SEC 13F Intelligence

Vista Equity Partners Management, LLC / PLANUSD

Vista Equity Partners Management, LLC’s Anaplan Inc Position

Does Vista Equity Partners Management, LLC own Anaplan Inc (PLANUSD)? Not currently — the last reported position was 235.9K shares worth $15M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q3 2020
Shares
235.9K
% of Portfolio
+0.28%
Quarters Held
5
position exited

Position History PLANUSD

Reported value by quarter
Q3 ’19: $26MQ3 ’19Q4 ’19: $55MQ4 ’19Q1 ’20: $14MQ1 ’20Q2 ’20: $26MQ2 ’20Q3 ’20: $15MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020235.9K$15M+0.28%
Q2 2020570.9K$26M+1.08%
Q1 2020462.9K$14M+0.82%
Q4 20191.04M$55M+2.49%
Q3 2019560.4K$26M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Equity Partners Management, LLC’s full portfolio or all institutional holders of PLANUSD.