JSP
PLAN

Jackson Square Partners’s Anaplan, Inc. PLAN Stock Holding History

Jackson Square Partners’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
2021
Q4 		– Sell
-2,720,760
Closed -$166M – 100
2021
Q3 		$166M Sell
2,720,760
-36,103
-1% -$2.15M 1.05% 40
2021
Q2 		$147M Sell
2,756,863
-569,962
-17% -$31.7M 0.84% 52
2021
Q1 		$179M Buy
3,326,825
+713,229
+27% +$48.1M 1.02% 40
2020
Q4 		$188M Sell
2,613,596
-76,211
-3% -$4.96M 0.75% 49
2020
Q3 		$168M Buy
+2,689,807
New +$139M 0.79% 40

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
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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Jackson Square Partners's PLAN Position: Q4 2021 in Review

Jackson Square Partners sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 2,720,760 shares — an estimated $166M sold.

Jackson Square Partners first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $188M in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Jackson Square Partners reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Jackson Square Partners sold 2,720,760 Anaplan, Inc. shares in Q4 2021, an estimated $166M.
  • Jackson Square Partners first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
  • Jackson Square Partners's Anaplan, Inc. position peaked at $188M in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Jackson Square Partners's 13F filing for Q4 2021, filed 14 Feb 2022.