Jasper Ridge Partners’s Anaplan, Inc. PLAN Stock Holding History

Jasper Ridge Partners’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
2020 Q4	–	Sell	-8,774	Closed	-$549K	–	115
2020 Q3	$549K	Sell	8,774 -37,540	-81%	-$1.93M	0.03%	89
2020 Q2	$2.1M	Hold	46,314	–	–	0.15%	53
2020 Q1	$1.4M	Buy	46,314 +11,387	+33%	+$568K	0.11%	52
2019 Q4	$1.83M	Buy	34,927 +15,673	+81%	+$778K	0.12%	47
2019 Q3	$905K	Hold	19,254	–	–	0.05%	55
2019 Q2	$972K	Buy	+19,254	New	+$796K	0.04%	58

Other funds holding PLAN

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BCM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Jasper Ridge Partners's PLAN Position: Q4 2020 in Review

Jasper Ridge Partners sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 8,774 shares — an estimated $549K sold.

Jasper Ridge Partners first reported a position in PLAN in Q2 2019 and held it in 6 quarters. The position peaked at $2.1M in Q2 2020. 328 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

Jasper Ridge Partners reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
Jasper Ridge Partners sold 8,774 Anaplan, Inc. shares in Q4 2020, an estimated $549K.
Jasper Ridge Partners first reported a position in Anaplan, Inc. in Q2 2019 and held it in 6 quarters.
Jasper Ridge Partners's Anaplan, Inc. position peaked at $2.1M in Q2 2020.
328 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Jasper Ridge Partners's 13F filing for Q4 2020, filed 12 Feb 2021.