Emerald Advisers’s Anaplan, Inc. PLAN Stock Holding History

Emerald Advisers’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	-8,078	Closed	-$370K	–	302
2021 Q4	$370K	Sell	8,078 -141	-2%	-$7.77K	0.01%	205
2021 Q3	$500K	Sell	8,219 -394	-5%	-$23.5K	0.02%	190
2021 Q2	$459K	Sell	8,613 -8,016	-48%	-$446K	0.02%	196
2021 Q1	$895K	Buy	16,629 +800	+5%	+$54K	0.03%	158
2020 Q4	$1.14M	Sell	15,829 -505	-3%	-$32.8K	0.04%	146
2020 Q3	$1.02M	Sell	16,334 -8,459	-34%	-$436K	0.04%	144
2020 Q2	$1.12M	Buy	24,793 +10,851	+78%	+$454K	0.05%	144
2020 Q1	$422K	Sell	13,942 -144	-1%	-$7.18K	0.02%	171
2019 Q4	$738K	Sell	14,086 -2,700	-16%	-$134K	0.03%	162
2019 Q3	$789K	Sell	16,786 -3,511	-17%	-$191K	0.04%	157
2019 Q2	$1.02M	Buy	20,297 +13,457	+197%	+$556K	0.04%	145
2019 Q1	$269K	Sell	6,840 -9,050	-57%	-$305K	0.01%	225
2018 Q4	$422K	Buy	+15,890	New	+$393K	0.02%	198

Other funds holding PLAN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers's PLAN Position: Q1 2022 in Review

Emerald Advisers sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 8,078 shares — an estimated $370K sold.

Emerald Advisers first reported a position in PLAN in Q4 2018 and held it in 13 quarters. The position peaked at $1.14M in Q4 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

Emerald Advisers reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
Emerald Advisers sold 8,078 Anaplan, Inc. shares in Q1 2022, an estimated $370K.
Emerald Advisers first reported a position in Anaplan, Inc. in Q4 2018 and held it in 13 quarters.
Emerald Advisers's Anaplan, Inc. position peaked at $1.14M in Q4 2020.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Emerald Advisers's 13F filing for Q1 2022, filed 29 Apr 2022.