Marshall Wace North America’s Anaplan, Inc. PLAN Stock Holding History

Marshall Wace North America’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 Q3	$132M	Buy	2,172,793 +364,365	+20%	+$21.7M	0.56%	37
2021 Q2	$96.4M	Buy	1,808,428 +444,078	+33%	+$24.7M	0.4%	54
2021 Q1	$73.5M	Buy	1,364,350 +1,316,276	+2,738%	+$88.8M	0.3%	72
2020 Q4	$3.46M	Sell	48,074 -75,362	-61%	-$4.9M	0.02%	624
2020 Q3	$7.72M	Buy	+123,436	New	+$6.36M	0.05%	322
2019 Q2	–	Sell	-190	Closed	-$7K	–	1769
2019 Q1	$7K	Buy	+190	New	+$6.4K	﹤0.01%	1478

Other funds holding PLAN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Marshall Wace North America's PLAN Position: Q3 2021 in Review

Marshall Wace North America increased its Anaplan, Inc. (PLAN) stake by 20% in Q3 2021, buying an estimated $21.7M and bringing the position to 2,172,793 shares worth $132M. The position accounts for 0.56% of the portfolio, ranked #37.

Marshall Wace North America first reported a position in PLAN in Q1 2019 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

Marshall Wace North America held 2,172,793 shares of Anaplan, Inc. worth $132M as of Q3 2021.
Marshall Wace North America bought 364,365 Anaplan, Inc. shares in Q3 2021, an estimated $21.7M.
Anaplan, Inc. made up 0.56% of Marshall Wace North America's portfolio in Q3 2021, its #37 holding.
Marshall Wace North America first reported a position in Anaplan, Inc. in Q1 2019 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.