William Blair Investment Management
PLAN

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

William Blair 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
2022
Q1 		– Sell
-171,212
Closed -$7.85M – 467
2021
Q4 		$7.85M Sell
171,212
-106,497
-38% -$5.87M 0.02% 346
2021
Q3 		$16.9M Sell
277,709
-3,670
-1% -$218K 0.05% 327
2021
Q2 		$15M Sell
281,379
-13,550
-5% -$754K 0.05% 246
2021
Q1 		$15.9M Buy
+294,929
New +$19.9M 0.05% 241
2020
Q1 		– Sell
-1,558,856
Closed -$81.7M – 390
2019
Q4 		$81.7M Buy
+1,558,856
New +$77.3M 0.33% 99

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 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 $500M AUM 25.3% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management's PLAN Position: Q1 2022 in Review

William Blair Investment Management sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 171,212 shares — an estimated $7.85M sold.

William Blair Investment Management first reported a position in PLAN in Q4 2019 and held it in 5 quarters. The position peaked at $81.7M in Q4 2019. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • William Blair Investment Management reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • William Blair Investment Management sold 171,212 Anaplan, Inc. shares in Q1 2022, an estimated $7.85M.
  • William Blair Investment Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 5 quarters.
  • William Blair Investment Management's Anaplan, Inc. position peaked at $81.7M in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on William Blair Investment Management's 13F filing for Q1 2022, filed 11 May 2022.