1 		$336M Buy
11,111,659
+2,004,245
+22% +$99.9M 4.26% 9
2019
Q4 		$477M Sell
9,107,414
-3,706,077
-29% -$184M 3.8% 10
2019
Q3 		$602M Buy
12,813,491
+703,381
+6% +$38.2M 5.16% 6
2019
Q2 		$611M Buy
12,110,110
+3,053,613
+34% +$126M 5.17% 6
2019
Q1 		$356M Sell
9,056,497
-8,135
-0.1% -$274K 3.95% 11
2018
Q4 		$241M Buy
+9,064,632
New +$224M 2.85% 16

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Coatue Management's PLAN Position: Q1 2022 in Review

Coatue Management sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 2,382,943 shares — an estimated $109M sold.

Coatue Management first reported a position in PLAN in Q4 2018 and held it in 13 quarters. The position peaked at $761M in Q3 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Coatue Management reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Coatue Management sold 2,382,943 Anaplan, Inc. shares in Q1 2022, an estimated $109M.
  • Coatue Management first reported a position in Anaplan, Inc. in Q4 2018 and held it in 13 quarters.
  • Coatue Management's Anaplan, Inc. position peaked at $761M in Q3 2020.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Coatue Management's 13F filing for Q1 2022, filed 16 May 2022.