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Anaplan Inc

PLAN

Anaplan Inc

Anaplan Inc historical holders

total: 4

Lone Pine Capital Anaplan Inc transactions over time

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2020 Q1
Held for:
1 quarter
Latest activity:
2020 Q2
Stephen Mandel has been an institutional investor in Anaplan Inc (PLAN) since 2020 Q1. According to 2026 Q1 report, Stephen Mandel doesn't hold any shares. The fund/company first acquired PLAN in 2020 Q1, initially purchasing about 2.20M shares. Since the initial investment, Lone Pine Capital has made 1 more transaction in this position.

When did Stephen Mandel exit their PLAN position?

Stephen Mandel no longer holds Anaplan Inc (PLAN). They sold off their entire position in 2020 Q2, closing out an investment that began in 2020 Q1.

When did Stephen Mandel first invest in PLAN?

Stephen Mandel first invested in Anaplan Inc (PLAN) in 2020 Q1 at the reported quarter-end price of $30.26 per share, acquiring 2,200,000 shares in their initial purchase.

What is Stephen Mandel's average cost basis for PLAN?

Based on historical transaction data, Stephen Mandel's estimated cost basis for Anaplan Inc (PLAN) is approximately $30.26 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$30.26
Weighted AVG sell price:
$30.26

PLAN transactions history by Lone Pine Capital

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q2
0.00%
$30.26
-100% (-2,200,000)
2020 Q1
0.41%
$30.26
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.