VEPM
PLAN

Vista Equity Partners Management’s Anaplan, Inc. PLAN Stock Holding History

Vista Equity Partners 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
Q4 		– Sell
-235,939
Closed -$14.8M – 38
2020
Q3 		$14.8M Sell
235,939
-334,922
-59% -$17.3M 0.28% 23
2020
Q2 		$25.9M Buy
570,861
+107,945
+23% +$4.52M 1.08% 11
2020
Q1 		$14M Sell
462,916
-577,330
-55% -$28.8M 0.82% 14
2019
Q4 		$54.5M Buy
1,040,246
+479,879
+86% +$23.8M 2.49% 2
2019
Q3 		$26.3M Buy
+560,367
New +$30.4M 1.73% 7

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Vista Equity Partners Management's PLAN Position: Q4 2020 in Review

Vista Equity Partners Management sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 235,939 shares — an estimated $14.8M sold.

Vista Equity Partners Management first reported a position in PLAN in Q3 2019 and held it in 5 quarters. The position peaked at $54.5M in Q4 2019. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • Vista Equity Partners Management reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • Vista Equity Partners Management sold 235,939 Anaplan, Inc. shares in Q4 2020, an estimated $14.8M.
  • Vista Equity Partners Management first reported a position in Anaplan, Inc. in Q3 2019 and held it in 5 quarters.
  • Vista Equity Partners Management's Anaplan, Inc. position peaked at $54.5M in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Vista Equity Partners Management's 13F filing for Q4 2020, filed 16 Feb 2021.