Marc Stad’s Anaplan, Inc. PLAN Stock Holding History

Marc Stad’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	-672,586	Closed	-$20.4M	–	28
2020 Q1	$20.4M	Buy	+672,586	New	+$33.5M	0.91%	15
2019 Q2	–	Sell	-50,000	Closed	-$1.97M	–	29
2019 Q1	$1.97M	Hold	50,000	–	–	0.12%	23
2018 Q4	$1.33M	Buy	+50,000	New	+$1.24M	0.1%	23

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BCM

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

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

MCAI

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

Marc Stad's PLAN Position: Q2 2020 in Review

Marc Stad sold out of Anaplan, Inc. (PLAN) in Q2 2020, closing a stake of 672,586 shares — an estimated $20.4M sold.

Marc Stad first reported a position in PLAN in Q4 2018 and held it in 3 quarters. The position peaked at $20.4M in Q1 2020. 261 funds tracked by Wall St. Rank hold PLAN as of Q2 2020.

Marc Stad reported no remaining Anaplan, Inc. position as of Q2 2020 after selling out during the quarter.
Marc Stad sold 672,586 Anaplan, Inc. shares in Q2 2020, an estimated $20.4M.
Marc Stad first reported a position in Anaplan, Inc. in Q4 2018 and held it in 3 quarters.
Marc Stad's Anaplan, Inc. position peaked at $20.4M in Q1 2020.
261 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2020.

Based on Dragoneer Investment Group's 13F filing for Q2 2020, filed 14 Aug 2020.