Comprehensive Financial Management’s Planet Labs PL Stock Holding History

Comprehensive Financial Management’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
2025 Q3	–	Sell	-444,233	Closed	-$2.71M	–	43
2025 Q2	$2.71M	Hold	444,233	–	–	0.08%	24
2025 Q1	$1.5M	Hold	444,233	–	–	0.05%	25
2024 Q4	$1.79M	Hold	444,233	–	–	0.05%	24
2024 Q3	$991K	Hold	444,233	–	–	0.03%	31
2024 Q2	$826K	Hold	444,233	–	–	0.03%	32
2024 Q1	$1.13M	Hold	444,233	–	–	0.04%	26
2023 Q4	$1.1M	Hold	444,233	–	–	0.04%	27
2023 Q3	$1.16M	Hold	444,233	–	–	0.04%	30
2023 Q2	$1.43M	Hold	444,233	–	–	0.05%	28
2023 Q1	$1.75M	Hold	444,233	–	–	0.05%	28
2022 Q4	$1.93M	Hold	444,233	–	–	0.06%	26
2022 Q3	$2.41M	Sell	444,233 -150,000	-25%	-$828K	0.06%	23
2022 Q2	$2.57M	Hold	594,233	–	–	0.07%	22
2022 Q1	$3.02M	Hold	594,233	–	–	0.05%	27
2021 Q4	$3.65M	Buy	+594,233	New	+$5.63M	0.05%	27

Other funds holding PL

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Comprehensive Financial Management's PL Position: Q3 2025 in Review

Comprehensive Financial Management sold out of Planet Labs (PL) in Q3 2025, closing a stake of 444,233 shares — an estimated $2.71M sold.

Comprehensive Financial Management first reported a position in PL in Q4 2021 and held it in 15 quarters. The position peaked at $3.65M in Q4 2021. 281 funds tracked by Wall St. Rank hold PL as of Q3 2025.

Comprehensive Financial Management reported no remaining Planet Labs position as of Q3 2025 after selling out during the quarter.
Comprehensive Financial Management sold 444,233 Planet Labs shares in Q3 2025, an estimated $2.71M.
Comprehensive Financial Management first reported a position in Planet Labs in Q4 2021 and held it in 15 quarters.
Comprehensive Financial Management's Planet Labs position peaked at $3.65M in Q4 2021.
281 funds tracked by Wall St. Rank held Planet Labs as of Q3 2025.

Based on Comprehensive Financial Management's 13F filing for Q3 2025, filed 14 Nov 2025.