SIM
PLAN

SRS Investment Management’s Anaplan, Inc. PLAN Stock Holding History

SRS Investment 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
2021
Q4 		– Sell
-379,155
Closed -$23.1M – 30
2021
Q3 		$23.1M Sell
379,155
-993,350
-72% -$59.1M 0.32% 18
2021
Q2 		$73.2M Hold
1,372,505
– – 1.08% 20
2021
Q1 		$73.9M Sell
1,372,505
-468,600
-25% -$31.6M 1.16% 17
2020
Q4 		$132M Sell
1,841,105
-72,000
-4% -$4.68M 2.19% 13
2020
Q3 		$120M Buy
1,913,105
+1,884,860
+6,673% +$97.1M 2.21% 14
2020
Q2 		$1.28M Hold
28,245
– – 0.02% 26
2020
Q1 		$855K Buy
+28,245
New +$1.41M 0.02% 30

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 $500M AUM 25.3% 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

SRS Investment Management's PLAN Position: Q4 2021 in Review

SRS Investment Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 379,155 shares — an estimated $23.1M sold.

SRS Investment Management first reported a position in PLAN in Q1 2020 and held it in 7 quarters. The position peaked at $132M in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • SRS Investment Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • SRS Investment Management sold 379,155 Anaplan, Inc. shares in Q4 2021, an estimated $23.1M.
  • SRS Investment Management first reported a position in Anaplan, Inc. in Q1 2020 and held it in 7 quarters.
  • SRS Investment Management's Anaplan, Inc. position peaked at $132M in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on SRS Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.