Meritech Capital Associates IV’s Anaplan, Inc. PLAN Stock Holding History

Meritech Capital Associates IV’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
2021 Q1	–	Sell	-789,914	Closed	-$56.8M	–	1
2020 Q4	$56.8M	Sell	789,914 -1,981,620	-71%	-$129M	100%	1
2020 Q3	$173M	Sell	2,771,534 -1,188,972	-30%	-$61.3M	100%	1
2020 Q2	$179M	Sell	3,960,506 -1,006,663	-20%	-$42.2M	100%	1
2020 Q1	$150M	Sell	4,967,169 -362,176	-7%	-$18.1M	100%	1
2019 Q4	$279M	Sell	5,329,345 -1,011,845	-16%	-$50.2M	98.77%	1
2019 Q3	$298M	Sell	6,341,190 -792,648	-11%	-$43M	98.72%	1
2019 Q2	$360M	Sell	7,133,838 -792,648	-10%	-$32.8M	97.61%	1
2019 Q1	$312M	Hold	7,926,486	–	–	93.15%	1
2018 Q4	$210M	Buy	+7,926,486	New	+$196M	86.44%	1

Other funds holding PLAN

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Meritech Capital Associates IV's PLAN Position: Q1 2021 in Review

Meritech Capital Associates IV sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 789,914 shares — an estimated $56.8M sold.

Meritech Capital Associates IV first reported a position in PLAN in Q4 2018 and held it in 9 quarters. The position peaked at $360M in Q2 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Meritech Capital Associates IV reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Meritech Capital Associates IV sold 789,914 Anaplan, Inc. shares in Q1 2021, an estimated $56.8M.
Meritech Capital Associates IV first reported a position in Anaplan, Inc. in Q4 2018 and held it in 9 quarters.
Meritech Capital Associates IV's Anaplan, Inc. position peaked at $360M in Q2 2019.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Meritech Capital Associates IV's 13F filing for Q1 2021.