William Blair & Company
PLAN

William Blair & Company’s Anaplan, Inc. PLAN Stock Holding History

William Blair & Company’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
Q2 		– Sell
-44,546
Closed -$2.9M – 1965
2022
Q1 		$2.9M Sell
44,546
-20,285
-31% -$988K 0.01% 601
2021
Q4 		$2.97M Sell
64,831
-14,427
-18% -$795K 0.01% 621
2021
Q3 		$4.83M Sell
79,258
-4,416
-5% -$263K 0.02% 466
2021
Q2 		$4.46M Buy
83,674
+14,880
+22% +$828K 0.02% 485
2021
Q1 		$3.71M Buy
68,794
+45,642
+197% +$3.08M 0.01% 525
2020
Q4 		$1.66M Sell
23,152
-23,990
-51% -$1.56M 0.01% 703
2020
Q3 		$2.95M Sell
47,142
-10,690
-18% -$551K 0.01% 500
2020
Q2 		$2.62M Buy
57,832
+17,029
+42% +$713K 0.01% 500
2020
Q1 		$1.24M Sell
40,803
-11,291
-22% -$563K 0.01% 619
2019
Q4 		$2.73M Buy
52,094
+18,982
+57% +$942K 0.01% 536
2019
Q3 		$1.56M Sell
33,112
-185
-0.6% -$10K 0.01% 643
2019
Q2 		$1.68M Buy
+33,297
New +$1.38M 0.01% 627

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

William Blair & Company's PLAN Position: Q2 2022 in Review

William Blair & Company sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 44,546 shares — an estimated $2.9M sold.

William Blair & Company first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $4.83M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • William Blair & Company reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • William Blair & Company sold 44,546 Anaplan, Inc. shares in Q2 2022, an estimated $2.9M.
  • William Blair & Company first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
  • William Blair & Company's Anaplan, Inc. position peaked at $4.83M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on William Blair & Company's 13F filing for Q2 2022, filed 10 Aug 2022.