SPPAM
PLAN

Summit Partners Public Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Summit Partners Public Asset 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
Q1 		– Sell
-264,699
Closed -$13.9M – 110
2019
Q4 		$13.9M Buy
+264,699
New +$13.1M 1.31% 32

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Summit Partners Public Asset Management's PLAN Position: Q1 2020 in Review

Summit Partners Public Asset Management sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 264,699 shares — an estimated $13.9M sold.

Summit Partners Public Asset Management first reported a position in PLAN in Q4 2019 and held it in 1 quarter. The position peaked at $13.9M in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

  • Summit Partners Public Asset Management reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 264,699 Anaplan, Inc. shares in Q1 2020, an estimated $13.9M.
  • Summit Partners Public Asset Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 1 quarter.
  • Summit Partners Public Asset Management's Anaplan, Inc. position peaked at $13.9M in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2020, filed 15 May 2020.