Kennedy Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Kennedy Capital 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
2020 Q2	–	Sell	-34,566	Closed	-$1.05M	–	737
2020 Q1	$1.05M	Buy	34,566 +4,467	+15%	+$223K	0.04%	554
2019 Q4	$1.58M	Sell	30,099 -246	-0.8%	-$12.2K	0.04%	574
2019 Q3	$1.43M	Sell	30,345 -30,134	-50%	-$1.64M	0.04%	572
2019 Q2	$3.05M	Buy	60,479 +1,546	+3%	+$63.9K	0.07%	467
2019 Q1	$2.32M	Sell	58,933 -54,244	-48%	-$1.83M	0.05%	517
2018 Q4	$3M	Buy	+113,177	New	+$2.8M	0.07%	463

Other funds holding PLAN

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MCAI

Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

Kennedy Capital Management's PLAN Position: Q2 2020 in Review

Kennedy Capital Management sold out of Anaplan, Inc. (PLAN) in Q2 2020, closing a stake of 34,566 shares — an estimated $1.05M sold.

Kennedy Capital Management first reported a position in PLAN in Q4 2018 and held it in 6 quarters. The position peaked at $3.05M in Q2 2019. 261 funds tracked by Wall St. Rank hold PLAN as of Q2 2020.

Kennedy Capital Management reported no remaining Anaplan, Inc. position as of Q2 2020 after selling out during the quarter.
Kennedy Capital Management sold 34,566 Anaplan, Inc. shares in Q2 2020, an estimated $1.05M.
Kennedy Capital Management first reported a position in Anaplan, Inc. in Q4 2018 and held it in 6 quarters.
Kennedy Capital Management's Anaplan, Inc. position peaked at $3.05M in Q2 2019.
261 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2020.

Based on Kennedy Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.