Vista Equity Partners Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-235,939
| Closed | -$14.8M | – | 38 |
|
|
2020
Q3 | $14.8M | Sell |
235,939
-334,922
| -59% | -$21M | 0.28% | 23 |
|
|
2020
Q2 | $25.9M | Buy |
570,861
+107,945
| +23% | +$4.89M | 1.08% | 11 |
|
|
2020
Q1 | $14M | Sell |
462,916
-577,330
| -55% | -$17.5M | 0.82% | 14 |
|
|
2019
Q4 | $54.5M | Buy |
1,040,246
+479,879
| +86% | +$25.1M | 2.49% | 2 |
|
|
2019
Q3 | $26.3M | Buy |
+560,367
| New | +$26.3M | 1.73% | 7 |
|