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Conestoga changed PL position by 18,747 shares

Jul 28, 2026Last updated Aug 12, 2026

This StonkWhisper whale intelligence report documents significant institutional position changes in $PL based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.

Conestoga Capital Advisors, LLC AUM: $4.6B EXITED

AUM: $4.6B · 109 holdings · Period: 2026-06-30

18,747 Share Change

0 Current Shares

— Current Value

— Portfolio %

-100.0% Change %

Position Change Detail

Issuer PLANET LABS PBC

Ticker PL

Shares 18,747 → 0 18,747

Value $524.0M → —

Portfolio Weight —

Change Type Exited

Period of Report 2026-06-30

Other Conestoga Positions This Period

Ticker	Issuer	Change Type	Share Change	Value
CCC	CCC INTELLIGENT SOLUTIONS HL	Exited	5,240,492	—
AZTA	AZENTA INC	Exited	2,844,546	—
BL	BLACKLINE INC	Exited	1,685,484	—
MGY	MAGNOLIA OIL & GAS CORP	New	+935,605	$23.9B
KN	KNOWLES CORP	New	+932,049	$38.7B
BFAM	BRIGHT HORIZONS FAM SOL IN D	Decreased	848,149	$31.5B
DGII	DIGI INTL INC	Decreased	827,414	$163.2B
EXPO	EXPONENT INC	Decreased	640,801	$74.4B
CWAN	CLEARWATER ANALYTICS HLDGS I	Exited	633,523	—
NCNO	NCINO INC	Decreased	603,889	$34.7B

Other Whales Moving PL This Period

Manager	Change Type	Share Change
State Street	Decreased	1,388,265
Winton	Increased	+183,808
Polen Capital	Decreased	64,703
Jennison	Decreased	4,002
Baillie Gifford	Decreased	403

View all sentiment, news, and whale activity for PL (PLANET LABS PBC).

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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.

Last updated: August 12, 2026 at 06:02 UTC